The procedure to remove a SOR template from an equipment servicing programme is as follows:
- Navigate to Quick Menu > Planned & Servicing Lite > Management > Service Program Management. The Service Program Management window is displayed.
- 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.
- Click on SOR Templates. The SOR Templates tab is activated, revealing all SOR templates linked to the equipment servicing programme in the Service Program Templates summary table.
- Activate the Select tick box against each SOR template to be removed from the equipment servicing programme.
- Click on Remove Template 2. The selected entries identified for removal are marked with a RED indicator 3.
- Click on Save. The selected SOR template entries are removed from the Service Program Templates summary table 4.
Note
1 The Search Programs field will match against any element of the equipment servicing programme name.
2 This option is active only for equipment servicing programmes where the status progression is not already set to Cancelled or Complete.
3 A RED indicator denotes that a record is marked for deletion but the action has not yet been formally applied.
4 The removal process prevents the selected SOR templates from being added to further assets within the equipment servicing programme; any existing links to assets and all associated works orders will be preserved.
See related topics...
Servicing plan maintenance overview
To add a SOR template to an equipment servicing programme
To create a new equipment servicing programme
