On the Maintenance Service screen, you can view if services are due for an individual asset, plus when they will be due in the future, and you can see the services that have been performed and logged for it in the past.


Caution: Your maintenance schedules must be assigned to the assets in order for the services to appear in the grid. (See Adding an Asset or Editing an Asset if needed.)


To do so, follow these steps:


  1. Click  >> Maintenance.
     
    The Maintenance Dashboard will appear.
     
  2. If the asset whose maintenance schedule you plan to check is in a subgroup of the iOn group you have chosen in the Group Chooser, select Include Subgroups at the bottom of the screen.

    Warning: If you don't perform step 2, your search below for an asset won't yield results. (See Choosing a Group to View Globally for details on how to change your selected group.)



    Note: Instead of performing steps 3 through 5, if the asset whose service schedules you want to see is listed in the grid of the Maintenance Dashboard, you can click  in its row (and then skip down to after step 5).
  3. At the top left of the screen, click the Service tab.
     
    The Maintenance Service screen will appear.
      
  4. In the Asset Name field, type part of the asset's name.
     
    Matching assets will appear in a drop-down list.
     
  5. Click the name of the asset.
     
    Its services that are due, past due, and scheduled for the future will appear in the Service Schedule grid, and a history of maintenance that was logged for it in the past will appear in the Service History grid.
      
    At the top right of the screen are the group, asset type, asset category, schedule name, odometer value, and engine hours for the specified asset.
     
    Here is an explanation of the grid icons and column headers in the Service Schedule grid:
     
    • : Signifies that the service is due or past due.
       
    • : Indicates that the service is due to be performed soon.
       
    • Next Service: The color bar indicates how far through the reminder period the schedule is; like a progress bar, the farther to the right the bar is filled, the closer the service is to its scheduled due date. (Red indicates due or past due, and orange that it is due soon.)
       
    • Service Name: The name of the service, such as Oil Change.
       
    • Last Service Date: The date and time when the service was last performed and logged for the chosen asset.
       
    • Due Date: The date and time when the service is next due.
       
    • Days Remaining: The number of days until the service is due.
      Note: If this value is negative, such as -1 in the preceding figure, that signifies that the service is past due (that many days).
    • Odometer Due: The next odometer value at which the service is due. (For example, you might set an Oil Change service to be due every 5,000 miles.)
       
    • Actions: Functions you can perform for the scheduled service on this screen.
       
    • : Opens a properties window for the service, on which you can see its maintenance timeline, such as how many days, odometer miles, or engine hours will take place before the service becomes due again (such as 180 days or 5,000 miles).
       
    • : Opens a window in which you can log the service as performed. (See Logging a Service for details.)
       
  6. The following is an explanation of the grid icons and column headers in the Service History grid:
     
    • Service Name: The name of the service, such as Oil Change.
       
    • Service Date: The date and time when the service was performed and logged. By default, all the logged services will be listed with the oldest on top.
       
    • Odometer: The odometer value entered by the person who recorded the service performed on that date.
       
    • Engine Hours: The engine hours value entered by the person who recorded the service performed on that date.
       
    • Notes: Comments that were added by the user who logged the service (if any).
       
    • Total Cost: The cost of the repair (if entered).
       
    • Actions: Functions you can perform for the past service.
       
    • : Opens a log window for the service, on which you can see its recorded details, including an invoice with the separate costs of the parts, labor, and tax; the total cost; and the service provider.
       
    • : Opens a window in which you can modify the record for the past service. (See Editing a Service Log for details.)
       
  7. These are the options along the bottom of each grid:
     
    • Select Columns: Enables you to add or remove columns. (See Customizing the Grid Layout for details.)
       
    • Clear Filters: If you have applied filters to any columns (see Sorting and Filtering Column Data), removes them. Note that this is necessary before you can apply any subsequent filters for a column.
       
    • Clear Sort: If you have sorted the data in a column (see Sorting and Filtering Column Data), removes the sort.
       
    • Export to CSV: Exports and downloads the grid data to a CSV (comma-separated value) file.
       
    • Viewing X Schedule Services: For the Service Schedule grid, the number of upcoming services that are listed for the asset you've chosen.
       
    • Viewing X Service Logs: For the Service History grid, the number of past logged services that are listed for your selected asset.