Maintenance Plans
Maintenance plans help you define the maintenance schedule for assets and generate a batch of work orders for future maintenance visits.
Performing maintenance activities regularly helps avoid unplanned downtime. Field service organizations have a business need to plan and schedule maintenance activities efficiently to optimize cost and maximize efficiency. A well-planned maintenance plan can provide a profitable revenue source for field service organizations. The maintenance activities carried out regularly can improve the efficiency and life of an asset and develop a strong positive relationship with the end customer.
Some of the other benefits of effective maintenance planning for field service organizations are as follows:
• A steady stream of recurring revenue.
• Proper utilization of technician's workload.
• Build a better relationship with customers, and provide support and suggestions.
A maintenance plan can be created by admin or non-admin users such as contract managers, back-office managers, etc. It is available on the Asset 360 application. The following are some of the use cases of Maintenance Plans.
Use Cases
• A solar company installs new solar panels at the customer's location. However, the work is not over when a system is installed. Solar panel systems work best when they are checked regularly by a knowledgeable field service technician. The company provides one year of monthly preventive maintenance visits following a solar panel system installation to avoid future breakdowns or critical maintenance issues. By creating a platform-based maintenance plan, all the work orders for a solar panel system’s monthly maintenance visits can be scheduled in advance.
• An MRI machine is installed at a hospital. A defective medical device can significantly affect the degree of care, operational efficiency, cost, and hospital reputation. Therefore, the maintenance of equipment is of paramount importance. Regular maintenance and monitoring of expensive medical equipment cost less than repair in the event of a breakdown. A preventive maintenance plan is intended to anticipate the service needs of a device and is configured at a pre-defined schedule. By creating an Asset 360 condition-based maintenance plan (for the frequency type), all the work orders for the MRI machine's bimonthly maintenance visits can be scheduled in advance.
• An aircraft flight control systems manufacturing company wants to generate work orders whenever the hydraulic fluid level in the aircraft flight control systems drop lower than 30%. To understand how you can use the condition-based maintenance plans capability for this business use case, see
End-to-End Flow.
Asset 360 supports the creation and management of two types of maintenance plans:
• Platform/legacy Maintenance Plans: This capability leverages the Salesforce maintenance plans, adding maintenance plan template creation from Asset 360.
• A360 Condition-Based Maintenance Plans: This end-to-end capability is built on Asset 360, with maintenance plan processing, maintenance plan templates with condition-based work rules, and maintenance plan creation from Asset and Location records.
Creating a condition-based maintenance plan consists of the following steps:
Creating a platform-maintenance plan consists of the following steps:
Reference Sections