Create plan service configuration

Configure a plan service to associate workplace services and set scheduling conditions for a plan record.

Antes de Iniciar

The maintenance schedule must have an entry in the Workplace Maintenance Service Configuration (sn_wsd_maintenance_service_config) table for a plan record. Set conditions for a scheduling job to create maintenance cases for active plan records.

Role required: admin

Procedimento

1. Navigate to All > Workplace Central > Preventive Maintenance > Plan Service Configurations.
2. Select New.
3. On the Workplace Maintenance Configuration form, fill in the fields:
   1. Workplace service: Name of the Workplace service.
      Select the lookup list icon () and workplace service for a plan record. For example: Cleaning desk.

      For more information, see Create workplace services.

   2. Order: Integer-based value.
      The highest order value is prioritized. For example: 100.
   3. Select the Set conditions filter and apply filter conditions for a selected item.
      For example, select ScheduleisWorkplace cleaning. The selected condition is applied to all plan records in a selected plan.

      

      For more information about Workplace services, see Create workplace services.

      .
   4. Select Set.
   5. Expand View matching results to see services associated with a plan service configuration.
   1. Select and open the View matching results to see the schedule job NameNext run time or Next run value duration.

      

      The selected schedule is updated in the Workplace Maintenance Service Configuration table and the schedule template is associated to it. If there’s a template associated to a schedule, it creates a workplace maintenance case.

      

      For more information, see Workplace planned maintenance scheduled job and Workplace maintenance cases.

4. Select Save.
5. The schedule job Workplace Planned Maintenance Nightly Run runs and creates maintenance cases for a workplace service in a plan record.
6. Navigate to a published plan record.
7. Select Maintenance cases in the calendar view.
8. The Workplace Services column shows the plan service configuration associated with a plan record.

   

   This record is updated in the Workplace Maintenance Service Configuration table.

   For more information, see Workplace maintenance cases.

Tópico anterior: Create workplace services

Próximo tópico: Workplace maintenance cases