> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assetinfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How plans raise work

> From a plan's triggers to rounds, work orders and inspection rounds — lead time, tolerance, meter and condition triggers, stand-downs and versions.

This page follows what happens after a [maintenance plan](/maintenance/plans) is activated: how its triggers become rounds, how rounds become work orders or inspection rounds, and how each is judged on time or late.

## Plans, rounds and work

| Word | What it is |
| - | - |
| **Plan** | The rule: what to do, to which assets or places, and what makes it fall due. |
| **Round** | One scheduled visit produced by a plan — one asset (or one place), one due date. A plan covering six conveyors on a monthly trigger produces six rounds a month. Rounds are what [Maintenance Due](/work/maintenance-due) lists, and what the plan's [Rounds tab](/maintenance/plan-detail#rounds) shows. |
| **Work order** | The job a round becomes, for a plan whose type raises work orders. It carries the plan's checklist and requirements. |
| **Inspection round** | What a round becomes for a plan whose type raises an inspection — a graded checklist from an [inspection template](/maintenance/inspections), with no work order beside it. |

## Step by step

<Steps>
  <Step title="The plan is activated">
    Activating publishes version 1 of the plan and builds its schedule straight away. A plan with nothing in scope or no trigger cannot be activated — the builder's Preview step says what is missing.
  </Step>

  <Step title="Rounds are placed on the schedule">
    For **calendar** triggers, rounds are created for every asset in scope across your organisation's planning horizon — 90 days unless your administrator has changed **Planning horizon (days)** under [organisation settings](/setup/organisation). The schedule is topped up automatically as time moves on, and a planner can top it up at once with **Generate now** on Maintenance Due.

    **Meter** and **condition** triggers do not predict dates. Their rounds are raised the moment the reading or condition says so — see below.
  </Step>

  <Step title="The round comes into its lead time">
    A plan's **lead time** is how many days before the due date its work should appear. When a round enters that window:

    * if the plan has **Raise the work order automatically** switched on, its work order is raised by itself (or, for an inspection plan, its inspection round is raised);
    * if it is switched off, the round waits on Maintenance Due for a planner to raise it by hand — the choice for plans gated on readiness or capacity.

    A plan with no lead time raises its work on the due date itself.
  </Step>

  <Step title="The work is done">
    The work order is worked and closed like any other, or the inspection round is answered and submitted. Submitting an inspection round completes the round that asked for it.
  </Step>

  <Step title="The next round follows">
    A **fixed-calendar** trigger keeps its dates whatever happens. A trigger set to **count from completion** places the next round one interval after the last one was finished, so a late round moves the ones after it.
  </Step>
</Steps>

## What a work order takes from its plan

When a round's work order is raised, it copies from the plan as it stands at that moment:

| From the plan | On the work order |
| - | - |
| Type and priority | The work order's type and priority, and the service level that priority carries |
| The checklist | The task list, section by section, with mandatory steps, readings and evidence |
| Parts, tools, skills and vendors | [Requirements](/work/work-order-detail), which the readiness check reads before anybody is sent |
| Crew, preferred worker or preferred vendor | Who the job is handed to — the crew first, then the worker, then the vendor |
| Permit requirement, safety instructions and work instructions | The same on the job, so a permit shows on readiness and the instructions are read before work starts |
| Response and resolution targets | The job's deadline, counted from the round's scheduled date; without them the deadline comes from your organisation's service levels |

Editing the plan later changes rounds not yet raised. Work orders already raised keep what they were raised with, because a job somebody is part-way through should not change under them.

Where the plan names an inspection template but its type is an ordinary work order type, each round raises the work order **and** an inspection round beside it. The work order is still what somebody is scheduled and held to a due date for.

## Meter triggers

A meter trigger names a **meter type** — running hours, cycles, kilometres — rather than one meter, so every asset in scope that carries a meter of that type is watched separately. When a new reading on an asset passes the last value that asset fired at plus the interval, a round is raised for that asset.

A reading that jumps more than one interval raises **one** round, not several: 1,600 hours against a 500-hour interval raises one round and the next falls due at 2,000. Readings are recorded on the asset's [meters](/assets/meters), including from [the field app](/field/readings).

## Condition triggers

A condition trigger is a rule about the asset — a meter's latest reading above a limit, a health score below a threshold, a field with a particular value. It is checked against the asset as it stands, and only on the **rising edge**: a round is raised when the condition becomes true, and not again until that round is finished. Readings re-check conditions immediately; everything else is checked on a regular pass.

## When triggers combine

A plan with more than one trigger combines them with its **trigger rule**:

| Rule | Falls due when |
| - | - |
| **Any of them (or)** | The first trigger fires — *every 90 days or every 2,000 running hours, whichever comes first*. The usual choice. |
| **All of them (and)** | Every trigger has fired. |

## Lead time, tolerance and compliance

| Term | Set on | What it decides |
| - | - | - |
| **Lead time (days)** | The builder's Scheduling step | How far ahead the work order (or inspection round) appears, so parts can be gathered and the work planned into somebody's week. |
| **Tolerance (days)** | The builder's Scheduling step | How late is still on time. Beyond this, PM compliance counts the round as missed. It is also the work order's resolution deadline unless the plan sets a resolution target. |

The builder's Preview step shows both for the plan's first round, for example *3 days · on time until Oct 22, 2026*.

## Plans that cover other plans

Some plans include everything another plan does — an annual service that includes the monthly round. On the builder's Scheduling step the annual plan can **stand down** the monthly one. In a month that gets the annual round, the monthly round is still recorded but marked **Skipped**, covered by the annual one, and it does not count against PM compliance. If the covering round is later cancelled, the stood-down round is put back.

By default "the same month" counts as covering. A window in days can be given instead, for plans whose round comes more often than monthly.

## Round statuses

Rounds have their own state model. The defaults are below, and your administrator can rename or extend them under [statuses](/config/statuses).

| Status | Means |
| - | - |
| **Planned** | On the schedule, not yet within its lead time. |
| **Due** | Within its lead time; work should be raised. |
| **Work Order Generated** | Its work order (or inspection round) exists. |
| **Completed** | The work is finished. |
| **Skipped** | Deliberately not done — skipped with a reason on Maintenance Due, or stood down by a plan that covers it. |
| **Deferred** | Moved to a later date, with a reason. |
| **Cancelled** | Withdrawn. |

Skipping, deferring and raising early are done from [Maintenance Due](/work/maintenance-due), which also offers a calendar view of what is coming.

## Versions

Every round records the version of the plan it was raised under. If a plan is edited after it was last published, new rounds follow the edits straight away but still carry the old version number — the plan's screen warns about this, and **Publish version N** puts the change on the record. See [Publishing a new version](/maintenance/plan-detail#publishing-a-new-version).

<CardGroup cols={2}>
  <Card title="Maintenance Due" icon="calendar-clock" href="/work/maintenance-due">
    Where rounds are raised, deferred and skipped.
  </Card>

  <Card title="Inspections" icon="clipboard-check" href="/maintenance/inspections">
    What an inspection round is and how it is graded.
  </Card>
</CardGroup>


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