Navigation: Service Tracking System: Maintenance Menu - Service Tracking Options This Help File Page was last Modified on 01/03/2024

❑Understanding the Maintenance Menu's Service Tracking options:

•To use many of the features available in the Service Tracking System, access this Service Tracking Menu:

a)From the Backstage Menu System Select Maintenance and Choose Service Tracking and Select the appropriate option, or

b)From the Quick Access Menu, Select Maintenance and Choose Service Tracking and Select the appropriate option

✓Then, select one of the Forms listed below, as required.

 

       

Maintenance - Service Tracking options

 

➢Note: Many of these Forms are accessible in other ways.

 

❑The following options may be required for performing both Daily Operations and Periodic Procedures.

➢Note: Many of these options (marked with a Red Star ó) are also accessible from the Service Tab on the MKMS Desktop,

 

1.Quick Work Orders - ó Provides a simplified Work Order entry Form.

2.Service Group Maintenance - The Service Group Maintenance Form provides a quick way to assigned Technician Group Codes to Subscribers.

3.Tech Schedule - ó - allows you to quickly set each Technician's schedule for any day.

4.Technician Status - ó The Form allows any User (Scheduler, Service Manager, Central Station Manager, etc.) to maintain an up-to-the-minute view of the work status of each of the Technicians on duty, by allowing the appropriate User to make - in real time - updates to each Technician's work status.

5.Time Sheet - ó Allows you to make Time Sheet entries for Technicians.

6.Transfer Service History - ó Allows you to transfer a Service History from one Subscriber to another.  

✓This is normally used when a Subscriber vacates a home or business and a new Subscriber takes over that existing system.

✓This effectively preserves that Alarm System's maintenance history - regardless of who is the current owner.

7.Work Order Fields - For Web Tech Service Users only, this Work Order Fields option is used to define up to 40 Custom Work Order Fields which, once defined, would appear in the Work Order Completion section of the Web Tech Work Order Form.

8.Purge Appointments - This Form is used to Purge the Appointment History - either selectively or globally - usually after a month or so (or any selected period of time) has passed.