Cherwell IT Service Management Blog
Resources, Best Practices, and Solutions for ITSM Pros

March’s New Feature Spotlight: Improved Maintenance Workflow

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The most recent release of Express Software Manager introduced, among other enhancements, a whole host of new purchasing features that help you more efficiently track and manage the procurement details related to your IT investments. One of those features is the streamlined ability to track and verify the renewal of existing maintenance agreements.

In Express Software Manager 10.0, when you create a new hardware or software line item, you now have the option of adding maintenance immediately (see Figure A). This option is available initially upon creation of a new hardware or software line item. If you want to add maintenance after the fact, simply click on the appropriate Maintenance button for either software or hardware, then enter related details (as in the previous version of Express Software Manager.)

Let’s say, for example, that your maintenance agreement for Microsoft Office is expiring in a month and you want to renew the software contract. Here’s all you need to do:

  1. In the Express Purchasing Console, click on the Status tab.
  2. Click Expiring Software. You will see a list of all orders that are nearing expiration.
  3. Click on the Renew button, which will expand the renewal screen below.
  4. Enter the details of your maintenance agreement.
  5. Click the Save button.
IT-purchasing-maintenance
Figure A) Adding maintenance details for new line items
IT-purchasing-renewal
Figure B) Entering renewal details

 

 

 

 

 

 

 

Presto! Your maintenance details now reflect the new agreement details (most notably, the new maintenance date) under the Software Maintenance line items.

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