Creating a Maintenance Schedule for an Item

You can set up a planned maintenance schedule for an item. As new units are created, the maintenance schedules are automatically copied to the new units using the item number on the unit. Follow these steps to create a maintenance schedule for an item:

  1. Launch the Service Items form.
  2. Select the item for which you are creating a maintenance schedule.
  3. On the Maintenance tab, select an SRO Type. This is used when a new SRO is created to handle maintenance.
  4. Select the Frequency for the item maintenance. The Down Time field determines the amount of time required to service an internal machine. The Lead Time field determines the amount of time required in advance to create the maintenance order.
  5. Click Save to create the new maintenance order.
Related topics
Adding Service Information for Existing Items