Creating a maintenance plan for a vehicle
This article shows you how to create a maintenance plan that ties a service template to a specific vehicle and sets its next due date. Creating a plan requires the maintenance:plan permission (typically FleetManager or SystemAdmin).
Before you start
A plan always references two things that must already exist:
- The vehicle the plan applies to.
- A maintenance template that describes the recurring service (for example an oil service or a periodic inspection).
If no suitable template exists yet, create one first (see the related articles). The template supplies default intervals that the plan can inherit.
Create the plan
- Open the Wartungsplanung (maintenance planning) module and go to the plans area.
- Start a new plan and select the vehicle it applies to.
- Select the maintenance template to base the plan on.
- Set the interval by mileage (IntervalKm), by time (IntervalMonths), or both. If you leave these blank, the plan inherits the template's default interval.
- Optionally set the first next due date and next due mileage so the plan starts tracking immediately.
- Save. The plan is created as active.
Required fields and rules
The plan is validated when you save. It is rejected if any of these rules fail:
| Rule | Requirement |
|---|---|
| Vehicle | A valid vehicle must be selected. |
| Template | A valid, existing template must be selected. |
| Interval | At least one of interval-by-months or interval-by-kilometers must be set. |
| Interval values | Any interval you specify must be a positive number. |
Tip: Set an initial next due date when you create the plan. Until a due date exists, the plan shows a due status of "Unknown" and will not generate reminders.
What happens after saving
Once a plan has a next due date, the system calculates a due status automatically: Overdue, DueSoon (within 7 days), Upcoming (within 30 days), or OnTrack. The plan then appears on the maintenance dashboard and in the plans list, and it becomes eligible for reminders as the due date approaches.
Editing and removing plans
With the maintenance:plan permission you can update a plan's intervals, next due date/mileage, and active state. Removing a plan does not erase it; it is deactivated (set to inactive) so historical records stay intact. Reactivate it later by editing the plan and setting it active again.
Related
- Configuring intervals and scheduling recurring services
- Recording and completing a service
- Viewing upcoming and overdue maintenance
- How maintenance plan reminders work
