Learn how to service only a portion of assets at each visit, with the rest serviced at different times.
What You'll Learn
By default, routines list all applicable assets in a task. This guide shows you how to split assets across multiple visits for:
20% detector testing (servicing 20% of detectors each year over 5 years)
Red/green/blue testing
Any partial servicing workflow
Prerequisites: You need tagged assets on your property. If you haven't set up tags yet, see Everything about Tags.
Step 1: Tag Your Assets
First, assign tags to organize which assets will be serviced during each visit.
Example Setup
For 50/50 split servicing:
Year 1 tag = 50% of assets serviced this year
Year 2 tag = remaining 50% serviced next year
Note: For 20% detector testing, you'll need 5 tags (one for each year), with service levels 5 years apart.
How to Tag Assets
Go to the property and click Assets
Select the assets you want to tag
Click Edit (x) Assets
Choose tags from the Add Tags dropdown
Click Apply Changes
Repeat for all asset groups
Step 2: Set Up Your Routines
Now configure routines to only apply to specific tagged assets.
Before You Start
Ensure you have:
✅ Tagged assets on the property
✅ Clearly named tags (so you know which routine schedule to use)
✅ The correct service level options available for your timing requirements
Example Scenario
Service 50% of hose reels this year, 50% next year:
Both routines will be 2-yearly levels
Start dates will be 1 year apart
Add the Routines
In the property, go to Routines > Manage Routine Services
Click Add Routine
Select the routine and tick the applicable service levels (e.g., Annual)
Click Show advanced options
Set the Annual Date and Start Date
Click Add Routines to save
Repeat steps 2-6 for the second routine, adjusting the start date for the gap between visits
Step 3: Link Tags to Routines
Connect each routine to its specific asset group.
On the right side of the routine, click Actions > Edit
In the Apply only to assets tagged with dropdown, select the appropriate tag
Example: One routine → Year 1 tag, other routine → Year 2 tag
Click Save
Important: This field only appears if tagged assets exist on the property. Make sure assets are tagged first.
Verify Your Setup
When viewing Manage Routine Services, you'll see routines with tag restrictions displayed.
When tasks are generated, each task will only include assets matching the applicable tag.
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