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:

  • If set to When due: The date follows the recurrence pattern, regardless of when maintenance is performed.
  • If set to On completion: The date is based on the completion of the previous work order. Use this when maintenance is delayed and future intervals should shift accordingly.


Standard procedure

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.
 

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.
 

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.

Provide feedback