Follow these steps to efficiently create a new service:
Open the Services List
Navigate to Catalog section from the sidebar.
Click on Services to open the services list.
Create a New Service
Click the New button to open the service creation form.
Enter the required basic information and select Create & Open to create the service record.
Update General Information
After creating the service, review the information entered.
If changes are required, click Edit under General Info and update the relevant details.
Attach Documents (Optional)
In the Documents section, attach any files related to the service, such as:
Service specifications
Procedures
Technical documentation
Supporting files
Attaching documents can provide additional information and guidance for users performing the service.
Include Forms (Optional)
If the service requires inspections, checklists, or data collection, you can associate one or more forms with the service.
For detailed instructions, refer to the article on creating and managing forms.
Add Occupational Health and Safety (OHS) Information (Optional)
If applicable, include Occupational Health and Safety (OHS) information for the service.
OHS information helps ensure that users are aware of any safety requirements, hazards, or protective measures associated with performing the service.
For more information, refer to the OHS documentation article.
Result
Once all required information has been entered and reviewed, the service is ready for use throughout the system.
Services can be selected and referenced in work orders, preventive maintenance schedules and other operational activities.
