Services

What services are and how to use them

Services are used in your Scripts to denote when an order for a service or work needs to be given. For repairs and similar work, these are usually codes representing the Schedule of Rates (SOR). They contain information on the work required and the cost involved. Other pieces of information can be attached to a Service Code.

The Services tab

Properties

Group - Services can be arranged into groups so that they appear together in the Service Selection on the Navigation Pane.

Service Code – the code associated with the Service. This is a unique code; it can be any combination of numbers or letters, up to a maximum 15 characters. If you can, make the code meaningful so that it can be easily identifed when viewed in your Scripts. This code will be passed back to the Host in the Export XML and shown to the Operator on the Results screen.

Short Description - a brief description of the Service/Work, this will appear in the scripts, alongside the codes.

Long Description – a detailed description of the Service/Work.

Default Priority – the default priority assigned to the Service. Unless amended within a script this will be the priority diagnosed.

IR Certification - sets the Inland Revenue (IR) Certification to true if checked. Unit of Measure – sets the unit of measure for each Service code. For example LM, No., Job or SM.

Unit Cost – the cost per unit or the total cost of the Service Code, this is shown on the result screen

SMV – the ‘Standard Minute Value’ for the Service

Contractor – the code of the contractor to be associated with the Service

Uploading Service Codes

From time to time it may be necessary to perform a 'bulk' upload of codes, e.g. where standard SOR codes are updated or new codes introduced. Please contact Support for further details.

Organising lists and grouping of Service Codes

TIP Move multiple Services into a group by either holding Shift whilst clicking to select a block of Services, or by holding Ctrl whilst clicking to select multiple Services and then drag them into the desired group in the Service Selection list.

When creating or editing a Service, you can either select a group from the drop down list or type a name to create a new group.

For a priority to override the default it must appear in the script after the code, rather than before it. If two codes are being picked up, the priority must appear after the code it is overriding, but before the second code.