Managing Service Order Templates and Task Lists

Service Order Templates describe a series of individual service activities. You can use Service Order Templates to standardize recurring activities. If you have a Service Order Template, you can create Service Orders and Maintenance Plans with minimal effort by referencing the items and processes that were created in the Service Order Template.

You can link Reference Objects (such as pieces of Equipment, Functional Locations, Serial Numbers, and Products) to Service Order Templates.

Service Order Templates also specify the spare parts that are required for routine service tasks and the time needed to perform the work.

For example, if you create a Service Order for routine work for which all the individual items are already described in a Service Order Template, you only need to specify the Service Order Template and the required dates in the Service Order. You do not need to enter the individual items because they are copied from the Service Order Template.

The following assignments are made using the Service Order Details:

• General Data: Description, Employee Responsible, and Service Employee Group
• Processing Data: Search Term and Status
• Dates
• Note

The following assignments are possible for items:

• Products: services and spare parts
• Item Category: Service Items, Service Parts Items, and Sales Items
• Service Type, for example, Weekend
• Valuation Type, for example, Senior
• Status
• Reference Objects, for example, pieces of Equipment
• Additional parameters

In the following, you'll find out how to create a Service Order Template.

In the following, you'll find out how to display a Task List.