How to create a maintenance plan
In order to create a new maintenance plan, follow the steps below.
Step 1: Within the asset page, navigate to the LTMP tab.
Step 2: Click on "Create plan."
Step 3: Select a template, which could be an empty plan or a previously created LTMP that was saved as a template by you or one of your colleagues.
When selecting "Empty plan," you should click on "New section," add a name and the relevant line items.
Step 4: To add relevant information regarding elements you want to manage within the recently created maintenance plan, click on "New item."
Within the LTMP, you have the following actions available:
- Approve
- Mark as active
- Set default index
- Set index by year
- Clone
- Save as template
- Export .xlsx
When you choose to start a new maintenance plan based on a template, the information that was saved when the template was created will still be there, except the original title, and you will have the ability to edit all fields and add new sections, if needed.
Both options allow you to add a code, GL account, a description, make comments, and add ESG impact. If necessary, you can also include quantity, unit, unit price, start year, frequency, and indexation. Our platform will calculate the maintenance costs based on the information you decide to add to the plan and will automatically save the LTMP as a draft.
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