Adding Preventive Maintenance Plans to Entitlements (End User)

You can add preventive maintenance (PM) plans to an entitlement. For information about running preventive maintenance plans for an entitlement associated with an agreement, see Process of Managing Records with Barcode Readers.

Note: After you run the preventive maintenance plans for the entitlement, you can select PM Actions from the drop-down list to see the scheduled and completed actions for the plans.

This task is a step in Process of Managing Entitlements.

To add a preventive maintenance plan to an entitlement

1. Navigate to the Entitlements screen, then the Agreement Entitlements view.

   Alternatively, you can navigate to the List view of the Agreements screen, drill down on the Name field for a selected agreement, and click the Entitlements tab.

2. Select an entitlement, and click the Preventive Maintenance view tab.

3. In the drop-down list at the start of the Preventive Maintenance view, select PM Plans.

4. Create a new PM plan record, and complete the fields as appropriate.