Release Information > Release Notes > Core Feature-Based Release Notes > Core 25.1 > What’s Enhanced
What’s Enhanced
The following are the enhancements in ServiceMax Core 25.1.
Preventive Maintenance
Unified and Improved User Experience for Time-Based and Condition-Based PM Plans
The ServiceMax platform now offers a streamlined and intuitive user experience for managing Time-Based and Condition-Based Preventive Maintenance (PM) Plans. With a single creation wizard, users can effortlessly create PM Plan Templates and PM Plans, regardless of the type, eliminating the need to navigate separate workflows.
Previously, users had to follow two separate workflows for Time-Based and Condition-Based PM Plans, leading to confusion and inefficiencies. This fragmented experience increased the risk of creating incorrect PM plans.
With this enhanced and unified experience, users can:
• Easily perform PM actions within a consistent interface.
• Avoid errors caused by choosing the wrong plan type.
• Save time with a simplified, guided workflow.
The enhanced and unified user experience applies to the following PM actions:
• Creating PM Plan Template
• Creating PM Plan
• Managing PM Plans
For more information, see Preventive Maintenance.
Dynamic Cancellation of PM Work Orders for Cancelled PM Plans
ServiceMax platform now has the ability automatically cancel PM Work Orders generated from PM Schedules when a PM Plan is canceled, preventing unnecessary service execution and resource allocation.
Previously, Work Orders could remain active even after a PM Plan was canceled, resulting in:
• Unintended service delivery with free maintenance for customers with inactive agreements
• Wasted technician time and labor on non-paying customers
• Operational inefficiencies due to outdated Work Orders.
With this enhancement, the system can now be configured to dynamically cancel associated PM Work Orders when a PM Plan is canceled. This ensures accurate service delivery aligned with active agreements, optimizes resource allocation and improves operational efficiency.
When a PM Plan status is updated to cancelled, any associated Work Orders with preferred start date set in the future and with no existing labor lines are automatically cancelled. The Work Orders’ status updates to Cancelled, but the records are not deleted from the system for reference.
For more information, see Enabling Dynamic PM Plan Work Order Cancellation Package Flow.
Optimized PM Engine for Condition-Based PM Plans
The Advanced PM engine is now supported for Condition-Based PM plans. The advanced engine is designed to handle large volumes of data more efficiently. Previously, organizations faced scalability issues, as the PM engine failed to process large data sets and reached Salesforce limits. The advanced PM engine leverages a queueable job, enabling organizations to overcome Salesforce limitations, and improve overall performance.
For more information, see Enabling and Configuring Advanced PM Engine Settings.
Work Plans and Task Management
The following are enhancements to improve user experience and enable new features in Complex Work Execution:
Work Plans
• The Work Plan Library now includes a pre-filter option, enabling users to easily search for and find relevant work plans. For more information, see Managing Work Plan Library.
• The ‘Add Task’ interface in the Info and Task tabs of the Work Plan has been updated with a new UI. Users can now modify the linked activity associated with a task. For more information, see Adding Service Tasks to Work Plan and Adding Service Tasks to Work Order.
• Two new fields — Labor Part and Work Plan Type — have been added to work plans.
◦ Labor Part refers to the labor-equivalent value of a product and maps to the labor lines created from service tasks.
◦ Work Plan Type specifies the type of work plan being created. It can be either a Logistics Work Plan or a Service Work Plan.
For more information, see Managing Work Plan Library.
• The Applies To tab in the Work Plan has been enhanced to support assignment beyond product matches. For example, users can create Work Plan for specific error codes. Work plan assignment rule will assign work plans that match the error code on the Work Order.
• The Tools modal, which is used to confirm usage of recommend tools has been enhanced for an improved user experience.
For more information, see Managing Work Plan Library
Service Tasks
• Adding Email addresses in Service Task instructions is now supported. Technicians can include email addresses when updating or completing service tasks.
• Service Tasks are now time-stamped. The actual duration is pre-populated with the estimated time to minimize manual data entry. The end time is automatically calculated or stamped based on the actual duration or the start time set for the service task upon completion.
For more information, see Adding Service Tasks to Work Plan and Adding Service Tasks to Work Order.
Parts Usage
The following are the enhancements in the part usage capability:
Recommended Parts
Inventory availability is now displayed based on the logged in user’s inventory. Parts are flagged where stock in-hand quantity is less than the recommended quantity. This enhancement helps provide more visibility to technicians/field engineers about part availability and enables them to make better decisions about part consumption.
Technicians can order parts directly from the Recommended Part based on inventory availability and also based on the part recommendation. For example, 13 parts are required for the service task, but only 10 are currently available. So, the technician can decide to order three more parts.
For more information, refer to Add Recommended Parts.
Replacement Parts
Administrators can configure and enable refurbished and alternative parts for their organization and the system shows them alongside recommended parts. For example, when the recommended part is on a back order or out of stock, an alternative or refurbished part can be used.
For more information, refer to Create Replacement Parts.
Replacement part count is displayed on the Part Detail screen to give an indicator to the technician that they have replacement parts in stock.
For more information, refer to Parts Consumption for Serialized Parts and Parts Consumption for Non-Serialized Parts.
New Part Installation on Asset
Parts installation is now supported on top of the Part Swap scenario. When new parts are installed in the equipment, they are automatically added to the Installed Product Hierarchy.
Schedule Optimization
Volume and Rate Limitations
Volume and Rate Limitations are introduced for Propose Schedule (PS),Propose Time (PT), and On-the-Day Scheduling (OTD) to enhance system stability and prevent performance degradation. These limitations apply to Resources, Work Orders, Events, and the Maximum Horizon. This ensures that input data remains within optimal thresholds, thereby improving the reliability and responsiveness.
Volume Limitations — Defines the upper bounds on the number of Resources, Work Orders, and Events that can be processed in a single scheduling request. This prevents system overloads and timeouts caused by large input datasets.
Rate Limitations —Control the frequency of scheduling requests that reduces the risk of performance bottlenecks due to rapid, repeated invocations.
For more information, see Data Limitations.
Entitlements
Covered Work Plan in Service Contract
The Edit Coverage sample SFM on Service Contract has been updated to include Covered Work Plans. Using this SFM, administrators can now add Work Plans to a Service Contract and manage the service threshold details applicable to the added Work Plans.
Administrators can add Covered Work Plans as a related object to the Service Contract page layout to gain visibility into the details.
For more information, see Adding Covered Work Plans.
SFM Delivery
Introduction of Comfy and Compact Modes in SFM
Users can now switch between Comfy and Compact modes in the SFM to suit their preferences. The Comfy mode maintains a spacious layout for better readability, while the Compact mode reduces the spacing between fields and realigns the display of labels and fields, enabling more information to be displayed on larger screens. These modes improve readability and display more information on the screen, reducing the need for excessive scrolling.
For more information, see Comfy and Compact Modes.
Default Width of List View in the SFM Grid
The picklist, lookup, and time components have a default width set, which improves readability and usability when setting values for these data type fields in the SFM detail grid.
Migration Tool
Migration Tool Support for Mobile Console Configurations
Administrators can now migrate the Mobile Console configurations for various configuration profiles from one org to another using Migration Tool. For more information, see Core Supported Dependent Items.
Migration Tool Support for Depot Management Rules
Administrators can now migrate Depot Management Rules from one org to another using Migration Tool. For more information, see Core Supported Dependent Items.
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