Manage service plans

Overview

The system runs service plans automatically each day. Plan owners check that plans are published, details include the correct accounts or equipment, and work orders are created on schedule. After creation, users process each work order through its configured service process.

Before you begin

• The target service plan has been created and published.
• The applicable scope of customers or equipment and service plan details have been maintained in the plan.
• The work order business type and service process generated by this plan type are known.
• The planned start date, end date and interval frequency have covered the execution date this time.

Operation steps

1. Check plan status and applicable objects

1. Enter Service Pass > Service Plan and open the plan type and plan record that need to be checked.
2. View the planned release status, service plan objects, specified start time, specified end time, interval frequency, and number of days in advance to generate work orders.
3. Open the Service Plan Details and check the customer or device, service start time, service end time and next scheduled time.

2. Wait for the scheduled task to generate a work order

1. On the date when the work order should be generated in the plan, wait for the system to execute the plan detail traversal at 8 am every day.
2. The system only processes details that meet the following conditions at the same time: the planning status is Released, the service end time is equal to or later than the current day, and the work order generation time is the same day.
3. Do not interpret saving the draft or clicking publish as immediately generating a work order; the original data does not provide an entry for immediate manual generation or rerun.

3. Process according to the generated work order process

1. Find the generated work order under the business type configured in the service plan type.
2. Check whether the work order contains basic information such as customers and equipment mapped to the service plan details.
3. Complete subsequent order dispatch, execution and other nodes according to the service process bound to the work order. The specific handlers and to-do entries are determined by the work order process configuration, and the service plan itself does not specify these roles.

4. Verification plan execution backfill

1. Return to the service plan details and view records such as the latest plan completion time and the next plan time.
2. Check the date of the plan details with the records of generated and completed work orders; if you find that the date has not been updated, first confirm whether the work order has indeed completed the corresponding process.

Expected results and verification

• Plan details that have been released and reached the generation date generate corresponding service type work orders.
• The work order enters subsequent processing according to the business type and service process configured in the plan type.
• The plan details will be backfilled with the planned execution time after the work order is executed, and the next planned time will continue to be calculated based on the cycle.

FAQ and Troubleshooting

Phenomenon	Priority check items	Description
There is still no work order by the date	Release status, service end time, whether the day has passed 8 am, whether there are details that meet the range	Automatic traversal only processes details that meet the conditions at the same time
Work order fields are blank, or the process cannot continue	Plan type field mapping, work order required fields, and service process	Maintain mappings in the service plan type
An equipment plan does not run by operating hours	Selected calculation method and available operating-hour data	The source does not define how operating-hour data is collected
There is no backfilling in the planned detailed time	Whether the generated work order has completed the corresponding service process	Backfilling occurs in the work order execution link, and the specific updated fields are subject to the current page

Notes

• The service plan is a periodic order creation mechanism, not a manual work order entry; when temporary services are required, they should be handled according to the company's existing work order process.
• Customer plans can only be calculated based on time periods; the running time calculation of equipment plans is a conditional capability and cannot be available to all enterprises by default.
• After the schedule ends, subsequent dates no longer meet the "service end time is equal to or later than today" generation condition.
• The original data does not stipulate the withdrawal, immediate regeneration, or failure retry methods of the published plan; when an exception is encountered, the plan and work order records are retained first, and then handed over to the administrator to check the configuration.

Related topics

• Service Plan Overview
• Service Plan Configuration Guide
• Service Rights Overview