Planned Service History Types

Users are able to specify a default list of planned service history types for an activity type. When the activity is created without a template, the list of planned service history types default onto the corresponding zone on the activity allowing the planner to adjust the list as needed.

Users can also specify on the activity type whether a service history type should be required or optional. If set as required, the service history would need to be completed before the activity or template activity can be closed. This is used when reviewing an asset’s service history for preventive maintenance purposes.