On the Maintenance Service screen, you can record a service that has been performed on an asset, including the date, odometer value, and cost. To do so, follow these steps:


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.)


  1. Click  >> Maintenance.
     
    The Maintenance Dashboard will appear.
     
  2. If the asset for which you want to log a service 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 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.
     
    Note: See Viewing Scheduled Services and the Service History for an Asset for descriptions of the grid icons, column headers, and the options below the grids.
  6. In the Service Schedule grid, locate the service you are logging as performed. (You can filter the Service Name column as shown in Sorting and Filtering Column Data if necessary to find it.)
     
  7. Click  at the far right of the service's row.
     
    A Log window for the service will appear.
      
    Today's date and time will prepopulate the Service Date field.
     
  8. If you're logging a service that was performed prior to the current day, you can click the Service Date  and follow these steps:
      
    1. Locate the date you need to enter on the calendar (clicking  if necessary to move to an earlier month).
       
    2. Click the day.
        
      A clock face will appear.
        
    3. Click and drag the radial line to select the hour the service was performed.
       
    4. Repeat step c for the minutes value.
       
    5. Click OK.
       
      The date and time you specified will appear in the Service Date field.
       
  9. Type the asset's odometer value at the time of the repair in the Odometer field.
    Note: Optionally, you can select Update Asset Odometer Reference to have this replace the asset's currently recorded odometer value in the iOn database. ( means selected, and  deselected.)
  10. Also optionally, you can type the asset's engine hours value in the Engine Hours field.
    Note: If you want to replace the asset's currently reported engine hours value in the iOn database with this entry, you can select Update Asset Engine Hours Reference. ( means selected, and  deselected.)
  11. If there are any comments you'd like to add about the maintenance, type them in the Notes field.
     
  12. If you have the actual cost data available, provide the price of the parts, labor, and taxes, plus any miscellaneous costs, in the Parts Cost, Labor Cost, Misc Cost, and Tax fields.
     
  13. Type the sum of the costs in the Total Cost field.
     
  14. Enter the name of the company or person who performed the maintenance in the Service Provider field.
    Note: You can click Service Item at the bottom of the window to view the service's details, including its service requirements (such as every 5,000 miles). If you do, click Back to return to the log.
  15. Click Save.
     
    Your log will be recorded and appear at the bottom of the Service History grid. If the history list is long, you'll need to scroll down to the end to see your new entry. In the Service Schedule grid, the next due date for the service will appear under Due Date (and it will no longer be marked as due in the first two columns).