If you find that you need to reconfigure a service schedule to better keep track of when maintenance is due for its type of asset, you can edit it as follows:


Warning: You cannot update a service schedule that is already assigned to an asset. First you must remove the schedule assignment by editing the asset (as shown in Editing an Asset — to remove the service schedule from it, select None in the Maintenance Schedule drop-down list). Then you will be able to edit the service schedule. Remember to go back into the asset's settings afterward to add it again!


  1. Click  >> Admin >> Maintenance.
     
  2. If necessary, click the Service Schedules tab at the top left. (This will be needed only if you were previously on the Service Items tab during your current iOn session.)
     
    The Admin - Maintenance Service Schedules screen will appear.
      
  3. If the service schedule is in a subgroup of the one you have selected in the Group Chooser, click Include Subgroups at the bottom of the screen.
     
  4. Scroll down to the schedule you need to modify or filter the Name column to find it. (See Sorting and Filtering Column Data if needed.)
     
  5. In the row of the service schedule, click  under Actions.
     
    The Edit Schedule Name dialog box will appear.
      
  6. To change the name of the schedule, select the text in the Name field and type the new one, saying what type of asset this service schedule covers — such as Wheelchair-Accessible Vans or Ford Starcraft.
     
  7. If you would like to place the schedule in a different group, click the Group drop-down arrow and select the group from the list.
    Note: Make sure that the schedule is assigned to the same group as its service items. Assets must also be in the same group, or in a child group, in order to have the schedule associated with them.
     
    If you would like to be able to apply a service schedule to assets throughout your group structure, you can place it and its service items in your top-level group.
  8. If the current text in the Description field doesn't describe the maintenance schedule well enough, you can type a more complete explanation of the schedule's purpose (such as "All the services needed for our wheelchair-accessible vans").
     
  9. To change (or add) the asset type the schedule applies to, click the Asset Type drop-down arrow and select the type, such as Vehicle.
    Note: If you specify an asset type and/or asset category, only assets of that type and/or category will be able to be assigned to the maintenance schedule.
  10. If your organization has designated categories, you can change (or add) one to limit the assets that can be assigned to the schedule to only those in that category by clicking the Asset Category drop-down arrow and selecting an option such as Light-Duty Truck.
     
  11. To add another service item, follow these steps:
     
    1. Click the Add Service drop-down arrow and select the name of the item to add to the schedule.
      Note: The service items listed will be those that are available for the group to which you have assigned the schedule. (See Adding a Service Item for details on creating a new item.)
    2. Click  to the right of the Add Service field.
       
      The item will appear in the Services area.
       
  12. Repeat step 11 for all the service items you want to add to the service schedule.
     
  13. To remove a service item, follow these steps:
     
    1. In the Services list, click  to the right of the item's name.
       
      A confirmation dialog box will appear.
        
    2. Click Confirm.
       
  14. Repeat step 13 for all the service items you want to remove from the maintenance schedule.
     
  15. Click Save.

WARNING: Remember to reassign the service schedule to the assets it applies to, as shown in Assigning a Service Schedule to Assets (or to assign it, if you edited it before making any asset associations)! It will do nothing except exist if you don't.