Siebel Field Service Guide > Agreements > Process of Creating Entitlements >

Adding Preventive Maintenance Information to Entitlements

Preventive maintenance (PM) plans can be added to entitlements. Actions can then be generated for agreements and entitlements on the basis of these PM plans.

To manually associate preventive maintenance plans with entitlements

1. Navigate to the Entitlements screen > Agreement Entitlements view.
2. Select an entitlement and click the Preventive Maintenance view tab.
3. In the drop-down list at the top of the Preventive Maintenance view, make sure PM Plans is selected.
4. Create a new record and complete the fields as appropriate.

To generate preventive maintenance actions for an agreement and entitlement

1. Follow Step 1 and Step 2 of To manually associate preventive maintenance plans with entitlements.
2. Select a preventive maintenance plan record and click Run PM.

To view preventive maintenance actions associated with a PM Plan

1. Follow Step 1 through Step 3 of To manually associate preventive maintenance plans with entitlements.
2. Select a preventive maintenance plan record.
3. From the drop-down list at the top of the Preventive Maintenance subview, select PM Actions.