Knowledge Base

Create Service Group:

Access the Service Groups Settings, click on your user profile (1) on the left-hand side of the screen and then click Settings (2):

On the left-hand side of the screen scroll (1) to the bottom of the page and select Service Groups (2):

From this screen we can Add New (1) Service Groups, Edit Service Intervals (2) and Edit Checklist Items (3) – we will be adding a new Service Group first:

Enter the Service Group Name (1), A (2) alias, B (3) alias and C (3) alias. You can enter up to E for service types:

Then add applicable intervals for Servicing on KMs/Miles, Hours & Days. Note: this group is based on KMs for A and B Services, but has an Annual C service on 365 days:

In the above example, a vehicle in the group will turn Yellow for an A service when within 500 kms/miles of the due service odometer reading. Once a vehicle is within 250 kms/miles of the service due reading it will turn Red

The Compliance field is used to set a limit of the maximum interval between a service before a non conformance is raised. This is a feature typically used by NHVAS Maintenance Management accredited fleets or TruckSafe. In the above example, an A Service is allowed a 15% tolerance on the specified interval.

Click Save Service Group once you have completed creating the Service Group.

Edit Service Settings:

Follow the steps in Create Service Group until you are back at the Service Groups settings page.

Click Edit Service Settings (1) to change the intervals when a service is due for the group:

From this screen you can edit Service Group name, Alias names for the services and the intervals for KMs, hours and days.

Add or Edit Jobcard Items:

Follow the steps in Create Service Group until you are back at the Service Groups settings page.

Click Edit Service Items (1) to change the Jobcard settings:

From this screen you can Add New (1) Jobcard items and edit existing Jobcard items by clicking on the item (2):

The Add New and Edit Item screens are visually the same, the Add New screen will not have a delete item option until after it has been saved.

Attach the Service Jobcard Item to the relevant Service Group (1), optionally add a Section, Description and Item Order. Then, assign a service the Jobcard item is relevant to and click Create Service Item (2):

If you are editing an existing Service Item you will have to click Update Service Item.

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