Basically, you can still edit an active Maintenance Plan after it has been created. This allows you to update all information such as data fields, files, creation rules, associations and the Work Order template. However, please note that the association bundle cannot be changed afterwards.
Note: Maintenance Plans that have already been terminated can no longer be edited.
To make changes, simply click on the respective Maintenance Plan. Don’t forget to save your changes. Unsaved adjustments will be indicated by a visual notice.
What happens to existing Work Orders when you save depends on the start date. Work Orders that were started or completed always stay unchanged.
Start date in the future: The first Work Order is not due yet. Work Orders from this plan that haven’t been started are deleted and re-created with your changes. remberg doesn’t ask in this case.
Start date in the past: The start date is fixed and can no longer be edited. Changes to the repetition only affect the following Work Orders. If the plan still has at least one uncompleted Work Order, remberg asks when the changes should take effect:
Immediately: The last created Work Order is deleted and re-created with the changes. Any other overdue Work Orders from this Maintenance Plan are cancelled. The dialog shows you how many beforehand.
From the next Work Order(s) onwards: Nothing changes now. The changes apply to the next Work Order this Maintenance Plan creates.
💡 Note: Newly created Work Orders always receive a due date in the future. If you changed the creation rules and choose Immediately, the due date is calculated based on the new rules.
The following graphic clearly illustrates the two options once again:
Note: Click on the graphic to enlarge it
Briefly explained: If the start date is in the past and Work Orders have been generated, which are usually still pending and due in the future, you can decide whether these already created Work Orders should be deleted and recreated with the new changes – or if the existing Work Orders should remain in the system as they are.
Important to know: If you make changes to the creation rules in the Maintenance Plan, newly created Work Orders will always have a due date in the future – never in the past. This means, for example, that if a most recently generated Work Order exists with a due date in the past and you decide to delete and recreate it, the new Work Order will receive a future due date based on the new creation rules.