We would like that when location coverage is used on PM plans, that a product serviced line is created for each IP.
There would be a setting so that a product serviced work details are created for each IP at that location.
Hi @martski !
Thank you for this idea regarding Location Coverage Type for Preventive Maintenance Plan. It bears some similarities to an enhancement we have under consideration that would work as follows:
Does this solution sound like it would resolve your idea requirements? Is there anything about this proposed solution that might be a gap to you? Please let me know, and I'll work on developing this enhancement through our product backlog.
Hi @lacycotton !
Thanks for the response.
This sounds good, though there seems to be a gap in that we can have multiple locations on a PM plan. What you have described seems to allow only one location per PM plan. We do not use the location field on the header of the PM plan, rather we use covered locations. In this way, it creates product serviced lines for IBs at all the covered locations.
If the enhancement could be adjusted to handle this situation and look at the covered locations instead, then we would definitely use it. If it remains as you have described, I am doubtful if we could use it, I would need to discuss this with business colleagues.
Hi @martski ,
Just to clarify, the current design of the PM Plans with coverage type of "Location" does not support creating product serviced lines in the work details of a WO based on the "Covered Locations" lines in the PM Plan. If the Coverage Type = "Location," then the PM Plan will generate 1 work order per location in the Covered Location related list, but nothing more. So your feedback above isn't indicative of what you currently have implemented, but what you would like to see based on your configuration with Location Coverage PM Plans.
It sounds like your response above is asking that we add in the scenario of looking at the location field on the "Covered Locations" related list so that when the PM Work Order is generated for that location, it will also dynamically populate the Work Detail Lines on the WO with the IB at the location.
I think this use case scenario makes sense, I'll add the details to the enhancement consideration.
I agree with what you describe - as to how servicemax works now.
We have created a trigger that will look at the covered locations for a PM plan, and will create product serviced lines on the work order, for each IP.
We have made a setting to have one work order per location.
Thanks for adding to the enhancement consideration, we would much prefer that this is handled by standard servicemax.
I went through this post and it sort of matches with a similar requirement we have received from the business users.
In our case once the Location based PM work order is dispatched to the technician(1 work order : 1 location), while he is at the location carrying out the maintenance/PM Inspection, he would like to scan the IP/asset( which is a covered pdt under the location) using his mobile device and carry out the PM tasks. On completion of the PM Tasks relevant to the IP a work detail line should get created to record the work performed for each IP. This will then help him to record the PM Inspection done for all the IPs under the location in a single PM Work Order.
@martski- Hello Martin- Would it be possible to share a sample of the trigger you have used to created for product serviced lines?Thanks
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