Preparing a maintenance plan requires a number of necessary elements about the equipment, more specifically, the section regarding maintenance of the equipment manual.

The maintenance plan of an item/asset and its respective procedures are logged in Maintenance Schedules. Thus, the maintenance plan consists of a set of Maintenance Schedules – in other words, work descriptions — which will be the contents of the work orders that will, then, be the center of your day-to-day maintenance management. The Maintenance Schedules can be created based on a typical feature of computer systems: the work description library. This feature can greatly enhance the users’ ability and greatly increase their productivity.

Maintenance plan (EN 13306) – is a structured set of tasks that correspond to activities, procedures, resources and the time necessary to execute maintenance.

Work Description of a maintenance activity is the description of the tasks to carry out, the sequence of those tasks, the materials and spare parts to use, tools required for the task, technical specialties, qualifications and number of workers that will be required, safety rules to comply with and planned time of execution.

In this video we will focus only on the configuration required in ManWinWin for the creation of Maintenance Schedules:

Company – Suppliers
Suppliers that are relevant for maintenance: maintenance service providers, equipment manufacturers or resellers and parts and materials suppliers.

Company – Technical Intervention Area
Organizes the internal structure of the people actually carrying out maintenance operations in the form of an organizational chart, where the several functions are specified in a hierarchy and where the people performing the maintenance can be coordinated. A maintenance department, even with more than one workshop, is typically organized into intervention areas like Electrician, Mechanic, Polyvalent, Plumber, Foreman, among others. A standard man-hour cost is established for each intervention area and this cost must reflect average cost with assigning a specific technician to maintenance work.

Work Types
When managing maintenance, it is useful to set different Work Types. This classification allows the manager to sort out Effort and Costs of each maintenance type, giving him very good insights on which maintenance types are Effort and Costs mostly concentrated, providing valuable information for results optimization. Maintenance Work can be classified into 3 major types that can still be divided into “sub-types”:

  • Systematic Maintenance (Preventive Systematic, inspections, lubrications)
  • Condition based (preventive based on equipment condition)
  • Corrective Maintenance (Repairs)

Costs – Accounts
Account means organizing a cost by its nature or its type. The manager should set relevant Accounts that fall into his area of responsibility. This is a mandatory configuration for Users that wish to manage Costs in the system.


Maintenance plans must be prepared according to manufacturer recommendations; do not be over ambitious in the frequency of the systematic work schedules as this may overload your human resources and harm the accomplishment of the plan.

When preparing a work schedule, before describing the tasks to be carried out, you should include reference to the equipment’s maintenance manual (or other relevant documentation) and essential safety precautions.

You should only record in the system work schedules that are relevant and that need to have proven maintenance history. You should not waste time managing daily or weekly work orders. In these cases, a simple check list worksheet is more effective.