Work plan example

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.

Define a maintenance schedule for multiple assets

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 All > Field Service > Planned Work Management > Plans.
2. Click New and create a work plan.
   • Name: Hospital device maintenance plan
   • Type: general
   • Table: alm_asset
   • Filter condition: active is true
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.

To	Do this
Create first schedule	In the Planned Work Schedules related list, click New. 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 Click Submit.
Create second schedule	In the Planned Work Schedules related list, click New. 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 Click Submit.
Create third schedule	In the Planned Work Schedules related list, click New. 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 Click Submit.

5. Complete the remaining configurations.
   For more information, see Associate a work order template to a work schedule and Create planned work records.
6. Create work orders for the planed work.
   For more information, see Create a work order for the planned work.

Result

The Hospital device maintenance plan schedules all assets for maintenance based on their installation date as mentioned in the 15 years Maintenance Plan image.