Components installed with Workplace Maintenance Management
Summarize
Summary of Components Installed with Workplace Maintenance Management
The Workplace Maintenance Management installation introduces various roles, tables, scheduled jobs, and properties to enhance maintenance operations. These components streamline the management of maintenance plans and cases, ultimately improving efficiency for ServiceNow customers.
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Key Features
- Roles: Provides different access levels, including managers, users, and administrators, to facilitate data management and configuration.
- Tables: Key tables include:
- Workplace Maintenance Plan: Stores preventive maintenance strategies.
- Workplace Maintenance Schedule: Manages various schedules for maintenance tasks.
- Create a Maintenance Case: Captures details about specific maintenance requests.
- Scheduled Jobs: Automates processes such as creating maintenance cases and collecting data for dashboards, ensuring timely execution of maintenance tasks.
- Properties: Allows customization of maintenance plans, including optimization thresholds for space utilization.
Key Outcomes
By leveraging these components, ServiceNow customers can expect:
- Improved visibility into maintenance activities through dashboards populated with real-time data.
- Automated creation of maintenance cases, reducing manual workload and enhancing operational efficiency.
- Optimized maintenance planning through effective scheduling and AI-driven analysis, ensuring that resources are used efficiently.
Different roles and components or tables are available with the installation of Workplace Maintenance Management.
Roles installed with Workplace Maintenance Management
Navigate to
| Role title [name] | Description | Contains roles |
|---|---|---|
| sn_wsd_wc.manager | Provides read access to all data including Occupancy Dashboard and other dashboards. | sn_wsd_wc.user |
| sn_wsd_wc.admin | Provides admin access to configure and set up the Workplace Connectors application | sn_wsd_wc.manager |
| sn_wsd_wc.user | Provides read access to only a few columns and fields. The read access is set up by administrators. | None |
Tables installed with Workplace Maintenance Management
Navigate to
| Table | Description |
|---|---|
| Workplace Maintenance Plan [sn_wsd_maintenance_plan] |
Stores preventive maintenance plans. |
| Workplace Maintenance Plan Items [sn_wsd_maintenance_m2m_plan_maint_item] |
Stores all the items (locations or assets) that are part of a maintenance plan. |
Workplace Maintenance Schedule [sn_wsd_maintenance_schedule] |
Stores all the schedules (daily, weekly, monthly and so on) created for a Maintenance plan. |
Create a maintenance case [sn_wsd_maintenance_case] |
Stores information about maintenance cases. |
| Maintenance Plan Record [sm_m2m_maint_plan_to_record] |
Stores the plan records (a record for every schedule and maintenance item combined). |
| Workplace Maintenance Service Configuration (sn_wsd_maintenance_service_config) | Associates workplace services and sets scheduling conditions for a plan record. The schedule job fetches plan records that have a maintenance schedule template for a workplace service to create maintenance cases. For more information, see Create plan service configuration and Workplace planned maintenance scheduled job. |
Workplace Maintenance Management Scheduled Jobs
Navigate to
| Scheduled Job | Description |
|---|---|
| Workplace Planned Maintenance Nightly Run | A scheduled job runs every 48 hours (2 days) to fetch plan records and create maintenance cases. For more information, see Workplace planned maintenance scheduled job. |
| Workplace Maintenance Case Daily Data Collection | This scheduled job collects data and populates it in the Workplace Maintenance Management Dashboard. Collects data as specified in the Relative start and Relative end fields. The collection time is time zone specific. |
| Workplace Maintenance Case Historical Data Collection | This scheduled job collects historical data and populates it in the Workplace Maintenance Management Dashboard. Collects data as specified in the Relative start and Relative end fields. The collection time is time zone specific. |
Properties installed with Workplace Maintenance Management
Navigate to the All context menu in your instance and enter sys_properties.list in the search Filter option. Search for Workplace Maintenance Management properties in the Application context menu.
| Properties | Description |
|---|---|
| sn_wsd_maintenance.optimise_plans | Property to optimize plans by the Optimise Cleaning Activities Agentic AI workflow. For more information, see Optimize cleaning activities agentic workflow. Note:
Workplace Maintenance managers should enter the sys ID of the maintenance plan record in the Value field. For multiple plans that you want to optimize, enter comma separate mainteance plan ID values. For example-
"a23321432, 3243245dsf". Copy the Sys ID of a maintenance plan from your ServiceNow® instance URL link. https://<instance_name>.service-now.com/now/workplace-management/maintenance-plan/3243245dsf. Here, the maintenance plan sys ID is 3243245dsf. |
| sn_wsd_maintenance.optmise_cleaning_min_utilisation_threshold | Property to analyze the minimum space utilization threshold. Default value is 40. If the utilization for a workplace maintenance plan is below this range, it is deactivated if it meets all the deactivation criteria set forth by the Optimise Cleaning Activities Agentic AI workflow. For more information, see Optimize cleaning activities agentic workflow. |
| sn_wsd_maintenance.optmise_cleaning_max_utilisation_threshold | Property to analyze the maximum utilization threshold. Default value is 80. If the utilization for a workplace maintenance plan case goes beyond this range, a new maintenance case is added by the Optimize Cleaning Activities Agentic AI workflow. For more information, see Optimize cleaning activities agentic workflow. |
Scheduled Job installed with Maintenance Management
Navigate or enter sys_properties.list in the Filter search box or context menu of an instance. Search for Workplace Maintenance Management scheduled jobs.
| Scheduled Job | Description |
|---|---|
| Optimise cleaning activities | Optimise cleaning Activities Agentic Workflow is triggered when this scheduled job is run. This scheduled job runs in the UTC time zone. For more information, see Optimize cleaning activities agentic workflow |
| Workplace Maintenance Case Historical Data Collection | Schedule job to gather data from existing records for the first time or when a new case is added. This allows to analyze trends and performance metrics over time by collecting snapshots of data using scheduled jobs, which can be configured for various frequencies, such as daily, monthly, or yearly. |
| Workplace Planned Maint Nightly Run | Schedule job to automatically create maintenance cases for planned workplace maintenance based on active maintenance plan records in your instance. It runs nightly, checks maintenance plans for upcoming required work,
and if a plan has an associated maintenance template, it generates a maintenance case and updates the plan's next run time. It fetches all active maintenance plan records that have a "Next run time" indicating maintenance
is due soon. If the plan has a template defined, the scheduled job creates a new maintenance case for that plan and updates the plan's "Next run time" for the subsequent maintenance cycle. If no maintenance template is
associated with a plan, the job moves to the next plan record in the queue. When this scheduled job is executed, Maintenance cases are generated in Preventative Maintenance. |
| Workplace Maintenance Case Daily Data Collection | Schedule job to automatically create planned maintenance cases based on existing planned maintenance records with associated templates and schedules. This job runs nightly to populate the Maintenance Management dashboard with data, enabling facilities teams to manage and execute routine maintenance tasks effectively. The job is scheduled to run daily, typically at night. It collects data from the Workplace Maintenance service configuration and Maintenance Schedule records. For planned maintenance records with an associated template and schedule, the job creates new, open maintenance cases. The collected data then populates the Maintenance Management dashboard, providing a clear overview of planned maintenance activities. It automates the process of creating maintenance cases, reducing manual effort and improving efficiency. |