An iOn service item is at the core of the Maintenance module, which you can use to keep track of when maintenance is due for your assets. An individual service item is simply one repair or vehicle upkeep task, such as an oil change or a tire rotation.


Caution: Be aware that creating a service item is only one step in the process of creating a service schedule. In order for the Maintenance module to work, you must complete all the steps of the article The Process of Creating a Service Schedule.


In fact, adding a service item is only the third step of this procedure.


To create a new service item, follow these steps:


  1. In the sidebar menu on the left, click .
     
  2. Click Maintenance on the flyout menu that appears.
     
    The Admin - Maintenance Schedules screen will appear (if you haven't opened the Maintenance module previously in your current iOn session).
      
  3. Click the Service Items tab at the top left (if it's not already selected).
     
    The Admin - Maintenance Services screen will appear.
      
  4. Click Add New at the top right of the screen.
     
    The Add Service Item dialog box will appear.
      
  5. In the Service Item Name field, type what the service is in the plainest of terms — such as Oil Change or Tire Rotation.
     
    By default, the group you currently have selected in the Group Chooser will be set for the group to add the service item to.
     
  6. If you would like to place it in a different group, click the Group drop-down arrow and select the group from the list.
    Note: You should assign the item to the same group in which you plan to place the overall service schedule. Assets must also be in the same group, or in a child group, in order to have a 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.
  7. In the Description field, type an explanation of the maintenance that should be performed (such as "Replace transmission fluid every 50,000 miles").
     
  8. Choose what will determine the cycle for the service item — will it need to be performed every X number of days? Every X number of odometer miles? Or every X number of engine hours? Then complete one or more of the following:
    Note: You don't have to choose only one of these, although most items do need only one (such as an Oil Change item with an odometer cycle of every 5,000 miles). If you specify more than one type of cycle, the service will be marked as due on the Maintenance dashboard when the first milestone hits. (See Checking When Services Are Due, if needed.)
    • To set the cycle using days: To the right of By Date, under Frequency, enter the number of days for the cycle (such as 365 for an annual vehicle registration) before "Days." In the Reminder Before column (in front of "Days Before"), type the number of days prior to the next due date you want set as the reminder period (such as 10 for the reported reminder time frame to start at day 355 of a 365-day cycle).
      Caution: The reminder settings do NOT mean that you will be sent a reminder at that juncture. Instead, this is just the reminder period on the Maintenance dashboard, which is indicated by the color yellow. (See Checking When Services Are Due.)
       
      If you would like to be notified when a service is coming due (or arrange for someone else to be alerted, such as a lead mechanic), you'll need to set up a Maintenance Due notification. (See Creating a Maintenance Due Notification.)
       
    • To set the cycle using vehicle odometer values: To the right of By Odometer, under Frequency, enter the number of miles/kilometers for the cycle (such as 5000 for an oil change) before "Miles" (or "Kilometers"). In the Reminder Before column (in front of "Miles/Kilometers Before"), type the number of miles/kilometers prior to the due amount you want set as the reminder period (such as 50 for the reported reminder time frame to start at mile 4950 of a 5000-mile cycle).
        
    • To set the cycle by the number of engine hours the asset has driven: To the right of By Engine Hours, under Frequency, enter the number of engine hours for the cycle (such as 800 for a transmission fluid change) before "Hours." In the Reminder Before column (in front of "Hours Before"), type the number of reported engine hours prior to the due amount you want set as the reminder period (such as 100 for the reported reminder time period to start at engine hour 700 of an 800-hour cycle).
        
  9. Click Done.
     
    Your new service item will appear in the grid (if you are viewing its group or parent with View Subgroups selected).
       
    Also, a success message will appear at the bottom of the screen.
      
  10. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)