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 can create a single plan or multiple plans. For example, you can set up plans for a class of computer to be rebooted on the first and fifteenth of every month.

Note: Plan carefully when defining multiple maintenance schedules for the same plan. For example, you set up one schedule to replace a printer cartridge every three months. You set up another schedule to replace the cartridge after every 10,000 pages is printed. This conflict could cause the cartridge to be replaced 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. Complete 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 for the maintenance to be performed based on time. Depending on your selection, additional fields appear to define the duration.
    • Meter: Select for the maintenance to be performed based on count. The Every and Field fields appear.
    • Condition: Select for the maintenance to be performed when a certain condition is met. The Filter condition field appears
    • Script: Select to apply advanced criteria for running a maintenance plan. The Script field appears.
    • Duration or Meter: Select for the maintenance to be performed based on both time and count, whichever comes first. Then define the duration and meter details.
    Trigger type Enter the duration category for the maintenance schedule. For example, if you select Monthly, the Due day of month field appears where you 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 Lists 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 runs if the script returns true. The "current" variable is available and represents the record that is undergoing maintenance, for example, a CI.
    Note: If the form is configured to show the Next action field, you can select the date and time for the first maintenance to be performed.
  6. Click Submit.