You create a Maintenance Plan from the Maintenance Plans tab (Field Service must be enabled and the objects added to your page layouts). Set the account and timing, add the assets to cover, then generate the first batch of Work Orders. The plan keeps generating future batches on the schedule you defined.
- Open a new Maintenance Plan
On the Maintenance Plans tab, click New. Pick the Account the plan serves, give it a clear name, and link a Service Contract if the plan exists to fulfil one.
- Set the Work Type and timing
Choose a default Work Type so generated Work Orders inherit its duration and required skills. Enter the Generation Timeframe (how much work per batch) and the Generation Horizon in days (how far ahead each batch appears).
- Add the assets to cover
Add one or more maintenance assets, each pointing to an Asset record. You can set a per-asset frequency and first work order date here, which is how one plan can service several assets on slightly different cadences.
- Define the recurrence rules
For anything beyond a single fixed frequency, add maintenance work rules. Use calendar based rules for date cadences, usage based for meter triggers, and criteria based for condition triggers.
- Generate the Work Orders
Use Generate Work Orders to create the first batch. Confirm the Work Orders appear with the Generated From Maintenance Plan flag set, then let the schedule produce future batches automatically.
The customer the maintenance plan serves; it scopes the assets and ties the plan to the right relationship.
The date the plan begins generating work; batches are calculated forward from here.
The template that supplies duration, skills, products, and articles to every Work Order the plan creates.
How much upcoming work each batch creates, expressed as a number plus days, weeks, months, or years.
How many days before the next suggested maintenance date the next batch is generated.
- A plan with an end date in the past, or no active maintenance assets, generates nothing; check both first when troubleshooting.
- Generation Timeframe controls batch size; Generation Horizon controls timing. Mixing them up is the most common configuration mistake.
- Changing frequency affects future batches only. Work Orders already generated keep their original dates until the next cycle.
- A Maintenance Plan does not backfill history; it only generates work forward from its settings.