About Setting up Equipment Requirements

You can set up equipment requirements for the various pieces of equipment that are needed to perform a service or complete a scope of work.

You can set up equipment requirements for serviceable item class maintenance, work order quotes, agreement services, and/or work orders.

Note: If you set up tasks (on the Tasks tab) and assigned a standard task to one or more of the task sequences, the system automatically adds the equipment requirements defined for each of the referenced standard tasks (in SM Standard Task) to the serviceable item class/type, quote sequence, agreement service, or work order scope. You can modify entries as necessary.

Click the links below for more information about setting up equipment requirements.

Set Up Equipment Requirements for Serviceable Item Class Maintenance

Set Up Equipment Requirements for Work Order Quotes

Set Up Equipment Requirements for Work Orders