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Create a Maintenance Plan

availability
Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

This article explains how to create a maintenance plan and modify a scheduling horizon.

When you create a maintenance plan, it's important to keep in mind that you’re creating a work order template for the maintenance plan, which will generate future work orders based on that template.

To create a maintenance plan:

  1. From the sidebar, select Maintenance plans.

  2. Select + New maintenance plan.

  3. Enter a name for the plan. This field is required.

  4. In the Assets section, select the asset you want to create the maintenance plan for.

  5. In the Schedule section, select the recurrence for work orders the plan generates. For more information about recurrence, see Set a Work Order Recurrence.

    1. Select the Work Order start date.

      • The value you set here is an offset. MaintainX® calculates the start dates for generated work orders based on their due dates. For example, if you set a value of 3 days here, the start dates of all work orders generated by the plan will be 3 days before their due dates.

  6. In the Initial schedule section, select the First work order due date.

    • This due date is the anchor point for the maintenance plan. It determines how all future work orders are scheduled.

  7. (Optional) In the Advanced settings section, select Advanced schedule settings to modify a scheduling horizon.

  8. In the Work Order details section, select + Add work order details to create the work order template for the plan.

  9. When you're finished, select Save Template. MaintainX uses this work order template to generate a series of work orders according to the maintenance plan's schedule.

  10. Select Create.

Once the plan is created and work orders are generated, you can schedule and assign individual work orders as needed. Any changes you make to a specific work order only apply to that work order. They don't affect the entire series.

note

Work orders generated from maintenance plans are non-recurring, but have their Work Type set to Preventive to indicate that they're part of a preventive maintenance plan.

Modify a Scheduling Horizon​

Scheduling horizons allow users who plan and schedule work in the organization to manage work within a defined time frame. They specify how far in advance a maintenance plan creates work orders.

For example, let's say you create a maintenance plan with a weekly recurrence that generates a work order every Wednesday, and you set the scheduling horizon to four weeks. The maintenance plan will generate a total of five work orders: one for the current week and one for each of the next four weeks. You can plan and schedule those upcoming work orders ahead of time.

To modify a scheduling horizon:

  1. From the sidebar, select Maintenance plans.
  2. Select + New maintenance plan.
  3. In the Schedule section, select a Recurrence.
  4. In the Initial schedule section, in Advanced settings, select Advanced schedule settings.
  5. In the Advanced schedule settings panel, select the number of days or weeks you want to plan work in advance for. This will create work orders for the selected period of time depending on the schedule conditions you defined.
  6. Select Create.

After you update the scheduling horizon, it might take a few minutes for new work orders to appear in the system. Especially if the horizon is several weeks.

tip

For a more visual representation of work orders generated by the scheduling horizon, use the views in the Work Orders module. Use the Calendar view for a monthly view, or Table view for a list.

Create a Nested Preventive Maintenance Plan​

You can create nested PMs to manage multiple recurring maintenance work orders with different schedules within a single maintenance plan. For details, see Nested Preventive Maintenance.

  1. Create a maintenance plan.

  2. In the Work Order details, select Add work at longer frequencies.

  3. Create the work order template for the nested maintenance plan. Do one of the following:

    • Choose the existing template to duplicate and edit.
    • Choose Create from blank to create a new template.

  4. When you're finished entering the relevant information, select Save Template.

  5. Next to each template, use the Run Every field to set when the template will run.

    Screenshot of work order details interface with orange border emphasizing the run-every frequency controls showing 3, 6, 9, and 12 work order intervals
    Work order frequency configuration highlighting the run-every settings for nested maintenance plans

  6. Repeat steps one through five as many times as your nested PM requires.

    note

    You can add up to nine work order templates in addition to your base work order template, for a total of ten. Each work order template can have the Run every field set to a maximum of 100 work orders.

  7. In the Edit maintenance plan start point section, select where the plan should start based on the asset's maintenance cycle. For more details, see Set a Starting Point for Your Plan.

  8. If you want to preview the cadence of your maintenance plan, select Preview. The side panel opens and shows a list of upcoming work orders that your plan will generate. These work orders have not been created yet and will be generated based on the schedule you set.

Set a Starting Point for your Plan​

You can also use the current maintenance state section to select which work order your plan starts on. This is useful when you set up a plan mid-year and need to align it with your actual maintenance schedule.

For example, if you set your plan in April, you might want to begin with the work order for month 4 instead of month 1. This ensures the correct work order is generated at each interval, such as the 6-month inspection in month 6.

Screenshot of work order setup screen displaying inspection, filter, and brake maintenance tasks labeled A through E with corresponding frequency intervals
Work order details configuration interface showing nested PM tasks with color-coded frequency labels
Diagram displaying current maintenance state with letters A through E indicating different maintenance frequency alignments based on generated work orders
Current maintenance state diagram showing plan alignment with letter-coded work order frequencies

To set a starting point, select the label that corresponds to the work order you want to start your plan with. MaintainX will generate work orders from that point forward, following the cadence you set.

note

The work order labels, represented by letters, vary depending on the number of work order templates you create for the plan.

Duplicate a Maintenance Plan​

Another way to create a maintenance plan is to duplicate an existing one. When you duplicate a plan, MaintainX creates a copy with the same details. You can review and modify the details before saving the duplicate as a new maintenance plan. Duplicating a plan does not affect the original plan.

To duplicate a maintenance plan:

  1. From the sidebar, select Maintenance plans.
  2. Locate the maintenance plan you want to duplicate, and select it to view its details.
  3. Select (more options).
  4. Select Copy to new plan.
  5. Edit the fields as needed.
  6. When ready, select Create.

Once the plan is created and work orders are generated, you can begin scheduling and assigning individual work orders as needed. Any changes you make will apply only to that specific work order and will not affect the entire series.