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Strategy based Maintenance plan - CMMS Inbound sync

Updated
  • Updated on Sep 3, 2026
  • Published on Mar 9, 2026
  • 3 minute(s) read
  • Tomislav Renic
  • Elsa Tolsma
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An RCM Analysis ends with a set of recommended maintenance tasks. Those tasks become executable work once they exist in the CMMS as Maintenance Plans. This article explains how to assign a Strategy to Tasks on a FLOC or Equipment and sync them to the CMMS directly from IMS, so Maintenance Plans can be created without anyone re-entering the Tasks by hand. A Strategy is a predefined set of activities and their frequency of execution, held in the CMMS and referenced in IMS; the Strategy you select controls which Tasks and frequencies are sent.

Important

This feature is only available in the RCM module.

Definitions and scope

Term

Definition

Strategy

Defined set of actions and/or activities and their frequency of execution defined in the CMMS. They are referenced in IMS (codebook, list).

Sync direction (Inbound vs Outbound)

Sync direction is referenced from the perspective of the CMMS

  • Inbound: Data triggered in the IMS and pushed to the CMMS (IMS>CMMS).

  • Outbound: Data initiated in the CMMS and pushed to the IMS (CMMS>IMS).

Initiation

Sync is initiated from IMS, more precisely from Tasks present on FLOC and/or Equipment in RCM methodology.

Feature prerequisites

Item

Prerequisites

(1) Application setting

“StrategyBasedMP” setting is turned on (B value=1).
This can be achieved by navigating to: Settings>Maintenance>Configuration>Application Settings>

(2) Configuration of strategies

The list of strategies can be viewed and configured (Add, Edit, Delete) in the Settings repository.
This can be achieved by navigating to: Settings>Maintenance>RCM Specific Data>Maintenance Plan Strategy

Caution

To configure (1) the user must be PEI Admin in the PEI methodology. This is done by a CSA (contact Support).
To configure (2) the user must be RCM Admin and in the RCM methodology
If a strategy is in use, deletion is not possible.

Configuring Maintenance Strategies

Note

This option is allowed only to individuals that have RCM Admin role.

To configure Maintenance Strategies:

  1. In the RCM module navigate to: Settings>Maintenance>RCM Specific Data>Maintenance Plan Strategy.

  1. From here Create, Delete, or Update the Maintenance Strategies. For more information see the table below.

Action

Process

Creating new strategy

  1. Click the “+” button (see 1).

  2. Fill out the form (see 2).

  3. Click Save  (see 3).

Removing existing strategy

  1. Select the Strategy you wish to remove/delete (see 1). (You can select more than one Strategy.)

  2. Click the “-” button (see 2).

  3. Click Delete (see 3).

    Take note

    You will not be able to delete the Strategy that is in use.

Updating existing strategy

  1. Select the Strategy you wish to edit.

  2. Select the Edit button.

  3. Edit values. (You cannot edit the Code property.)

  4. Click Save.

Initiating Strategy based Maintenance

To initiate Strategy based Maintenance:

  1. Navigate to the Equipment or FLOC Main Screen (grid list).

  2. Select the desired FLOC/Equipment and open its Details Page.

  3. Scroll down to the Recommended Tasks tab (see 1).

  4. Select one or more Tasks by checking the boxes on the left-hand side. (You can also use the Select all option (see 2).)

  5. Click Strategy Based Maintenance Plan (see 3).

  1. Complete the dialogue following the structure and field definitions.

  2. Click Save. The Save action triggers an Inbound sync towards the CMMS.

Field definitions:

Field name

Field description

Field type

Mandatory

Equipment

Inherited from the FLOC or Equipment

Read-only

N/A

Strategy

List of predefined strategy (codes)

Dropdown

Yes

Short description

Short description-Title

Text

Yes

Additional information

Additional contextual info

Long text

No

Task details

Inherited info from all preselected tasks

Read-only

N/A

Reviewing the state flow (contextual information) on a Task level

The Recommended Tasks section features a dedicated CMMS Plan column, which displays the current request status and detailed task-level information. There are three layers of contextual information while the request is still not processed.

  • State:

    • PENDING (Request is Pending for processing)

    • ERROR (Request resulted with an error)

  • IMS Request number - ID of IMS request used as a reference

  • Strategy ID - Providing contextual information of the Strategy

Note

There is no Complete or Done state.

If the request is completed it will display the ID from the CMMS (External system), marking its completion with a response ID as a confirmation.

Example: Response to successful request

Request is pending: PENDING-{IMS Request number}-{StrategyID}

Request is completed: {CMMS_ID}

To see more detail related to the CMMS Plan:

  1. Click on the link in the CCMS Plan column (IMS Request number or CMMS_ID) to observe the below dialogue in a read-only format.

Reviewing the comprehensive list of all Maintenance plan requests (log)

To review the comprehensive list of all Maintenance plan requests (log):

  1. Navigate to Settings>Data transfer>CMMS interface>Maintenance plan request.

  2. Observe the complete request log from all requests in the environment. (You can apply filters and search to narrow the scope.)

  3. Click on an item (link) to see more details.