You can set up PM Process to qualify PM Plans for processing and configure rules for creating PM work orders. You can use this option to define the qualifying criteria to create work orders/cases. It enables you to configure how many days before the scheduled date you want the engine to run and create work orders for time based plans and condition. It also helps you to configure the number of work orders to create, and SFM mappings to create work orders. You can also configure the schedule when to send notifications. It configures work order creation criteria, maps and rules for creating the work order, and rules for creating schedules and notifications.

In ServiceMax, a PM Process is a configurable batch process accessible through ServiceMax Setup. Its purpose is to review PM Plans within the system and generate Work Orders dynamically. This process runs automatically, through the following means:

ServiceMax effectively manages the Apex heap size during PM plans processing (of more batches) and improves the exception handling. It brings in the capability to process more than 50,000 records at a time. To manage the heap size, when it reaches a certain limit, the system stores the information in multiple log files rather than in one log file. So, you might see more logs than previous versions. The Time-Based PM process performance is optimized and now it includes only valid schedule information. The process will check the validity of the PM schedules at the beginning instead of at a later stage. It helps filter the valid schedules and only valid schedules will be processed further. It reduces PM process time tremendously.

You can enable the Advanced PM engine that provides the capability to efficiently process large volumes of data, which reduces the scalability issues and overcome Salesforce limitations. The Advanced PM engine leverages a queueable job on top of a batch class, enabling organizations to overcome Salesforce limitations and improve overall performance. The SCON Scheduler job initiates the batch class and hands over data to the queueable job. This queueable job operates as a two-level asynchronous process that reduces data volume and addresses other Salesforce limits. For more information, see Enabling and Configuring Advanced PM Engine Settings.