Add Maintenance Tasks to an Active Agreement
You can add class maintenance tasks to services on an active agreement that you want included on preventative maintenance work orders.
- Open the SM Agreements form.
- In the Agreement field, enter the active agreement to work with or press F4 to select from a list of agreements.
- Click Tasking. The SM Agreement Maintenance form displays.
- From the Tasks tab, select the Include check box for each maintenance task / service item you want to add to the agreement.
- Close the form.
Schedule the maintenance task. For more information, see Set up an Agreement Task Schedule.