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- Choose Transactions > Equipment > Equipment Scheduled Maintenance.
- Enter a number in the Maintenance Number field to choose a scheduled maintenance record. The Current check box is automatically marked and disabled after creating calls. Inactive records do not process.
- You can edit scheduled information thereby changing the Due Date and Due At fields.
- You can also change the Due At field by choosing the expansion button attached to the Prior Usage field to open the Prior Usage Update window. If you want to enter a prior usage, enter a value in the Prior Usage field and choose OK. If you want the prior usage to automatically update from the value in the Usage Life to Date field in the Equipment Manager window, choose the Update button. The prior usage number is the basis of what the relative number is added to. You may manually change the Due Date and Due At fields. This process is useful if the operating log was not current when the scheduled maintenance record was created.
- You can choose the Tasks button to edit tasks and task lists assigned to the scheduled maintenance record. If you unmark the Use Signature Service Management check box, tasks and task lists will be removed from the scheduled maintenance record before saving. If the Use Maintenance Contract check box is marked and no contract number appears, this piece of equipment has not been attached to a maintenance contract; therefore, no contract will be used when creating the service call.
- Choose the printer button to print the Equipment Scheduled Maintenance Detailed report. This is a useful report for the technician per forming performing the scheduled maintenance. You can print additional reports using the printer button if you have the Document Printing Enhancements feature registered.
- You can create a new call in Service Management using the New Call button. Some fields, for example, the Call Type, Division and Problem Type, default from the scheduled maintenance record onto the service call.
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