Creating Asset 360 Condition-Based Maintenance Plans
You can create an Asset 360 condition-based maintenance plan in a number of ways, with the option of utilizing a Maintenance Plan Template to facilitate its creation. This helps in connecting the maintenance template's details such as work type, matching applicable products, and frequency/criteria-based conditions (in the form of work rule templates) to the correct assets.
Some use cases where Maintenance Plans are beneficial include:
• Industrial building maintenance of simple and complex equipment
• Residential maintenance
• Maintenance of a few assets at a site
• Single product maintenance
You can create maintenance plans from an Asset record or a Location record. For more information, see:
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For information about creating Salesforce platform-based maintenance plans, see Creating Platform Maintenance Plans.
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