To add a SOR template to an equipment servicing programme

The procedure to add a SOR template to an equipment servicing programme is as follows:

1. Navigate to Quick Menu > Planned & Servicing Lite > Management > Service Program Management. The Service Program Management window is displayed.
2. Expand a status heading and select an associated equipment servicing programme from the alphabetical list, or type its name into the Search Programs field. By default the list is filtered to show All servicing programmes. An alternative filter can be applied using the Select view drop-down field: Authorised, Awaiting Authorisation, Cancelled, Complete, Entered, On Hold, Work In Progress, etc. 1.
3. Click on SOR Templates. The SOR Templates tab is activated.
4. Click on Add Template. The Add Template window is displayed.
5. Using the Template drop-down field, select the desired work instruction for the equipment servicing programme 2.
6. Where the fulfilment of the work instruction template is Equipment specific, activate the tick box provided and choose the relevant item of Equipment using the adjacent drop-down field 3.
7. Click on Add. The chosen SOR template is displayed in the Service Program Templates summary table.
8. Repeat steps 4 through 7 to add further work instruction templates to the equipment servicing programme.
9. Click on Save.

Note

1 The Search Programs field will match against any element of the equipment servicing programme name.

2 Any SOR templates already added to the equipment servicing programme are automatically excluded from the displayed list as part of the process.

3 Only equipment items linked to the overarching Service type specified for the programme are available for selection.

See related topics...

Servicing plan maintenance overview

To remove a SOR template from an equipment servicing programme

To create a new equipment servicing programme