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Preventive Plans Workflow

Use Case Examples

Sarah's company needs to do routine maintenance on their vehicles. With the Preventive Maintenance product, she can create a preventive plan to keep their vehicle maintenance up to date.

Using the Create Preventive Plan form, she has programmed a vehicle maintenance check for every 6,000 miles. Once the trigger goes off, a work order will be sent to all stakeholders.

create plan


Sarah puts the plan into motion by running the planner.

create plan


Yan, who uses the company car Sarah specified in the plan, can now update the car's current mileage.

create plan



Discover more

How to create a customized checklist for a preventive maintenance check: A use case example with a step-by-step tutorial.