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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

This screen shows the full detail of a single preventive maintenance template and is available at /fm/pm-templates/:id.

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Overview

The PM Template Detail page loads a template by ID via usePMTemplateDetail. The header displays the template name, asset type badge, frequency badge, and active/inactive badge. Four stat cards summarize: Est. Duration (hours), Checklist Items (count), Materials (count), and Compliance (required/optional). A Checklist Items card lists each step with its item_description, optional pass_criteria, and a Required badge when is_required is true. A Required Materials card lists each material with the linked inventory item name and required quantity. An Edit button opens PMTemplateFormDialog.

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Who it’s for

Requires permission fm.dashboard.view. Editing requires fm.pm-templates.admin — confirm with SME.

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Before you start

  • The template must exist and not have been deleted.

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Steps

1

Open a PM template

From the PM Templates list, click any row to navigate to /fm/pm-templates/:id.
2

Review template configuration

Check the asset type, frequency, estimated duration, and compliance setting in the header and stat cards.
3

Review checklist items

Examine each checklist item, pass criteria, and whether it is required.
4

Review required materials

Check the Required Materials card to see which inventory items are needed and in what quantities.
5

Edit the template

Click Edit to open the edit dialog and modify the template definition.

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Key concepts

  • Checklist item — a step in the PM procedure with optional pass_criteria to define what a passing result looks like.
  • Required material — links to an inventory item (inventory_item.item_name) with a quantity_required.
  • is_compliance_required — indicates whether completion of this template is tracked for regulatory purposes.

Facilities & Inventory

Facilities & Inventory core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fm.tsx
  • src/cores/fm/pages/PMTemplateDetailPage.tsx