Work plan schedule fields for Enterprise Asset Management

Release version: Zurich

Updated July 31, 2025

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Summary of Work plan schedule fields for Enterprise Asset Management

This guide provides a detailed description of the work plan schedule fields within the Enterprise Asset Management (EAM) application in ServiceNow. It explains how to configure triggers, timing, and conditions that determine when and how work plans are executed for enterprise assets.

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Key Features

Name and Description: Define the work plan schedule's name and provide a brief description to identify its purpose.
Trigger Types: Specify the conditions that initiate the work plan. Available triggers include:
- Duration: Runs based on a time interval.
- Meter: Runs based on specific enterprise asset field values.
- Condition: Runs based on filter conditions applied to assets.
- Script: Runs based on advanced scripted criteria.
- Duration or Meter: Runs on whichever condition occurs first.
Active Status: Indicates whether the work plan schedule is currently active.
Duration Details: When Duration or Duration or Meter triggers are selected, configure the frequency of execution such as interval, weekly, multiple days per week, monthly, annually, specific week of the month, or specific day/week/month of the year. You can also specify lead time and whether to preserve calculated intervals after completion.
Meter Details: When Meter or Duration or Meter triggers are selected, specify which asset field to monitor and the threshold ("Every" value) that triggers the work plan, with an option to preserve meter calculations.
Condition Details: When the Condition trigger is selected, set one or multiple filter conditions using logical operators (AND, OR) and define multiple condition sets to control when the work plan runs.
Script Details: When Script trigger is selected, provide advanced scripted logic to define custom trigger criteria.
Effectivity Details: Define when the planned work schedule starts and ends. You can start based on a fixed date, a field value from the asset table, or another schedule. Similarly, end dates can be configured to control the lifecycle of the work plan schedule.

Practical Application for ServiceNow Customers

By configuring work plan schedules using these fields, you can automate maintenance and operational tasks for your enterprise assets with precision. Selecting appropriate triggers and scheduling options enables timely and condition-based work execution, improving asset reliability and operational efficiency. The flexibility to use time intervals, asset metrics, complex conditions, or scripts allows tailoring to diverse business needs and asset types.

Understanding these fields helps you design effective maintenance strategies, reduce downtime, and optimize resource allocation by ensuring that work plans run exactly when required.

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