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How do I publish or unpublish an OEM official Service Plan? (OEM Only)
How do I publish or unpublish an OEM official Service Plan? (OEM Only)

OEM official plans are available for asset owners. They ensure assets receive recommended servicing, regardless of warranty.

Updated over a month ago

The official OEM Service Plan will only be visible to asset owners, allowing them to assign assets that correspond to the specified brand and model of the service plan. The asset owner will see a label on the service plan stating that it is an OEM official service plan.


Publish an OEM official service plan

  1. Click on the Service Management app

  2. Click on the Plans tab

  3. Click on the three dots next to the plan you want to publish

  4. Click Publish

  5. Select the Brand from the dropdown menu

  6. The Model dropdown will populate based on the Brand selected. Multiple models can be added to a single service plan. A minimum of 1 model is required to publish the plan

  7. Click Publish

💡 Tip: You can publish a service plan with multiple brands and models. Click on the “+” to add models from a different brand. You can also edit the publication once published if there is a need to add/remove brands or models to the service plan.

Note: A model can only be assigned to one OEM official service plan.

Unpublish an OEM official service plan

You can unpublish a plan if it is no longer valid and should not be recommended to asset owners. Unpublishing a plan means that the plan is no longer available for assignment - unless it is also in your Service Network.

If the plan is assigned to any assets at the time of unpublishing, it will still be assigned to the machine and the asset owner will be able to continue to use the plan, however if they unassign the plan, they will not be able to reassign the plan. There will also be a label on the plan stating that it is an Unsupported plan.

  1. Click on the Service Management app

  2. Click on the Plans tab

  3. Click on the three dots next to the plan you want to unpublish

  4. Click on Edit publication

  5. Click on Delete

Note: Deleting a publication does not delete the service plan nor does it remove it from your service network.


💡 Tip:

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