General informations

Name: MaintenancePlan
Label: Maintenance Plan
Type: Standard Object
Deployed:

Fields (31)
Name Label Type Description
Id Maintenance Plan ID ID
OwnerId Owner ID LOOKUP
IsDeleted Deleted CHECKBOX
MaintenancePlanNumber Maintenance Plan Number AUTO NUMBER
CreatedDate Created Date DATETIME
CreatedById Created By ID LOOKUP
LastModifiedDate Last Modified Date DATETIME
LastModifiedById Last Modified By ID LOOKUP
SystemModstamp System Modstamp DATETIME
LastViewedDate Last Viewed Date DATETIME
LastReferencedDate Last Referenced Date DATETIME
WorkTypeId Work Type ID LOOKUP
AccountId Account ID LOOKUP
ServiceContractId Service Contract ID LOOKUP
StartDate Start Date DATE
EndDate End Date DATE
NextSuggestedMaintenanceDate Date of the first work order in the next batch DATE
MaintenanceWindowStartDays Maintenance Window Start (Days) AUTO NUMBER
MaintenanceWindowEndDays Maintenance Window End (Days) AUTO NUMBER
WorkOrderGenerationStatus Work Order Generation Status PICKLIST
GenerationTimeframeType Generation Timeframe Type PICKLIST
GenerationTimeframe Generation Timeframe AUTO NUMBER
Description Description TEXT AREA (LONG)(32000)
LocationId Location ID LOOKUP
ContactId Contact ID LOOKUP
MaintenancePlanTitle Maintenance Plan Title TEXT(255)
GenerationHorizon Generation Horizon (Days) AUTO NUMBER
DoesGenerateUponCompletion Generate new batch upon completion CHECKBOX
DoesAutoGenerateWorkOrders Auto-generate work orders CHECKBOX
WorkOrderGenerationMethod Work Order Generation Method PICKLIST
SvcApptGenerationMethod Service Appointment Generation Method PICKLIST
Fields Details (31)
Name Id
Label Maintenance Plan ID
Type ID
Required Yes
Name OwnerId
Label Owner ID
Type LOOKUP
Foreign key Yes
Required Yes
Name IsDeleted
Label Deleted
Type CHECKBOX
Required Yes
Default value false
Name MaintenancePlanNumber
Label Maintenance Plan Number
Type AUTO NUMBER
Required Yes
Name CreatedDate
Label Created Date
Type DATETIME
Required Yes
Name CreatedById
Label Created By ID
Type LOOKUP
Foreign key Yes
Required Yes
Name LastModifiedDate
Label Last Modified Date
Type DATETIME
Required Yes
Name LastModifiedById
Label Last Modified By ID
Type LOOKUP
Foreign key Yes
Required Yes
Name SystemModstamp
Label System Modstamp
Type DATETIME
Required Yes
Name LastViewedDate
Label Last Viewed Date
Type DATETIME
Name LastReferencedDate
Label Last Referenced Date
Type DATETIME
Name WorkTypeId
Label Work Type ID
Type LOOKUP
Foreign key Yes
Help Text Set the work type that governs the duration, required skills and products, and linked articles inherited by generated work orders.
Name AccountId
Label Account ID
Type LOOKUP
Foreign key Yes
Name ServiceContractId
Label Service Contract ID
Type LOOKUP
Foreign key Yes
Name StartDate
Label Start Date
Type DATE
Required Yes
Name EndDate
Label End Date
Type DATE
Name NextSuggestedMaintenanceDate
Label Date of the first work order in the next batch
Type DATE
Required Yes
Help Text The suggested date of service for the work order in the next batch generated. The value is updated after each batch is generated.
Name MaintenanceWindowStartDays
Label Maintenance Window Start (Days)
Type AUTO NUMBER
Help Text The number of days before the work order’s suggested service date in which the service appointment can be scheduled.
Name MaintenanceWindowEndDays
Label Maintenance Window End (Days)
Type AUTO NUMBER
Help Text The number of days after the work order’s suggested service date in which the service appointment can be scheduled.
Name WorkOrderGenerationStatus
Label Work Order Generation Status
Type PICKLIST
Picklist values NotStarted InProgress Complete Unsuccessful NoWorkOrderGenerated NeedsReview
Name GenerationTimeframeType
Label Generation Timeframe Type
Type PICKLIST
Required Yes
Help Text The unit of frequency for the generation timeframe.
Picklist values Days Weeks Months Years
Name GenerationTimeframe
Label Generation Timeframe
Type AUTO NUMBER
Required Yes
Help Text The time in advance that work orders are generated in each batch. The unit is specified in Generation Timeframe Type.
Name Description
Label Description
Type TEXT AREA (LONG)(32000)
Name LocationId
Label Location ID
Type LOOKUP
Foreign key Yes
Name ContactId
Label Contact ID
Type LOOKUP
Foreign key Yes
Name MaintenancePlanTitle
Label Maintenance Plan Title
Type TEXT(255)
Name GenerationHorizon
Label Generation Horizon (Days)
Type AUTO NUMBER
Help Text Set the number of days before the Date of the first work order in the next batch on which work order batches are generated.
Name DoesGenerateUponCompletion
Label Generate new batch upon completion
Type CHECKBOX
Required Yes
Help Text Specify whether to generate the new batch on completion of the last work order in the previous batch.
Default value false
Name DoesAutoGenerateWorkOrders
Label Auto-generate work orders
Type CHECKBOX
Required Yes
Help Text Define whether work orders are generated automatically. This rule disables the ability to manually generate work orders.
Default value false
Name WorkOrderGenerationMethod
Label Work Order Generation Method
Type PICKLIST
Help Text Specify how work orders are generated when more than one asset is associated with the maintenance plan.
Picklist values WorkOrderPerAsset WorkOrderLineItemPerAsset
Name SvcApptGenerationMethod
Label Service Appointment Generation Method
Type PICKLIST
Help Text Specify how service appointments are generated when more than one asset is associated with the maintenance plan and work order generation method is One work order line item per asset.
Picklist values SvcApptPerWorkOrder SvcApptPerWorkOrderLineItem