Creating service delivery matrixes for equipment

Create service delivery matrixes to filter Department, Provider, Service Category, and Service Problem 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.

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

To create service delivery matrixes for equipment:

Open the Assets, Positions, or Systems form.
Select the asset, position, or system for which to create a service delivery matrix, and then click the Service Matrix Delivery tab.

Note: Service Delivery Matrix must be selected on the Record View page of the selected asset before the system displays the Service Delivery Matrix page.
Click Add Record.
Department—Enter the department that which is valid for the selected equipment. The system automatically populates Department Org.
Provider—Enter the provider that which is valid for the selected equipment. The system automatically populates Provider Org.
Service Category—Enter the service category that which is valid for the selected equipment. The system automatically populates Service Category Org.
Service Problem Code—Enter the service problem code that which is valid for the selected equipment. The system automatically populates Service Problem Code Org.
Click Submit.

Note: To copy a service delivery matrix for child equipment, select the service delivery matrix, and then click Copy to Every Child Matrix. The system copies the service delivery matrix to the Service Delivery Matrix page 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.