Managing and editing Maintenance Plans in FieldEx allows you to adjust schedules, update automation rules, control asset or site coverage, and manage the lifecycle of recurring maintenance safely. While plans can be modified over time, FieldEx enforces clear rules to protect historical job data and prevent unintended changes to completed or in-progress work.
All maintenance plan types follow the same lifecycle and editing principles. Differences only exist where a plan is governed by assets, sites, contracts, or recurring operational workflows.
This article covers:
How maintenance plan status affects editing behaviour
What changes apply to future jobs vs past jobs
Pausing, cancelling, expiring, and extending plans
How automatic pause works after missed maintenance
Cloning plans to continue or reuse configurations
Plan-type-specific editing rules and differences
Understanding Plan Status and Edit Behaviour
Every Maintenance Plan in FieldEx exists in one of five statuses. The current status determines what actions are available and which fields can be edited.
Draft – The plan is not active. No jobs have been created. All fields are fully editable.
Scheduled – The plan has been activated but has not yet reached its start date. Editing is still allowed.
Active – The plan is generating jobs. Most fields remain editable, but changes apply only to future jobs.
Cancelled – The plan has been manually stopped. No future jobs will be created.
Expired – The plan’s end date has passed (or the governing contract has ended). The plan becomes locked.
Tip: Expired and Cancelled plans cannot be resumed. Use Clone to continue maintenance with a new plan. |
How Edits Affect Future vs Past Jobs
Once a plan becomes Active, FieldEx separates historical data from future scheduling logic.
Future jobs follow the updated configuration (schedule, template, assignment, automation).
Existing jobs remain unchanged, even if frequency, templates, or dates are modified.
This behaviour protects audit trails and ensures completed maintenance history remains accurate.
Pausing, Cancelling, and Expiring Plans
Maintenance Plans can be stopped in different ways depending on operational needs.
Cancelling a plan
Immediately stops future job creation
Does not remove existing job history
Cannot be reversed
Expiring a plan
Occurs automatically when the end date is reached
Locks the plan and prevents editing
Extending a plan
Allowed only before the plan expires
Continues job generation using the same rules
Automatic Pause After Missed Maintenance
To prevent uncontrolled backlogs, FieldEx automatically pauses job creation when two consecutive maintenance cycles are missed.
When this happens, planners must review the plan, correct job history or dates, and realign the schedule before reactivating.
Tip: Enable Auto-Reschedule in automation settings if missed maintenance is common. This helps the system recover automatically. |
Cloning a Maintenance Plan
Cloning creates a new Maintenance Plan using the configuration of an existing one. This is the recommended way to continue maintenance after expiry or reuse a proven setup.
Frequency, templates, automation, and assignments are copied
Dates must be updated before activation
The cloned plan starts in Draft status
Plan-Type Specific Management Differences
Asset Maintenance Plans
Assets can be added or removed while the plan is Draft, Scheduled, or Active
Newly added assets generate future jobs only
Removing an asset cancels all its future jobs but preserves history
Contract Maintenance Plans
Customer, dates, and asset coverage are inherited from the contract
Assets are not managed at the maintenance plan level. They must be added or removed at the contract level, where the plan automatically inherits them.
If the contract expires or is terminated, all associated plans stop immediately
If two consecutive cycles are missed, the plan stops generating jobs until reviewed
Site Maintenance Plans
Plan view includes tabs for Details, Sites, and Job Orders
Editing an Active plan returns it to Draft before reactivation
Plans can be deleted when Draft, Scheduled, Expired, or Cancelled
Recurring Job Plans
Each section must be edited using its own Edit button
Editing a Scheduled or Active plan converts it back to Draft
The Job Orders tab provides a full audit trail of generated jobs