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Creating a Service Process

Maintenance Guide
Generating Work Orders for Planned Maintenance

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:

  • Reference and Work Order Reference Template - the naming pattern used for work orders generated from this process
  • Description, Work Centre, and Process Notes - what the service entails
  • Starting Status and Priority - applied to generated work orders
  • Assigned To and Assigned to Supplier - the default employee or supplier the work order is assigned to

Viewing existing Service Processes

Go to Maintenance > Service Process > Manage Service Processes to see all Service Processes in the system.

The Manage Service Processes list showing existing service processes

The list shows each process's Reference, Description, Priority, assigned employee/supplier, Work Centre, and the number of Service Plans and outstanding Work Orders that use it. From the toolbar you can edit the selected row, open the Service Processes menu (for related Service Plans and work orders), deploy a process directly as a Service Plan, or jump to Manage Service Plans.

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 on the Manage Service Processes screen

The new Service Process dialog with fields for reference, description, work centre, priority, assignment and process notes

The Reference and Work Order Reference Template are pre-filled (e.g. SP6 and WO6/$REF$) but can be changed. Description and Work Centre are required. Assigned To, Assigned to Supplier, Starting Status, and Priority default to None / New / Medium Priority and can be set as needed. Use Process Notes for any service procedure details. Additional tabs let you attach Images and Documents and manage Relationships.

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.