Create a maintenance schedule

Create a maintenance schedule to specify when you want the maintenance to run using criteria such as time intervals or field values and apply a work order template to the schedule. You can apply one or more maintenance schedules to a single maintenance plan.

始める前に

Role required: sn_eam.enterprise_asset_manager

手順

1. On the Maintenance Schedules tab of the maintenance plan record, select New.
2. On the Create new Maintenance Schedule form, fill in the fields.

   See Maintenance schedule fields for Enterprise Asset Management for a detailed description of each field.

3. Select Save.
   The form closes and you’re automatically redirected to the new maintenance schedule record.
4. Apply a work order template to the maintenance schedule.
   Work order templates enable the Enterprise Asset Management application to automatically populate information, generate appropriate requests and tasks, and create part requirements for your work orders each time the scheduled maintenance runs.

   1. On the Schedule Templates tab of the maintenance schedule record, select New.

      The Create New Schedule Template form opens.

   2. On the form, fill in the fields.

      表 : 1. Create New Schedule Template form

      Field	Description
      Model	Model of the work order template.
      Schedule	Maintenance schedule to which you’re applying the work order template. This field populates automatically.

   3. Select Save.
   4. Close the form to return to the maintenance schedule record.
5. On the maintenance schedule record, select the More Options ellipsis icon and then select Associate records to associate the maintenance schedule with the enterprise assets that the maintenance plan is applied to.
   A confirmation message appears, indicating that the enterprise assets are now associated with the maintenance schedule. You can verify that the association is successful using the Maintenance Plan Records tab on either the maintenance schedule record or maintenance plan record.

タスクの結果

Maintenance runs automatically based on the schedule that you set for the maintenance plan. You can also run maintenance on-demand by selecting Run on demand on the maintenance schedule record.

Each time maintenance runs, the Enterprise Asset Management application automatically creates a corresponding work order for every enterprise asset that the maintenance plan is applied to, given that the asset isn't already associated with an existing work order. You can use these work orders to track and manage all the work that you need to perform on the specified enterprise assets. See Managing work for your enterprise assets for more information on work orders.