Roles: Administrator & Employee | Interface: Web
You can add, edit, or delete templates in the Administration section and adjust notification settings in the Alert Settings.
Instructions:
- Click on the "Service Templates" on the tab Administration --> Assets.
- Here you can view the various existing Service Templates. Click on "+" to add a new service template.
- Enter the Name, Description, Service Frequency, Notifications, and Attachments. Then, click "Complete" to save the service template.
- To create a Not critical and one-time Service Template, select the service frequency as "One Time Service".
- The new Service Template (Not critical and one-time) will be added to the list.
To learn more about asset service templates, and how they differ from asset templates, please click: What are Asset Service Templates, and how do they differ from Asset Templates?
To learn more about how to add a service template (critical and recurrent), please click: How to add a service template (critical and recurrent)?