Data Model > Data Dictionary > P > PM Plan Template
PM Plan Template
This is a template for creating a preventive maintenance plan. It has definitions for products, schedules, and tasks that need to be performed as part of Preventive Maintenance.
API Label: SVMXC__PM_Plan_Template__c
No. of Fields: 24
Field Label
Field Name
Data Type
Description
Custom Relationship Fields
Installed Product Criteria
SVMXC__IB_Criteria__c
Lookup(ServiceMax Process)
Location Criteria
SVMXC__Location_Criteria__c
Lookup(ServiceMax Process)
Master Task Template
SVMXC__SM_Task_Template__c
Lookup(Task Template)
Used to map PM plan header level task template
Schedule Count
SVMXC__Schedule_Count__c
Roll-Up Summary (COUNT PM Schedule Template)
Work Order Purpose
SVMXC__SM_Work_Order_Purpose__c
Lookup(Task Template)
Reference to Task Template object.
Standard Fields
PM Plan Template Name
Name
Text(80)
The auto-generated record name.
Custom Fields
Activity
SVMXC__SM_Adjustment_Activity_Date__c
Picklist
This field indicates the date field on Work Order which will be considered as completion date.
Activity Work Order
SVMXC__SM_Activity_Date_To_Be_Considered__c
Picklist
This field value will be applicable only if the PM plan is configured with one per product. It defines whether activity of first or last work order to be considered for next scheduled date calculation.
Adjusted Units
SVMXC__SM_Adjustment_Unit__c
Picklist
This field indicates the frequency unit of adjustment.
Adjusted Value
SVMXC__SM_Adjustment_Value__c
Number(3, 0)
This field is used if adjustment type is Fixed, this value in multiple of adjustment unit is added to the Scheduled On date as long as the Activity Date exceeds the minimum value of adjustment range; max adjustment value does not apply.
Advanced Expression
SVMXC__SM_Advanced_Expression__c
Text(255)
Advanced expression for condition rules.
Condition Type
SVMXC__SM_Condition_Type__c
Text(255)
Coverage Type
SVMXC__Coverage_Type__c
Picklist
Description
SVMXC__Description__c
Long Text Area(32768)
Dynamic Time Based
SVMXC__SM_Dynamic_Time_Based__c
Checkbox
This field indicates if the Time based PM is enabled for the plan.
Generate all Recurrences Upon Creation
SVMXC__SM_Process_All_Recurring_Schedules__c
Checkbox
This field is used to generate all the PM schedules upfront for recurring PM definition.
Max Activity Changed
SVMXC__SM_Adjustment_Max__c
Number(3, 0)
This field indicates date difference larger than this value will use the maximum allowed difference. The max value cannot exceed the frequency of recurrence. For example, if the frequency is every 2 months, this value has to be 60 days or less. If this value is blank, frequency of recurrence is implied.
Min Activity Changed
SVMXC__SM_Adjustment_Min__c
Number(3, 0)
This field indicates date difference smaller than this value will be ignored and the next Schedule On date is not affected. For example, if this value is 14, the next Scheduled On date is not affected if the Activity Date is less than 14 days after the Preferred Start date of the WO.
Schedule Type
SVMXC__SM_Schedule_Type__c
Picklist
Defines the type of PM Plan Template - either Time-based or Condition-based.
Start Date Delay
SVMXC__SM_Unit_Value__c
Number(5, 0)
Time by which the first PM work order to be delayed from the start date of the PM Plan.
Start Date Delay Unit
SVMXC__SM_Unit_Type__c
Picklist
Units to be applied on the delay field by which the first PM work order to be delayed from the start date of the PM Plan.
Status
SVMXC__Status__c
Formula (Text)
Type
SVMXC__SM_Adjustment_Type__c
Picklist
This field is to indicate the adjustment type. Actual – adjust the next Scheduled On date by the actual difference in Activity Date and Preferred Start date of the last WO. Fixed – adjust the next date by a fixed value.
Use Current Field Value
SVMXC__SM_Use_Current_Field_Value__c
Checkbox
This influences the schedules that get generated.If set to true, the ‘Start At’ value in the condition is taken from the current value of the IB attribute.
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