Skip to main content

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.

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.