Work plan schedule fields for Enterprise Asset Management

  • Release version: Yokohama
  • Updated January 30, 2025
  • 5 minutes to read
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    Summary of Work plan schedule fields for Enterprise Asset Management

    This content explains the key fields and configurations for setting up work plan schedules within the ServiceNow Enterprise Asset Management (EAM) application. These configurations enable customers to automate and control when and how maintenance or other planned work is triggered on enterprise assets.

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    Planned Work Schedule Fields

    • Name: Specifies the name of the work plan schedule.
    • Short description: Provides a brief explanation of the work plan schedule.
    • Trigger: Defines the condition that triggers the work plan to run. Options include:
      • Duration: Runs based on a time interval.
      • Meter: Runs based on a specific asset field value.
      • Condition: Runs based on filter conditions.
      • Script: Runs based on advanced scripted criteria.
      • Duration or Meter: Runs when either time or meter condition is met first.
    • Active: Indicates if the schedule is currently active.

    Trigger Details Sections

    Depending on the Trigger type selected, additional detail sections appear:

    • Duration Details: Configure how frequently the work plan runs (interval, weekly, monthly, annually, etc.) and specify exact timing such as days, weeks, or months. Includes options for lead time and whether to preserve calculated intervals.
    • Meter Details: Define which enterprise asset field and value trigger the work plan and whether to preserve meter calculations.
    • Condition Details: Set filter conditions using logical operators (and/or) to specify when the work plan should trigger based on asset attributes.
    • Script Details: Enter custom scripts for advanced triggering logic.

    Effectivity Details

    • Start planned schedule on: Choose how the start date is determined, either by specific date, field value, or another schedule.
    • End planned schedule on: Define when the work plan schedule ends.

    Practical Value for ServiceNow Customers

    Understanding and configuring these fields allow customers to set precise, automated maintenance schedules tailored to their asset management needs. This ensures timely maintenance, reduces downtime, and improves asset lifecycle management by triggering work plans based on time intervals, asset usage metrics, conditions, or custom logic.

    A detailed description of all the work plan schedule fields in the Enterprise Asset Management application.

    Planned Work Schedule

    Field Description
    Name Name of the work plan schedule.
    Short description Brief description of the work plan schedule.
    Trigger

    Trigger that specifies the type of conditions that must be met for the work plan to run.

    Select one of the following options:
    • Duration: Triggers the work plan to run based on time. If you select this option, the Duration Details form section appears, where you can specify more details about the trigger.
    • Meter: Triggers the work plan to run based on a specific enterprise asset field value. If you select this option, the Meter Details form section appears, where you can specify more details about the trigger.
    • Condition: Triggers the work plan to run based on filter conditions. If you select this option, the Condition Details form section appears, where you can specify more details about the trigger.
    • Script: Triggers the work plan to run based on advanced script criteria. If you select this option, the Script Details form section appears, where you can specify more details about the trigger.
    • Duration or Meter: Triggers the work plan to run based on time or a specific enterprise asset field value, whichever comes first. If you select this option, the Duration Details and Meter Details form sections appear, where you can specify more details about the trigger.
    Active Option that indicates if the work plan schedule is active.

    Duration Details

    Note:
    This form section appears only if you set the Trigger field to Duration or Duration or Meter in the Planned Work Schedule form section.
    Field Description
    Trigger type

    Frequency at which you want the work plan to run.

    Select one of the following options:
    • Interval: Runs the work plan at a specified time interval. If you select this option, the Days, Hours, Minutes, and Seconds fields appear, where you can specify the amount of time that must pass before the work plan runs again.
    • Weekly: Runs the work plan once a week. If you select this option, the Due day of week and Due time fields appear, where you can specify the day and time at which you want the work plan to run each week.
    • Multiple days of the week: Runs the work plan multiple days in a week. If you select Multiple days of the week, the Due days of week field appears so you can specify on which days in a week the planned work should be performed.
    • Monthly: Runs the work plan once a month on a specific date. If you select this option, the Due day of month and Due time fields appear, where you can specify the date and time at which you want the work plan to run each month.
    • Annually: Runs the work plan once a year on a specific date and month. If you select this option, the Due month, Due day of month, and Due time fields appear, where you can specify the month, date, and time at which you want the work plan to run each year.
    • Week in Month: Runs the work plan once a month during a specific week of the month. If you select this option, the Due week in month and Due time fields appear, where you can specify the week and time at which you want the work plan to run each month.
    • Day in Week in Month in Year: Runs the work plan once a year on a specific day, week, and month. If you select this option, the Due month, Due week in month, Due day of week, and Due time fields appear, where you can specify the month, week, day, and time at which you want the work plan to run each year.
    Lead time Number of days required for the scheduled work plan.
    Preserve calculated interval

    Option to restart the interval calculation from the time when the work order was completed.

    This check box appears when Interval, Monthly, or Annually is selected for Trigger type and Fixed is selected for the Monthly type and Annually type field.

    Meter Details

    Note:
    This form section appears only if you set the Trigger field to Meter or Duration or Meter in the Planned Work Schedule form section.
    Field Description
    Field Enterprise asset field that you want to match against to trigger the work plan to run.
    Every Field value that an enterprise asset must match to trigger the work plan to run.
    Preserve calculated meter

    Option to restart the meter calculation based on the value defined in the Every field.

    Condition Details

    Note:
    This form section appears only if you set the Trigger field to Condition in the Planned Work Schedule form section.
    Field Description
    Filter Condition

    Filter conditions that trigger the work plan to run

    You can add multiple filter conditions to the trigger using the following options:
    • or: Enables you to specify any of the conditions that an enterprise asset can meet to trigger the work plan to run.
    • and: Enables you to specify all the conditions that an enterprise asset must meet to trigger the work plan to run.
    • + New condition set: Enables you to specify additional sets of conditions that an enterprise asset can meet to trigger the work plan to run.

    Script Details

    Note:
    This form section appears only if you set the Trigger field to Script in the Planned Work Schedule form section.
    Field Description
    Script Script specifying the advanced criteria that trigger the work plan to run.

    Effectivity Details

    Field Description
    Start planned schedule on
    Option based on which the planned work schedule should determine its start date.
    • Date
    • Field Value
    • Schedule
    Effective Start Effective start date from when the planned work is scheduled to work.
    Effective start reference

    Field value that should be used to determine the start date of the planned work. Effective start reference displays the list of fields from the table that is selected to create conditions for the work plan. For example, Printer [cmdb_ci_printer].

    This field appears only when Field Value is selected from Start planned schedule based on.
    Schedule

    Name of the schedule that should be used to calculate the start date of the work plan.

    This field appears only when Schedule is selected from Start planned schedule based on.
    End planned schedule based on
    Determines the end date of a planned work schedule.
    • Date
    • Field Value
    • Frequency