Installed with SM Planned Maintenance

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Installed with SM Planned Maintenance

    The SM Planned Maintenance core plugin enhances service management by including essential tables, roles, scripts, client scripts, business rules, and scheduled jobs to streamline maintenance operations. It comes pre-installed with demo data for immediate use.

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    Key Features

    • Tables:
      • Maintenance Plan Record: Links maintenance schedules to system records, tracking last and next execution times.
      • Schedule Template: Associates maintenance schedules with service management templates.
      • Maintenance Plan: Defines the scope of maintenance plans across specified tables and records.
      • Maintenance Schedule: Details the execution timing of maintenance plans.
    • Roles:
      • planmaintadmin: Administrator role for managing planned maintenance.
    • Scripts:
      • PlannedMaintenanceUtils: Provides utility functions for maintenance management.
      • PlannedMaintenanceAjax: Offers AJAX entry points for the utility functions.
    • Client Scripts:
      • Update field display based on trigger type and repetition for maintenance schedules.
      • Validation to ensure fields are positive numbers, defaulting to 1 if not.
    • Business Rules:
      • Automates updates to maintenance records upon service order closure.
      • Recalculates next run times when meter or duration fields are altered.
      • Manages active flags for maintenance plans and schedules.
    • Scheduled Jobs:
      • Planned Maintenance Nightly Run: Generates maintenance requests based on active maintenance plans.

    Key Outcomes

    By utilizing the SM Planned Maintenance plugin, customers can efficiently manage maintenance schedules, ensure timely execution of maintenance plans, and automate processes that enhance operational efficiency. This leads to improved service management and minimized downtime through proactive maintenance planning.

    The SM Planned Maintenance core plugin also includes demo data.

    Tables installed with SM Planned Maintenance

    Table Description
    Maintenance Plan Record

    [sm_m2m_maint_plan_to_record]

    		 Relates a maintenance schedule to a record in the system (from a document ID). Also contains information about the last time or value the schedule was run for the record and the next time or value when the schedule will run.
    Schedule Template

    [sm_m2m_schedule_template]

    		 Relates a maintenance schedule to service management templates.
    Maintenance Plan

    [sm_maint_plan]

    		 Defines a maintenance plan, including which table and records the plan applies to.
    Maintenance Schedule

    [sm_schedule]

    		 Defines a schedule that is part of a maintenance plan. A schedule can be duration, meter, condition, or script based.

    Roles installed with SM Planned Maintenance

    Role title [name] Description
    plan_maint_admin Administrator for planned maintenance.

    Script includes installed with SM Planned Maintenance

    Script include Description
    PlannedMaintenanceUtils Utilities for planned maintenance.
    PlannedMaintenanceAjax AJAX entry points into PlannedMaintenanceUtils.

    Client scripts installed with SM Planned Maintenance

    Client script Table Description
    Update field display - trigger type chg Maintenance schedule

    [sm_schedule]

    		 Updates the fields displayed on the maintenance schedule form based on the trigger type selected.
    Update field display - repetition chg Maintenance schedule

    [sm_schedule]

    		 Updates the fields displayed on the maintenance schedule form based on the repetition selected.
    Update table when type changes Maintenance plan

    [sm_maint_plan]

    		 Updates the table field based on the selected models (for model-based plans).
    Validate the every field Maintenance schedule

    [sm_schedule]

    		 Verifies that the every field is a positive number; else it defaults to 1.
    Update table when models change Maintenance plan

    [sm_maint_plan]

    		 Updates the table field based on the selected models (for model-based plans).

    Business rules installed with SM Planned Maintenance

    Business rule Table Description
    Update maintenance plan record Service Order

    [sm_order]

    		 Updates the maintenance records [sm_m2m_maint_plan_to_record] once a service order is closed.
    Update m2m schedule records Maintenance schedule

    [sm_schedule]

    		 Recalculates the next value or next run time when meter or duration fields change.
    Active changes Maintenance Plan Record

    [sm_m2m_maint_plan_to_record]

    		 Handles changes to the active flag for a maintenance plan record.
    Active insert Maintenance Plan Record

    [sm_m2m_maint_plan_to_record]

    		 Handles changes to the active flag for a maintenance plan record.
    Active changes Maintenance schedule

    [sm_schedule]

    		 Handles changes to the active flag for a maintenance schedule.
    Active changes Maintenance plan

    [sm_maint_plan]

    		 Handles changes to the active flag for a maintenance plan.
    Active Insert Maintenance schedule

    [sm_schedule]

    		 Handles changes to the active flag for a maintenance schedule.
    Apply plan to new records Maintenance plan

    [sm_maint_plan]

    		 Updates the business rule for applying a plan to new records whenever the Apply to new records field changes.

    Scheduled jobs installed with SM Planned Maintenance

    Scheduled jobs Description
    Planned Maintenance Nightly Run Builds maintenance requests based on active maintenance plans.