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Planning a Service from the Service Board

Instructions on how to plan an upcoming Service from the Service Board tab.

Talia Sutton avatar
Written by Talia Sutton
Updated over 3 weeks ago

Note: You will require the "Edit Maintenance Tasks" permission.

Begin by navigating to the Maintenance drop-down on the left hand side and select "SERVICE BOARD".

A list of overdue and uncomplete tasks will be displayed. You can filter by Search Tags, Projects, Asset ID, Projected Date, Last SMU Reading or Last SMU Reading date.

Select the text Under the “Next Service” column.

Scroll to the bottom and select the edit icon.

Next to “Planned Completion Date”, select a date from the calendar icon.

Scroll to the bottom and save.

The Projected date will now update to show the planned date.

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