Service Region
Introduction
A Service Region is a way of classifying Equipment items and Work Orders.
Key Features
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Service Region provides the option to group Work Orders and Equipment by a meaningful metric, such as the geographic area or responsible maintenance team.
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Use Service Regions to create filtered lists to show users only their Equipment and Work Orders.
How EAM Service Region Works
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Create one or more Service Regions
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Add the Service Region to Equipment records
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Work Orders inherit the Service Region of the Equipment
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Manually assign a Service Region to Work Orders for Equipment without a Service Region
Create Service Regions from either an Equipment record or a Work Order record.
Step-by-Step Guide
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On a record, select an existing Service Region or create a New Service Region.
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In the New Service Region popup, enter a descriptive Service Region Name of up to 80 characters.
Recommended Reading
For more information, see:
FieldFX Documentation | PTC ServiceMax Help Center | Salesforce Documentation |
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