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