Siebel Field Service Guide > Preventive Maintenance >

Setting Up the Preventive Maintenance Engine

Follow these procedures to set up the Preventive Maintenance Engine.

To set asynchronous operation of the Preventive Maintenance Engine

1. Choose Tools > User Preferences.
2. From the Visibility filter, select Service. In the Asynchronous Processing of section, select Preventive Maintenance.

To set parameters for the Preventive Maintenance Engine

1. Insert or edit a component request for the Preventive Maintenance Engine server component.
2. Add or modify the server component parameters, as needed. For information about server components and component parameters, see Siebel System Administration Guide.

To change system preferences for the Preventive Maintenance Engine

1. Navigate to the Administration - Applications screen > System Preferences view.
2. Select the name of the system preference, and then enter a new value. For the names of applicable system preferences, see Table 128.
3. To register changes to system preferences, restart the Field Service server. For information about how to restart servers, see Siebel System Administration Guide.

To add preventive maintenance plans

1. Navigate to the Preventive Maintenance screen > Preventive Maintenance List view.
2. Add a new record.

To add triggers for a selected PM plan

1. Navigate to the Preventive Maintenance List screen > Triggers view.
2. Select a PM plan, and then add a new record in any applicable subview.

To associate a PM plan with an agreement

1. Navigate to the Agreements screen > Entitlements view.
2. Select an entitlement, add a new record, and then associate a PM plan.

To associate assets with PM plans

1. Navigate to the Assets screen > Preventive Maintenance - Plans view.
2. Select an asset, add a new record, and then associate an asset.

To associate activity templates with a PM plan

1. Navigate to the Preventive Maintenance screen > Preventive Maintenance List view.
2. Select a preventive maintenance plan, and click the Actions view tab.
3. Add a record and associate an activity template.

Creating Service Request Templates for Preventive Maintenance

Service Request Templates provide one or more activity templates to carry out preventive maintenance.

To create a service request template for preventive maintenance

1. Navigate to the Administration - Service screen > Service Request Templates view.
2. Add a record, click the Service Request Template Activities view tab, and add activity templates as needed for preventive maintenance.