Service Management File Maintenance Menu

The Service Management File Maintenance menu contains commands for viewing and maintaining the various codes used in the Service Management routines.

Directions:

To open the Service Management File Maintenance menu, click Service Management from the Menu, and next click File Maintenance.
Keyboard shortcut: [ALT] [m] [f]
The table below describes the available options.

Service Management File Maintenance Menu Items
Equipment Maintenance	View and maintain service management equipment information. Keyboard shortcut: [ALT] [m] [f] [e]
Equipment Model	View and maintain the models of equipment used in service management. Keyboard shortcut: [ALT] [m] [f] [m]
Call Type	View and maintain the codes for the types of service calls. Keyboard shortcut: [ALT] [m] [f] [t]
Header	View and maintain the header information that prints on service call work orders. Keyboard shortcut: [ALT] [m] [f] [h]
Pending Status	View and maintain the pending status codes that can be assigned to customer work orders. Keyboard shortcut: [ALT] [m] [f] [p]
Technician	View and maintain information about the technicians who perform the tasks or resolve the problems that require customers to call for service. Keyboard shortcut: [ALT] [m] [f] [t]
Territory Code	View and maintain the codes and the associated descriptions for the territories where customer service is performed. Keyboard shortcut: [ALT] [m] [f] [t] [t]
Specialty Code	View and maintain the codes and descriptions for the special skills required to perform tasks or resolve service call problems. Keyboard shortcut: [ALT] [m] [f] [s]
Problem/Task Code	View and maintain the codes and descriptions for common problems and tasks that require customers to call for service. Keyboard shortcut: [ALT] [m] [f] [p]
Result Code	View and maintain the codes and descriptions that categorize the general results for the customer service calls. Keyboard shortcut: [ALT] [m] [f] [r]
Dispatcher Code	View and maintain the codes for dispatchers. Keyboard shortcut: [ALT] [m] [f] [i]
Salesperson Code	View and maintain the codes and names for the salespeople assigned to customers and associated with products used during service calls. Keyboard shortcut: [ALT] [m] [f] [p] [p]
Schedule Code	View and maintain the codes that allow you to group a number of problem/task codes to be performed during an individual customer service call. Keyboard shortcut: [ALT] [m] [f] [c]
Trade Class	View and maintain the codes and descriptions for trade classes. Keyboard shortcut: [ALT] [m] [f] [r]
Trade Level	View and maintain the codes and descriptions that define the level of technician expertise within a given trade class. Keyboard shortcut: [ALT] [m] [f] [l]
Automation	Opens a menu containing commands for maintaining the codes and associated information used for work order automation and actions. Keyboard shortcut: [ALT] [m] [f] [a]
Work Order Site Maintenance	View and maintain information for generic sites, which are non-billable locations that have infrastructure to track.
Labor	Opens a menu containing commands for maintaining the codes used for tracking labor in Time Entry. Keyboard shortcut: [ALT] [m] [f] [l] [l]