Group models

In the group’s models you register the different models of service objects you perform services on. To upload registers to the Group’s models, see Upload registers.

To view Group Models you need to have that user permission (set by a admin account).

Each model found in the Group Models is marked with an * after the item when searching for items to associate with the customer. This is to distinguish group models from the model database provided by the system (currently a database of compressors).

To add an item to Group Models, follow these steps:

  1. Sign in with your account.
  2. Go to Service > Group models.
  3. Click on the symbol with the +sign to the right of the search bar.
  4. Fill in the necessary fields.
    • Any replacement parts can be specified when a service object is created. Read more about this under Service object.
    • Manufacturer and Type is required.
  5. Parts.
    Parts used for the current service object can be entered here. It will then be easier to find parts when you work with orders for the service object.
  6. Service interval
    Here the typical service interval for the object can be entered.
  7. Upload
    Here, documents for the current object can be uploaded, spare parts lists, manuals, etc. Uploaded files are also displayed on linked service objects with the model name in parentheses.

Update linked service object.

If you change something, such as service intervals, on a model in the group models, you may need to update the service objects linked to the model.

How to update linked service objects:

  1. Sign in with your admin account.
  2. Go to the detail view for the model.
  3. Click the button Update linked service object.
    A field opens where you can see changes to the model and can choose which parts you want to update.

Information to administrators

Sign in with your admin account to set user permissions:
View, Edit, Create, Delete, Upload, Remove uploaded files