A maintenance plan

A plan’s own screen is where you read what a plan says and check whether it is working, before deciding whether it is the plan that produced the round you are looking at. Open it by clicking a plan’s name in the register. This screen is for reading. Every change is made in the plan builder, because a plan’s parts depend on each other — a meter trigger needs a meter on every asset in scope — and the builder shows them together.

The header

The plan number sits above the name. Beside the name are the plan’s status (Draft, Active, Paused or Retired by default — see statuses), its type, and a raises an inspection badge when every round produces an inspection. Under the name you see how many things are in scope, how many tasks a round carries (or raises a round for an inspection plan), and the site the plan is filed under.

Button	Who sees it	What it does
Plans	Everyone	Back to the register.
Raise a purchase request	People who can raise purchase requests	Opens the purchase request form already filled in for this plan: the plan is named as the reason, the title and justification are written for you, and every catalogue part the plan needs is added as a line with the quantity one round consumes. The form can multiply the lines by the number of assets in scope, so you can buy for the whole fleet in one go. Saving takes you to the new purchase request.
Copy	People who can create plans	Opens Copy this plan — see copying a plan.
Publish version N	People who can activate plans and publish revisions, and only when the plan has changed since its last version	Records the plan as it now stands as a new version. See Publishing a new version.
Edit	Everyone who can open the plan	Opens the plan builder on this plan. Saving in the builder needs Edit maintenance plans.

”This plan has changes no version records”

When somebody has edited the plan since its last published version, an amber notice appears above the tabs. It explains that rounds are already being raised from the edited plan — the schedule always reads the plan as it is now — but those rounds are stamped with the old version number, which does not describe them. The notice lists what has changed (for example what makes it fall due · the checklist). Publishing a new version closes the gap.

Tabs

The tabs a plan shows depend on what it raises. A plan whose type raises an inspection has no task list, parts, tools or skills — the inspection template is the whole checklist — so those four tabs are left out rather than shown empty.

Tab	Shown	What it holds
Overview	Always	What the plan is and when it fires.
Assets	Always	Everything the plan covers, with a count.
Schedule	Always	The plan’s triggers, with a count.
Stands down	Only when the plan covers other plans	The plans whose rounds this one replaces.
Tasks	Plans that raise work orders	The checklist, in sections.
Parts, Tools, Skills	Plans that raise work orders	What each round needs.
Rounds	Always	Every round the plan has raised.
Versions	Always	What has been published.
Activity	Always	What happened to the plan, in sentences, with comments.
Audit	People who can read the audit trail	The field-by-field record of changes.

Overview

What it is shows the plan’s description, then:

Fact	What it means
Plan number	The plan’s reference.
Type	The work order type it raises.
Site	Where the plan is filed, or Organization-wide.
In scope	How many assets and places the plan currently reaches.
Tasks	How many checklist steps a round carries (work order plans).
Raises an inspection	The inspection template a round raises alongside its work order, or No (work order plans).
Each round raises	An inspection, and no work order (inspection plans).
Inspection	The template each round raises (inspection plans). If none is chosen it says so in amber: such a plan raises nothing.

When it fires lists each trigger by its name, if it has one, followed by what it does — Every quarter, on a fixed calendar from Mar 19, 2026, or Every 2000 RUN_HOURS on the meter. If any trigger counts from completion, a note explains that a round finished late moves the next one with it. A plan with no trigger says so: it will never raise a round. Bought for this plan appears only when purchase requests have been raised against the plan. Each line shows the request number (click to open it), its title, status, number of lines and date.

The overview of a plan that raises an inspection

Assets

What it covers lists everything in the plan’s scope, with a search box for long lists.

Column	What it means
Covered	The asset, asset category or place. An asset’s name links to the asset.
By	How it got into scope: asset (named individually), asset type (through its category) or place.
Reference	The asset number, category code or place code.
Site	The site, with the area underneath.
Status	The asset’s own status.
Health	The asset’s health score out of 100, from Reliability.

A plan with nothing in scope raises nothing. Add assets, a category or a place on the builder’s Scope step.

Schedule

Column	What it means
Trigger	What the trigger does, as a sentence.
Kind	calendar, meter or condition.
From	The date a calendar trigger counts from.
Counted from	the calendar (a fixed schedule that keeps its dates) or completion (the next round is counted from when the last one was finished).

Stands down

This tab appears only on a plan that covers other plans — typically an annual service that already includes everything the monthly round does. It explains that a month that gets this plan’s round does not also get theirs; their round is still recorded for that month, marked as covered by this one, and it does not count against PM compliance.

Column	What it means
Plan	The plan being stood down.
Number	Its plan number.
How close counts	the same month, or N days either side when a window in days was given.

Choose the plans this one covers on the builder’s Scheduling step.

Tasks

What gets done shows the checklist a technician works through, section by section, in order. Each section shows its heading and the paragraph a technician reads first. A section taken from the checklist library carries the library checklist’s code; if the library has published a newer version since, an amber badge says which version the plan is on and which the library is on (for example on v1 — library on v2). Bringing it forward is done in the builder. Each step shows its number, what to do, how it is done, and badges for what it demands:

Badge	Meaning
mandatory	The work order cannot be completed until this step is done.
A range such as 0–7.1 MM_S	A reading is taken, and must fall between these limits.
photo	A photograph is required as evidence.
A duration	The time the step is expected to take.

Drawings and reference files attached to a section or a step are listed under it and can be opened from here.

Parts, Tools and Skills

These three tabs are the plan’s requirements: what one round needs. They are what the readiness check reads before a round is raised, and what reorder uses to forecast planned demand.

Column	What it means
What	The part, tool or skill.
Reference	Its part number, tool number or skill code.
Quantity	How many one round consumes or uses (parts and tools).
Level	The minimum skill level required (skills).
(badge)	mandatory if a shortage blocks the job, optional if it only warns.

Vendors a plan needs are set in the builder and are not shown as a tab.

Rounds

Rounds it has raised answers “is this plan working?”. It lists every round, past and upcoming, with a search box. Overdue rounds are highlighted.

Column	What it means
Due	When the round is due.
Asset	The asset the round is for.
Status	The round’s status. The defaults are Planned, Due, Work Order Generated, Completed, Skipped, Deferred and Cancelled — see How plans raise work.
(badge)	overdue when the round is past due and not done.
Work order / Inspection	raised links to the work order once one exists; for an inspection plan, the inspection number links to the round. not yet means nothing has been raised.

Rounds appear as the schedule reaches them. To act on a round — raise it early, defer it or skip it — use Maintenance Due.

Versions

Every time a plan is activated or a revision is published, the rule as it stood is kept as a numbered version. A round always records the version it was raised under, so a question asked a year later — “why did this round ask for that?” — has an answer.

Column	What it means
Version	The version number, with in force on the current one, or published, retired or draft on the others.
What changed	The note written when it was published, or nobody said.
What it said	How many triggers, steps and things in scope that version had. Very old versions may say not recorded.
What it raised	How many rounds and work orders were raised under it.
Published	When, and by whom.

A plan that has never been activated says Nothing published yet: activating publishes version 1 and starts building its schedule.

Activity and audit

Activity tells the plan’s story in sentences — created, activated, paused with the reason given, edited — with any comments people left. Audit (for people who can read the audit trail) is the field-level record behind those sentences: which value changed, from what, to what, by whom and when.

Publishing a new version

Publish version N opens a dialog that says which plan you are revising and What differs from version N — the parts of the plan that have changed:

Section	Covers
the plan itself	Name, type, description, scheduling terms and other plan fields
what makes it fall due	Triggers and the trigger rule
the checklist	Sections and steps
what it needs	Parts, tools, skills and vendors
what it covers	Assets, categories and places in scope
when it may be worked	Working windows and blackout periods

Field	What it means	Notes
What changed	A sentence for whoever asks later why a round asked for something the plan no longer says, such as “Interval 90 days to 60, greasing step added”.	Optional, but worth writing.

Publishing does not change the schedule — that already follows your edits. It records which version the rounds raised from now on were raised under.

Change this plan

The builder, step by step.

How plans raise work

What happens to a round after it is raised.

Get started

Work

Maintenance

Assets

Sites

Inventory

Procurement

Workforce

Vendors and contracts

Finance

Property

Gatehouse

Analytics

Knowledge base

The field app

Release notes

The header

”This plan has changes no version records”