Asset 360 Suite > Asset 360 for End Users > Assets > Creating Maintenance Plan from an Asset > Creating Platform-based Maintenance Plan from an Asset
Creating Platform-based Maintenance Plan from an Asset
To create a maintenance plan from an asset:
1. Open an asset record.
2. Launch the OOTB standard Create Maintenance Plan SPM wizard step. The A360 - Create Maintenance Plan from the Asset page is displayed.
The following GIF displays the creation of a maintenance plan from the asset.
3. Provide details for the following fields. For more information, see Creating Maintenance Plan Templates.
Field
Description
Fields marked with * are mandatory.
Maintenance Plan Template*
Select a maintenance plan template (MPT) using the MPT lookup field.
Maintenance Plan Title
Enter a title for the maintenance plan.
Location
The location that is associated with the asset record.
This is a read-only field.
Account
The Account that is associated with the asset record.
This is a read-only field.
Start Date*
Select a start date for the maintenance plan.
4. Click Next. The Maintenance Plan Details page is displayed with auto-populated values based on information from the MPT.
5. Provide details for the following fields.
Field
Description
Fields marked with * are mandatory.
Maintenance Plan Title
The maintenance plan title is auto-populated from the previous page.
Account ID
The Account ID is auto-populated from the previous page. This is a read-only field.
Location ID
The Location ID is auto-populated from the previous page. This is a read-only field.
Description
Enter a description for the Maintenance Plan.
Maintenance Plan Template*
The MPT is auto-populated from the previous page.
Start Date*
The Start Date is auto-populated from the previous page. This is the date on which the Maintenance Plan starts.
End Date
The End Date is calculated based on duration information from the Maintenance Plan Template. It is calculated as follows:
Maintenance Plan End Date = (MPT Maintenance Plan Duration + MPT Maintenance Plan Unit of Time) from Maintenance Plan Start Date.
For example, Start Date=6/3/2021, then :
End Date = (1 + Year) = 1 year from Start Date = 6/3/2022
* 
If Maintenance Plan Duration and Maintenance Plan Unit of time is not mentioned in the template, then the End Date is not calculated.
Work Type ID
The Work Type ID auto-populated from the MPT.
* 
You can delete the auto-populated work type ID and select a different work type ID.
Create Maintenance Plan for Parent and Child Assets
Check this box if you want to create the maintenance plan for the current asset and its child assets.
Include assets with the following status
This field allows you to select one or more status values for asset records to filter the automatically-generated list of Maintenance Assets on the Manage Maintenance Assets page. If this field is left blank, all the assets are added to the Maintenance Asset list, irrespective of their status.
* 
• If you are selecting statuses in this field, ensure that you select the status of the parent asset. If you do not select the status of the parent asset, none of the child assets are added as maintenance assets, irrespective of their status selection.
• However, if you select the parent asset's status only, the child assets will not be added as maintenance assets.
Work Order Generation Method
Specify how work orders are generated when more than one asset is associated with the maintenance plan.
This field is auto-populated from the MPT.
Maintenance Window Start (Days)
The Maintenance Window Start value is the service appointment’s Earliest Start Permitted Date before its work order’s Suggested Maintenance Date.
This field is auto-populated from the MPT. However, you can update the value manually.
* 
The maintenance window represents the range of days in which a work order can be scheduled.
Maintenance Window End (Days)
The Maintenance Window End value is the service appointment’s Due Date after its work order’s Suggested Maintenance Date.
This field is auto-populated from the MPT. However, you can update the value manually.
Generation Horizon (Days)
This field indicates the number of days before the first work order in the next batch on which work order batches are generated. This value auto-populates in the field of the same name on the Maintenance Plan upon creation.
This field is auto-populated from the MPT. However, you can update the value manually.
Service Appointment Generation Method
This field is used to specify how service appointments are generated when more than one asset is associated with the maintenance plan, and Work Order Generation Method is set to One work order line per asset. The value in this field auto-populates a field of the same name on the Maintenance Plan.
This field is auto-populated from the MPT.
Generation Timeframe*
This field allows users to set the time in advance that work orders are generated in each batch for a Maintenance Plan. The unit of measurement is specified in Generation Timeframe Type. The values in both fields are mapped to the Maintenance Plan created using this MPT.
This field is auto-populated from the MPT.
Generation Timeframe Type*
The unit of frequency for the generation timeframe field. The values in both this field and the Generation Timeframe field are mapped to the Maintenance Plan created using this MPT.
This field is auto-populated from the MPT.
Date of the first Work Order in the next batch*
The date of the first Work Order in the next batch is auto-populated from the Start Date but can be updated to a custom value.
* 
If you add the date manually, ensure that the date is later than or equal to the maintenance plan's start date.
Auto-generate Work Orders
A checkbox to indicate whether Work Orders are auto-generated for the Maintenance Plan. This field will auto-populate a checkbox of the same name in the Maintenance Plan upon creation.
* 
If this field is set to true on a Maintenance Plan, it disables the ability to generate work orders manually.
This field is auto-populated from the MPT.
Generate New Batch Upon Completion
Specify whether to generate the new batch on completion of the last work order in the previous batch.
This field is auto-populated from the MPT.
6. Click Next. The Manage Maintenance Assets page is displayed with qualified assets based on the Applicable Product defined for the selected MPT and the Include assets with the following status field from the previous page.
* 
You can also add maintenance assets. For more information, see Manage Maintenance Assets.
7. Click Create Maintenance Plan. The Maintenance Plan record is created. Along with the Maintenance Plan, Maintenance Assets and Maintenance Work Rules are also created as child records of the Maintenance Plan record.
Manage Maintenance Assets
To add maintenance assets:
1. On the A360 - Create Maintenance Plan From Asset page, select Add Assets from the Actions menu to add additional assets as Maintenance Assets not already listed on the Maintenance Plan. The Add Maintenance Assets page is displayed.
2. Type a keyword and click Search. The search results are displayed.
3. Select one or more assets and click Confirm. The selected assets are added to the Manage Maintenance Assets page.
* 
• You can add child assets as maintenance assets only if the parent asset qualifies to display in the Manage Maintenance Asset list.
• You can edit the Work Type ID and the Date of the first work order in the next batch field values inline on the Manage Maintenance Assets page.
• Ensure that you click outside the field area after editing the Date of the first work order in the next batch field value. The date validation is not performed if you do not click outside the field area before saving the changes.
To remove maintenance assets:
1. Remove the maintenance assets using the Remove option at the end of each asset childline. Alternatively, you can also select one or more asset checkboxes and then click Remove Assets. A confirmation message is displayed.
2. Click Confirm.
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