{"id":9563,"date":"2023-03-09T11:14:42","date_gmt":"2023-03-09T10:14:42","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?post_type=ht_kb&#038;p=9563"},"modified":"2025-10-27T20:08:40","modified_gmt":"2025-10-27T19:08:40","slug":"add-a-service-object","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/add-a-service-object\/","title":{"rendered":"Create Service objects"},"content":{"rendered":"\n<p>This article covers how to search for service objects and how to add and create new service objects.<\/p>\n\n<p><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=3jd7l&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fservice-object%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"24801\">Click here for more information and descriptions on the feilds on a service object.<\/a><\/p>\n\n<p><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=6a4cm&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fservice-object-settings%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"23250\">Here you find information concerning Service object settings.<\/a><\/p>\n\n<h4 class=\"wp-block-heading\"><strong>Search Service object<\/strong><\/h4>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/03\/PS_EN_serviceobject_filter.png\" alt=\"\" class=\"wp-image-21508\"\/><\/figure>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"75\" height=\"75\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q.png\" alt=\"\" class=\"wp-image-9362\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q.png 75w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q-50x50.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q-60x60.png 60w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><figcaption class=\"wp-element-caption\">Symbol 1<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>We recommend using filters when searching for service objects. Click on this symbol and the list of filtering options will open.<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"75\" height=\"75\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_karta75q.png\" alt=\"\" class=\"wp-image-9568\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_karta75q.png 75w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_karta75q-50x50.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_karta75q-60x60.png 60w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><figcaption class=\"wp-element-caption\">Symbol 2<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>Click on the map symbol to see the location of the service objects on a map.<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"75\" height=\"75\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/02\/Symbol_laddaner75q.png\" alt=\"\" class=\"wp-image-9163\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/02\/Symbol_laddaner75q.png 75w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/02\/Symbol_laddaner75q-50x50.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/02\/Symbol_laddaner75q-60x60.png 60w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><figcaption class=\"wp-element-caption\">Symbol 3<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>Export orders\/download a list of orders.<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"75\" height=\"68\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q.png\" alt=\"Collection function\" class=\"wp-image-9358\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q.png 75w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q-50x45.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q-60x54.png 60w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><figcaption class=\"wp-element-caption\">Symbol 4<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>You use the collection function to make changes (eg add tags or update service) or print QR codes on several objects at the same time.<\/p>\n\n\n\n<p><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=6vicn&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fqr-and-barcodes%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"9473\">Learn more about QR-code.<\/a><\/p>\n\n\n\n<p>The collection function creates a list (max. 1000) of your objects, so if you have many, it is advisable to filter the list first (click on Search \u2013 <i>symbol 1).<\/i><\/p>\n<\/div>\n<\/div>\n\n<h4 class=\"wp-block-heading\">How to add a service object<\/h4>\n\n<p>If you have multiple customers with service objects of the same type, it is a great advantage to use the Models function. <a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=3bscu&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fgroup-models-2%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\">Read more about it here.<\/a><\/p>\n\n<p>There are several ways to add service objects. If you have many objects, option 1 is preferable. If it is a single object, option 2 or 3 is the easiest way.<\/p>\n\n<p>Depending on which setting your group has selected in <a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=6a4cm&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fservice-object-settings%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\"><em>Service Object Settings,<\/em><\/a> a wizard will appear to help you add a new object.<\/p>\n\n<p>This is the first page in the wizard:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/10\/PS_EN_add_serviceobject_guide.png\" alt=\"Guide for service object creation\" class=\"wp-image-24716\"\/><\/figure>\n\n<p>When you are finished, press the \u201cSave\u201d button at the bottom of the page to save the new service object. Assuming you have filled in the required information to generate a service, you will be asked about this.<\/p>\n\n<h5 class=\"wp-block-heading\"><strong>Alternative 1<\/strong><\/h5>\n\n<p><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=6b0qa&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fupload-registers%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"9240\">Upload a register with multiple service objects. Learn how to upload registers here.<\/a><\/p>\n\n<h5 class=\"wp-block-heading\"><strong>Alternative 2<\/strong><\/h5>\n\n<p>Go to Register &#8211; Customer. Find the customer. Scroll to the bottom of the customer card and click <strong>Add<\/strong>. Select <em>Create service object<\/em>. All information about the customer will then be added to the service object.<\/p>\n\n<h5 class=\"wp-block-heading\"><strong>Alternative 3<\/strong><\/h5>\n\n<p>Go to <em>Register &#8211; Facility<\/em>. Find the facility. Scroll to the bottom of the facility and click <em>Add<\/em>. Select C<em>reate service object<\/em>. Information about the facility will then be added to the service object.<\/p>\n\n<h5 class=\"wp-block-heading\"><strong>Alternative 4<\/strong><\/h5>\n\n<ol class=\"wp-block-list\">\n<li>Go to <em>Service &#8211; Service object.<\/em><\/li>\n\n\n\n<li>Press the button with the + sign.<\/li>\n\n\n\n<li>Fill in the fields.\n<ul class=\"wp-block-list\">\n<li>Please use the guide to make it easier. It will give you a description of the different parts.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>When ready click Save at the bottom of the page to save the new service object.<\/li>\n<\/ol>\n\n<h5 class=\"wp-block-heading\">Alternative 5 &#8211; Clone<\/h5>\n\n<p id=\"klona\"><span style=\"font-weight: 400;\">To add objects, you can also <strong>clone<\/strong> an existing service object.\u00a0<\/span><\/p>\n\n<p id=\"klona\">All settings are copied. The object you are cloning must have a machine number. The new object gets the same machine number as the original machine with a serial number in parentheses. The clones are completely independent from each other and no changes to one clone affect the other clones or the object from which the clones were created.<\/p>\n\n<p id=\"klona\"><strong>Example:<\/strong> Object one with machine number 1232 is cloned twice and these get numbers 1232(1) and 1232(2). The number can be changed by clicking on the service object and clicking <strong>Edit<\/strong>.<\/p>\n\n<p>You can also click <strong>Edit<\/strong> to move the clone to another customer or facility without affecting the original object.<\/p>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/10\/PS_EN_Clone_popup.png\" alt=\"\" class=\"wp-image-7482\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>You can find the <strong>Clone <\/strong>button at the bottom of the detail view for the service object. A box will appear where you can specify how many clones you want to create.<\/p>\n\n\n\n<p>Being able to clone is a user permission.<\/p>\n<\/div>\n<\/div>\n\n<h5 class=\"wp-block-heading\">Alternative 6 &#8211; Create a new service object directly on a service order.<\/h5>\n\n<p>If you discover a service object with the customer that is not already entered, quickly add it by clicking <strong>Edit<\/strong> on the Service Order or Service Protocol. Under Service objects, click <strong>+ Add Service object<\/strong> and then <strong>+ Create Service object<\/strong>. A pop-up will open where you fill in the information you have about the object.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/10\/PS_EN_SO_create_service_object_step1.png\" alt=\"\" class=\"wp-image-24997\"\/><figcaption class=\"wp-element-caption\">Under Service objects, click + Add Service object and then + Create Service object.<\/figcaption><\/figure>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/10\/PS_EN_SO_create_service_object_step2-1.png\" alt=\"\" class=\"wp-image-25008\"\/><figcaption class=\"wp-element-caption\">Enter all available information about the object in the popup.<\/figcaption><\/figure>\n\n<h4 class=\"wp-block-heading\">Once you have saved the service object<\/h4>\n\n<p>Once you have saved the service object, you can also select the status of the service object and add tags, provided that you have activated these functions.<\/p>\n\n<p><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=6o1dn&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fservice-object-settings%2F%23serviceobjektsstatus&#038;otype=unknown&#038;oid=0&#038;source=block-content\">Read more about service object status.<\/a><\/p>\n\n<p><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=f7ab2f48bb&#038;check=2vk18&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fset-tags%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"9764\">Learn more about tags here.<\/a><\/p>\n\n<h4 class=\"wp-block-heading\"><strong>Add order<\/strong><\/h4>\n\n<p>Click <b>Add<\/b> if you want to add a new order, submit a fault report, create an agreement or quote directly on the service object.<\/p>\n\n<p><p class=\"p2\">When you add an order from the object, the <b>contact person<\/b> is also sent to the order.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article covers how to search for service objects and how to add and create new service objects. Click here for more information and descriptions on the feilds on a service object. Here you find information concerning Service object settings. Search Service object We recommend using filters when searching for&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[355],"ht-kb-tag":[915,885,912,913,588,815,917,817,697,916,914],"class_list":["post-9563","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-service-object","ht_kb_tag-clone","ht_kb_tag-custom-information","ht_kb_tag-map","ht_kb_tag-match-en","ht_kb_tag-qr-en","ht_kb_tag-rental-en","ht_kb_tag-service-check-points","ht_kb_tag-service-interval-en","ht_kb_tag-service-object","ht_kb_tag-sort-order","ht_kb_tag-time-based"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/9563","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=9563"}],"version-history":[{"count":341,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/9563\/revisions"}],"predecessor-version":[{"id":25059,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/9563\/revisions\/25059"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=9563"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=9563"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=9563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}