Adding / copying contract service plans
If you do not use standard service plans from Maintenance Manager > Maintenance Library for the contractual maintenance of your assets, or if you need a specific service plan for a particular contract, you can add contract service plans in Contracts .
Procedure
1. In Contracts, select the contract to which you want to add a contract service plan.
2. Go to Contract line details > Contract service plans.
3. On the action panel, click Add.
4. In the data section, complete the Code, Description and Contract line fields.
5. Click Save.
Once you have completed adding the contract service plan, you can start linking relevant assets via the Link assets action on the action panel. Next you must add contract activity definitions to this contract service plan at SLA scopes / Contract activities > Contract activity definitions.
 | • Instead of adding a new service plan, you can save time and effort by creating a copy of an existing contract service plan. You can even make a 'deep copy' that will include associated items such as: Linked assets, Contract checklist items, Hour costs, Material costs and/or Additional costs. Upon clicking the Deep copy action, a dialog is displayed where you can select the items you want to include in the deep copy. The contract service plan and all contract activity definitions are copied (including their frequencies), in accordance with the selected options. • You can also archive / de-archive a servie plan. For more information, see Archiving / de-archiving service plans. |