Available for

• Roles: Administrator, Technician, Production, Service Provider
• Plans: Starter, Premium, On demand

In Mobility Work, the creation of a work order or intervention request is done via the creation of a task.

It is important to distinguish between individual tasks and those belonging to a maintenance plan.

A maintenance plan in Mobility Work is an essential tool that helps organize and schedule preventive maintenance interventions for equipment. It facilitates task management by ensuring that each intervention is documented and planned, which helps minimize downtime and optimize machine performance. Therefore, a task belonging to a maintenance plan is created automatically according to the management rules defined in the plan itself.

In this article, we will discuss the management rules for tasks from maintenance plans. To view the rules for managing individual tasks, please refer to this article.

How to Create a Task Linked to a Maintenance Plan?

• Roles: Administrator
• Plans: Starter, Premium, Ultimate

Tasks linked to a maintenance plan are created automatically according to the schedule defined when the plan was created.

A maintenance plan thus corresponds to all the preventive actions to be performed on a particular piece of equipment, periodically, according to certain frequencies.

Once the plan criteria are defined, tasks are generated and will appear on the agenda of the people assigned to the plan. To learn more about creating maintenance plans, please refer to this guide.

How to Modify a Maintenance Plan Task?

Available for

• Roles: Administrator, Technician
• Plans: Starter, Premium, Ultimate

Modifying a task that belongs to a maintenance plan is done via the pencil or cross icon next to each information item.

The authorized user can modify the following:

• Description
• Start date and time
• End date and time
• Assigned users and teams
• Tags
• Spare parts to provide
• Checklist
• Add documents

Regarding the modification of the scheduled date, it is important to note that a task from a maintenance plan can only be moved to a date earlier than the next task or later than the previous task.

Note: It is important to distinguish between modifications made at the task level and those made at the plan level.

Modifications made to a task only apply to that specific task, while modifications made to a maintenance plan reflect on all future tasks that have not yet been completed. For more information on modifying maintenance plans, please refer to this article.

How to Delete a Maintenance Plan Task?

It is not possible to delete a task from a maintenance plan. It can only be canceled, which will indicate that it is no longer scheduled for processing.

How to Cancel a Maintenance Plan Task?

Available for

• Roles: Administrator
• Plans: Starter, Premium, Ultimate

If a task is canceled, it will no longer be possible to modify it, add activities, or complete the checklist. Additionally, the time spent on this task will no longer be considered within the network.

How to Duplicate a Maintenance Plan Task?

Available for

• Roles: Administrator, Technician, Production
• Plans: Starter, Premium, Ultimate

The duplicate button is available in the dropdown menu on the right side of the screen.

Duplication saves time by avoiding the manual creation of similar tasks, while standardizing processes to ensure consistency.

The pre-filled fields in the new task are:

• Equipment or part concerned
• Description of the task
• Assigned users
• Labels

Note: When duplicating a task from a maintenance plan, only an individual task can be created.