Creating service delivery matrices for equipment - HxGN EAM - 12.0.1 - Help - Hexagon

Create service delivery matrices to filter Department, Supplier, Service Category, and Service Code lookups on the Call Center form and in the Knowledge Base based on the selected equipment. See Selecting options for the Call Center form.

Service Delivery Matrix must be selected for Service Code Validation on the Call Center Setup form before a service delivery matrix can be created for selected equipment.

To create service delivery matrices for equipment:

1. Select Equipment > Assets.
   Select Equipment > Positions.
   Select Equipment > Systems.

2. Select the asset, position, or system for which to create a service delivery matrix, and then click the Service Delivery Matrix tab.

   Service Delivery Matrix must be selected on the Record View tab of the selected asset to display the Service Delivery Matrix tab.

3. Click Add Record.

4. Specify this information:

   Department - Specify the department that which is valid for the selected equipment.

   All Departments - Optionally, select this check box to select all departments.

   Supplier - Specify the provider that which is valid for the selected equipment.

   All Suppliers - Optionally, select this check box to select all suppliers.

   Service Category - Specify the service category that which is valid for the selected equipment

   All Service Categories - Optionally, select this check box to select all service categories.

   Service Code - Specify the service code that which is valid for the selected equipment.

   All Service Codes - Optionally, select this check box to select all service codes.

5. Click Submit.

• To copy a service delivery matrix for child equipment, select the service delivery matrix, and then click Copy to Every Child Matrix. The service delivery matrix is copied to the Service Delivery Matrix tab of every child equipment with Service Delivery Matrix selected on its record in the service delivery matrix already.

• To import a matrix, select the service delivery matrix to import to, and then click Import Matrix. Select the equipment from which to import the matrix, and then click Submit.