How the System Applies Maintenance Rules

The system searches for rules to apply to a maintenance task by using this sequence:

  1. Searches for and applies a rule for which both an equipment number and a service type are assigned.

  2. Searches for and applies a rule for which an equipment number but no service type is assigned.

  3. Searches for and applies a rule for which a service type but no equipment number is assigned.

  4. Applies the global default rule for which no equipment number or service type is assigned.

At a minimum, you must set up a global default maintenance rule with a blank equipment number and a blank service type. For any equipment with maintenance rules that must deviate from the global default rule, you can create specific rules that include the equipment number and service type. You can also set up default rules by:

  • Equipment number with no service type.

  • Service type with no equipment number.