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Setting a Trigger for a PM Plan

After a PM plan has been set up and the appropriate service request templates and activity templates have been defined, you can set the trigger for a PM plan, which defines the type of plan and how the service interval is determined in Siebel Automotive. This procedure is based on a mileage trigger for maintenance.

This task is a step in Process of Setting Up Preventive Maintenance.

To set up a trigger for a PM plan

1. Navigate to the Preventive Maintenance screen > Preventive Maintenance List view.
2. Select a PM plan record.
3. Click the Triggers view tab, and take the following action:
   • Time Interval list. Add, Edit, or Delete records.
   • Usage list. Add, Edit, or Delete records.
   • Month-Day list. Add, Edit, or Delete records.
   • Threshold list. Add, Edit, or Delete records.
   • Event list. Add, Edit, or Delete records.

     NOTE:  PM plans can have any number of triggers of any type (Time Interval, Usage, Threshold, and Event).

Related Topics

• Associating a PM Plan with a Product
• Associating a PM Plan with Vehicles