By using Service Management can you easily plan, assign, and track asset maintenance in order to reduce downtime and service costs.
Create custom service plans, apply them across assets, and get notified before service is due. Each service plan includes defined service intervals and is owned by the account that created it.
You need to be an account Admin to create a service plan. Read more about user roles here
Service Management is available on the Evolve and Expand plans. Reach out to your Sales Representative for more information.
Note: A Service Plan cannot be modified once it’s been assigned to an asset (even if later unassigned) except during the warning period.
We recommend carefully planning and reviewing your service plans before assigning them to any assets.
How do I create a service plan?
Log into Trackunit Manager
Click on the Service Management app (wrench icon on the left menu)
Click on the Plans tab
Click on Create service plan
Give your service plan a relevant name
Optional: You may upload any relevant documentation to the service plan by clicking on Upload documents
Click Add service to create a planned service
Give your planned service a relevant name
Select the desired service type from the drop down menu
Enter the value for when the service should be due in the Due at field
Once you have built out your service plan, click Create
💡 Tip: You can also make use of various optional actions:
You can set a value in the Warning before field to trigger an upcoming status for the asset on the Overview tab once it reaches that threshold. This value depends on the service type (e.g., distance for a distance-based service).
Alternatively, use the Prediction based warning field to set a time-based warining in days - regardless of service type.
Note: Prediction based warnings rely on to Service Prediction and are only available on Leap and Expand plans.
You can add up to three conditions (one of each service type) within a single planned service. The service status on the asset will be triggered by whichever condition is met first.
Use the Recurrent service toggle to automatically schedule the next service once the previous one is completed.
You can choose between a a Fixed or Offset schedule:Fixed: The next service is due based on the Due Every value, regardless of when the last service was completed.
Offset: The next service is scheduled based on the completion date of the last service.
Note: A recurrent Calendar service will always be offset.
You can add multiple planned services in a single service plan by clicking Add services
How do I edit or customize a service plan?
Editing a service plan is limited once it has been assigned to an asset or shared with other accounts in your service network. This is to avoid any complications with the machine insights when a service plan is active.
You can either edit or customize a service plan, however edit rights are only available for the account that has created the service plan.
Before assigning the plan to an asset: You can fully edit the service plan - including its structure, services, and settings.
After the plan is assigned: Only minor edits are allowed. You can change the plan name, rename services, and upload or delete attached documents.
Edit a Service Plan
Log into Trackunit Manager
Go to the Service Management app
Click on the Plans tab
Click on the three dots next to the service plan you want to edit
Click Edit Service Plan
Make your edits, and click Save
Note: Only the account that created the service plan can make edits.
Customize a Service Plan
Customizing a service plan allows you to adjust certain fields, but the changes only apply to your own account. You can, for example, add documents or change the warning period for a service.
Log into Trackunit Manager
Go to the Service Management app
Click on the Plans tab
Click on the three dots next to the service plan you want to customize
Click Edit Service Plan
Go to the Customize Plan tab
Make your changes and click Save
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support.