Service Region

Introduction

A Service Region is a way of classifying Equipment items and Work Orders.

Key Features

  • Service Region provides the option to group Work Orders and Equipment by a meaningful metric, such as the geographic area or responsible maintenance team.

  • Use Service Regions to create filtered lists to show users only their Equipment and Work Orders.

How EAM Service Region Works

  • Create one or more Service Regions

  • Add the Service Region to Equipment records

  • Work Orders inherit the Service Region of the Equipment

  • 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

  1. On a record, select an existing Service Region or create a New Service Region.

  2. In the New Service Region popup, enter a descriptive Service Region Name of up to 80 characters.