The Service Schedules help automate service reminders based on time intervals, distance travelled (odometer), or a combination of both, ensuring fleet servicing is performed proactively.
Each service schedule can be associated with a Service Program, which groups assets under shared servicing logic.
Accessing the Service Schedules Menu
To navigate to the Service Schedules tab:
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From the left-hand navigation panel, hover over Assets and click the Servicing icon (wrench and person icon).
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Then select Service Schedules.
Once inside, you will see a list of existing schedules with relevant metadata.
Interface Overview:
| Column | Description |
|---|---|
| ID | Unique identifier automatically generated by Perspio (e.g., in-ss-000014). |
| Type | Indicates the schedule type (Time-based, Meter-based, or Combo). |
| Recurring | A tick indicates whether the schedule is set to repeat after completion. |
| Name | User-defined name of the schedule. |
| Linked Programs | Number of Service Programs this schedule is currently assigned to. |
| Actions | Edit or Delete buttons to manage the schedule. |
Top Controls:
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Search Schedules: Use the search bar at the top of the screen to filter schedules by name.
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Export: Click this button to export the current list of schedules in spreadsheet format.
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Add Schedule: Opens the "Create Schedule" window to define a new service schedule.
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View Mode Selector: Toggle between Standard View and Compact View using the drop-down next to "Add Schedule".
Creating a New Service Schedule
Click on Add Schedule to bring up the Create Schedule modal. You will be prompted to fill in the following fields:
Create Schedule Fields:
| Field | Description |
|---|---|
| Name | Descriptive name for the service routine (e.g., "Odi Car Service"). |
| Description | Additional notes about the schedule. |
| Type | Select between: Time, Meter, or Combo. |
| Time Interval | Number of time units (e.g., 6) based on selected Meter Type. |
| Meter Type | Choose between Days, Weeks, Months, or Years. |
| Meter Interval | Numeric value for distance/time threshold (e.g., 10,000). |
| Selected Meter | Choose the reading used for evaluation: Preferred Odometer, Run Hours, or other telemetry counters. |
| One-time Only | Tick this if the schedule is not recurring. |
After populating all required fields, click Create to save. You will then be able to associate the schedule with a Service Program from the relevant menu.
Editing an Existing Schedule
To update a schedule:
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Click Edit next to the schedule you wish to modify.
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The Edit Schedule modal will open with pre-filled values.
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Make changes as needed, then click Save.
Note: If you change the meter or interval type, linked programs may need to be reviewed to ensure compatibility.
Deleting a Schedule
To delete an unused or deprecated schedule:
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Click the Delete button next to the schedule entry.
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Confirm the deletion in the dialog box.
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Note: Deleting a schedule does not automatically remove it from linked programs. Review and update affected Service Programs as needed.
Best Practices
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Use Clear Names: For easy identification, name schedules based on asset type or servicing logic (e.g., “Monthly Check – Light Vehicles”).
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Avoid Duplicates: Always review existing schedules before creating new ones.
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Link to Programs: Schedules only take effect when associated with a Service Program and applied to assets.
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Monitor Meter Selection: Ensure the “Preferred Odometer” or equivalent meter is properly calibrated in the asset’s telemetry fields.
Related Modules
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Service Programs: Group schedules under logical bundles for asset categories.
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Service Reminders: Automatically generated based on schedules and asset telemetry.
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Telemetry Field Calibration: Ensure meters like Odometer and Run Hours are correctly aligned before schedule activation.