Configure Service Processes

The following are some examples of the settings that you can apply to service management processes:

  • Some overall settings for various processes, such as warnings, next service calculations for service items, the starting fee to assess, the fault reporting level to use, and so on.
  • The types if information that a technician must enter on service documents. For example, you can require them to specify the type of order, the start and/or end dates for the work, and the type of work that was done.
  • Some default settings for response times and warranties. These include a default response time for starting service, warranty discount percentages for parts and labor, and how long warranties are valid for.
  • Settings for contracts, such as the maximum number of days that you can use for contract service orders, whether to use reason codes when a contract is canceled, standard texts for contract descriptions, and contract values.
  • The number sequences to use for service-related documents and items.

To enter general and mandatory settings

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Service Setup, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.

See Also

Set Up Fault Reporting
Set Up Resource Allocation
Set Up Codes for Standard Services
Set Up Additional Costs for Services
Set Up Troubleshooting
Service Management