When you set up service management, you have to decide what services to offer customers and the schedule for those services. A service is a type of work performed by one or more resources and provided to a customer. For example, a service could be a type of computer repair. A service item is the equipment or item needing servicing, for example, the computer needing repair, installed at a specific customer. You can set up services as part of a group of related repair or maintenance items.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Enter information about the service items that your service organization is tracking. | |
Establish a workflow for service when the service items consists of several components. The component list is always connected to a service item, but these components can also be based on bill of materials (BOMs). | |
Use the Service Item window to associate groups of service items into logical groups. |