Create Criteria-Based Maintenance
Create recordset filter criteria using standard or customized fields on assets to identify thresholds that trigger maintenance work.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To view, create, and update recordset filter criteria | View, create, and edit on Service Appointments, Shifts, Recordset Filter Criteria, and Recordset Filter Criteria Rules AND Delete on Recordset Filter Criteria Rules View access on the Source Object, Filtered Object, and Filtered Object fields |
- From the App Launcher, click Recordset Filter Criteria.
- Click New.
- Enter a name and description for the criteria.
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Add filter conditions:
- To define if the criteria is valid if all conditions are true or at least one of the conditions is true, select a Logical Operator.
- Select the criteria field, operator field, and fill in the value field. The Value input changes depending on the asset field that you choose. For example, picklist fields show the list of available choices.
- To add another condition, click + Add Condition. Continue adding criteria rules as needed.
- Save the filter criteria.
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Create a criteria-based maintenance work rule:
- In Maintenance Work Rule Type select Criteria-based.
- In Recordset Filter Criteria, search for and select the recordset filter criteria to use.
- Complete the remaining maintenance work rule details as appropriate.
- Save your changes.
- Guidelines for Criteria-Based Maintenance
To optimize technician productivity and increase uptime and mean time to failure of equipment, create criteria-based maintenance work rules for maintenance assets.
Guidelines for Criteria-Based Maintenance
To optimize technician productivity and increase uptime and mean time to failure of equipment, create criteria-based maintenance work rules for maintenance assets.
Watch the video to see how to use maintenance work rules to generate work orders and schedule preventive maintenance based on asset usage.
Watch the video to see how to define maintenance work rules based on product characteristics and maintenance conditions.
Next Work Order Generation
Criteria-based maintenance work rules behave as though Generate new batch upon completion is set. This behavior applies to the generation of work orders, and, when one work order line item per asset is selected, work order line items.
If an incomplete work order is created from a criteria-based maintenance work rule, no new work orders are created until the active work order is completed. A work order is considered complete when its status is Cannot Complete, Canceled, Completed, or Closed. After the work order is completed, if the criteria are still true at the next work order generation, a new work order is generated.
For example, take a filter with the rule that cumulative downtime is greater than or equal to 1,000 hours. If the cumulative downtime value moves from 982 to 1,024, a work order is created. After that work order is completed, because cumulative downtime is still greater than 1,000, a new work order is created. If One work order line item per asset is selected on the maintenance plan, this example applies in the same way to work order line item generation.
Sort Order
The effect of sort order on criteria-based maintenance work rules is independent of sort order on calendar-based maintenance work rules. For example, a criteria-based maintenance work rule with sort order 1 and a calendar-based maintenance work rule with sort order 2 generate work orders, although they have the same suggested maintenance date.
