Terms Of Service Covered Entities

For each terms of service type you design, consider whether or not a TOS created for this type should reference one or more entities in the system that are "covered" by the terms of service. Following are some examples of covered entities:

• A special contract is created for all the McDonalds franchises in your service area. When creating the terms of service record for the umbrella agreement used for this contract, you want the user to link the person record representing the McDonalds corporate entity as a covered entity for the TOS.
• An umbrella agreement is created for a large customer with several types of services. Perhaps you want to group the services in the contract based on type of service. The service type may be set up as a covered entity.

The covered entities could also be used to denote eligibility. Refer to Linking To A UA For A Group Of Premises for an example of using the covered entity collection for eligibility.

The covered entities are actually characteristics. You must define the desired characteristic types if they do not already exist. In this case, they would be foreign key characteristic types. The characteristic types that you want to use must reference a characteristic entity of TOS covered entity.

A terms of service record may only reference covered entity types that you designate on the Terms of Service type record. When designing the covered entities that are allowed for TOS records of a given type, you may also configure the Terms of Service type to indicate that one or more covered entity types are required.

Refer to Terms Of Service Type - Main for more information.