Create a recurring maintenance plan based on time, such as every two months.
Define a recurrence time pattern and a reset strategy to calculate the next maintenance date.
The following options define how the next maintenance date is calculated:
| 1. | Go to Business objects > Setup > Service and maintenance > Default maintenance plans. |
| 2. | Click New. |
| 3. | In the Maintenance plan code field, type a value. |
| 4. | In the Description field, type a value. |
| 5. | Sub-task: Define general settings. |
| 5.1 | You can choose these creation methods: - Next maintenance - ... |
|   | In the Creation method field, select an option. |
| 5.2 | Select Yes in the Warn when due field. |
| 5.3 | In the Advance margin field, enter a number. |
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Note: This field is only applicable if the creation method is Ádvance next maintenance. |
| 5.4 | In the Internal note field, type a value. |
| 5.5 | In the Work order template ID field, enter or select a value. |
| 5.6 | In the Main task field, enter or select a value. |
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Note: This field is only applicable if the creation method is Next maintenance or Advance next maintenance. |
| 5.7 | In the External task field, enter or select a value. |
| 6. | Sub-task: Define time-based settings. |
| 6.1 | Expand the Time based section. |
| 6.2 | Click Enter recurrence. |
| 6.3 | Define the recurrence as desired and click OK. |
| 6.4 | In the Reset field, select an option. |
| 7. | Close the page. |
| 8. | Go to Default dashboard. |
| Related to | Notes |
|---|---|
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Create default maintenance plan |
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Create and maintain default maintenance plan (old version) |
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