With a maintenance plan, a service item is linked to a resource of the type Machine (equipment), a machine center, or a work center. From these maintenance plans, service orders are generated. When the service order is planned and allocated, an absence entry is created with the linked equipment.
Use the maintenance plan template to quickly create service item maintenance plans.
To create or edit a maintenance plan template:
In the search box, type Maintenance Plan Template.
Select Maintenance Plan Template to open the list of maintenance plan templates.
Select New to create a new maintenance plan template, or select a template from the list and click Edit to modify it.
Complete or edit the following fields:
General
Field
Description
Equipment: Type
Select Resource, Work Center, or Machine Center.
Equipment: No.
Select the number for the type.
Equipment: Unit of Measure
The unit of measure as set for the equipment.
Frequency: Type
Date: the Service Interval (Qty) field becomes editable. Quantity: the Service Interval (Qty) field becomes editable. Normative Quantity: the Service Interval (Qty) and Normative Quantity (Year) fields become editable.
Frequency: Service Interval, Service Interval (Qty), Normative Quantity (Year)
Date: set a date formula in Service Interval. Quantity: set a number related to the unit of measure in Service Interval Qty. Normative Quantity: set a number in Service Interval Qty and a number in Normative Quantity (Year).
Status
New: initial state. Certified: in use. Under Development: being modified. Closed: no longer in use.
Last Date Modified
Date when last updated.
Maintenance costs
Field
Description
Per Maintenance: Calc Frequency
The calculated frequency.
Per Maintenance: Total Cost
The total costs per maintenance.
Per Maintenance: Total Amount
The total amount per maintenance.
Yearly Maintenance: Frequency
The frequency.
Yearly Maintenance: Total Cost (Year)
The total costs per year.
Yearly Maintenance: Total Amount (Year)
The total amount per year.
Lines
Field
Description
Type, No., and Description
Select Item, Resource, or Costs. Based on that, select the No., which also retrieves the Description.
Work Type Code
Required for the type Resources.
Quantity and Unit of Measure
Enter a quantity with a unit of measure.