Prepare for Work Plans
Create and design sample work plans in Field Service.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
Collaborate with your team and outline sample work plans. For example, to design work plans for wind turbine maintenance, you capture typical maintenance steps at 6-month and annual intervals. A table or spreadsheet can help you identify how to reuse and revise work plans.
| Work Plan | Work Steps | 6-Month | Annual |
|---|---|---|---|
| Safety & PPE |
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| Generator maintenance |
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| Hydraulic systems |
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| Blade/bearing maintenance |
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For this planned maintenance example, work plan selection rules use the work type field to represent the type of visit. Because the same safety and blade/bearing maintenance procedures occur at both visits, the rules can replicate the work plans for both visit types.
