Defining Service History Types

You use the Service History Type portal to display and maintain service history types.

Refer to Understanding Service History Types for more information.

You can access the portal by selecting Admin, then Asset Management, then Service History Type. You are brought to a query portal with options for searching. Once your record has been selected you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

• Service History Type: This zone provides information about the service history type.
• Questionnaire Tree: This zone displays the service history types’ questionnaire, based on the questions defined for the service history type. Applicable for Questionnaire service history types only.
• Unlink Asset Types: This zone lists the asset types currently linked to the service history type. To unlink one or more asset types, check the corresponding checkboxes and click Remove.
• Link Asset Types: This zone is used to search for and link asset types to the service history type. To link new asset types,
  1. Enter search criteria in the Asset Type Description field.
  2. Click Search.
  3. Select the asset types to link by checking the corresponding checkboxes.
  4. Click Link.