Adding sites to a Site Maintenance Plan links specific locations to a recurring maintenance schedule. Once a site is added, FieldEx tracks its maintenance history, calculates upcoming visits, and generates job orders based on the plan’s configuration.
This article explains how to add and manage sites within a maintenance plan, how site visits are tracked, and what actions are available at the site level.
This article covers:
How to add sites to a maintenance plan
Understanding the Sites tab
Managing site maintenance records
Removing sites from a plan
Adding Sites to a Maintenance Plan
Sites can be added to a maintenance plan once the plan has been created. This allows the same schedule to be applied consistently across multiple locations.
Path: Maintenance > Site PM > Maintenance Plans > [Plan Name] > Add Sites
Open the Site Maintenance Plan you want to update.
Click Add Sites to open the site selection page.
Use search or filters to find sites, then select one or more sites using the checkboxes.
Click Confirm to add the selected sites to the plan.
Once confirmed, the sites appear in the Sites tab of the maintenance plan and begin following the configured schedule.
Understanding the Sites Tab
The Sites tab provides a site-by-site view of maintenance activity under the plan. Each site has its own maintenance timeline while still following the same plan rules.
From this tab, you can:
View all sites linked to the maintenance plan
See last and next maintenance details for each site
Filter sites by maintenance status or dates
A Show active only toggle allows you to focus on sites that are currently active within the plan.
Managing Site Maintenance Records
Each site in the plan displays maintenance records that reflect its individual visit history.
For each site, you can view:
Last Maintenance Details - the most recent completed site visit
Next Maintenance Details - the upcoming scheduled visit
When a job order has already been generated, you can:
Click View Job to open the job order in a new tab
If the next maintenance job has not yet been generated and the plan status allows it, additional actions may be available:
Adjust Date - manually change the next maintenance date
Generate Job - immediately create the job order for the site
Tip: Adjusting the next maintenance date only affects future visits. Past site visits and completed jobs are not changed. |
Removing a Site from a Maintenance Plan
Sites can be removed from a maintenance plan if they no longer require recurring maintenance under that schedule.
Open the Sites tab of the maintenance plan.
Locate the site you want to remove.
Click Remove Site and confirm the action.
Removing a site stops all future maintenance job creation for that site. Any job orders that were already generated remain unchanged and continue to appear in job history.