Before You Begin
A Service Plan must already exist at the Tool Model Record level before it can be applied to an individual tool. If you haven't done this yet, see [Creating a Service Plan for a Tool Model Record].
Step-by-Step Instructions
From the navigation sidebar, click Inventory.
Click Item Browser.
Select Tools & Equipment.
Use the Category list or the Search bar to locate the tool record.
Open the tool’s details in one of the following ways:
Right-click the item and select View Details
Click the item number
Use the Action menu and select View Details
Click the Service tab in the tool record window.
Expand the Service Plans panel.
From the Actions dropdown, click Add Event From Model.
Select the Service Plan from the list.
Click OK.
Select the newly added Service Plan in the list.
From the Actions dropdown, click Edit.
Click the Recurrence button.
In the Range of Recurrence window:
Enter the Start Date for the first scheduled notification.
Enter the End Date or leave it blank to continue indefinitely.
Click OK.
Click Save to close the Service Plan Event Detail window.