Plan Execution

Maintenance plans normally run automatically — the system generates tasks at the right time without anyone having to intervene. But sometimes you need to run a plan right now: before starting a shift, ahead of a scheduled shutdown, or simply to verify that everything is configured correctly. The execution tools let you trigger plans on demand, preview their results without committing anything, and review the complete record of all tasks each plan has generated.

What is it for?

Manual and on-demand execution capabilities cover three scenarios that automatic scheduling cannot handle:

• Advance execution: running a quarterly plan two weeks early before a production shutdown
• Verification: previewing exactly what a plan will generate before it runs automatically for the first time
• Recovery: re-running a plan that should have triggered but did not because the equipment was offline

The execution history serves a different purpose: compliance evidence. It answers "was the quarterly PM on compressor C-01 completed on schedule?" with a timestamped task record, regardless of who asks.

How does it work?

When a plan is executed (manually or automatically), the system:

1. Creates a maintenance task with the configured title, checklist, priority, and assignment
2. Sends notifications by email and/or WhatsApp to the assigned technician or department
3. Records the execution date and updates the next scheduled date
4. For counter-based plans: resets the counter to zero

All of this happens in seconds. The technician receives the notification and the task appears in their queue.

How to use it?

Execute a plan immediately

1. Go to Maintenance > Plans in the sidebar.
2. Select the plan.
3. Click Execute.

The task is created, notifications are sent, and the next scheduled date is recalculated. You can execute a plan even if it is currently disabled — useful for urgent situations where you need the task created without enabling the full automatic schedule.

Preview before executing

If you want to see exactly what a plan will generate before committing to the execution:

1. Select the plan.
2. Click Preview.

The preview shows:

The preview is completely safe — it does not create any task or send any notification. It is a read-only simulation.

Test notifications before the first execution

Before a new plan runs automatically for the first time, verify that notifications will reach the right people:

1. Select the plan.
2. Click Test Notification.

A test message is sent with "[TEST]" in the subject/title. This confirms the email account is active, the WhatsApp number is connected, and the assigned person's contact information is correct.

View the execution history

Each plan keeps a complete record of every task it has ever generated:

1. Select the plan.
2. Open the Execution History section.

The history shows each generated task with:

• Task code (e.g., MAN-015)
• Task title
• Current status (completed, in progress, overdue)
• Assigned priority
• Creation date and deadline

This history is the documentary evidence that preventive maintenance was performed — essential for ISO audits and regulatory compliance.

Key benefits

• On-demand execution for urgent situations or before planned shutdowns
• Safe preview before executing a plan for the first time
• Notification test to verify channels are working before automatic execution starts
• Complete execution history as compliance and audit evidence
• Counter-based plans that trigger on operating hours rather than calendar dates

Common use cases

Scenario 1: Early execution before a plant shutdown The plant will have a 72-hour maintenance window starting Friday. The quarterly PM for the main compressor is scheduled for next Tuesday. The maintenance coordinator executes it manually on Thursday so the work is included in the shutdown window. The task is created, the technician is notified, and the next quarterly date is recalculated from Thursday.

Scenario 2: Verify a new plan's configuration The maintenance manager just configured a new plan for the emergency diesel generator — monthly inspection with a 12-point checklist. Before activating automatic execution, they use the Preview to confirm: the task title is correct, the right technician is assigned, the checklist has all 12 items, and the notification will go to the WhatsApp number. They also send a Test Notification to confirm the message arrives. Everything checks out — they activate the plan.

Scenario 3: Hours-based plan for a press Press P-03 has a maintenance plan that triggers every 800 operating hours. The system tracks the operating hour counter from the PLC via OPC UA integration. When the counter reaches 800 hours, the plan executes automatically: creates the task, notifies the lubrication technician, and resets the counter to zero. The execution history shows the exact date and hour counter at which each past execution was triggered.