Creating services

Prev Next

Names for service objects

Names for service objects

The Service Planning template is set up to use the dictionary by default when naming service objects.

The dictionary is optional, but it provides multilingual output and standardized naming.

Create the required dictionary objects before creating service definitions.

Create a plan

Create a plan to group related service definitions and organize maintenance content.

A plan is a structural container, not a maintenance task.

Create a service section

Create service sections under the plan.

Sections are grouping levels that organize related service tasks.

Create service tasks

Create service tasks under service sections.

Tasks contain the actual maintenance content.

Link items to tasks

Link each task to the item it applies to.

A task can be linked to multiple items when both the task content and spare parts requirements are identical.

Create a spare part kit

Create spare parts kits as items that contain the parts required to perform a single task.