• Ensure that all the PM configuration settings under Module: Preventive Maintenance and Sub-Module: Manage PM Plan, PM Actions, and PM Scheduler are appropriately defined. For more information, see Preventive Maintenance Settings.

• Ensure that the field mappings are defined for the following:

◦ PM Schedule Definition to Work Order

◦ Installed Product/Account to Work Order (as needed)

◦ Location to Work Order (as required)

◦ Task Template to Task

◦ Required Part to Work Details

• Set up your Installed Base (IBs)

• Ensure that the respective object records are created before creating a PM Plan from Account, Location, Installed Product, or Service Contract.