Creating Condition Based PM Plan Templates
You can create Condition-Based Plan templates to assign to Condition-Based PM Plans. You can associate single or multiple product records as Applicable Products to the template. You can associate a maximum of 10 products using the modal window.
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• If a Condition-Based PM Plan template has more than one product associated with it, then Technical Attributes are no longer available to be added as condition lines. This is because attributes are specific to the technical attribute template assigned to a product. If multiple products use different technical attribute templates, it could result in duplicate attributes or too many confusing attributes.
• The Expression Display Value is aligned with the Expression Internal Value. The Expression Display Value is updated when the Expression Internal Value is updated based on dynamic adjustments or conditions or time-frequency changes.
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Example: Usage/Frequency Based PM Schedules
If you want to create a schedule for servicing a vehicle using Mileage as the attribute and other values as given below:
• Frequency = 10,000 miles
• Threshold = 80%
• Start At = 0
• Stop At = 70,000 miles
Then the sample PM Schedule will be as follows:
• 8000 miles
• 18000 (10,000 +80% 10000) miles
• 28000 (10000+10000+80%10000) miles
• 38000 (10000 + 10000 +10000+80%10000) miles
After every 80% of the next 10,000 miles, a PM Schedule will be created till it completes 70,000 miles.
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The threshold field is valid only for numbers.
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To create a Condition-Based PM template:
1. Go to ServiceMax Setup > Installed Base, Preventive Maintenance and Field Change Orders > PM Plan Templates. The PM Plan Templates page is displayed.
2. Click New. The New Preventive Maintenance Plan Template Wizard is displayed with the Criteria tab.
3. Configure the PM Plan Template by defining the following tabs:
◦ Criteria
◦ Finalize