Asset & Configuration - Contract Specialist

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Welcome to the Asset & Configuration - Contract Specialist learning. Click each sequential tab below to find key learnings and information.

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Introduction ::

The Asset & Configuration Contract Specialist manages the Warranty and Maintenance Process using the Integrated Service Management Platform (ISMP) tool. The goal of the Warranty and Maintenance Process is to create a global viewpoint (visibility and tracking) for all hardware assets that are under warranty and maintenance contract management.

The benefit of the Warranty and Maintenance Process include providing Warranty, Maintenance Uplift, and Lease Supplier information for appropriate management tasks. Additional benefits include the:

Improved consistency with Parent and/or Child hardware Configuration Item (CI) details.
Ability to associate newly purchased Warranty, Maintenance Uplift, and Lease to existing CIs, e.g., attribute Purchase Order number.
Automation of Warranty, Maintenance Uplift, and Lease activities.
Data retention of original location information for CIs that are moved to Return for Maintenance (RFM) tracking.
Tracking the original asset purchase for Legal Entity and country identification (identify location specific warranty violations).
Effective reporting capabilities that identify upcoming expirations, and provide cost comparisons for capacity planning and forecast purchasing maintenance and hardware refresh decisions.
Querying Warranty, Maintenance Uplift, and Lease factors by key variables such as End Date, Serial, MRN, Supplier, or location attributes (region, site, room).

Warranty and Maintenance Contract Types

There are 5 types of asset contracts used in ISMP:

Asset Contract	Description
Disk Retention	A contract where the user agrees to pay the owner for the use of an asset.
Lease	Receive a new hard drive without shipping the failure disk back to the supplier if a hard drive fails.
Maintenance Uplift	Purchase uplift for additional support above the standard default warranty and/or purchase maintenance (post warranty) support beyond when the hardware comes off warranty (primarily used for Server assets).
Software Warranty	Default based warranty bundle in a new box from the supplier.
Warranty	Default based warranty bundle in a new box from the supplier (default based on either model or individual).
NTS only:	The Warranty & Maintenance process only uses 3 out of the 5 asset contracts in ISMP: Lease Maintenance Uplift Warranty

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Contract Number	Warranty or contract identifier provided by the supplier.	Number	Unique number assigned by the system.
Contract Type	A way to identify the type of contract; Values include: Disk Retention Lease Maintenance Uplift Software Warranty Warranty	Purchase Type	Indicates how the purchase was made; Values include: Purchase Order Corporate Credit Card
Coverage	Support Level (Responses times) - The days of the week and hours during which the service provider will provide service related to the contract and the expected maximum response time for them to respond to request.	Renewable	Check box indicating the Lease, Maintenance Uplift or Warranty is to be renewed.
Description	Description of the contract.	Renewable Date	If applicable, the date when the Lease, Maintenance Uplift or Warranty is to be renewed.
Duration	The number of time periods covered by the agreement. The combination of Duration and Period Type define the length of time the agreement will be active (example: 4 years). This is not applicable when Status is Lifetime.	Service	The name of the service responsible for the contract.
Duration Type	The type of time period during which the coverage is active. Value includes: Day, Month, Quarter, or Year.	Status	The current stage in the CIs lifecycle; States vary by CI type; For computing hardware, it indicates if the item is being transported, stored, used, returned, disposed or retired.
End of Life (EOL) Date	The quarter that the product covered by this warranty or contract will become end of life for the specific Intel service using the item.	Warranty Provider	Company providing the support for the warranty; This may or may not be the same company from which the item was purchased.
End of Life (EOL) Forecast	A checkbox that indicates if the product covered by this warranty or contract has an end of life end for the specific Intel service using the item.	Warranty Status	Use expired or unknown to monitor warranty status on any asset that did not have start/end date.
End of Support (EOS) DATE	The date upon which the manufacturer will no longer provide service for the product.	Warranty Type	An indication of whether this record describes a default agreement or a specific agreement for a set of assets. Values include:Default and Individual.
Maintenance Date	The year/quarter in which the maintenance contract is planned to be renewed.
Maintenance Forecast	A checkbox that indicates if a contract should be purchased when the current contract expires; The Maintenance date contains the information when the new contract should start.

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Additional Resources

The following resources provide further learning opportunities and additional information:

Service Asset & Configuration Management Roles Handbook

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Contract Specialist Role ::

There is 1 primary role in the Warranty & Maintenance process being the Asset & Configuration Contract Specialist. The Contract Specialist performs tasks in ISMP to capture Warranty, Maintenance Uplift, and Lease Supplier information, and to associate newly purchased Warranty, Maintenance Uplift, and Lease contracts to existing Hardware CIs to prevent any lapse of coverage. The Contract Specialist primarily:

maintains warranty, maintenance, and license information in the ISMP tool.
reconciles Intel and supplier information.
forecasts changes that need to be made to existing agreements.

General Responsibilities:

Maintain contact information for Warranty and Maintenance Uplift providers.
Add or edit warranty and contract data, and associate it with CIs or products.
Ensure that warranties and contracts are appropriate per associated business critically and the services relying on equipment.
Ensure that Intel and the supplier warranty and contract data match.
Forecast changes and determine their cost (ROI).
Ensure Intel receives credit, or agreement and payment is terminated for retired and discontinued products or trade ins.

The Asset & Configuration Contract Specialist role fits in the overall Asset & Configuration services per the below team structure image. The steps identified in the Create, Change, and Retire sections apply to the Hardware Asset Management process.

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Contract Specialist Role: Tasks ::

The Asset & Configuration Contract Specialist performs 3 key tasks regarding Warranty, Maintenance Uplift, and Lease contracts. Each task involves unique steps to complete the needed activities.

Click each Demo button to watch the video demonstration.

Create a New Contract

The Contract Specialist creates new Warranty, Maintenance Uplift, and Lease contracts.
When a new contract is created, the Start and End dates of the contract can be tracked.
For a Warranty contract, key fields such as the PO Number, Duration, and Duration Type much be completed. However, these fields are not required for Maintenance Uplift or Lease contracts.

Click to view a demonstration how to Create a New Warranty, Maintenance Uplift, or Lease Contract for All Hardware.

Search or Change (Update) a Contract

After a new contract has been created, a Contract Specialist can search or update an existing Warranty, Maintenance Uplift, or Lease contract when needed.

Click to view a demonstration how to Search or Change (Update) a Warranty, Maintenance Uplift, or Lease Contract.

Add/Remove a Model Name To a Contract

Sometimes an existing Warranty, Maintenance Uplift, or Lease Contract needs to have a model name added or deleted from it. The Contract Specialist manages this task as needed.

Click to view a demonstration how to Add/Remove a Model Name On An Existing Warranty, Maintenance Uplift, or Lease Contract.

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|| Completion || ::

When you have completed the learning in this content, click the below Track Completion button.

This allows the IT Service Management team to know that you have completed this learning and are prepared for relevant next steps.

Click when you are finished.

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