Managing Service Events

Service Events: 

On this page, you will see all the service events created by your team and specific details for each of those events. You can filter the list of service events by accounts, depots, multiple service event details, as well as case repair status and case fleet status. You can also group service events by depots. The Service Event page will store the following attribute changes by user, ensuring they persist when leaving and returning to the page: Active Filters, Sort Order, and Grouping.

Column Visibility and Column Order

To show/hide and reorder columns, click the gear icon next to the export Service Events icon. This displays the Visible/Hidden columns dialog. 

To change a visible column to hidden, click the column you want to hide. To make a hidden column visible, click the column you want to make visible. To re-order the visible columns, click and hold the drag handle beside the column and drag it to the new location and release. Once all changes are complete, click the Apply button to apply the changes.

Filter by Depot: 

Select the Depot(s) or Depot Group(s) to show only assets associated with your selection. To filter by your favorite depots, select Favorites Only. To filter by depots assigned to you, select Assigned to me only.

Active: 

On the Service Events Active tab, PSSM Fleet shows service events with two statuses: Draft and In Progress. Draft is a Service Event that has been started, but not sent to a service provider. In Progress is a Service Event that has been sent to a service provider. The number of service events for Draft and In Progress appear in boxes in front of the description. To filter your service events only by Draft, select the Draft box. To filter your service events only by In Progress, select the In Progress box.

Completed: 

On the Service Events Completed tab, PSSM Fleet shows service events that have been completed within the last 90 days. The Past # Days filter can be set to show the past 7, 30, 60, or 90 days

Archived: 

On the Archived tab, PSSM Fleet shows service events that were completed more than 90 days ago. The number of service events that were canceled and completed appears in the boxes in front of the description. To filter only by service events that were canceled, click Canceled. To filter only by service events that were completed, click Completed.

Archiving: 

Next to the Watching button on an active Service Event is an Archive button. Pressing this button will archive the Service Event, and it will no longer appear under the Active Tab. If a completed Service Event is less than 90 days old, you can move it to the Archive tab by using the Archive button.

Advanced Filters: 

Advanced filters are available to provide even greater flexibility in what is displayed for the list of service events. If the selected filters produce no results, No Service Events Found will be displayed. The Advanced Filters button will show Advanced Filters (#), where # is the number of advanced filter values selected.

Group by Depot: 

You can group the service events by Depot, Service Provider, or Fleet Info. To remove the depot grouping, click Group By and select None.