Settings: Preventive Maintenance
The Preventive Maintenance functionality is governed by some global (org-wide) and group (based on ServiceMax Group Profile) configuration settings. This section helps you get an understanding of these settings that apply to Preventive Maintenance. You can view these settings under ServiceMax Setup > App Administration > Settings.
The following tables list the settings which are applicable to Preventive Maintenance.
Preventive Maintenance - Manage PM Plan
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Setting ID
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Setting Name
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Setting Type
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SET002, Activate Preventive Maintenance Plan on creation
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If this setting value is True, the Active flag will be set to True on Preventive Maintenance Plan creation.
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Global, Default Value: False
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SET003, Enable Location-based PM Plan
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If this setting value is True, the PM engine creates one work order per Location for a PM plan whose Coverage Type is Location (Must have Location)
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Global, Default Value: False
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SET004, Map ID to map header fields of selected Service Contract on to PM plan
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Field mappings defined under this object Map ID will be used when a condition-based PM plan is created from the Service Contract
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Global, Group
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SET005, Map ID to map header fields of selected Location on to PM plan
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Field mappings defined under this object Map ID will be used when a condition-based PM plan is created from a Location
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Global, Group
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SET006, Map ID to map header fields of selected Installed Product on to PM plan
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Field mappings defined under this object Map ID will be used when a condition-based PM plan is created from an Installed product
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Global, Group
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SET007, Map ID to map header fields of selected account on to PM plan
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Field mappings defined under this object Map ID will be used when a condition-based PM plan is created from an account
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Global, Group
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SET008, Map ID to map header fields of selected PM plan template on to PM plan
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Field mappings defined under this object Map ID will be used when a condition-based PM plan is created from a PM plan template
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Global, Group
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Preventive Maintenance - PM Scheduler
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Setting ID
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Setting Name
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Setting Type
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|---|---|---|---|---|
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SET001, Batch Size for PM Plan execution
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Indicates the number of Preventive Maintenance Plans to be considered per batch when SCON Scheduler processes them. Note: This is an internal setting. Do not change it.
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Global, Default Value: 1
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SET002, PM Coverage batch size
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Indicates the number of Covered Products or Covered Locations to be considered per batch by PM Engine for a Time Based PM Plan.
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Global, Default Value: 200
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SET003, Batch Size for Condition Based PM Plan
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Indicates the number of Condition Based Preventive Maintenance Plans to be considered per batch when SCON Scheduler processes them.
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Global, Default Value: 20
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SET004, Limit PM Engine Execution to a Single Instance
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This setting defines the execution preference for running the PM Engine Process. If the Setting is True, then PM Scheduler will only execute a single instance of the PM Engine at a time. If the Setting is False (Default), then the PM Scheduler may execute multiple instances of the PM Engine process in parallel.
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Global, Default Value: False
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SET005, PM Engine Batch Query Optimization
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This setting empowers the PM Engine to optimize query execution by preloading certain queries in advance through the schedule interface, enhancing the efficiency of the application logic.
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Global, Default Value: False
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Preventive Maintenance - PM Actions
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Setting ID
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Setting Name
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Setting Type
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|---|---|---|---|---|
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SET001, Create Task on work order
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Tasks will be created for work orders, based on PM Schedule Definition’s Task Templates, only if this is true.
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Global, Default Value: True
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SET002, Default priority value
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When SET001 is True, work order tasks are created, their Priority is set to this setting value if there is no mapping for Task Priority field from Task Template field.
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Global, Default Value: Normal
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SET003, Enable PM Action Trigger
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This setting controls enabling of PM Action Trigger on the work order. If this setting is FALSE, PM-related functionality will be disabled.
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Global, Default Value: False
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SET004, Enable Adjustments of subsequent schedules for condition-based PM Plan
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When this setting is turned on, adjustments to subsequent schedules are made when the work order's Activity Date field is updated. This is done by making Salesforce future calls.
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Global, Default Value: False
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Preventive Maintenance - View Edit PM Plan
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Setting ID
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Setting Name
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Setting Type
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SET001
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Reset PM Cycle When Frequency Changes
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Global, Default Value: True
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SET003
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Email ID to which success notifications about completed PM jobs should be sent
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Group, Global
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SET004
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Email ID to which error notifications about failed PM jobs should be sent
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Group, Global
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Service Contract - Service Contract Activation VF
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Setting ID
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Setting Name
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Setting Type
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SET007, Create Preventive Maintenance Plan on Contract activation
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This setting indicates if Preventive Maintenance Plan should be created when a Service Contract is activated.
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Global, Default Value: True
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SET006, SFM Process to create Preventive Maintenance Plan
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Use this SFM Process to create a Preventive Maintenance Plan for PM Offerings in Service Contract.
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Global, Default Value: CR_PM_FromPMOffering
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SET008, Maximum future method calls per Apex invocation
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Internal setting to control the maximum future method calls to be used during Service Contract activation.
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Global, Default Value: 10
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SET009, Maximum number of PM Offerings to process in a future call
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Maximum number of PM Offerings to process in a future call,
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Global, Default Value: 4
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SET005, Email ID to receive success notifications
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Email ID to receive success notifications about PM Plans created from PM Offerings during Contract activation.
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Global, Default Value: <Blank>
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Service Contract - Service Contract Update
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Setting ID
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Setting Name
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Setting Type
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SET001, Update/Create PM Plan upon Adding Contract Coverage
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If this is set to TRUE, a backend trigger for the PM Plan Object will fire when coverage is added to an existing Service Contract. The Trigger’s behavior is decided by setting “PM Plan Behavior when Contract Coverage is Added.”
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Global, Default Value: False Value Options: False, True
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SET002, Update PM Plan upon Removing Contract Coverage
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If this is set to TRUE, a backend trigger for the PM Plan Object will fire when coverage is removed from an existing Service Contract. The trigger will update the status of the coverage on its associated PM Plan to ‘Canceled.’ If all coverage lines on the PM Plan are Canceled, the PM Plan status will be updated to ‘Canceled.’
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Global, Value Options: False, True
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SET003, PM Plan Behavior when Contract Coverage is Added
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This setting indicates the PM Plan Trigger behavior when Coverage lines are added to a Service Contract. This setting will only function if Setting “Update/Create PM Plan upon Adding Contract Coverage” is set to TRUE. If “Create New PM Plan” is selected, Adding Coverage to the Service Contract will result in a New PM Plan being created (based on the PM Offering), with a single line of Coverage. If “Add Coverage to Existing PM Plan” is selected, Adding Coverage to the Service Contract will result in Coverage being added to an existing PM Plan associated to the SCON.
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Global, Default Value: Create New PM Plan
Value Options: Create New PM Plan, Add Coverage to Existing PM Plan
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Service Contract - Service Contract Update settings are used in Configuring Dynamic Coverages on Service Contracts.
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