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About Plans and Actions for Preventive Maintenance

PM plans define sets of activities for preventive maintenance. Setting up a PM plan includes the following steps:

1. Create an service request template. Each service request template defines a type of preventive maintenance (for example, 5,000 mile service or major overhaul).
2. Associate 1 or more activity templates with each service request template. An activity template includes a set of activities to complete for a preventive maintenance objective. For more information about activity templates, see Service Activity Templates and Activity Plans.
3. Create a PM plan. Define triggers for the PM plan and the products or assets that the PM plan covers. Associate 1 or more service request templates with the PM plan. You can also directly associate activity templates with the PM plan.

Service Request Templates

When a preventive maintenance plan is activated, a service request template is used to create service requests. This template includes 1 or more activity templates and holds default values for the following service request fields:

Service request templates apply only to preventive maintenance.