Siebel Field Service Guide > Preventive Maintenance > Preventive Maintenance Screen >

Actions View

The Actions view associates service request templates and activity templates with PM Plan records. The application does not verify duplication of activity templates, so the same activity template may be associated directly with a PM plan and indirectly through an SR template.

To create SR templates, see Administration - Service Screen.

The preventative maintenance trigger, when activated, creates a service request using the service request template. The trigger also creates activities (but not activity plans) for the activity templates that are associated with the service request. The following fields are copied from the service request template to the service request:

• Area
• Description
• Name
• Primary Symptom Code
• Priority
• Resolution Code
• Severity
• Source
• Status
• Sub-Area
• Sub-Status

The Commit Time field on the service request is set to the date of the preventative maintenance trigger.

The preventative maintenance trigger, when activated, creates activities (but not an activity plan) using the activity template. To view the fields that are copied from the activity template to the activities, see Field Service Activity Templates and Activity Plans. The Due Date field on the activities is set relative to the date of the preventative maintenance trigger.