How to View, Edit or Delete a Service (Desktop)
A Service is an individual routine maintenance activity (such as oil changes or tire rotations) with customized and pre-configured triggers and reminders. Services are added to a Preventative Maintenance Service Packages and then applied to assets.
Permission Requirements: Users with the “Maintenance Settings” permission can view, edit or delete a service.
💥 Maintenance is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
In this article:
Services Grid Overview
To access the Services grid, select Settings in the top global navigation bar. Select Maintenance, then Services tab.
The following data is available for each service:
- Service Title: Title of the service
- Must be unique. No two services can have the same title.
- PM Service Package: If the service has been assigned to a PM Service Package, the title of that package will be here.
- Created By: User that created the Service.
- Service Trigger: Timed, Usage/Hours or Usage/Miles
- Timed Frequency: If Service Trigger is Timed, the frequency chosen will show here.
- Trigger Value: If Service Trigger is Usage, the trigger value for x hours or x miles will show here.
- Ending At: If an optional end date or end hours/miles value has been submitted, that value will show here.
- Service Occurrence: One Time, Recurring, Daily, Weekly, Monthly or Yearly
- Service Triggered Based On: (Usage based only) Will show the selected Scheduling Preference: Original Service Value or Last Serviced Value
- Reminder: Hours, Miles, Days or % prior to service that the Reminder will send.
- Recipients: Who will receive the Reminder.
- Assigned Inspections: Any inspections (added by the Service creator) to be completed at the time of the service.
- Modified: Date and time the Service was last modified.
- Modified By: User that last modified the Service.
- Maintenance Request Defaults: These are the default values (chosen by the Service creator) for any Maintenance Requests triggered by this Service.
- Priority
- Default Parts Cost Code
- Default Labor Cost Code
- Created: Date and time the Service was created.
How to View Service Details
- 1
- In the Service Grid, select the "eye" icon in the Actions column next to the Service you would like to view.
- 2
- Review Service Details
The Service Details page includes:
- Service Title and Description
- Trigger
- Occurrence
- Trigger At
- Reminder and Recipients
- Created Timestamp and Created By (user name)
- Modified Timestamp and Modified By (user name)
- Maintenance Request Defaults
- Priority
- Default Labor Cost Code
- Default Parts Cost Code
- Labels
- Assigned Inspections
- Suggested Parts
- Change Log: A log of all of the modifications that were made to a Service since it was created. Details include each modified date and time, who modified it, and what they edited.
- Actions Log: A log of all actions taken to the service since it was created. Details include the action timestamp, user name, and action description.
How to Edit a Service
- 1
- In the Service Grid, select the "pencil" icon in the Actions column next to the Service you would like to edit.
- 2
- Edit the Service.
You can edit any field of your service. View How to Create a Service (Desktop) for details on each field.
- 3
- Select Update Service Trigger
Select to keep any scheduled instances or override any schedule instances.
Note: A service is considered "scheduled" once the PM Service Package has been created and started.
How to Delete a Service
- 1
- In the Service Grid, select the "trash can" icon in the Actions column next to the Service you would like to delete.
- 2
- Select to keep scheduled instances or delete all scheduled instances.
Note: A service is considered "scheduled" once the PM Service Package has been created and started.
