Templates are added to a maintenance schedule so the appropriate requests and tasks,
such as work orders and facilities requests, can be automatically generated when a
maintenance schedule runs.
A maintenance schedule runs and the requests or orders are generated, when a
scheduled job called Planned Maintenance Nightly Run
evaluates the schedule and determines that the meter or interval criteria in the
schedule is met or exceeded. You can Run a scheduled job to execute a maintenance schedule to run
at a day or time convenient for your business.
Each automatically-generated service order is linked to the record under maintenance
in a few ways:
- Each service order's Record table and
Record ID fields are always populated with the
table name and ID of the record under maintenance.
- If the record under maintenance is a configuration item, the service orders
Affected CI field are populated.
Create a maintenance plan.
Add a Filter condition to identify those records for
which you want to apply the maintenance plan.
You may want to click the refresh (
) icon to display the number of matching records.
Define or select a
In the Maintenance Schedules related list, click the
name of the schedule.
In the Maintenance Schedule form, a
Schedule Templates related list appears.
In the Schedule Templates related list, click
The Edit Members
slush bucket displays all of the
service order, work management, and facilities request- templates defined using
any of the following applications:
Move the templates you want to apply to the matching record from the
Collection bucket to the Model
List bucket, and click Save.
In the Maintenance Schedule header, click the Back icon.
Work orders or facilities requests created by the scheduled jobs running on
the associated records now contain the selected template.