Maintenance Plan setup is a few clicks per piece of equipment. Bulk creation via Data Loader is the standard pattern for large installed bases.
- Enable Field Service
Setup, Field Service Settings, enable. Confirm Maintenance Plan is available in Object Manager.
- Create the Work Type
Define the maintenance task (90-Day HVAC Service, Annual Fire Inspection). Set estimated duration and required skills.
- Create the Maintenance Plan
Open the target Asset or Installed Product. Click New Maintenance Plan. Set Frequency, Work Type, Generation Horizon, Start Date.
- Activate the Plan
Set status to Active. The batch job will generate the next Work Order on the next run (typically within a few hours).
- Verify Work Order generation
After the batch job runs, verify the Work Order appears with the correct date and Work Type. Dispatch it through Field Service.
- Bulk-create for installed bases
For large equipment installations, use Data Loader on MaintenancePlan with one row per piece of equipment.
The target equipment for the maintenance.
The type of maintenance work.
The cadence of the maintenance.
How far in advance Work Orders generate.
The active period of the Plan.
- The batch job that generates Work Orders runs on a schedule. Newly-activated Plans may take hours to generate their first Work Order.
- Equipment without an active Maintenance Plan does not auto-generate work. Track unplanned equipment via reports to surface gaps.
- Field Service licensing is required. Confirm the contract before designing extensively.
- Frequency changes on an existing Plan affect future Work Orders only; already-generated Work Orders keep their original dates.