Creating a Service Process
A Service Process is a reusable template that defines what a service involves. Every work order generated from a service plan inherits its details from the associated Service Process. You typically create one Service Process per type of service — for example, "Car Minor Service" or "Annual PAT Test".
A Service Process specifies:
- Description and Service Procedures — what the service entails
- Default Status and Priority — applied to generated work orders
- Employee, Supplier, and Work Centre — default assignments
Viewing existing Service Processes
Go to Maintenance > Service Process > Manage Service Processes to see all Service Processes in the system.
Creating a new Service Process
Use any of these methods:
- Maintenance > Service Process > Create a New Service Process from the main menu
- The Service Processes menu above the list
- The New Service Process button
The Work Order Reference Template field lets you define a naming pattern for generated work order references. Available placeholders:
| Placeholder | Value |
|---|---|
$ID$ |
The unique ID of the generated work order |
$REF$ |
The Reference from this Service Process |
Editing a Service Process
Click the Description of any Service Process in the Manage screen to edit it. Changes apply only to future generated work orders — existing work orders are not affected.
From the Manage Service Processes screen, you can also view and manage related Service Plans and work orders using the Service Processes menu.
Related Articles
- Creating a Service Plan — How to create a service plan
- Steps to Generate Work Orders — The steps involved in generating work orders
- Generating Work Orders — How the system generates work orders
- Introduction to Work Orders — Overview of work orders
- Task Assignment Rules — How tasks are assigned to work centres