Add Service Tasks to a Service Program

Prerequisites

Before you can add service tasks to a service program, the following must be in place:

• A service program must be created

• Service tasks must be created in the library

• The role must have Read and Write access to:
  Service → Service Programs

If you are unable to edit the service program, an administrator must review the role setup.

How to do it

1. Navigate to Service from the main menu.

2. Select the Service Programs tab.

3. Open the service program you want to configure.

If you have just created the service program, you will already be in the correct view.

Add service tasks

1. Click the row labeled Select from library.

2. Search for and select the desired service task.

3. Select which service intervals the task should be performed at by checking the relevant boxes.

4. Click New row to add more service tasks.

5. Repeat the process until all required tasks have been added.

Result

When the service tasks have been added and saved:

• They are linked to the selected service intervals

• They form the basis of the checklist during service execution

• The tasks will appear in the work order when the service is performed

Important information

Remember to save as you go when adding service tasks.

Note: If a row does not have a selected service interval, the row will be removed when saved.

This happens because the system requires each service task to be linked to at least one interval.