Create Service Booking Record(s)

The next step in the Onboarding process is the optional creation of Service Bookings following the finalisation of all required Support Items. Maica offers two mechanisms to create Service Bookings, including:

• Creating Service Bookings directly from the active Plan for a Participant

• Creating Service Bookings directly from an active Service Agreement Opportunity (this article describes this feature)

The inclusion of Support Items is done via the Product Management console by following the steps outlined below:

• Open (or create) a new Opportunity of type Service Agreement (as shown below)

• Once created or selected, click the Create Service Booking button to bring up the Create Service Booking console (as shown below)

• The Create Service Booking console will pre-populate all required Service Bookings grouped by Support Category based on the selected Support Items

• It is possible to add or amend the pre-populated items by either adding additional Support Categories or associating Support Items for stated Bookings