How to Create Service Plan
Follow the steps below to create new Service Plan
- Navigate to the Web Portal and login
- On the left-hand main menu, select Assets->Asset Settings
- Click on Update Service Plans
- Click on + sign to add a new Service Plan
- Enter Service Plan Name
- Click on + Add New to create a Schedule
- Enter the Name of the Plan, choose the Unit of measurement, Service Interval
- Choose the Checklist Items - How to create checklist
- Click the Recurring checkbox if needed
- Submit to save
Related Articles
Service Plan Status and Color Coding Guidelines
Status Update Criteria The status of a service plan will automatically update to "Upcoming" if the schedule for the upcoming service plan is recurring. Color Coding Based on Unit Measurement The color of the status indicator is determined by the type ...How to Assign service plan to plant
Follow the steps below to Assign a service plan to plant Navigate to the Web Portal and login On the left-hand main menu, select Assets->Plant Click on the checkbox of the vehicle Then click on Assign Service Plan Choose the Service Plan - How to ...How to assign service plan to vehicle
This article will explain the process of How to assign Service Plan to a Vehicle Navigate to the Web Portal and login On the left-hand main menu, select Assets->Vehicle Click on the checkbox of the vehicle Then click on Assign Service Plan Choose the ...How to Create Plant Hours
Plant Hours are generated when the Timesheet and Jobsheet create the Payroll Hours. To activate this feature, ensure that in the Timesheet Settings > Timesheet and Jobsheet Operation Settings, the Timesheet Hours Plan is set to "Task Entries Create ...How to Create Activities
This article will help you to setup Activities for the Project Project activities are the individual actions, and processes that need to be carried out to complete a specific project. Navigate to the Web Portal and login On the left-hand main menu, ...