A single scheduled preventive-maintenance visit for an Asset, delivered under a ContractLine (not under the Contract header). Records the check to perform (TaskType), the contractual due date and the planned visit window, the assigned Technician (a Resource), the partner Account performing the work, and a denormalized snapshot of the asset's billing address (street, city, state, zip) held directly on the task. Rows are created by data entry or import: no first-party scheduler generates PMTask records from ContractLine's visit frequency.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountPMCapacity | Account PM Capacity | Text | | |
AssetBillingCity | Asset Billing City | Text | | |
AssetBillingState | Asset Billing State | Text | | |
AssetBillingStreet | Asset Billing Street | Text | | Street of the serviced asset's billing address, part of a denormalized address snapshot (street, city, state, zip) held directly on the task rather than joined from the Asset. |
AssetId | Asset | Lookup → Asset | | |
ContractLineId | Contract Line | Lookup → ContractLine | | The ContractLine this visit is delivered under. PM tasks attach to contract lines, not to the Contract header. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DueDate | Due Date | Date | | When the visit falls due under the contract, as opposed to ScheduledDueDate/ScheduledDueEndDate, which hold the window the visit is actually planned for. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | Lookup to the Account performing the visit as a service partner. |
RecordTypeId | Record Type | Guid, hidden | | |
ScheduledDueDate | Scheduled Due Date | Date | | Start of the planned visit window; pairs with ScheduledDueEndDate. The contractual deadline is DueDate. |
ScheduledDueEndDate | Scheduled Due End Date | Date | | End of the planned visit window that begins at ScheduledDueDate. |
SRNumber | SR Number | Text | | External reference number for the visit (labelled SR Number), stored as free text — not a foreign key to any service document. |
Status | Status | PickList | | Progress state of the visit. Picklist-typed but with no first-party values seeded — each tenant defines its own status vocabulary, so do not assume any particular set of states. |
SubscriptionKey | Subscription Key | Guid, hidden | Yes | |
TaskType | Task Type | PickList | | The maintenance check this visit performs. Seeded vocabulary: B Check, C Check, D Check, B and C Check, Coolant Topup, OOS, Preventive Maintenance, Performance Qualification, Operational Checks. Values: B Check, C Check, D Check, B and C Check, Coolant Topup, OOS, Preventive Maintenance, Performance Qualification, Operational Checks. |
TechnicianId | Technician | Lookup → Resource | | The Resource (technician) assigned to carry out the visit. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
ZipCode | Zip Code | Number | | Postal code of the task's asset address snapshot, stored as an integer — leading zeros are lost and alphanumeric postal codes cannot be stored. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
New | New | New | New |
