PM Templates

This screen lists and manages preventive maintenance templates and is available at /fm/pm-templates.

​

Overview

The PM Templates page loads templates via usePMTemplateList with filter support for: text search, Asset Type (hvac, generator, elevator, fire_system, plumbing, electrical, general), Frequency (daily, weekly, monthly, quarterly, semi_annual, annual), Compliance Required (yes/no), and Active status. The PMTemplateTable renders the filtered list. An Add Template button opens PMTemplateFormDialog.

​

Who it’s for

Requires permission fm.dashboard.view. Creating or editing templates may require fm.pm-templates.admin — confirm with SME.

​

Before you start

• Hold fm.dashboard.view.
• Asset type and frequency values are defined in the component — no picklist dependency for these fields.

​

Finding a template

1. Navigate to /fm/pm-templates via the FM sidebar or Preventive Maintenance section.
2. Use the search bar and the Asset Type, Frequency, Compliance, and Status dropdowns to narrow the list.
3. Click Add Template to open the creation dialog; provide a template name, asset type, frequency, estimated duration, checklist items, and materials.
4. Click any template row to navigate to /fm/pm-templates/:id.

• PM template — a reusable definition of a preventive maintenance procedure including checklist steps and required materials.
• Compliance required — flag (is_compliance_required) indicating whether completion of this PM is required for regulatory compliance.
• Frequency — how often the PM should recur (daily through annual).

​

Viewing a template

The PM Template Detail page (/fm/pm-templates/:id) 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. Requires fm.dashboard.view. Editing requires fm.pm-templates.admin — confirm with SME. Before you start: the template must exist and not have been deleted.

1. From the PM Templates list, click any row to navigate to /fm/pm-templates/:id.
2. Check the asset type, frequency, estimated duration, and compliance setting in the header and stat cards.
3. Examine each checklist item, pass criteria, and whether it is required.
4. Check the Required Materials card to see which inventory items are needed and in what quantities.
5. Click Edit to open the edit dialog and modify the template definition.

• 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.

​

Related

Documentation sources

• src/routes/fm.tsx
• src/cores/fm/pages/PMTemplatesPage.tsx
• src/cores/fm/pages/PMTemplateDetailPage.tsx