Create default maintenance plan
Activity Flow

On the General tab of a maintenance plan, complete the following fields:

• Creation method: Defines when to create a work order. Options include:
• Next maintenance: Requires a work order template ID.
• Advance next maintenance: Requires a work order template ID and advance margin.

Note: Not all options apply to both time-based and consumption-based plans. Recall plans default to Never unless a template ID is added.

Other fields include:

• Warn when due: Displays a warning when a work order is due.
• Main task: Marks the work order as completed when this task is finished. If blank, all tasks must be completed.
• External task: Marks the maintenance plan as completed when this task is finished on any line.

Create a consumption-based plan to trigger maintenance based on usage, such as every 10,000 miles.

Set the recurrence pattern and reset strategy:

• When due: Schedule maintenance at fixed intervals.
• On completion: Schedule maintenance after each task is completed.

Other key fields:

• Recurrence: Meter value for triggering a work order
• Unit: Unit of measure (e.g., hr)
• Except every: Values to skip work order creation (e.g., 20,000, 40,000)

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.

You can add one or more default maintenance plans to product details. Any business object created from this product automatically inherits the maintenance plan.

These plans are visible on the business object record.

You can define a maintenance plan at the business object level.

Select a default maintenance plan to act as a template for the business object's maintenance plan. You can choose from existing default plans or those defined in the product from which the rental type originates.

If a business object uses a consumption-based maintenance plan, you must track its consumption.

To do this, create a meter on the business object:

• If the Create object meter field is set to Yes in the product details, a meter is created automatically for new business objects.
• For existing business objects, you must create the meter manually.

This setup helps you monitor consumption and schedule maintenance at the right time.

Create a maintenance plan that uses both time-based and consumption-based triggers. Use the setting Both time and consumption-based to align both cycles under one plan. Either trigger can initiate the same maintenance work order, and both intervals are updated together.

Example scenarios:

• Consumption-based: 200 hours, Time-based: 14 days. If 210 hours are registered, a work order is created. After completion, both intervals are updated.
• If 14 days pass and trigger a new work order, both intervals are updated after completion.
• If due at 210 hours, only the consumption interval is updated. The time interval stays unchanged.
• If due at 14 days, only the time interval is updated. After completion, the consumption interval is updated.

In the consumption-based section of the plan, you can set:

• Recurrence: Define the meter value that triggers a work order.
• Unit: Choose the unit of measure, such as hours.
• Expect every: Prevent work order creation at specified meter intervals, such as every 20,000 units.

In the time-based section, define a time recurrence pattern, such as every two months. Set the reset strategy to recalculate the next maintenance date.

You can configure how the next interval is calculated:

• When due: The next maintenance date is based on the recurrence pattern, regardless of when it is actually completed.
• On completion: The next date is calculated only after the work order is completed. Use this if maintenance can be delayed and future cycles should shift accordingly.

If the maintenance plan will be used for estimated consumption, fill in the following fields on the Consumption based tab:

- Use for estimated maintenance - enable to use maintenance plan in estimated maintenance calculation

- Estimated maintenance advance margin - number of days in advance the estimated maintenance can be triggered