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| Use the Contract Coverage window to view all equipment and tasks covered by the maintenance contract. Items display by sublocation, equipment, task list, and task code. Component equipment records display indented. You assign equipment, tasks, and task lists to a maintenance contract from the Contract Coverage window. |
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- Select Cards > Service Management > Service Manager.
- Select a customer and select the Contract indicator.
- Select the Coverage button.
- Select the Equipment button. You can assign equipment to the maintenance contract in the Contract Coverage Maintenance window.
- Select Use the search field to find equipment by the ID or type or select an equipment record in the left scrolling window and select Insert >>. You can attach any equipment that is on this list, regardless of whether it is already assigned to another contract. Group items do not appear on the Contract Coverage Maintenance window because group items cannot be covered by a maintenance contract.
- If you want to include task lists associated with equipment types and/or equipment components, mark the appropriate checkboxes.
- Marking the Display Equipment Components checkbox at the bottom of the window allows you to view equipment component records indented underneath their has-components records.
- If the Automatically Add Equipment Type Task Lists When Inserting checkbox is unmarked, the Start Month field is disabled, and Default appears. This ensures that the start month is that of the task and not the contract.
- You can use the Equipment button to create new equipment records from the Contract Coverage Maintenance window.
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