What it is and how it works!
Service Jobs are jobs raised as part of a pre-planned maintenance schedule or Service Contract. Once your service schedules have been created, upcoming services appear in the Equipment Service Schedule, ready to be reviewed and raised as jobs.
For this best-practice flow, service jobs should be raised manually rather than automatically. This allows you to review upcoming services and, where required, contact the customer to agree when the work can be carried out before creating the job. Different service types may also need to be raised at different points in advance.
Enable the following User Rights to gain full functionality:
Module Access: Equipment Service Schedule
Getting There
To view your upcoming services:
Go to Scheduling.
Select Equipment Service Schedule.
The Equipment Service Schedule contains the services generated from the service sequences set against your equipment.
Find the Services You Want to Raise
Use the available filters to narrow the Equipment Service Schedule to the services you need to work with.
Pro tip: Filter by date or site to focus on a particular period or customer. This allows you to review upcoming work before committing it to a job.
Click Due Within One Month.
Select the relevant service items.
Note: Where several service items need to be managed together, use Manage Selected Service Items after selecting the required records.
Before progressing, check that you have selected the correct:
Customer and site.
Equipment.
Service/service type.
Due date.
Click Raise Jobs for Selected Services.
The service schedule provides the planned service information from which the Service Job is created.
Once raised, the work moves from being an upcoming service in the schedule to a job that can be managed through the normal job and scheduling process.
Service sequences are what generate the services shown within the Equipment Service Schedule.
Once the Service Job has been raised, it can be allocated to an engineer through the Scheduler.
When a job is placed into an engineer's diary and issued, the Agreed Date and Time on the job are automatically updated from the diary booking.
From here, the Service Job follows your normal job-management process.
Why raise service jobs manually?
Keeping this process manual gives you control over when the planned service becomes an active job.
For example, you may want to contact a customer when you can see that their service is approaching, agree a suitable visit date with them, and only then raise the job. You may also decide that one service type should be raised a month in advance while another can be raised closer to its service date.
Use the Equipment Service Schedule as your forward view of planned maintenance, rather than immediately turning every future service into a job.
Review upcoming services, contact customers where required, agree when the work will take place, and then raise the appropriate Service Jobs. This keeps the active job list focused on work that is ready to be planned and carried out.
Glossary
Term | Link | Description |
Equipment Service Schedule (ESS) |
| The module used to view upcoming scheduled services for equipment and raise the associated Service Jobs. |
Equipment |
| An individual asset held against a customer site that can have planned servicing requirements. |
Service Sequence |
| Defines the sequence and frequency of services required for equipment. |
Scheduler |
| The area used to plan jobs into engineers' diaries and manage scheduled work. |