Create a maintenance plan for your enterprise assets

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes 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. On the Create New Maintenance Plan form, fill in the fields.

      See Maintenance plan fields for Enterprise Asset Management for a detailed description of each field.

    4. Select Save.
      The form closes and you are automatically redirected to the new maintenance plan record.
    5. Create a schedule for the maintenance plan.
      By creating a schedule, you can specify exactly when you want the maintenance to run using criteria such as time intervals or field values. Based on your maintenance needs, you can apply one or more maintenance schedules to a single maintenance plan.
      1. On the Maintenance Schedules tab of the maintenance plan record, select New.
      2. On the Create new Maintenance Schedule form, fill in the fields.

        See Maintenance schedule fields for Enterprise Asset Management for a detailed description of each field.

      3. Select Save.
        The form closes and you are automatically redirected to the new maintenance schedule record.
      4. Apply a work order template to the maintenance schedule.
        Work order templates enable the Enterprise Asset Management application to automatically populate information, generate appropriate requests and tasks, and create part requirements for your work orders each time the scheduled maintenance runs.

        1. On the Schedule Templates tab of the maintenance schedule record, select New.

          The Create New Schedule Template form opens.

        2. On the form, fill in the fields.

          Table 1. Create New Schedule Template form
          Field Description
          Model Model of the work order template.
          Schedule Maintenance schedule to which you are applying the work order template. This field populates automatically.
        3. Select Save.
        4. Close the form to return to the maintenance schedule record.
      5. On the maintenance schedule record, select Associate records to associate the maintenance schedule with the enterprise assets that the maintenance plan is applied to.
        A confirmation message appears, indicating that the enterprise assets are now associated with the maintenance schedule. You can verify that the association is successful using the Maintenance Plan Records tab on either the maintenance schedule record or maintenance plan record.

    Result

    Maintenance runs automatically based on the schedule that you set for the maintenance plan. You can also run the maintenance on-demand by selecting Run on demand on the maintenance schedule record.

    Each time the maintenance runs, the Enterprise Asset Management application automatically creates a corresponding work order for every enterprise asset that the maintenance plan is applied to, given that the asset isn't already associated with an existing work order. You can use these work orders to track and manage all work that you need to perform on the specified enterprise assets. See Manage work for your enterprise assets using work orders for more information on work orders.