Work plan schedule fields for Enterprise Asset Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 5 minutes to read
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    Summary of Work plan schedule fields for Enterprise Asset Management

    This document details the fields used to configure work plan schedules within the Enterprise Asset Management (EAM) application in ServiceNow. Work plan schedules automate and control the timing and conditions under which maintenance or other asset-related work plans are executed. Understanding these fields helps customers precisely define triggers, timing, and conditions for planned work, improving asset management efficiency and compliance.

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    Key Fields and Their Functions

    • Name: The identifier for the work plan schedule.
    • Short description: A brief explanation of the work plan schedule purpose.
    • Trigger: Defines the condition that initiates the work plan. Options include:
      • Duration: Time-based triggers with configurable intervals such as daily, weekly, monthly, or annually.
      • Meter: Trigger based on specific asset field values, useful for usage or condition metrics.
      • Condition: Triggers based on filter criteria applied to asset data.
      • Script: Advanced scripted logic for triggering work plans.
      • Duration or Meter: Triggers on whichever condition (time or meter) occurs first.
    • Active: Indicates if the schedule is currently enabled.

    Trigger Configuration Details

    • Duration Details: When Duration or Duration or Meter triggers are selected, specify:
      • Trigger type (Interval, Weekly, Multiple days, Monthly, Annually, Week in Month, Day in Week in Month in Year)
      • Parameters like days, hours, due day/time to define exact timing
      • Lead time in days required for preparation
      • Option to preserve calculated intervals to restart timing after work completion
    • Meter Details: When Meter or Duration or Meter triggers are selected, configure:
      • Enterprise asset field to monitor for trigger conditions
      • Value thresholds that cause the work plan to run
      • Option to preserve meter calculations for continuous tracking
    • Condition Details: When Condition trigger is selected, define:
      • Filter conditions combining multiple criteria using AND/OR logic
      • Ability to create multiple condition sets for complex triggering scenarios
    • Script Details: When Script trigger is selected, provide:
      • Custom scripted criteria for advanced triggering logic

    Effectivity Details

    • Start planned schedule on: Determines how the schedule's start date is calculated, based on:
      • Date
      • Field Value from asset data
      • Schedule name reference
    • End planned schedule based on: Defines how the end date of the work plan schedule is determined.

    Practical Application for ServiceNow Customers

    ServiceNow customers using Enterprise Asset Management can leverage these work plan schedule fields to automate maintenance workflows accurately. By selecting appropriate triggers and configuring duration, meter, condition, or script details, customers ensure work plans execute at optimal times based on asset usage, condition, or business rules. Effectivity details allow alignment of schedules with asset lifecycle events, maximizing asset uptime and compliance with maintenance policies.

    A detailed description of all the work plan schedule fields in the Enterprise Asset Management application.

    Planned Work Schedule

    Field Description
    Name Name of the work plan schedule.
    Short description Brief description of the work plan schedule.
    Trigger

    Trigger that specifies the type of conditions that must be met for the work plan to run.

    Select one of the following options:
    • Duration: Triggers the work plan to run based on time. If you select this option, the Duration Details form section appears, where you can specify more details about the trigger.
    • Meter: Triggers the work plan to run based on a specific enterprise asset field value. If you select this option, the Meter Details form section appears, where you can specify more details about the trigger.
    • Condition: Triggers the work plan to run based on filter conditions. If you select this option, the Condition Details form section appears, where you can specify more details about the trigger.
    • Script: Triggers the work plan to run based on advanced script criteria. If you select this option, the Script Details form section appears, where you can specify more details about the trigger.
    • Duration or Meter: Triggers the work plan to run based on time or a specific enterprise asset field value, whichever comes first. If you select this option, the Duration Details and Meter Details form sections appear, where you can specify more details about the trigger.
    Active Option that indicates if the work plan schedule is active.

    Duration Details

    Note:
    This form section appears only if you set the Trigger field to Duration or Duration or Meter in the Planned Work Schedule form section.
    Field Description
    Trigger type

    Frequency at which you want the work plan to run.

    Select one of the following options:
    • Interval: Runs the work plan at a specified time interval. If you select this option, the Days, Hours, Minutes, and Seconds fields appear, where you can specify the amount of time that must pass before the work plan runs again.
    • Weekly: Runs the work plan once a week. If you select this option, the Due day of week and Due time fields appear, where you can specify the day and time at which you want the work plan to run each week.
    • Multiple days of the week: Runs the work plan multiple days in a week. If you select Multiple days of the week, the Due days of week field appears so you can specify on which days in a week the planned work should be performed.
    • Monthly: Runs the work plan once a month on a specific date. If you select this option, the Due day of month and Due time fields appear, where you can specify the date and time at which you want the work plan to run each month.
    • Annually: Runs the work plan once a year on a specific date and month. If you select this option, the Due month, Due day of month, and Due time fields appear, where you can specify the month, date, and time at which you want the work plan to run each year.
    • Week in Month: Runs the work plan once a month during a specific week of the month. If you select this option, the Due week in month and Due time fields appear, where you can specify the week and time at which you want the work plan to run each month.
    • Day in Week in Month in Year: Runs the work plan once a year on a specific day, week, and month. If you select this option, the Due month, Due week in month, Due day of week, and Due time fields appear, where you can specify the month, week, day, and time at which you want the work plan to run each year.
    Lead time Number of days required for the scheduled work plan.
    Preserve calculated interval

    Option to restart the interval calculation from the time when the work order was completed.

    This check box appears when Interval, Monthly, or Annually is selected for Trigger type and Fixed is selected for the Monthly type and Annually type field.

    Meter Details

    Note:
    This form section appears only if you set the Trigger field to Meter or Duration or Meter in the Planned Work Schedule form section.
    Field Description
    Field Enterprise asset field that you want to match against to trigger the work plan to run.
    Every Field value that an enterprise asset must match to trigger the work plan to run.
    Preserve calculated meter

    Option to restart the meter calculation based on the value defined in the Every field.

    Condition Details

    Note:
    This form section appears only if you set the Trigger field to Condition in the Planned Work Schedule form section.
    Field Description
    Filter Condition

    Filter conditions that trigger the work plan to run

    You can add multiple filter conditions to the trigger using the following options:
    • or: Enables you to specify any of the conditions that an enterprise asset can meet to trigger the work plan to run.
    • and: Enables you to specify all the conditions that an enterprise asset must meet to trigger the work plan to run.
    • + New condition set: Enables you to specify additional sets of conditions that an enterprise asset can meet to trigger the work plan to run.

    Script Details

    Note:
    This form section appears only if you set the Trigger field to Script in the Planned Work Schedule form section.
    Field Description
    Script Script specifying the advanced criteria that trigger the work plan to run.

    Effectivity Details

    Field Description
    Start planned schedule on
    Option based on which the planned work schedule should determine its start date.
    • Date
    • Field Value
    • Schedule
    Effective Start Effective start date from when the planned work is scheduled to work.
    Effective start reference

    Field value that should be used to determine the start date of the planned work. Effective start reference displays the list of fields from the table that is selected to create conditions for the work plan. For example, Printer [cmdb_ci_printer].

    This field appears only when Field Value is selected from Start planned schedule based on.
    Schedule

    Name of the schedule that should be used to calculate the start date of the work plan.

    This field appears only when Schedule is selected from Start planned schedule based on.
    End planned schedule based on
    Determines the end date of a planned work schedule.
    • Date
    • Field Value
    • Frequency