Prevetive maintenance calender FSM

[AbdurR738094742]

Can anyone explain what features and modules FSM uses for the PM calendar and how to configure it?

Thanks, if you can, please provide a screenshot.

[Sneha KH]

Do you want to know about defining and scheduling the maintenance plans? 

[AbdurR738094742]

yes

[Sneha KH]

If you want to know how preventive maintenance works: https://www.servicenow.com/docs/r/field-service-management/preventive-maintenance-use-case.html
Create a Work Order Template

As System Administrator, create a new work order template for SPECT Maintenance Check. This template is used to initiate draft work orders for planned maintenance when the conditions are met.

If you are still impersonating another user, End Impersonation.

• All > Field Service > Catalog and Knowledge > Work Order Templates.
• New.

Complete the Work Order Templates form as follows:

• Request Information
• Name: SPECT Maintenance Check
• Short Description: SPECT Maintenance Check
• Description: SPECT Maintenance Check
• Task type: Work Order Task
• Name: Check Symbia SPECT System
• Description: Check for SPECT Phantom Imaging, Spatial Resolution, Uniformity/Linearity, Planar Sensitivity, and Calibration.
• Estimated work duration: 4 hours
• Skills: SPECT Cleaning, SPECT Infrastructure, SPECT System

• Submit.

A Publish Template dialog box prompts you to complete the following fields:

• Category: Medical
• Availability: Desktop and Mobile
• Publish.

Create a Maintenance Plan

Create a SPECT System maintenance plan for all Arcus Medtech hospital customers.

• All > Planned Maintenance > Maintenance Plans.
• New.

Complete the Maintenance Plan form as follows:

• Name: SPECT System Semi-Annual Maintenance Plan
• Short description: SPECT System Semi-Annual Maintenance Plan
• Type: General
• Table: Asset [alm_asset]
• Apply to new matching records: true/checked
• Task creation policy: Cancel existing

The cancel existing task creation policy cancels an existing work order and creates new maintenance requests.

• Account | contains | hospital
• AND
• Model category | is | SPECT System

Select the Update count icon to update the number of records matching the condition.

Few records match the condition.

Save the Maintenance Plan record to remain on the form.

Create a Maintenance Schedule

From the Maintenance Schedules related list tab, select New.

Complete the Maintenance Schedule form as follows:

• Name: Semi-Annual Schedule for SPECT System
• Short description: Semi-Annual Schedule for SPECT System
• Trigger: Duration or Meter
• Trigger type: Interval
• Repeat Days: 180
• Lead Time (in days): 30
• Field: Quantity
• Every: 200
• The number 200 represents the number of scans until a work order is created. Once the meter hits 201 a new work order is created for the SPECT system.
• Save the Maintenance Schedule record to remain on the form.
• Select the Associate schedule with filtered records related link.
• The Maintenance Plan Records related list displays 17 records matching the number from the maintenance plan configuration. The maintenance plan records show the next run time (180 days ahead of your current date and time) and next run value (201).

1. From the Schedule Templates related list tab, select Edit

• Add SPECT Maintenance Check to the Schedule Templates List. The SPECT Maintenance Check template is used for scheduling future planned work orders.
• Save.

Lab Verification

1. Schedule the next run time to run today instead of using the defined duration (180 days) or meter (every 200 scans).
2. On the Maintenance Schedule record, change the Trigger from Duration or Meter to Duration.
3. If left as Duration or Meter, you can use the Run on demand UI Action, but the schedule will not run.
4. Save to remain on the Maintenance Schedule record.
5. Select the Run on demand related link.
6. The Run Maintenance On Demand dialog box displays with Run now checked.
7. Schedule.
8. All > Field Service > Work Order > All Work Orders.

Filter the list for Short description = SPECT Maintenance Check and then sort by Created in ascending order. The few work orders are created, display maintenance plan name, and are in Draft state.

Refer FSM Implementation On Demand e-book 3.7, you will find hands-on with explanation