Here are the steps required for creating a new maintenance plan:
Enter a concise description for the plan.
Optionally enter the employee responsible for this plan.
Enter the frequency in which this plan should create maintenance orders. If no frequency is entered, then no orders will be created (making this plan effectively inactive).
Press the
button to bring up the task selection screen, where you can chose the appropriate task to be executed on this plan. Tasks can be attached to multiple plans. When selecting the task you can optionally assign an employee responsible for this task.Optionally you can add additional detailed notes about the maintenance plan.