Nested / Cumulative Plans

One work order when service intervals overlap

5 min read

On heavy equipment and fleets, service intervals are nested: the 2000-hour service already includes everything done at 500 and 1000 hours. Nested plans let a higher milestone absorb the lower ones, so you get a single cumulative work order instead of several overlapping ones.

How it works

Set a base interval on the plan (for example every 500 hours), then give each task an 'every Nth service' value: 1 = every service, 2 = every second service (1000 h), 4 = every fourth (2000 h). When a milestone comes due, the work order automatically includes every task whose interval divides that milestone โ€” so the 2000-hour work order also carries the 500 h and 1000 h tasks.

Example โ€” a 500-hour base ladder

  • 500 h โ†’ tasks set to every 1 service
  • 1000 h โ†’ every 1 and every 2 service tasks
  • 1500 h โ†’ every 1 service tasks only
  • 2000 h โ†’ every 1, 2 and 4 service tasks, in one work order

Set it up

  1. Open or create a preventive maintenance plan and add your tasks
  2. On each task, set 'Run this task every Nth service'
  3. Save โ€” the right tasks are bundled into one work order at each milestone

Tip

Nested / cumulative plans are part of the Business plan. Plans without nested intervals work on every tier.

Already have one plan per interval? Use suppression groups

If you keep a separate plan for each interval (a 500h plan, a 1000h plan, a 2000h planโ€ฆ) on the same equipment and meter, switch on "Nested service plan" on each of them. When several fall due at the same reading, the highest interval generates one combined work order โ€” merging the tasks of the lower plans โ€” and those lower plans are suppressed for that occurrence, so you never get duplicate work orders.

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