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.