Configuring Maintenance Plans5% of the exam
Maintenance plans, work rules and work order generation
How to set up a maintenance plan so preventive work orders arrive on the right dates: first-visit date, generation timeframe and horizon, auto or manual generation, maintenance work rules, generation methods, the 2,600-record batch limit, addresses and service contract links.
Given a scenario, recommend the appropriate maintenance plan.
~7 min read · 15 practice questions ·
What the exam expects
- Pick the plan field that sets the first visit, batch reach, batch timing or appointment window.
- Choose manual, automatic, horizon-based or completion-based generation from a requirement.
- Define recurrence with maintenance work rules on the plan or on single assets.
- Recommend work order and service appointment generation methods and predict what they create.
- Fix the batch limit, Due Date Offset overrides, addresses, schedule changes and service contract links.
Key terms:
- Maintenance plan: defines how often visits occur and mass-generates their work orders.
- Maintenance asset: an asset covered by a plan; an asset can be on several plans.
- Maintenance work rule: a recurrence on a plan or a maintenance asset.
- Suggested Maintenance Date: the planned service date on a generated work order.
- Batch: the work orders generated at one time.
Key facts
Blank maintenance window
- Detail
- Appointment dates show the suggested maintenance date
Auto-generate work orders
- Detail
- Blocks the manual Generate Work Orders action
Completed status categories
- Detail
- Cannot Complete, Canceled, Completed, Closed
Frequency fields
- Detail
- Phased retirement since Summer '22; migrate to work rules
Asset-level work rules
- Detail
- Override the plan's default rules for that asset
Batch limit
- Detail
- 2,600 work orders and line items combined
Generation Method None
- Detail
- Defaults to one work order per asset
Due Date Offset
- Detail
- Work type offset overrides the plan's due date
Address lookup order
- Detail
- Asset, location visitor address, plan account shipping address
- Why doesn't the plan's own Date of the first work order in the next batch change after a batch when the plan has assets?
- Why can an admin not click Generate Work Orders on a plan that has Auto-generate work orders selected?
- When do a generated appointment's date fields simply show the work order's suggested maintenance date?
- When can the plan's Service Contract no longer be updated?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Field Service and Operations Consultant pack
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