In this article you'll learn how to create a usage-based planned job. You'll also be able to understand how to associate a client and a local to the planned job, as well as all the details needed, such as: tasks, triggers and interventions. 


  • What is a Usage-Based Planned Job? 
  • Step-by-Step

1. What is a Usage-Based Planned Job? 

A usage-based planned job is defined by cumulative measurements. We can use as an example a car maintenance, which can be done either when it hits a certain number of kilometres/miles, or a certain period of time. We can measure the kilometres of the vehicle to evaluate the need of a new revision. Similarly, we can use this type of planned job to read hours of work to execute a certain task, as the maintenance of a power generator, amongst other applications.

2. Step-by-Step

a. Go to planned jobs, and in the top left corner choose the option «Create Planned Job»

b. A new window will open.  You can now select the «Usage-Based» template. 

c. After selecting the type of planned job, you'll need to fill in all the relevant information in the General tab:

  • The name of your plan;
  • Type of job (routine, preventive)
  • Description (optional)
  • Cost Centre (optional)
  • Client 
  • Auto-close (to automatically close the planned job order once all tasks are done)
  • Define if any user can start this planned job
  • Protect planned job - define if you wish to protect the planned job of any changes. Managers will not be able to edit it or reschedule associated planned job orders. 

d. Go to the Interventions tab on the top menu. Here, you will specify the asset, and which measurement will be used as a trigger for the maintenance job. 

e. Define the trigger, the measurement values that will schedule the planned job orders automatically and also the information of the last planned job order executed. 

f.  Assets to intervene: choose the assets to which the planned job will apply. 

You can choose if the intervention applies to:

  • All assets or, 
  • Specify an asset to intervene

g. Interventions to execute: these are the events to occur on the selected assets. 

h. Once you have all the details of your planned job ready, go to the bottom right corner and click on «Create Planned Job»

And all set - You have just created a usage-based planned job in a specific client/building, that will occur based on the defined trigger!