Create Work Orders From Planned Maintenance - Few months in Advance

[Poorna Kola]

Hi Folks,

We are trying to achieve following by Planned Maintenance:

1. Create work orders from a Scheduled Maintenance (ex: every Monday field visit or every 7 days etc..). This can be setup with a schedule and it is generating the Work Orders as expected in the regular intervals. These WO and Work Order Tasks been added to Agent Calendar. The default behaviour of Planned Maintenance is run one schedule based on Next Run Time or Value in the Maintenance Plan record. But it cannot create next 30 field visits(work orders) at a time. 

The question is How we can leverage the Planned Maintenance application to create the work orders for next 2 months, similar to creating a recurring meeting in the calendar.

Precisely, is there any way to create recurring Work Orders as a bunch like covering a 3 months period ( and rolling if possible)? Any suggestion would be greatly appreciated.

Thanks

[Community Alums]

Hi Poorna,

We had a similar requirement and below is the approach i have followed. In Planned Maintenance configuration, there is a field called Lead Time. In there you give 60 days [2 months] and schedule it to run every Monday. So if you schedule it, below happens:

Schedule run on 15-Mar-21, it will create a WO for 10-May-21

Schedule run on 22-Mar-21, it will create a WO for 17-May-21

Schedule run on 29-Mar-21, it will create a WO for 24-May-21

so forth and so on.

So at any given point of time, you will have a WO created and available for next 2 months. Now the question is, what to do for WOs from 15-Mar-21 till 3-May-21. I could not find any solution for this  and hence I have written a Fix Script code to execute for 1 time to create these WOs. 

Regards,

Prakash

[Poorna Kola]

Thanks for replying.....Exactly...Lead time field is used to specify - how early the Field visit task can be started before the Due Date.

The Work Order will be generated on  "Due Date - Lead Time" date.

Problem statement is about generating the Work Orders in a recurring manner for ALL the dates covering a specific period. Like scheduling a recurring meeting in calendars.

This is very much required use-case for the service providers who does automated regular field visits.