Define a maintenance schedule

After creating a maintenance plan, define specific criteria for determining when the plan should be executed.

Before you begin

Role required: SM admin

About this task

Depending on the asset or CI for which you are setting up maintenance plans, you may want to create a single plan or multiple plans. For example, you might want to set up plans that cause a certain type of computer to be rebooted on the first of every month and again on the 15th of every month.

Note: Plan carefully when defining multiple maintenance schedules for the same plan. If, for example, you define one schedule to replace a printer cartridge every 3 months and another to replace the cartridge after every 10,000 pages is printed, you might end up changing the cartridge twice in the same week. Ensure that your schedules do not conflict with one another.

Based on the templates associated with the plan, one or more service management work orders and facilities requests are automatically generated.

Procedure

  1. Navigate to Planned Maintenance > Maintenance Plans.
  2. Click the number of the maintenance plans you want to associate to a maintenance schedule.
  3. In the Maintenance Schedules related list, click New.
  4. Enter a name and short description.
  5. Fill in the fields on the form.
    Table 1. Maintenance schedule
    Field Description
    Plan Auto-generated identification description for the maintenance plan.
    Trigger
    Select the timing condition that triggers the execution of the plan.
    • Duration: Select this if the maintenance needs to be performed based on time. Depending on your selection, additional fields appear to define the duration.
    • Meter: Select this if the maintenance needs to be performed based on count. The Every and Field fields appear.
    • Condition: Select this if the maintenance needs to be performed when a certain condition is met. The Filter condition field appears
    • Script: Select this if there are advanced criteria for running a maintenance plan. The Script field appears.
    Trigger type Enter the duration category for the maintenance schedule. For example, if you select Monthly, the Due day of month field appears and allows you to select which day of each month you want the maintenance to run. Different fields appear depending on the trigger type selected. This field appears when Duration is selected in the Trigger field.
    Repeat Enter the frequency of the repetition. This field appears when Interval is selected in the Trigger type field.
    Due day of week Select the day of week. This field appears when Weekly is selected in the Trigger type field.
    Due day of month Enter the day of the month. This field appears when Monthly or Annuallyis selected in the Trigger type field.
    Due month Enter the month. This field appears when Annually is selected in the Trigger type field.
    Due time Enter the time of day in hours, minutes, and seconds. This field appears for all trigger types, except Interval.
    Every Enter the number of occurrences, such as miles or pages, that must be recorded before the maintenance plan is executed. Your entry in this field must be greater than zero (0). This field appears when Meter is selected in the Trigger field.
    Field Enter the field used to define what the occurrences in the Every field apply to. For example, if the pages field is entered, the Every field can contain the number of pages that are printed before the action defined in the plan is performed. This field appears when Meter is selected in the Trigger field.
    Table Displays the table associated with the assets or CIs selected for maintenance. This field appears when Meter or Condition is selected in the Trigger field.
    Lead Time Enter the number of days prior to the Requested Due by date to determine the date on which work should begin. That date is pre-filled in the Scheduled start field for the task. This field appears when Duration is selected in the Trigger field.
    Condition Enter the condition that determines if the maintenance schedule should run. This field appears when Condition is selected in the Trigger field.
    Script Enter the script that determines if the maintenance schedule should run. This field appears when Script is selected in the Trigger field. Maintenance will run if the script returns true. The "current" variable is available and represents the record that is undergoing maintenance, for example, a CI.
  6. Click Submit.