Prepare for Work Plans

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	Log arrival Put on safety gear
Generator maintenance	Lubricate generator bearings Change generator filter Replace gear oil
Hydraulic systems	Check fluid levels Refill reservoirs Drain and replace hydraulic fluid
Blade/bearing maintenance	Lubricate main bearings Lubricate pitch and yaw bearings Retorque bolts

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.