Editing Covered Work Plan from a Service/Maintenance Contract
You can edit a covered work plan in a service or maintenance contract to modify key details such as the work plan, coverage dates, or applicable SLA terms. Keeping these details up to date ensures accurate entitlement evaluation and consistent service coverage.
To edit a covered work plan:
1. From the Home page, go to the Service/Maintenance Contracts.
2. Click the Contract record for which you want to add a covered work plan.
3. Select the Related tab and scroll to the Covered Work Plans section.
4. Locate the covered work plan record you want to edit.
5. Click the Action Menu icon next to the record and select Edit.
The Edit Covered Work Plan page opens, displaying the selected record number and existing field values for update.
6. Update the required fields.
7. Verify that the Active checkbox is selected if the record should remain active for entitlement evaluation.
8. Click Save to apply the changes, or Cancel to discard them.