Field Service

Maintenance Work Rules

The Frequency and Frequency Type fields in the Maintenance Plan started phasing out since Summer '22. To take advantage of updated features and avoid disruptions in work order generation, users are encouraged to migrate their frequency and frequency type data to maintenance work rules. The change is made to improve the functionality provided by the frequency fields, and to provide exclusive access to features such as auto-populated addresses on maintenance work orders.

To know the major release upgrade date for your instance, check the Trust Status, search for your instance, and click the maintenance tab. Migration should be completed before Jan '24 to avoid any impact on work order generation.

To update impacted maintenance plans, select a plan that currently utilizes the frequency fields but not maintenance work rules. Change the selected plan to use maintenance work rules instead, then click on "Enable Test Run" button.

Mieszko Rożej Salesforce Consultant