FAQ for Maintenance Plans
Condition-based Asset 360 Maintenance Plans
1. Why should I go for the condition-based Asset 360 maintenance plan template when there is an existing SFS-based functionality?
The condition-based maintenance plan template feature gives you the benefits of leveraging the Asset Technical Attributes functionality to create condition-based maintenance plan templates. This feature is not available in the previously existing SFS-based maintenance plan templates. For information about the end-to-end flow of the condition-based maintenance plans along with maintenance plan processing, see End-to-End Flow.
2. Can I still create maintenance plan templates for the SFS-based maintenance plan functionality?
Yes. You can still create either platform-based maintenance plan templates. For more information, see Creating and Configuring Platform Maintenance Plan Templates.
3. Is it mandatory to mark a maintenance plan process as default?
No. However, suppose you do not mark any maintenance plan process as the default. In that case, the maintenance plans without an associated maintenance plan process are not considered by any maintenance plan process run, and work orders are not generated for those maintenance plans. For more information, see Maintenance Plan Processes.
4. Is it mandatory to set the maintenance plan processing batch size?
The batch size is set to 20 by default. However, you can change it to a suitable value per your data volumes. For more information, see Maintenance Plan Processing Settings.
5. The maintenance plan process ran and generated new work orders for my maintenance asset’s work rules, even though there was already an existing open work order for that maintenance asset. This results in duplicate work orders for the same asset and work rule condition. How do I avoid this?
Enable the Do not generate work order if existing work order is open option in your maintenance plan process. This ensures that the process run does not generate work orders for maintenance assets against which there are open work orders. For more information, see Creating Maintenance Plan Processes.
6. Some of my work orders close later than expected and some close earlier than expected. In such cases, I want the maintenance plan processing to adjust the generation of the next work order for that asset accordingly. How do I do this?
You can configure the interval adjustment functionality in both the maintenance plan template’s work rule template, and on the maintenance plan’s work rule. With this option, the generation of next work order for the asset is dynamically adjusted to respect the interval, based on the status of the current work order. For more information, see Defining Work Rule Templates.
Platform-based Maintenance Plans
1. Is it possible to create the maintenance plan templates through external batch jobs?
Yes, a user can create maintenance plan templates from external batch jobs, provided the user understands the data model properly. For example, a maintenance plan template includes an Applicable Product and a Work Rule Template. The correct Recurrence Pattern has to be configured for the Work Rule Template. For more information, see Creating Maintenance Plan Template.
2. How many applicable products be added to the maintenance plan template? Is there a limit?
No limits exist on the number of applicable products added to the maintenance plan template. For more information, see Defining Applicable Product for Maintenance Plan Template.
3. What will happen if the values in the global picklist do not align with the picklist values in the SFS standard field for the Product Family on the Product object?
If the global picklist and the Product Family picklist values do not align, Maintenance Plans created using the Maintenance Plan Template will not create Maintenance Assets correctly. For example, the user has added a picklist value for Product Family on the Product object. Suppose the user intends to use that picklist value. In that case, the user should ensure that the picklist value is added to the global picklist while creating the applicable products for maintenance plan templates. For more information, see Defining Applicable Product for Maintenance Plan Template.
4. When the applicable product in the template is deleted, when will it take effect?
When the user deletes the applicable product at the MPT level, all the corresponding Work Rule Templates are deleted. If the user deletes the applicable product from the maintenance plan templates while the maintenance plan templates flow is in progress, there is no effect on the number of maintenance assets created. The user needs to relaunch the maintenance plan templates flow with the impacted maintenance plan templates. For more information, see Defining Applicable Product for Maintenance Plan Template.
5. On which objects are the Maintenance Plans created?
A Maintenance Plan is created from Account, Location, Service Contract, and Asset objects. For more information, see Creating Maintenance Plan.
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Assets that have child assets are not considered for creating Maintenance Assets automatically. The user must add those child assets manually using the Add Assets option on the Manage Maintenance Asset page.
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6. Can I have a different Maintenance Plan Unit of Time than the Generation Frame Type Value?
No.
7. Can I set the Service Appointment Generation Method to any value other than None when the Work Order Generation Method is One Work Order Per asset?
No.
8. How does the Generation Horizon value depend on the Maintenance Window Start (Days) and Maintenance Window End (Days) fields?
Ideally, there is no dependency between these fields. The following are valid when the Generation Horizon is specified and the Auto Generate Work Order option is selected:
◦ The next batch of work orders is generated this number of days (the number specified in the Generation Horizon field) before the maintenance plan’s date of the first work order in the next batch. A generation horizon of 5 means that the new batch of work orders is generated 5 days before the maintenance asset’s or maintenance plan’s next suggested maintenance date.
◦ Maintenance Window End (Days) means the number of days after the suggested service date on the work order that its service appointment can be scheduled.
◦ Maintenance Window Start (Days) means the number of days before the suggested service date on the work order that its service appointment can be scheduled.
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Fields such as Generation Horizon, Maintenance Window End (Days), and Maintenance Window Start (Days) are introduced in the Maintenance Plan Template to maintain uniformity with the Salesforce Maintenance Plan. These fields are utilized in the Maintenance Plan, and not in the Maintenance Plan Template.
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For more information, see Creating Maintenance Plan.
9. Can we have both criteria definition and recurrence pattern configured at the same time?
Yes. You can add multiple work rule templates in a maintenance plan template. So, you can add a criteria-based work rule template and a calendar-based work rule template to a maintenance plan template. This enables the maintenance plan to generate work orders for both calendar-based and criteria-based scenarios. For more information about adding work rule templates to maintenance plan templates, see Defining Work Rule Templates.