Servicing.

Servicing. 2017-09-11T03:59:14+00:00

Info and Concepts

The Servicing module allows the organisation to create and track tasks that are either related to an asset or are stand alone. A service record can be a recurring event or a service that is only carried out once. The system allows each service to be tracked by days or months and a warning email can be sent to any user that has the “Email Notify” box checked in their user account. If the organisation uses the multi-base functionality a service can be assigned to an indiviual base within the system.

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Where

The Servicing module us accessed via Compliance section from the main menu.

Walkthrough

  1. To create a new service, click the new record button. Screen Shot 2015-12-09 at 12.31.05 PM Shortcut = Ctrl +N
  2. Enter a description and category for the new service record.
  3. If the multi-base functionality is being used select a base from the drop down list.
  4. If the service is a recurring event check the “Recurring” check box. This will allow an interval to be entered in the recurring details section.
  5. If the service is not recurring enter the due date in the Warnings area and the system will show the number of days to run.
  6. Enter the warning period required in the “Warning Days” field. When this threshold is reached Aerotrack will begin to send warning emails to those users selected in the Security section. Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-04-01 at 3.25.26 PMScreen Shot 2016-02-22 at 12.25.23 PM
  7. Enter the details of the required service into the Service Instruction box.
  8. The default action taken field will be used to write a service record to an asset when a service is carried out.
  9. The usual supplier and service notes fields allow additional information to be recorded as required.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-04-01 at 3.22.22 PMScreen Shot 2016-02-22 at 12.25.23 PM
  10. Each service can be attached to one or to several assets, it may also be a stand alone task that is not attached to any asset in the system at all.
  11. To attach a service to an asset click the add a new record button Screen Shot 2015-12-09 at 12.31.05 PM.
  12. Open the List Picker window Screen Shot 2016-04-03 at 8.07.43 PM, use the quick find to search for the asset by entering any part of the part number, description, category or serial number.
  13. Select the asset relating to the service by clicking on the blue triangle selector of that line. This adds the asset to the service record.
  14. To attach more than one asset repeat the process.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-04-01 at 3.56.13 PMScreen Shot 2016-02-22 at 12.25.23 PM
  15. When a service is carried out the user can update the record and reset the new due date by clicking on the Service Now button. This produces a calendar window, select the date on which the service was carried out and the system will calculate the next due date and write a record in the Service History tab using the default action taken.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-04-03 at 8.17.50 PMScreen Shot 2016-02-22 at 12.25.23 PM
  16. The Linked Documents tab is used to upload evidence of the service, such as a report provided from an external inspection organisation.

Security Setting

From within the Common Security tab in the User Setting the Application Manager can allow a user access to the Servicing module. A user with the email notify box checked will receive emails regarding service warnings.

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