Creating a new Maintenance Template and adding Services

NOTE: Must be an Administrator to add an Template

Adding a Template 

As an Administrator, go to 'Administration' and select 'Maintenance Template' then click 'Create New Template'.

• Select “Create New Template”

  • Click Create New Template.

  • A new pop-up window will open.

• Understand Mandatory Fields

  • Fields marked with an asterisk (*) are mandatory and must be completed before you can proceed.

• Enter the Template Name

  • In the Name* field, enter the name of the premises type.

  • Example: Retail Centre

• Choose the Template Type

  • In the Template Type* field, select the appropriate option from the drop-down menu.

• Add a Description

  • In the Description* field, enter a brief description of the template.

  • Example: Ongoing services

• Add Template Services (Optional or as Required)

  • In Template Services, add the services included in the maintenance.

  • Refer to the Add Services section for instructions if needed.

• Submit the Template

  • Once all required details have been entered, click the Submit button to save the template.

Adding Services