Installed with SM Planned Maintenance

reference australia Updated Sep 10, 2026 2 min read r_InstallWServMgmtPlanMaint.md
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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.

Parent Topic:Activate Planned Maintenance

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