In a Time-Based or Condition-Based PM Plan template, you can use the Schedule tab to add a schedule template and associate Work Plan. This automatically generates PM Work Orders with recommended parts, service tasks, and tools. For more information, see Adding a Schedule Template.

After you create a PM Plan using a PM Plan template that has associated Work Plans, the advanced PM engine runs and evaluates the PM Plans based on the defined schedule, and generates PM work orders. During generation, the engine automatically assigns the associated Work Plans and relevant service products to PM Work Orders. The generated PM Work Orders includes relevant service tasks, recommended parts, and tools defined in the assigned work plan.

Work Plan and Service Product assignment is supported only with the Advanced PM Engine. It does not happen with the Basic PM Engine, which only supports Task Templates. To enable advanced PM engine for Time-Based and Condition-Based PM plans, see Enabling and Configuring Advanced PM Engine Settings.

Admins can manually run the Advanced PM Engine from the Developer Console to quickly generate PM Work Orders and automatically assign the relevant work plans and service products. This allows admin level users to test the Advanced PM Engine without waiting for the PM Process’s schedule runtime. For more information, see Running the Advanced PM Engine Manually via Developer Console.

Role: Administrator, Technician

An administrator at Iniscope International assigns work plans to PM plan templates so generated work orders for Soniscape ultrasound machines, microscopes, and lasers include relevant service tasks, recommended parts, and tools. A field service technician then receives PM work orders with work plans and service products pre-associated, follows generated tasks, and updates service outcomes on schedule lines. This matters because field users reduce manual setup, complete visits faster, and deliver more consistent maintenance outcomes.