Service History

Roles: Service User

 

Service history provides vehicle evidence that:

  • supports a company's claim about a vehicle's road-worthiness for compliance and law enforcement agencies
  • forms the basis for business decisions around the ongoing maintenance, and 
  • provides a vehicle's maintenance history for interested buyers.

Workflow

The Service history workflow starts at the Assets screen.

To create a Service event:

  1. Service > Assets
  2. Select a vehicle/asset. Its service drawer will slide open.
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  3. Click Schedule new service. The Schedule service screen opens.
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  4. Fill in the form:
  • Load service plan: Select a pre-designed plan of services from the list
  • Choose service type: Select one of the predefined service types
  • Choose supplier: Select one of the pre-loaded suppliers
  • Schedule the service by filling in your criteria and timing options.
  • Click Add another to prepare another service, or Schedule to apply the schedule and leave this process.

As time goes on, service status alerts will be handled by various columns in the Assets screen.

To complete a service:

  1. Service > Assets
  2. Select an asset with a service due for processing.
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  3. Click ... The service submenu opens.
  4. Click Complete service. The Complete service screen opens.
  5. There are several fields that can be filled in. The more information entered, the better a vehicle may be managed.
    1. Show advanced options: Currently, this allows entry for a number of cost-related fields used to help track vehicle maintenance expenditure.
  6. Click Complete.

You're returned to the Assets screen.

To access a vehicle's service history:

  1. Service > Assets > Select a vehicle line. The vehicle drawer will open.
  2. Click Service history. The service history screen opens.
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