This guide will provide an overview on the new feature of Company and Contact information from Equipment mapping over to Maintenance Jobs.
1. Select Equipment
From the Equipment List - select a piece of Equipment.
2. Client Information
If we scroll down in the Equipment View - we can see that the Client Section has a Client configured.
3. Click "Perform Maintenance"
Scroll back up and select "Perform Maintenance".
4. Select Unscheduled Repair
Select one of the Unscheduled Repairs to continue.
5. Click "Allocate Item"
Select Allocate Item to continue.
6. Click "Start Job"
Commence the job.
7. Client Information from Equipment
If we scroll down - we can see that in the Client section - the Company and Contact has been pulled over from the Equipment.
8. Click Back
Click back from the toolbar to continue.
9. Click "Maintenance"
Access the maintenance area.
10. Job from Perform Maintenance
Click on the Maintenance Job that was previously created from the Perform Maintenance workflow.
11. Click "Unlink Open Services"
Select Unlink Open Services to remove current Open Repair items from the Maintenance Job.
12. Click on Repair Item
From the Equipment on the Right Hand Side - expand and select one of the Repair Items - then drag that item onto the Maintenance Scheduler.
13. Maintenance Job
Click on the new scheduled Maintenance Job.
14. Click "View Job"
Click on View Job.
15. Client Section
Scroll down and we can see that the Client information has been filled in based on the linked Equipment.
This guide provided an overview of how Maintenance Jobs scheduled from the Maintenance Scheduler or raised via the Perform Maintenance feature will now have the Company and Contact information copied from the Equipment - which is a key step required for Internal and External Invoicing which will be a part of the next equipment release. Thanks for Watching.
In_Equipment_BL_OV-FY24 Release 1 - Equipment Contact and Company mapping to job for Maintenance Jobs_04/10/2024-V1
