Service Management Scheduled Maintenance Report Instructions

Use the Scheduled Maintenance Report to report the locations and customers that have equipment with scheduled maintenance set up.  The report includes the customer ID, customer name, location, contract number, model number and serial number of all equipment under contract and the quantity of each.  The report also includes the scheduled maintenance dates and the tasks to be performed.  Use this report to verify or review the scheduled maintenance that you have setup for service management equipment.

For additional information, click More.

Directions:

To see directions for...

• Opening the Scheduled Maintenance Report, click More.

   

  1.  Click Service Mgt from the Menu Bar.

  2.  Click Print.

  3.  Click Reports.

  4.  Click Scheduled Maintenance Report.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [p] [r] [s].

   

  Scheduled Maintenance Report Window Example:

  Tip:  For more information, refer to the Report Writer - Overview.

  

   

  Service Call Report Window Example:

  Tip:  This appears after the Report Writer prompt.

  

• Choosing the Selections at the Prompt Window, click More.

   

  Service Management Scheduled Maintenance Report Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Writer Prompt Window
  Report Writer Directions	If you want to use existing report settings, click Open and select the name of the settings. Or, you can change the settings on the fly using the Range Options, Sort Options, and Additional Options. If you want to save the current report settings, click Save and specify the name of the settings. To generate the report: Click Print View to display the report. Or, click Print Report to send the report to the default printer. Tip:  After you click Print View or Print Report, you will see the prompt for additional report options. Tip:  For more information, refer to the Report Writer - Overview.
  	To escape from the print routine, click Close.
  Service Management Scheduled Maintenance Report Prompts
  Reported Months	To include all months on the report, select All Months. To only include specific months, select Selected Months.
  Selected Months	If you chose to report Selected Months, you can select the months to report. Entry Options: To only report selected months, select the appropriate months listed. Or, to report a calendar quarter: To select January through March, click 1st Qtr. To select April through June, click 2nd Qtr. To select July through September, click 3rd Qtr. To select October through December, click 4th Qtr. To clear the selected months, click Clear .
  	To generate the report, click OK or press [ENTER]. Keyboard shortcut:  [ALT + o] Tip:  The report is sent to either the default Windows printer or the Print View window, depending on the option you selected at the Report Writer prompt.
  	To close this window, click Cancel. Keyboard shortcut:  [ALT + c]
  	To escape from the print routine, click Close.

   

• Report Sample(s), click More.

   

  To see an example of the report, click Service Management Scheduled Maintenance Report Sample.