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Service Management

The Service Management area allows you to track what the Service Orders and Service Agreements are related to through what a called Service Objects. A Service Object could be something that is tracked as in inventoried item, or it could just be a reference to something that is being serviced.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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From the Service management area page, select the Create service orders menu item from within the Service orders folder of the Periodic group.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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If you have service orders that repeat on a regular basis, then you can configure Service Intervals and then assign them to lines on your Service Agreements and then have the Service Management area automatically generate the Service Order jobs for you.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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