Available for
- Roles: Administrator
- Plans: Starter, Premium, On demand
A maintenance plan can be created from the maintenance plans search page or directly from the equipment for which you wish to create the plan.
Creating a maintenance plan involves three steps:
- Filling out general information,
- Scheduling, and
- Validation.
General Information
These details must be filled in before moving to the scheduling step.
- Equipment (required): Choose the equipment or spare part for which the maintenance plan is being created.
- Description (required): Define the description of the interventions that will be performed. Please click here to see how to format the description using markdown.
- Specify if the maintenance plan is regulatory.
- Assignees (required): This allows you to assign people or teams to a maintenance plan.
- Observers (optional): Users who need to be notified upon completion of each task in this maintenance plan.
- Labels (optional): Simplify task classification. Labels can be pre-defined to describe work orders, indicating information such as urgency levels, possibility of intervention without machine stoppage, etc. To learn more about using labels, click here.
- Planned Maintenance Time (optional): The scheduled duration for preventive or corrective maintenance tasks, minimizing production downtime.
- Planned Stopped Time (optional): Refers to periods during which equipment is intentionally stopped for maintenance, inspections, or repairs.
- Spare Parts to Provide (optional): Helps plan the intervention effectively by anticipating required parts.
- Checklist (optional): Represents check points or procedures to follow during the intervention.
Planning
Trigger
In this phase, it is important to choose the type of trigger that matches your needs. Here, we will talk only about the fixed-date maintenance plan. With this plan, tasks are repeated on specific dates.
Frequency
You can choose the frequency in X days, weeks, months, or years.
You can select specific days of the week for a weekly frequency, or a specific day of the month for a monthly frequency. For monthly frequency, you can choose based on a fixed date in the month or based on a specific weekday of the month (e.g., every three months, on the 2nd Monday of the month).
Choosing days of the week is useful if you don’t want to schedule tasks on weekends.
Estimated Duration of Each Task
The estimated duration of tasks can be set in days, hours, or minutes.
Start Date of the Maintenance Plan
Finally, you need to choose the date from which the schedule begins.
The application defaults to the current date and time, but you can choose a different date and time in the future.
Throughout the scheduling process, you can rely on the calendar which shows upcoming tasks for your maintenance plan, along with the defined rule, dynamically updated with each change in parameters.
For illustration, if we chose a weekly frequency on Monday and Wednesday, and the plan starts on Tuesday, 11/5/2024, the task sequence will be as follows:
Validation
Once all parameters are chosen, you can proceed to the validation step. This consists of checking that the schedule and information are correctly filled in, and that the plan can be created.
If everything is correct, simply click the button to create the plan at the bottom of the page. A confirmation message will appear.
Key Elements of the Maintenance Plan
Once created, the maintenance plan is displayed with the following information:
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Frequency
Shows the planned frequency and duration for each task.
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Next occurrence
Corresponds to the task to be processed in the plan.
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Task List
The link below the due date allows you to view only the task list for this plan.
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History
The History section, located on the right-hand side, allows you to see the changes made to the plan’s schedule. For example, if the plan has been postponed or its frequency modified, the history will show the details of:
- The user who made the change
- The date of the change
- The previous schedule (crossed out) and the new sche