What it is for
Preventive maintenance means servicing your equipment on a planned rhythm instead of waiting for it to fail. In Maint Vision you set up a plan once: it describes what to do, on which asset, and how often. From there, the platform automatically generates the work orders at the right time, so you don't have to remember. This course shows you how to set up a plan, pick its trigger, and track compliance.
Key concepts
- A preventive maintenance plan is a recurring template: it defines a task to repeat over time, not a one-off work order.
- Two possible triggers: CALENDAR-based (daily, weekly, monthly, or yearly frequency via a next due date) or METER-based (a threshold on a usage meter such as running hours, cycles, etc.).
- Generation is automatic: a daily job creates work orders in the morning for plans coming due within the lead-time window; on the meter side, a reading that crosses the threshold creates the work order immediately.
- The due date advances on its own after generation. In FIXED mode the next date follows the theoretical schedule; in FLOATING mode it restarts from the actual completion date.
- A plan can carry an asset, a location, a procedure (the checklist to run) and a list of associated spare parts.
- REGULATORY maintenance is a category distinct from routine preventive work, for interventions required by a legal obligation or a standard.
Step by step
- 01
Create the preventive maintenance plan
Open the preventive maintenance module and create a new plan. Give it a clear title, attach it to the relevant asset (or location), link the procedure to run and, if needed, the list of required parts. The plan acts as a template: everything you set here is carried into every work order it generates.
- 02
Choose the trigger: calendar or meter
Decide how the plan fires. On a CALENDAR, pick a frequency (daily, weekly, monthly, or yearly) and a first due date. By METER, select a usage meter and set the threshold (for example every 500 hours or every 10,000 cycles). Also set the due-date mode: FIXED to keep the theoretical cadence, FLOATING to restart from the actual service date.
- 03
Let automatic generation create the work orders
There's nothing to trigger by hand. For a calendar plan, the morning daily job creates the work order as soon as the due date enters the lead-time window, giving the team time to prepare. For a meter plan, the work order is created immediately as soon as a reading crosses the threshold.
- 04
Carry out the generated work orders
Generated work orders appear in your work order list like any other, with the procedure and parts already attached. The technician picks one up, runs through the procedure, consumes the parts and closes it out. Once the work order is completed, the plan's due date automatically advances to the next occurrence.
- 05
Track compliance and due dates
Keep an eye on your plans' upcoming due dates and any overdue preventive work orders. A plan whose work orders are done on time stays compliant; a pile-up of open orders signals a workload to rebalance or a cadence to rethink. Adjust the frequency, threshold, or lead-time window based on what the field shows you.
Tips & good to know
- Choose the meter trigger when wear depends on actual usage (hours, cycles) and the calendar trigger when the task must recur on a set date regardless of usage.
- FLOATING mode avoids stacking up overdue orders when an intervention runs late: the next due date restarts from the actual completion date.
- Tune the lead-time window so the order arrives early enough: too short and the team is caught off guard; too long and open orders pile up.
- Use the REGULATORY category for interventions required by a standard or legal obligation, so they stand clearly apart from routine preventive work in your tracking.