ServiceNow® Planned Work Management helps manage planned work activities like maintenance, inspections, audits, and more with recurring schedules at regular intervals. Planned Work Management is built on top of the Planned Maintenance application and provides the following enhancements:
- Create flexible schedules and templates for planned work orders
- Create maintenance plans that support multiple assets at a single location
- Adjust future work orders automatically in case of exceptions, such as late completion of work and cancellation
- Enable organizations to forecast planned work orders to better plan their resource coverage and required parts
- Enable organizations to fetch the maintenance cycles history for an asset or inventory
- Flexible schedules
- Forecasting of work orders
- Dynamic work order and work order task templates
New:
Schedule Suppression – Extension Point Implementation:
- A new extension point has been introduced to offer flexible suppression logic when multiple schedule occurrences overlap.
- In the current scenario, when two schedule occurrences for the same asset intersect within a time window and have identical work order tasks, one occurrence can be configured to be suppressed.
- The extension point allows customers to customize suppression criteria, such as
- Comparing checklist items between work order tasks or considering only asset and time window overlaps.
- Suppressing maintenance tasks when a break-fix job exists for the same asset
- A sample extension script comparing checklist items between work order tasks is provided to help customers tailor suppression logic as needed.
These enhancements make PWM more flexible and support diverse operational workflows.
Changed:
Planned Work Management Enhancements
We have made improvements to Planned Work Management (PWM) for condition-based and script-based schedules:
Script & condition based schedule changes
- When a schedule is created, Planned Work Records (PWRs) will now be created for all assets matching the Maintenance Plan.
- Scheduled Occurrences (SOs) will be created only for the assets that match the schedule’s condition at that time.
- When Work Orders (WOs) are created, new SOs will not be automatically generated for condition-based schedules.
- When a new asset matches the script or condition, a new SO will be created automatically, and WOs will be generated when the schedule runs.
- When an asset no longer matches the script or condition, its associated WO will be canceled and its SO will be deleted.
- Refresh actions will correctly handle SOs without impacting active WOs that cannot be canceled.
- For script and condition based schedules, the "Associate Schedule with Filtered Records" UI action is no longer shown, and "Associate Plan with Filtered Records" will not affect script and condition based schedules.
Removed:
The "Apply to New Matching Records" field on Maintenance Plans has been hidden and now defaults to true to ensure proper schedule refresh behavior.
- Required plugins
- Planned Maintenance
- Field Service Management
- Template Management for Field Service