Creating Time Based PM Plan Templates
To create a Time-Based PM Plan Template:
1. Go to ServiceMax Setup > Installed Base, Preventive Maintenance and Field Change Orders > PM Plan Templates. The PM Plan Templates landing page is displayed.
2. Click New. The New Preventive Maintenance Plan Template wizard is displayed with the Criteria step.
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Ensure that you set up the Task Template or Work Plan prior to setting up your PM template.
3. Configure the fields in the following tabs:
4. Click Save.
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