Create multi-asset scheduled maintenance with parent and child assets

You can configure multi-asset scheduled maintenance records to be triggered by a parent asset, but generate work orders with tasks for child assets. You may want to do this when you have a system of equipment where the performance or health of the parent asset affects the child assets as well. 

This configuration works best when meter readings are consistently and accurately recorded in the CMMS, either manually or through IoT integration (e.g., with FactoryTalk Optix).

This procedure consists of three major steps:

• Create the multi-asset scheduled maintenance record
• Create the trigger for the parent asset
• Add tasks or task groups for the child assets
• Activate the scheduled maintenance record

Create the multi-asset scheduled maintenance record

To do this:

1. In Maintenance > Scheduled Maintenance, click New: 
   
2. If you have multiple sites, select the site you would like to create the record in.
3. In the Asset field, select your parent asset. 
4. Click Add another asset:
   
5. Select a child asset:
   
6. Click OK.
7. Repeat steps 5-7 as needed to add any other child assets. 
8. Fill in any additional details as needed for the scheduled maintenance record (e.g. summary, priority, maintenance type, etc.).

Create the trigger for the parent asset

After creating the scheduled maintenance record, you can now configure the trigger for when work orders will be generated. 

To do this:

1. Navigate to the Scheduling tab, and click New.
2. Specify whether to generate a work order upon all of the triggers being satisfied, or any of the triggers, by selecting the corresponding option in the tab:
   
3. Click the Add icon at the bottom left of the table:
   
4. In the Scheduled Maintenance Trigger window, select Generate Work Order By Meter Reading Trigger:
   
   In this example, we are using a meter reading trigger, but other types of triggers can also be used. 
5. Select the parent asset from the Asset drop-down:
   
6. Configure the trigger as needed by selecting the increment, unit, and other properties. To learn more about triggers, see About scheduled maintenance triggers. This example uses a meter reading trigger.
7. Click OK. 
8. Click Save in the top menu bar. 

Add tasks or task groups for the child assets

Now that the trigger has been created, we have ensured that a work order will be generated when the trigger is set off. In this example, we will be adding task groups, but you can also create individual tasks to add to the record. 

1. Navigate to Labor Tasks.
2. Click the Add task groups () button in the bottom left of the window:
   
3. Select the task group to add.
4. In the dialog that appears, select Add this task group for the following asset, and select the child asset for that task group:
   
5. Click OK.
6. Repeat steps 2-5 as needed for other tasks and child assets. 
7. Click Save in the top menu bar.

Activate the scheduled maintenance record

After setting up the record, we can activate it so it can begin generating work orders:

1. Click the activation toggle so that it displays Running instead of Paused:
   
2. Click Save in the top menu bar. The scheduled maintenance record is now activated.