You need permission to create preventive maintenance schedules. Owners and Admins have it by default.
Steps
1
Go to preventive maintenance
In the sidebar, under Maintenance, click Preventive Maintenance.
2
Start a new schedule
Click Create PM Schedule.
3
Fill in the work order template
This is what each generated work order will contain.
- Work Order Title — required, for example “HVAC Filter Replacement”
- Description — the work to be performed
- Location and Asset — where the work happens and what it’s for (optional)
- Priority — Low, Medium, High, or Urgent. Defaults to Medium.
- Category — the type of work (optional)
- Assignee — the member who gets each work order (optional)
- Attachments — up to 5 files, such as a checklist or manual. Each generated work order gets a copy.
4
Configure the schedule
Choose the Frequency, interval, start, and time. See Set recurrence for every option.
5
Add schedule details
- Schedule Name — required. Relyant suggests “PM: ” followed by the work order title.
- Schedule Description — optional notes about the schedule
- Schedule is active — leave on to start creating work orders. Turn off to save the schedule without running it.
6
Review and create
Check the summary, including the Next run time. Then click Create Schedule.
Edit, pause, or delete a schedule
Open the schedule from the list, or use the row menu. Then:- Click Edit to change the template or schedule, then click Save Changes.
- Click Pause to stop creating work orders. Click Activate to start again.
- Click Delete to remove the schedule. You can also select several schedules in the list and delete them together.
Next steps
Set recurrence
Learn about the recurrence options for PM schedules.