ManageEngine ServiceDesk Plus 8.0 :: Admin Guide

Preventive Maintenance
ManageEngine ServiceDesk Plus 8.0 :: Admin Guide
You can create a Preventive Maintenance Task for regular maintenance such as changing the printer
toner every month or perform a regular service shutdown.
To schedule a preventive maintenance task,
1. Log in to the ServiceDesk Plus application using the user name and password of an admin
user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Preventive Maintenance Tasks icon . This opens the
Configuration Wizard page.
4. Click the Preventive Maintenance Tasks link at the left side of the page under the HelpDesk
block. This opens Request Maintenance Tasks page.
5. Click Add New PM Task link. This opens Add Preventive Maintenance Task page. You can
create a preventive maintenance task in two steps.
Creating a Task Template
Task template has four blocks, Request details, Owner details, Requester details, Category details.
1. Specify the Status of the request from the comb box. Ex. Open.
2. Specify the Level of the request from the combo box. The level should be selected based on
the priority. Ex. If the priority of the request is high then select Tier 1.
3. Select the Mode from the combo box. This will be the mode of communication, to inform the
technician.
4. Select the Priority from the combo box. For ex. High, Medium, Low etc.
5. Select the Group from the combo box. This option is given to group the task template. Ex.
Network, Hardware etc.
6. Select the Technician from the combo box to assign the task and click the requester list icon
to select the requester Name. This is a mandatory field. The other details such as Contact
Number, Workstation ID and Department get filled automatically based on the requester
details specified in the requester form.
7. Select the Category, Sub Category and Item from the combo box.
8. Specify the Subject line for the task in the given text field. Specify relevant information about
the task in the given Description field.
9. To attach a file to the task template click Attach a File button to attach files.
10. You can add Resolution in the resolution text field.
11. Click Next>> button for Task Scheduling.
Task Scheduling
To schedule a task, select the time frame from the listed options:
Daily Schedule: To run a daily maintenance task, click Daily Schedule radio button.
1. Select the Time at which the maintenance task should be scheduled from the combo box.
2. Select the Date on when the maintenance task should be scheduled from the Calendar
button.
3. Save the details.
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