AMC is a contractual agreement between a service provider (usually an organization or individual) and a customer.
AMC is to provide maintenance and support services for a product or system over a specified period, usually one year.
AMCs are common in various industries, including IT, manufacturing, and facilities management, and they ensure that the customer's equipment or systems continue to function properly. Steps:
Goto the Workspace then click on the AMC Manager
1. Active AMC:
AMC projects which are active will displayed under this tab,default status of the amc is On Track
All the newly created amc will have one auto generated task which is created by system will be visible in the project.
For all amc project we can create task and assign to the users.
To add new AMC, Click on the +New AMC button, project creation form will get open as shown in the below image:
Enter the required details.
AMC Name: Enter title of the amc Project Name.
AMC Group: Enter the amc Group Name.
AMC Master: Select the level of amc from the dropdown.
AMC Year: Mention the year of amc project
AMC Engagement model: Select the engagement model that defines the relationship between the client and the development team.
Owner: Select the owner for amc project.
Manager: Select manager for amc project.
Start Date: Select the start date of the amc project
Due Date: Select the estimated due date of the amc project so that before project deactivation user will notify for renewal of the project.
End Date: Select closure date of the project.
Additional details can be add while creating new project:
Head: Select head of the project.
Code No: Enter project code (if any)
Stakeholders: Enter the name of stakeholders
Project Description: Describe the project in brief.
Order: Select the related order (if any)
To view amc details, click on the View AMC icon.
To update amc details, click on the Edit AMC icon.
2. To Renew Reminder:
The projects whose due dates are about to expire will be shown on this renew tab.
To view amc details, click on the View AMC icon.
3. Deactivated AMC:
If due date of the amc project is crossed then the project will be displayed in this tab.
User can either actiavte an amc or close amc.
When the user activates an AMC, most recent AMC will be moved to the "Active AMC" tab and the older ones will be moved to the "history" tab.
To update/activate the amc:
Click on the Active AMC icon,update form will be displayed
Enter the required details and submit the form.
To view amc details, click on the View AMC icon.
To activate an amc project, click on the Active AMC icon.
To close amc project, click on the Close AMC icon.
