1. Field Service Guide
  2. Associating Service Request Templates with PM Plans (End User)

Associating Service Request Templates with PM Plans (End User)

You can associate service request templates with a PM plan. When the PM plan is activated, a service request is created using the service request template. The Commit Time field on this service request is set to the date of the preventive maintenance trigger, and the following fields are copied from the service request template to the service request:

The following list provides fields that are copied from the service request template to the service request.

  • Area

  • Priority

  • Status

  • Description

  • Resolution Code

  • Subarea

  • Name

  • Severity

  • Substatus

  • Primary Symptom Code

  • Source

Activities (but not activity plans) are also created for the activity templates that are associated with the service request. Duplication of activity templates is not verified, so the same activity template can be associated directly with a PM plan and indirectly through a service request template. For more information, see Creating Service Request Templates for Preventive Maintenance.

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

To associate a service request template 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 Actions view tab.

  3. In the SR Templates list, create a new service request template record, and complete the fields as appropriate.