Viewing and Changing the Service Plans and Services Applied to a Site

This page provides the following topics:

• Site Overview Page

• To view the service plan applied to a site

• To change the service plan applied to a site

• To view the additional services applied to a site

• To apply a service to a site

• To delete a service that was manually applied to a site

Site Overview Page

The Site Overview page displays which service plans and services have been applied to a site. You can:

• View the service plan applied to a site.

• Apply a different service plan to a site, or change the service delivery model.

• View the services that were manually applied to a site

• Add more services.

• Delete manually-applied services from a site.

To view the service plan applied to a site

1. In Service Center, click Dashboards > Central Dashboard.

2. Click the name of a site

3. The Service Plan Application section displays the service plan.

To change the service plan applied to a site

You can change the service plan applied to a site. For example, if you upsell a customer to a more comprehensive service plan, you can apply the service plan from the Site page to automatically implement the more comprehensive services.

1. In Service Center, click Dashboards > Central Dashboard.

2. Click the name of a site.

3. In the Service Plan Application section, click the gear icon .

4. Click the chevron  beside the site name.

5. Click Modify.

6. Select a new service plan from the list.

7. Click Save.

To view the additional services applied to a site

1. In Service Center, click Dashboards > Central Dashboard.

2. Click the name of a site

3. The Additional Services section lists all of the services that have been applied to the site manually(i.e., not automatically applied via a service plan). Optionally, click a service name to open the Service page.

To apply a service to a site

You can manually apply a service directly to a device.

1. In Service Center, click Dashboards > Central Dashboard.

2. Click the name of a site.

3. In the Additional Services section, click the plus icon .

4. Select the check box beside each service you want to add.

5. Click Add.

To delete a service that was manually applied to a site

When a service was applied to a site manually, you can remove it from the site at any time.

1. In Service Center, click Dashboards > Central Dashboard.

2. Click the name of a site.

3. In the Additional Services section, click the delete icon beside the manually applied service you want to remove.