What’s it for:
Unit Service Type is to identify the service pertaining specifically to the unit. Whereas the Type column in the workorder item grid is to identify the type of service requested to the workorder item as a whole, an additional service type selection specific for the Unit is also provided. You can use one or the other or both.
For example, whereas you may select Business Network Service as a Workorder Item Type in the workorder item grid, you may further identify that the Unit being selected is Warranty Service.
This is useful for filtering via the User Scheduled List and for reporting purposes to identify the types of service being performed.
How to access the Unit Service Types subgrid:
| • | accessible from the SubGrids menu bar. |
| • | from the subgrid from the Unit Service Type jump button within the workorder Unit sub-screen |
Where selected and used:
| • | Unit Service Type is selected within the Service, Quote and PM workorder item sub-screen Unit |
See also:
| • | displays as a column in the Items grid and below |
| • | available in detailed reports from the Service Workorders, Quotes and Preventive Maintenance, as well as summary reports from the sub grids |
See also: