Create a maintenance plan for your enterprise assets

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Create a maintenance plan to manage and schedule routine maintenance for your enterprise assets, linear assets, and linear segments. You can run maintenance on-demand or based on a set of specific criteria.

    Before you begin

    Role required: sn_eam.enterprise_asset_manager

    Procedure

    1. From the Enterprise Asset Workspace, open the Work management view.
    2. On the Maintenance plans tab, select New.
    3. Select Maintenance plan from the Plan type list.
    4. Select a table from the Asset table list.
      The Enterprise asset table is selected by default.
    5. Select Create.
    6. On the Create New Maintenance Plan page, fill in the details.
      For a detailed description of all the maintenance plan fields, see Maintenance plan fields for Enterprise Asset Management.
    7. Select Save.

      The page closes and you’re automatically redirected to the new maintenance plan record.

      You can further configure your maintenance plan by creating maintenance schedules, work orders, and work order tasks. You can view all your maintenance plan records in the list view in the Maintenance plans tab. Every maintenance plan record is prefixed with MP.