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Revising a Maintenance Plan Template in Aquipa

Updated this week

Aquipa allows you to revise a Maintenance Plan Template to keep your maintenance programs accurate and aligned with operational needs. When a revision is created, all plant currently using the existing plan can be transitioned to the new version. This article explains how the revision process works and what to expect.



What Happens During a Maintenance Plan Revision

When a maintenance plan template is revised:

  • A new version of the template is created.

  • All plant currently using the existing plan are automatically transitioned to the new revision.

  • Each plant is updated to reference the new revision's intervals.

  • The previous plan is archived and remains viewable, including its revision history and associated plant.



Review and Confirmation

Before finalising the revision, Aquipa presents a confirmation summary:

  • A list of all plant that will be transitioned to the new plan.

  • Warnings for any plant with open maintenance work orders.

  • Users must acknowledge this information before the new revision is created.



Handling of Existing Work Orders

Aquipa ensures that work orders tied to old intervals are handled intelligently:

  • Open maintenance work orders:

    • If the associated interval exists in the new revision (even if changed), the work order is relinked to the equivalent interval.

    • If the interval is deleted, the work order becomes an independent (adhoc) task, retaining its original deadline.

  • Adhoc or deferred work orders:

    • If the referenced interval still exists, the task is relinked to the equivalent new interval.

    • If the interval is deleted, the task is converted to use an absolute deadline, inherited from the original interval.



Task Templates and Maintenance Form Updates

In Aquipa, Task Templates are linked to maintenance intervals and define the maintenance form sections required for each task.


How Updates Work

  • Changes to task templates or maintenance forms are applied immediately to all associated maintenance intervals.

  • Future work orders will use the latest version of the task template or form.

  • Open work orders created before the update will not be affected—they will continue to use the version that was active at the time they were generated.

  • Once an open work order is closed, the next scheduled work order will reflect the latest updates.



Revision History and Archived Plans

  • Every new plan revision is assigned a version number.

  • The archived version remains accessible via the UI:

    • Includes all historical details.

    • Shows which plant were previously using it.

    • Maintains the full revision history.



Audit Logging

For traceability, Aquipa records the following events:

  • Who created the new revision.

  • What changes were made.

  • Which plant were transitioned to the new revision.

  • User acknowledgment of open work orders at the time of transition.



Editing Behaviours and Plan Lifecycle

Automatic Revision Creation

  • Editing a maintenance plan template will always create a new revision.

If No Plant Using the Template?

  • A new revision is created automatically.

  • The old version is removed.

  • The new version becomes the active plan by default.

If Plant Are Using the Template

  • A dialog will appear stating:

    "There are X plant with active maintenance plans using this template. Would you like to transition them all across now?"

  • You will be presented with two options:

    • Proceed – transitions all plant to the new revision immediately.

    • Cancel – aborts the revision process and leaves everything unchanged.


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