--- schema_version: "1" id: 7eab31f8832fecd495c5a60d72c5241581b1bcd924a0666bcc6adad235bdfa8e title: Prepare for Work Plans collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_work_plans_before_you_begin.md canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_before_you_begin.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8f39354906c3bff17b545c834297f10a9943f775b97597f7054cbfc434b871e6 description: Create and design sample work plans in Field Service. products: - Field Service release: "264" --- # 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	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.