To create a time-based maintenance schedule, follow these steps:
Go to Tickets > Calendar > Manage Service Plans (top-right) > Create Service Plan (top-right)
Select Time
Enter a Name for the plan
Set the cadence by adding the number in the Repeats every field and selecting days, weeks, months, or years
Set the Ticket lead time: how long before the service date the ticket should be created
You can add labels and a checklist (optional)
Choose whether to create the service plan for an entire hub (all vehicles at a specific location) or for specific vehicles, such as a particular model or vehicle group. You can select multiple vehicles or multiple hubs
Click Next
Choose how long you want the Service Plan to run:
Select a Starts date
Select an Ends date if needed. If you don’t set an end date, the Service Plan will run indefinitely
Select from the drop-down menu the users who should be notified to assign the tickets (optional)
Choose how many days before the service date those users should be notified
You can also decide if you want to add an estimated ticket duration (optional)
To complete the process, click Create
Once configured, the service plan repeats automatically. A new maintenance ticket is created based on the cadence and ticket lead time you selected.