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

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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.

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Who it’s for

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

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Before you start

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

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Steps

1

Open PM Templates

Navigate to /fm/pm-templates via the FM sidebar or Preventive Maintenance section.
2

Filter templates

Use the search bar and the Asset Type, Frequency, Compliance, and Status dropdowns to narrow the list.
3

Add a template

Click Add Template to open the creation dialog; provide a template name, asset type, frequency, estimated duration, checklist items, and materials.
4

Open template detail

Click any template row to navigate to /fm/pm-templates/:id.

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Key concepts

  • 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).

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/PMTemplatesPage.tsx