Can anyone please provide on how to set up end to end PM process for a service contract . What all elements are required to setup ?

[pankajkumar]

Hi ,

I am trying to set up a PM process for a service contract to generate work orders automatically .

i have set the the PM template and PM scheduler but not sure if thats all we need to set up . Can anyone plese provide steps/document on how to set up a PM process end to end and what all the elements/fields need to be captured ?

Many Thanks !

Pankaj

[richard_lewis]

Hi Pankaj,

I am not sure if your question has already been answered but there are some good resources out there to help you.

ServiceMax Help - https://userdocs.servicemax.com/ServiceMaxHelp/Summer17/en_us/svmxhlp.htm#APP12.htm?Highlight=preven...

https://userdocs.servicemax.com/ServiceMaxHelp/Summer17/en_us/svmxhlp.htm#APP12.htm?Highlight=preven...

Video Link : 1093​

Video Link : 1472​

Creating / Editing Preventive Maintenance Plan Templates​

Creating/Editing Custom Preventive Maintenance Plan Templates​

How to Set Up PM Scheduler​

Creating a PM Plan Using a Standard SFM​

Regards, Richard