PM Plans
Generate preventive work orders from time, calendar, meter, condition or event triggers.
Overview
A PM plan says when work should recur. Time and calendar plans repeat on a date interval; meter plans fire on usage; condition plans fire from sensor data or a rule; event plans fire on an event. A generator runs every 15 minutes and creates work orders ahead of the due date, and reschedules the plan on completion.
When to use pm plans
- Equipment needs regular servicing based on time or use.
Prerequisites
- An asset
- Job plans (optional)
Step by step
Field reference
| Field | Description | Required | Data type | Business meaning |
|---|---|---|---|---|
| Trigger type | What causes the work. | Yes | Time, calendar, meter, condition, event | Defines the scheduling logic. |
| Interval | Repeat period or usage. | Yes | Number and unit | Next due is calculated from it. |
| Lead time | How far ahead to create work. | No | Days | Work orders appear this long before they are due. |
| Job plan | Standard tasks. | No | Job plan | Copied onto each generated order. |
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- assets.plan.manage
- assets.maintenance.read
Automation
- Changes on this screen are written to the asset audit trail and the asset timeline.