Configuring Criteria
To configure the Criteria tab:
1. In the New Preventive Maintenance Plan Template wizard, go to the Criteria tab.
2. Enter the details for the following fields:
Field
Action
Basis
Select Condition to create the Condition-Based PM Plan Template.
Coverage Type
This field indicates the level at which the PM Plan template is applied. For Condition-Based PM Plan Templates, the coverage type is limited to Product. The maintenance is covered at IB level. For Product coverage type, you must have an Installed Based (IB) product. Use this template when creating the PM Plan from IB, Location, Accounts, or Service Contracts if the contract has a covered product.
Condition Type
This field indicates condition type, based on which the preventive maintenance plans are executed. You can define conditions based on the following:
Usage/Frequency: Executes preventive maintenance plans based on pre-defined usage metrics (For example, miles, hours, or cycles) or time interval (For example, every month).
Criteria or Comparison: Executes preventive maintenance plans based on real-time conditions, using comparison logic.
Installed Product Criteria
This field enables you to qualify the Installed Products from which you can create PM Plans using this PM Plan template. In this field, you can use SFM expressions to filter and select the Installed Products to include.
3. Click Next or another tab to proceed with the Preventive Maintenance Template configuration.
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