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Associating Products and Assets with PM Plans (End User)

After you create a preventive maintenance plan, you can associate a product and its assets with the plan.

This task is a step in Process of Managing Preventive Maintenance.

To associate a product and its assets with a PM plan

1. Navigate to the Preventive Maintenance screen, then the Preventive Maintenance List view.
2. Select a preventive maintenance plan, and click the Products view tab.
3. Create a new product record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Product	Select a product for the PM plan. CAUTION:  You must configure the correct measurement types (in the Measurements view in the Service Information view in the Products view of the Administration - Product screen) for the products in the preventive maintenance plan. If you do not configure measurement types, then Usage and Threshold triggers can cause unpredictable and inappropriate results. For more information about configuring products, see Siebel Product Administration Guide.
   All Assets	Select this check box to indicate the PM plan covers all assets of the product. Some of these assets might not appear in the Assets list. To cover only specific assets, make sure that this field is not selected.

4. In the Assets list, create a new record for at least 1 asset for the product, and complete the fields as appropriate.