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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
Line Chef
Line Chef

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 ?

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

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richard_lewis
Staff Chef
Staff Chef

Re: 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 ?

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 : 1093โ€‹

Video Link : 1472โ€‹

Creating / Editing Preventive Maintenance Plan Templatesโ€‹

Creating/Editing Custom Preventive Maintenance Plan Templatesโ€‹

How to Set Up PM Schedulerโ€‹

Creating a PM Plan Using a Standard SFMโ€‹

Regards, Richard

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