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Creating Service Request Templates for Preventive Maintenance

When the preventive maintenance plan is activated, a service request is created using the service request template. A service request template includes 1 or more activity templates to complete preventive maintenance and default values for service request fields, such as Area, Status, Priority, Symptoms, and Resolution.

NOTE:  Service request templates apply only to preventive maintenance.

Administrators set up activity templates in the Activity Templates view of the Administration - Data screen. For more information, see Process of Administering Service Activities.

This task is a step in Process of Administering Preventive Maintenance.

To create a service request template for preventive maintenance

1. Navigate to the Administration - Service screen, then the Service Request Templates view.
2. Create a new service request template record, and complete the fields as appropriate.
3. Click the Service Request Template Activities view tab.
4. Add activity templates for preventive maintenance, as needed.