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Maintenance Settings

xAssets Planned Maintenance User Guide
Planned Maintenance

Maintenance Settings

This page describes each setting on the Maintenance Setup screen. These settings control how work orders are generated, how tasks are assigned, and how tolerances are applied. Access them via Maintenance > Maintenance Setup.

TODO Screenshot: ClickMenu "Maintenance Setup" | PrintScreen "pm-maintenance-settings"

GENERATEWORKORDERS

Specifies the transformation that runs when you generate work orders. The system default is the built-in Generate Work Orders transformation. You can create custom transformations (via Admin > Transformations) to implement organisation-specific logic, then point this setting at your custom transformation.

GENERATEWORKORDERSDATE

The date from which work order generation calculations begin. Each time you run Generate Work Orders, this date is automatically updated to the End Date of that run, so the next run picks up where the last one left off.

GENERATEWORKORDERSFORWARD

The default number of days to look ahead when generating work orders. The suggested End Date for a generation run equals the Start Date plus this value. If you schedule automatic work order generation, use this same number of days as the schedule frequency to avoid gaps or overlaps.

GENERATEWORKORDERSTOLERANCE

A percentage tolerance for triggering an immediate service. For example, if a car is serviced every 10,000 miles and the tolerance is 5%, an asset at 9,500 miles or above will be flagged for immediate service rather than waiting for the next interval. The system default is 5 percent. See the Tolerance in Servicing Plans page for a worked example.

TASKALLOCATION

Controls whether work orders are automatically assigned to individuals and work centres using Task Assignment Rules. Options are:

  • Yes — automatic assignment for all work orders
  • Only for Generated Work Orders — automatic assignment only for work orders created by the Generate Work Orders process (system default)
  • No — no automatic assignment

TASKALLOCATIONTRANSFORM

Optionally specifies a transformation to run during automatic task assignment, allowing you to implement custom business rules for assigning work to employees, suppliers, or work centres. By default this is not set, meaning the built-in assignment logic is used.

WORKORDERDELETESTATUSES

This option does not exist by default but can be created if needed. Set it to a comma-separated list of Work Order Status IDs, or the value NONE.

  • List of Status IDs — when generating work orders with the Delete option checked, any existing work orders with a matching status and a due date before the generation End Date will be deleted.
  • NONE — no work orders will be deleted, even if the Delete option is checked in the Generate Work Orders dialog.