MKMS Help

Service Info Tab on Subscribers Form

This Help File Page was last Modified on 08/29/2012

Service Info Tab on Subscribers Form

This Help File Page was last Modified on 08/29/2012

Previous topic Next topic  

Service Info Tab on Subscribers Form

This Help File Page was last Modified on 08/29/2012

Previous topic Next topic  
As you step through the start-up procedures for the Service Tracking System, and once you've completed your Maintenance Entries, you should Activate the Service Account for each of your Subscribers.
Note: You may do this on an "as needed" basis, or as a start to finish "data entry project".

Either way, eventually the Activation procedure must be completed for all the Accounts that will be accessing the features in the Service Tracking System.

To Activate a Service Account complete these three processes for each Account:
1.Enter the data requested in the Service Information tab (see the "Entering Service Information" section below) on the Subscribers Form including identification of their Service Contract type, if they have purchased one.
2.Enter Auto Service information, if applicable.
The Subscribers Form's Service Quick Access menu also provides access to the Auto Service Form.
3.Enter the Subscriber's system Installed Equipment - at a minimum enter the Control Panel installed at their premises.
The Subscribers Form's General Quick Access menu provides access to the Installed Equipment Form.

 

Entering Service Information:
The Service Information Form may be accessed by either of these two ways:
1.Click the Service Info tab on the Subscribers Form.
2.Select the Service Info Icon on the Subscribers Form's Service Quick Access menu which allows you to keep the Subscribers Form displayed fully by opening the Service Info Form as a stand-alone dialog.

 

HelpFilesServiceInfoTab

Service Information tab on the Subscribers Form

 

Service ID - Accepts all alphanumeric characters (a-z, A-Z, 0-9) and regular punctuation marks - up to a total of 15 characters in length.
Many users assign the Subscriber's Primary Telephone Number as the Service Account Number such as "407-870-0040"
Their original Sale Date plus their Primary CSID (or visa versa) is another choice such as "2007-09-24/3277".
Just be consistent - and most importantly - have the Service ID entry actually mean something to the Technicians.
Sale Date - Use the Drop-Down Date Selection Box to enter the Sale Date (or the installation's completion date - if you prefer) on which their Warranty Ends date - see below - will be based (a one year Warranty is assumed).
Warranty Ends - The warranty expiration date may be modified as needed - beyond or before the default one year warranty period.
Tech Group - Use the Drop-Down Selection List to assign a Technician Group to this Account.
Contract Type - If - and only if - the Subscriber has a Service Agreement (or any other type of Extended Warranty), use the Drop-Down Selection List to Choose the appropriate Service Contract type. Otherwise, leave this field blank!
Last Serviced - When initially setting up this Service Information record, enter the Date of Completion as the Last Serviced Date using the Drop-Down Date Selection Box provided. This field may be manually updated later, if needed.
Once this field is initially populated, each time a Service Request (Work Order) is Completed, the Last Serviced Date field will be automatically updated with that just Completed Work Order's Serviced On Date.
Panel Location - Enter the Control Panel's location (makes the task of locating it so much easier).
Special sub-tabs on the Service Information tab (Form)
Directions - Enter concise Directions to this location. Double-Click this field to use the Edit Rich Text dialog (see below).
System Notes - Enter System Notes to briefly describe the installation. Double-Click this field to use the Edit Rich Text dialog (see below).
Service Notes (Internal Only) - Enter any additional Comments that would be useful to Users interacting with this Subscriber.
These special - internal use only - Service Notes will will be displayed on a special Service Notes (Internal) tab when a Service Request Form is opened.
These - internal use only - Service Notes are not printed on a Work Order.
Save - Be sure to Click the Save button on the Service Info tab to record the Service Information.

HelpFilesSaveButton

 

Edit with Rich Text (See Rich Text Editor)
Comment fields - in this case the Directions, System Notes and Service Notes fields listed above - usually support the Rich Text Editor that allows bold, italics and underlines of text, and the selection of various Font types, it's sizes, with color, and highlighting available, too.
Double-Click the Comment field to see if the Edit Rich Text box appears - here it is available in the Directions, System Notes and Service Notes fields

HelpFilesServiceRequestDirectionsInEditRichText

Directions displayed in the Edit Rich Text Form

 

Always Click Ctrl+S to save any changes made in the Edit Rich Text Form.
Also, be sure to Click the Save button on the Service Info tab to permanently record this information.
What is entered in the Rich Text Editor is printed on the Work Orders with that special text formatting(except for the Service Notes.