I do not see any standard modules or submodules.

You may not have loaded the default configuration data. This process is described in detail in the ServiceMax Installation Guide.

I am trying to create a custom module ID PM for preventive maintenance, but it throws an error.

All custom IDs such as module, submodule, and so on, must be at least 8 characters long. This is enforced to maintain the integrity of the default ServiceMax settings between upgrades.

I created modules, submodules and settings. How do I use them?

See Customizing ServiceMax. It provides guidelines and tools to effectively utilize these constructs in custom functionality.

How do I activate multiple org-wide profiles?

Only one org-wide profile can be active at any time. However, you can have any number of group-wide profiles.

I am unable to remove a setting from a profile.

All settings are automatically linked to all profiles, and cannot be deleted. To alter the behavior of a submodule, simply select the appropriate setting value.

I am unable to deactivate an org-wide profile I created.

At least one org-wide profile must be active at any time. To deactivate the currently active org-wide profile, simply activate another profile.

I do not see all the settings in a group-wide profile I created. Why?

Only settings with setting type Group or User are displayed in group-wide profiles. Global settings are displayed in org-wide profiles only.

I get an Schedule Optimization engine error when trying to save a dispatch process.

This could be because the Schedule Optimization user credentials have changed or Schedule Optimization has been disabled for your organization. Please contact ServiceMax support to resolve this.

PDF attachments in the Notes & Attachments section of the Work Order record are not displayed correctly. The view is blurred. However, the PDF files are displayed correctly when downloaded.

This issue occurs because of a Salesforce limitation. For information about how to resolve this issue, see Resolve issues with scanned PDF previews.

The following error is displayed after enabling Salesforce enhanced domain:

An Unexpected Connection Error Occurred

This issue occurs because when you enable enhanced domains, the Salesforce CDN is also enabled, and the site traffic goes through the ServiceMax CDN partner. When the ServiceMax CDN partner receives 500, 502, 503, or 504 response codes from Salesforce, it responds with a 503 error code and displays the default ‘Service Not Available’ page.

To resolve this issue, see the Salesforce Help article.

Cannot deactivate a user.

This issue may occur if the user you want to deactivate is the Automated Case User for your organization.

Change the user from any of the assigned actions and then deactivate the user. For more information, see the following Salesforce Help articles:

Notification emails are not being sent from an user account upon performing any action, even though notification emails are enabled.

This issue may occur if the User Verified email checkbox is not enabled for the user on the Salesforce profile. Got more information, see the Salesforce Help article.

Cannot add more than three reports in a row in the report dashboard.

This issue occurs because of a Salesforce limitation. ServiceMax recommends making the size of the reports shorter by dragging those to fit the window, so that you can add the fourth report in the row. For information about Salesforce limitation, see Reports and Dashboards Limits and Allocations.

Cannot display more than 500 records on Related lists.

This issue occurs because of a Salesforce default setting. To change the default number of records for Related lists, see the Salesforce KB article.