Maintenance Setup
This page describes the Maintenance Setup screen and how to access it. Use this screen to configure the options that control how planned maintenance operates — including work order generation, task assignment, and tolerance settings.
Accessing the Maintenance Setup Screen
Navigate to Maintenance > Maintenance Setup to open the configuration screen.
TODO Screenshot:
ClickMenu "Maintenance Setup" | PrintScreen "pm-maintenance-setup"
What You Can Configure
The Maintenance Setup screen contains the following settings:
| Setting | Purpose | Details |
|---|---|---|
| GENERATEWORKORDERS | The transformation used when generating work orders | See details |
| GENERATEWORKORDERSDATE | Start date for work order calculations | See details |
| GENERATEWORKORDERSFORWARD | Default look-ahead period (days) | See details |
| GENERATEWORKORDERSTOLERANCE | Percentage tolerance for triggering early service | See details |
| TASKALLOCATION | Whether work orders are automatically assigned | See details |
| TASKALLOCATIONTRANSFORM | Custom transformation for task assignment logic | See details |
Each setting is described in full detail on the Maintenance Settings page.
When to Review These Settings
Review the Maintenance Setup screen:
- Before first use — to set initial values appropriate for your organization
- When changing work order generation frequency — ensure GENERATEWORKORDERSFORWARD matches your schedule frequency to avoid gaps or overlaps
- When adding consumption-based service plans — adjust GENERATEWORKORDERSTOLERANCE if the default 5% does not suit your assets
- When setting up automatic task assignment — configure TASKALLOCATION and optionally TASKALLOCATIONTRANSFORM
Tip: If you are scheduling automatic work order generation as a batch job, set GENERATEWORKORDERSFORWARD to the same number of days as the batch job frequency. For example, if the batch job runs weekly, set this value to 7. This ensures each generation run picks up exactly where the last one left off, with no gaps or duplicate work orders.
Related Articles
- Planned Maintenance Introduction — Introduction to the planned maintenance module
- Maintenance Settings — System settings for the maintenance module
- Service Interval Units — Available units for service intervals
- Creating a Service Plan — How to create a service plan
- Introduction to Work Orders — Overview of work orders