Custom Relationship Fields

Asset Qualification Criteria

SVMXA360__AssetQualificationCriteriaId__c

Lookup(Expression)

Expression to filter the applicable assets during Maintenance plan creation.

Maintenance Plan Process

SVMXA360__MaintenancePlanProcessId__c

Lookup(A360 Maintenance Plan Process)

The config to be applied while processing the Maintenance Plan created from the template. If the field is left blank, then the default standard Process will be applied.

Maintenance Plan Template Product

SVMXA360__MaintenancePlanTemplateProductId__c

Lookup (Product)

The Product related to this Maintenance Plan Template Record.

Work Type

SVMXA360__WorkTypeId__c

Lookup (Work Type)

Programmatically sets the work type for the Maintenance Plan record created using this Template. Work Type governs the duration, required skills and products, and linked articles inherited by work orders generated from the Maintenance Plan.

Standard Fields

Maintenance Plan Template Name

Name

Text(80)

Autogenerated record name.

Record Type

RecordTypeId

Record Type

The record type of the Maintenance Plan Template. This value influences whether a Maintenance Plan created using the template is a platform (Salesforce) maintenance plan or an A360 Maintenance Plan.

Custom Fields

Active

SVMXA360__IsActive__c

Checkbox

Indicates whether the Maintenance Plan Template is active or inactive. Only active templates should be used for the creation of a Maintenance Plan.

Auto-generate Work Orders

SVMXA360__DoesAutoGenerateWorkOrders__c

Checkbox

Indicates whether Work Orders are auto-generated for the Maintenance Plan. This field auto-populates a checkbox of the same name in the Maintenance Plan upon creation. NOTE: If this field is set to 'true' on a Maintenance Plan, it will disable the ability to generate work orders manually.

Description

SVMXA360__Description__c

Long Text Area(32768)

A description of the Maintenance Plan Template.

Generate New Batch Upon Completion

SVMXA360__DoesGenerateUponCompletion__c

Checkbox

Programmatically indicates whether a Maintenance Plan should generate the new batch (for Work Order Generation) upon completing the last work order in the previous batch. The value in this field will auto-populate a field of the same name on the Maintenance Plan.

Generation Horizon (Days)

SVMXA360__GenerationHorizon__c

Number(9, 0)

Indicates the number of days before the date of the first work order in the next batch on which work order batches are generated. This value will auto-populate in the field of the same name on the Maintenance Plan upon creation.

Generation Timeframe

SVMXA360__GenerationTimeframe__c

Number(9, 0)

Allows users to programmatically set the time in advance that work orders are generated in each batch for a Maintenance Plan. The unit of measurement is specified in the Generation Timeframe Type field. The values in both fields are mapped to the Maintenance Plan created using this MP Template.

Generation Timeframe Type

SVMXA360__GenerationTimeframeType__c

Picklist

The unit of frequency for the Generation Timeframe field. The values in this field and the Generation Timeframe field are mapped to the Maintenance Plan created using this Maintenance Plan Template.

Maintenance Plan Duration

SVMXA360__MaintenancePlanDuration__c

Number(9, 0)

The intended duration of a Maintenance Plan created using this Maintenance Plan template. The value in this field is related to the Maintenance Plan Unit of Time field and will influence the End Date field value for a Maintenance Plan created using the Template record.

Maintenance Plan Unit of Time

SVMXA360__MaintenancePlanUnitOfTime__c

Picklist

The indicated unit of time measurement for the Maintenance Plan Duration value on a Maintenance Plan Template. The value in this field is related to the Maintenance Plan Duration field and will influence the End Date field value for a Maintenance Plan created using the Template record.

Maintenance Window End (Days)

SVMXA360__MaintenanceWindowEndDays__c

Number(9, 0)

Indicates the number of days after the Maintenance Plan Work Order's suggested service date in which the related service appointment can be scheduled. The value in this field will auto-populate a field of the same name on the Maintenance Plan, which will influence behavior for Work Order generation.

Maintenance Window Start (Days)

SVMXA360__MaintenanceWindowStartDays__c

Number(9, 0)

Indicates the number of days before the Maintenance Plan Work Order's suggested service date in which the related service appointment can be scheduled. The value in this field will auto-populate a field of the same name on the Maintenance Plan, which will influence behavior for Work Order generation.

Service Appointment Generation Method

SVMXA360__SvcApptGenerationMethod__c

Picklist

Programmatically specifies how service appointments are generated when more than one asset is associated with the Maintenance Plan and work order generation method is set to 'One work order line item per asset'. The value in this field will auto-populate a field of the same name on the Maintenance Plan.

Work Order Completion is Based On

SVMXA360__WorkOrderCompletionBasedOn__c

Picklist

Date/Time field on work order based on which work order closure is considered.

Work Order Generation Method

SVMXA360__WorkOrderGenerationMethod__c

Picklist

Programmatically specifies how work orders are generated when more than one asset is associated with the Maintenance Plan. The value in this field will auto-populate a field of the same name on the Maintenance Plan.

Asset 360

To create maintenance plan templates for A360 condition-based maintenance plans.

Platform

To create maintenance plan templates for the platform maintenance plans.