Adding Client Maintenance Plans : Documentation and Support

Navigate to the Client Manager and select the client you wish to edit or add Maintenance Plans for.
Go to the ACCOUNT tab, then click on the Maintenance Plans folder.
Review existing maintenance plans or click "New Maintenance Plan..." in the TOOLBOX to add a new plan.
Name the Maintenance Plan in the free-form field. Choose an appropriate name that distinguishes the plan's purpose.
Select the instrument category or categories to which the plan applies. You can also select "Any Category" for a generic plan.
Click "OK" to create the plan. The new plan will be created with no tasks assigned.

For the complete guide to setting up a Maintenance Task and Service Intervals for the Maintenance Plan please check the following link below:

1. Maintenance Plan - Define Tasks and Service Intervals

Documentation and Support