Use Cases for Work Plan and Service Product

Service Modules > Work Order Management > Work Plans and Task Management > Use Cases for Work Plan and Service Product

The following table lists the work plans and service products created to manage tasks across different service domains:

Domain	Service Product	Work Plan	Benefits
Enterprise Asset Management (EAM) Maintaining internal or critical infrastructure	Turbines Coverage: Yearly Inspection	Annual turbine inspection – level 3 • Safety lockout procedure • Blade inspection • Lubrication process • Vibration analysis The plan includes task dependencies, tooling, and a 3-day schedule, assigned across technicians.	It ensures auditability, standardization, and compliance with industry regulations
Product Service Management Offering service as part of a product lifecycle	Medical Imaging Device Coverage: 2 preventive maintenance visits/year	Premium maintenance – MRI scanner • Packaging Machine Coverage : Installation with 50% time & No Parts coverage Packaging Machine Coverage : Installation with 50% time & No Parts coverage Predefined calibration procedures • Software patch checklist • QA testing steps The work plan ensures that each visit is executed consistently across all customer sites worldwide.	Repeatable service tasks ensuring global consistency
Field Service Management (FSM) On-site service, repairs, and installations at customer locations.	Packaging Machine Coverage : Installation with 50% time & No Parts coverage	Packaging machine installation • Unboxing and inspection • Physical installation and wiring • Software configuration steps • Handoff to customer with checklist The work plan outlines task execution for the on-site technician, including dependencies, required tools, and a list of replaceable parts.	Work Plan ensures the tech brings the right tools, executes all steps, and acknowledges task completion and First time Fix.

Use Case Examples

The following are use case examples of the Work Plans and Task Management capability:

• A medical devices company uses Work Plans and Task Management workflow. When the service engineer goes to the customer location to repair a critical medical equipment, they check the other devices installed in the location. They add those devices needing routine service or maintenance as service product to the same work order. For example, work order is raised for an MRI machine, and the service engineer finds two CET scan machine and two ultrasound machines needing service at the customer location. They add those as service products to the work order. The work plans associated with each of these service products is different, initiating a different set of service tasks for each product.

• A car servicing company wants to provide different tiers of routine services to its customers. The luxury car customers are offered premium tier service. They are also offered better SLAs.

Work plans are created for the luxury car servicing, with the services provided. For example, seven maintenance/service tasks are performed on a premium tier work plan. When a work order is generated for a luxury car, the premium tier work plan is automatically associated with the work order. The service tasks are all assigned to different service engineers to ensure that all the work is done simultaneously and the entire work is completed with the stipulated SLAs. High quality parts and tools are used to compete the service tasks.