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Creating a Service Plan

xAssets Planned Maintenance User Guide
Generating Work Orders for Planned Maintenance

Creating a Service Plan

A Service Plan links a Service Process to one or more assets and defines the servicing frequency. Each asset gets its own Service Plan, but you can create them individually or in bulk.

Before you start

Verify that each asset’s service data is correctly configured. Edit the asset and check Maintenance > Service Data in the Asset Editor:

Asset Service Data showing clock readings and estimated usage

In this example, the asset has an initial clock reading of 12,780 miles with an estimated 22,000 miles per year. See Asset Clock Readings for details on how these values are used.

Managing Service Plans

Go to Maintenance > Service Plans > Manage and Deploy Service Plans to view all plans. You can also reach this screen from the Manage Service Plans option in the Manage Service Processes screen.

The Manage and Deploy Service Plans screen showing all service plans in the system

Creating a Service Plan for a single asset

Go to Maintenance > Service Plans > Create a new Service Plan for an Asset, or use the Service Plans menu and button above the Manage screen. You will need to select the asset and the Service Process:

TODO Screenshot: ClickMenu "Create a new Service Plan for an Asset" | PrintScreen "pm-new-service-plan-dialog"

Deploying to multiple assets

To create Service Plans for many assets at once, select a Service Process from the Manage Service Processes screen and click Deploy as a Service Plan. You will be prompted to select the Categories and Locations of the assets to include:

TODO Screenshot (manual): Requires selecting a service process from Manage Service Processes and clicking

In this example, Service Plans will be created for every asset in the 2 selected Categories that is also in one of the 5 selected Locations.

Creating from the Asset Editor

When editing one or more assets, select Maintenance > Service Plans from the left menu and click Add Service Plan. The dialog will automatically pre-select the assets being edited.

TODO Screenshot (manual): Requires editing an asset and navigating to Maintenance > Service Plans in the l

TODO Screenshot (manual): Requires editing an asset and clicking Add Service Plan from the Maintenance > S

Service Plan settings

Every plan requires at least one frequency and unit combination:

  • Service Every — a number paired with a Service Interval Unit. For example, "1 Year" or "12 Months" both specify an annual service.
  • Alternative schedule — you can specify a second interval so the service triggers on whichever comes first. For example, a car might be serviced every 30,000 miles or every year.
  • Start Date (time-based units only) — delays work order generation until this date. If omitted, the plan takes effect immediately.
  • Service Immediately — if checked, a service is due right away when work orders are first generated, regardless of interval or clock reading. If unchecked, the first service is scheduled only after the first interval has elapsed.

Tip: When deploying service plans to many assets at once, leave "Service Immediately" unchecked unless all those assets genuinely need servicing right away — otherwise the system will generate a large batch of work orders immediately.