---
sourceDocument: Zurich Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/field-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Work plan example

# Work plan example {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

You can create a work plan to define a maintenance schedule for multiple assets based
on their installation date.
The following image illustrates the maintenance plan for two assets installed on different dates.  
For example, A hospital has two MRI machines installed on different dates and hence follows a different life cycle. Create a flexible work plan for 15 years to provide the maintenance service to these assets at the following intervals based on their installation date:

* Perform the first two warranty maintenance at the interval of 365 days from the date of installation.
* After the first two warranty maintenance are over, perform maintenance every two years for the next eight years.
* After ten years, perform maintenance every year.
{#example-planned-work__ul_lrr_qfw_h5b}

## Define a maintenance schedule for multiple assets {#ariaid-title2}

To schedule a warranty maintenance for assets based on their installation date, define a general plan by applying filtering conditions to the assets table, \[alm_assets\] to identify the matching record of assets require
maintenance.

### Before you begin

Role required: admin

### Procedure

1. Navigate to AllField ServicePlanned Work ManagementPlans.
2. Click New and create a work plan.  
   * Name: Hospital device maintenance plan
   * Type: general
   * Table: alm_asset
   * Filter condition: active is true
   {#define-maintenance-schedule-for-multiple-assets__ul_etp_gw4_h5b}
3. Click Submit.  
   The work plan is created successfully and applied to the matching records from the \[alm_asset\] table.
4. Configure multiple schedules for the work plan.

{#define-maintenance-schedule-for-multiple-assets__table_uh3_2hw_h5b__entry__2}

| To | Do this |
|-|-|
| Create first schedule | 1. In the Planned Work Schedules related list, click New. 2. Enter the following values in the fields. * Name: Warranty maintenance * Trigger: Duration * Trigger type: Interval * Repeat: 365 days * Start planned schedule based on: field value * Effective start_reference: Installed * End planned schedule based on: Frequency * Frequency: 2 {#define-maintenance-schedule-for-multiple-assets__ul_exw_khw_h5b} 3. Click Submit. {#define-maintenance-schedule-for-multiple-assets__ol_ldv_fhw_h5b} |
| Create second schedule | 1. In the Planned Work Schedules related list, click New. 2. Enter the following values in the fields. * Name: Schedule for 2-8 years * Trigger: Duration * Trigger type: Annually * Annually type: Fixed * Repeat every: 2 * Start planned schedule based on: Schedule * Schedule: Warranty maintenance * End planned schedule based on: Frequency * Frequency: 4 {#define-maintenance-schedule-for-multiple-assets__ul_in1_53w_h5b} 3. Click Submit. {#define-maintenance-schedule-for-multiple-assets__ol_hn1_53w_h5b} |
| Create third schedule | 1. In the Planned Work Schedules related list, click New. 2. Enter the following values in the fields. * Name: Schedule for remaining years * Trigger: Duration * Trigger type: Annually * Annually type: Fixed * Repeat every: 1 * Start planned schedule based on: Schedule * Schedule: Schedule for 2-8 years * End planned schedule based on: Frequency * Frequency: 5 {#define-maintenance-schedule-for-multiple-assets__ul_e2t_ljw_h5b} 3. Click Submit. {#define-maintenance-schedule-for-multiple-assets__ol_d2t_ljw_h5b} |
[ ]

{#define-maintenance-schedule-for-multiple-assets__table_uh3_2hw_h5b}

5. Complete the remaining configurations.  
   For more information, see [Associate a work order template to a work schedule](https://www.servicenow.com/docs/Nfb1UwJJbP8w_ZqVjMXmiQ "Map a single or multiple work order templates to a planned work schedule. Add conditions to identify the relevant templates for the planned work records.") and [Create planned work records](https://www.servicenow.com/docs/aPE7ur4y9xz3dPNDiZOmHA "Create a list of planned work records based on the number of configured work schedules, matching records, or the number of templates mapped to the schedule.").
6. Create work orders for the planed work.  
   For more information, see [Manage a work order for the planned work](https://www.servicenow.com/docs/1OPbTKEB87LCeaBrcGVytg "Planned work records enable the scheduler to create future, everyday (on regular basis), or on-demand work orders based on the associated work schedule.").

### Result

The Hospital device maintenance plan schedules all assets for maintenance based on their installation date as mentioned in the [15 years Maintenance Plan](https://www.servicenow.com/docs/JefFu_QAysPmZv_LndX9Kw#example-planned-work "You can create a work plan to define a maintenance schedule for multiple assets based on their installation date.") image.

*[\>]: and then