To view the functional units linked to an equipment servicing programme

The procedure to view the functional units linked 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 Functional Units. The Functional Units tab is activated, revealing all functional units associated with the equipment servicing programme, as a consequence of the underlying rent agreements for the linked asset records 1. Certain fields are worthy of special note and are captured in the table below 2.

Tip

1 To aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

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

2 Use the summary table Menu option to hide or reveal additional columns of information; apply the standard 'drag and drop' technique to reposition columns into a different order.

See related topics...

Servicing plan maintenance overview

To add a functional unit to a user account