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Service Plans
This screen allows you to maintain Service Plans. These provide a template for generating Servicing Schedules against Customer Assets
List Tab
Display fields
Service Plan Code: The Service Plan Code as entered into the ‘Detail’ tab.
Description: Description of the plan taken from the Service Plan record.
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Service Plan screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of a new Service Plan.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This removes the current Service Plan from this table
Related: This will bring up a list of functions that are related to the Service Plan. You may open and maintain information in those screens whilst still remaining in the Service Plan screen.
Reports: This will bring up a list of Reports that are related to the Service Plan. You can immediately run the report whilst still remaining in the Service Plan screen.
Detail Tab
Entry and Display fields
Service Plan Code: Entry is only allowed during an Add transaction. Enter the name of the new Service Plan Code. Duplicate Codes are not allowed.
Description: Enter a brief description of the Service Plan. No validation checks are carried out on this entry.
Notes: You can enter unlimited amount of Notes that are related to this Service Plan. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Service Plan screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will show a blank Service Plan detail screen for entry of a new Service Plan
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Delete: Not applicable to the Detail panel
Related: This will bring up a list of functions that are related to the Service Plan. You may open and maintain information in those screens whilst still remaining in the Service Plan screen.
Reports: This will bring up a list of Reports that are related to the Service Plan. You can immediately run the report whilst still remaining in the Service Plan screen.
Lines Tab
At the line level you can define a series of Service events that make up a full servicing schedule for the Asset. Each Event can have a different template if required to cover the specific work content.
Entry and Display fields
Period: From the drop-down list select the period length (days or months), which - combined with the next field - will define when the after-sale service is due.
Days or months from asset creation: Enter the number of days or months when this service is scheduled from sale of the asset.
Job Type: From the drop-down list select the Job Type that will be used when auto generating the Service Job relating to this Service
Template: From the drop-down list select the Task Template that will be used to provide the details for the Service Job. Templates are maintained under Jobs>Templates
Buttons
Close: This will close the Service Plan screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a scheduled Service event
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Delete: This will delete the current highlighted Service event
Related: This will bring up a list of functions that are related to the Service Plan. You may open and maintain information in those screens whilst still remaining in the Service Plan screen.
Reports: This will bring up a list of Reports that are related to the Service Plan. You can immediately run the report whilst still remaining in the Service Plan screen.