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Creating a Recurring Service Plan

  1. Follow steps listed previously to Creating a Service Plan for a Tool Model Record.

  2. Open the Service Plan.

  3. Click the Recurrence button to open the Event Recurrence window.

4. Select a Recurrence Type:

  • By Date: a Recurrence pattern may be set based on the criteria given

  • By Meter: an Odometer/Meter Recurrence may be set

  • By Turns: This will set a Usage Recurrence. One Turn (“assignment”) occurs every time a tool is transferred to a Location or Employee regardless of usage.

  • Whichever Occurs First: if 2 of above choices must be selected

5. Click OK to close the window.

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