The Service Schedule functionality enables service routines for vehicles and associated operating components (refridgerated units, etc) to be defined. Once defined the relevant programs can be scheduled against individual vehicles, vehicle groups or customer groups. The service schedules can be amended on an individual basis if necessary.
The Service Schedule Template Headers form is accessed via Vehicle Administration / Service Schedules / Service Schedule Templates / Template Header Maintenance and is used to create, edit and delete service schedule template headers which provide the servicing information required when creating actual vehicle schedules.
Note: When the system searches for a service schedule template, the search is carried out at the most specific level first i.e. the system tries to locate a variant specific template first and progressively tries the more general levels (fuel type, model code, franchise) until a match is found. It is also possible to create more than one template with the same vehicle profile; in this circumstance the system prompts with a menu of matching templates found.
Tip: Once the Service Schedule Template Header is created it then has service items appended to it via the Schedule Template Items Maintenance process.
Service Schedule Templates can be created at five levels. These are as follows:
- Global
A default catch-all template applicable to all vehicles.
- Franchise
A manufacturer template e.g. Ford.
- Model
A vehicle model template e.g. Ford Escort.
- Fuel Type
A template which operates specifically at fuel type level e.g. Ford Escort - Petrol.
- Variant
A template for a specific vehicle variant e.g. Ford Escort 5dr Hatch 1.6i Ghia.
The form is split into three areas. These are the Titlebar, the Service Schedule Template Headers Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new Service Schedule Template Header code type select the Create Command Button.
To view or amend an existing Service Schedule Template Header code type use the following procedure:
The cursor is located in the Group Code field prompting selection of a Service Schedule Template Header code/description for the purposes of editing an existing record. A single-left-click of the ellipsis button to the right of this field displays a Service Schedule Template Headers List Box that enables selection from the current available template headers. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Service Schedule Template Headers form.
The Service Schedule Template Headers code is numeric and may contain up to 4 characters e.g. 1256.
Details Tab
Displays a number of details relating to the selected Service Schedule Template Header, which are as follows:
The specific manufacturer code (e.g. FO for which this Service Schedule Template Header is applicable.
Note: If this field is left blank then the service schedule is then applicable to ALL FRANCHISE CODES i.e. a Global catch-all template.
A single-left-click of the ellipsis button (...) immediately to the right of this field displays a Franchises List Box that enables the appropriate franchise code (e.g. FO Ford) to be specified. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Service Schedule Template Headers form. The scroll bar to the right of the form may be used to locate franchise codes which cannot be immediately displayed within the first eighteen codes on the initial page.
The full franchise description is displayed immediately to the right of this field following selection of the required franchise code.
The specific model code (e.g. ESCORT) for which this Service Schedule Template Header is applicable.
Note: If this field is left blank then the service schedule is then applicable to ALL MODEL CODES.
A single-left-click of the ellipsis button (...) immediately to the right of this field displays a Models List Box that enables the appropriate model code (e.g. ESCORT) to be specified. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Service Schedule Template Headers form. The scroll bar to the right of the form may be used to locate model codes which cannot be immediately displayed within the first eighteen codes on the initial page.
The full model description is displayed immediately to the right of this field following selection of the required model code.
The specific fuel type code (e.g. Petrol) for which this Service Schedule Template Header is applicable.
Note: If this field is left blank then the service schedule is then applicable to all fuel types for the selected franchise/model combination.
The specific vehicle variant code (e.g. F0001135) for which this Service Schedule Template Header is applicable.
Note: If this field is left blank then the service schedule is then applicable to ALL VARIANT CODES.
A single-left-click of the ellipsis button (...) immediately to the right of this field displays a Variant List Box that enables the appropriate variant code (e.g. F0001135) to be specified. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Service Schedule Template Headers form. The scroll bar to the right of the form may be used to locate variant codes which cannot be immediately displayed within the first eighteen codes on the initial page.
The full variant description is displayed immediately to the right of this field following selection of the required variant code.
A description for the selected Service Schedule Template Header. This is a thirty character free-format alphanumeric field.
The currently selected Service Schedule Template Header can, if required, be allocated a Master Group Code which refers to another existing Template Header. This has the effect of aligning the current template to the Master template. For example, a service schedule template for Tail Lifts may be aligned to a Routine Service template header.
A checkbox which, if ticked, denotes that vehicles within this service schedule template must always have the odometer reading entered for the service when in the approval.
The number of days (period of grace) before an item is scheduled that an approval (or POS job) may be created linked to the schedule item; the maximum value permitted is 255. For example, an Inspection schedule item may be created for a specific date; if the inspection is carried out too early there may be serious consequences both legally and for the vehicle itself.
The number of days (period of grace) after an item is scheduled that an approval may be created linked to the schedule item; the maximum value permitted is 255. For example, an Inspection schedule item may be created for a specific date; if the inspection is carried out too late there may be serious consequences both legally and for the vehicle itself.
Note: If the scheduled item is not carried out within this specified period of days then it is flagged as Missed.
A figure determined by the hire company and used as a management control. This is the period either side of the scheduled event (plus or minus days) that a maintenance item (linked to the schedule item) is deemed to be On Time.
Tip: Using this field and the Valid Days Before and Valid Days After fields above a Window Of Opportunity may be created for the Scheduled Event. If the maintenance linked to the scheduled event is carried out within the period defined within the On Time Within Days field then it is deemed to be On Time. If it is carried out after the Valid Days Before it is deemed as Early. If it is carried out before the Valid Days After it is deemed as Late. If it is carried out after the Valid Days After it is deemed as Missed.
Note: This is effectively the difference from the scheduled date with which the Department of Transport cannot find fault.
A checkbox which, if ticked, denotes that service schedules generated for this template are allowed to be recalculated based on the odo reading, usage, etc input within the approval. For example, if a Six Weekly Inspection scheduled event is two weeks late then the system will allows the rest of the scheduled events to be recalculated for every six weeks following the date the scheduled event actually took place, thereby re-aligning the schedule.
A checkbox which, if ticked, denotes that the default repairer is to be displayed on the printed vehicle planners.
Default Repairer: The repairer field is held at template level on the vehicle schedule record to allow reporting of schedule events by repairer as a means of producing forward work planners for both repairers and vehicle operators. When the schedule is produced it defaults in the supplier it should be using and the system can therefore produce planners for specific repairers.
Selection of the ![[...]](Ellipsis.gif){kind=small}
displays the
Kompact repairers list box from which the appropriate
repairer record may be selected.
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Selection of this command button calls the Advanced Search form that enables all template headers matching the selection criteria to be displayed.
Exits the Service Schedule Template Headers form and returns to the Service Schedules Menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional Service Schedule Template Header. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Service Schedule Template Header code is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Service Schedule Template Header code so that only required values need be edited.
Provides the facility for editing the set-up options of the current Service Schedule Template Headers record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Service Schedule Template Header code record.
On first accessing the Service Schedule Template Header form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Service Schedule Template Header form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form.
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current Service Schedule Template Headers code record.