How To : Link a Maintenance Plan to a Service Item

Use the Service Item page to create link a Maintenance Plan to a Service Item.

Link an Maintenance Plan to a Service Item

1. In the Search box, type Service Item.
2. Select Service Item to open the list of Service Items.
3. Select from the list the Service Item to which a Maintenance Plan needs to linked to and click Edit to open the Service Item card.
4. Select the Navigate tab and locate the Maintenance Plan action, click to open the Service Item Maintenance Plan list.
5. Click New in the Service Item Maintenance Plan List, select the Action tab to use the Copy Main. Plan Template action to quickly create the Service Item Maintenance Plan from a template:
6. In the Copy Maintenance Plan page, select a Maintenance Plan Template and check which part has to be copied
   OR
7. Complete the following fields

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