Defining Preventive Maintenance Plans for Entitlement Templates

In the Preventive Maintenance view, you can add a record for each preventive maintenance plan to include in the entitlement template. When selecting a plan from the Add Preventive Maintenance Plans dialog box, select the check box in the Active field to select a plan. Selecting a record without selecting this check box fails to select the plan.

This task is a step in Process of Administering Entitlements.

To define a preventive maintenance plan for an entitlement template

1. Navigate to the Administration - Contracts screen, then the Entitlement Templates view.

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

3. Create a new preventive maintenance plan record, and complete the fields as appropriate.