The instance adds templates to a maintenance schedule so the appropriate requests and
tasks, such as work orders and facilities requests, can be auto-generated when a maintenance
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 that runs at a day or
time convenient for your business.
Each auto-generated service order is linked to the record under maintenance in the
- Each service order Record table and Record
ID field is 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 is populated.
Work orders or facilities requests created by the scheduled
jobs running on the associated records contain the selected template.
Create a maintenance plan.
Add a Filter condition to identify those records for
which you want to apply the maintenance plan.
You can click Refresh
) 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
slushbucket displays all 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 then click Save.
In the Maintenance Schedule header, click Back.