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You need permission to create or edit preventive maintenance schedules. Owners and Admins have it by default.
You set recurrence in the Schedule Configuration step when you create or edit a PM schedule.

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Frequency options

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Steps

1

Choose a frequency

Select Daily, Weekly, Monthly, or Yearly in Frequency.
2

Set the interval

In Every, enter how many days, weeks, or months to wait between work orders. For example, enter 3 with Monthly for quarterly maintenance. Yearly schedules don’t have an interval.
3

Choose when to start

For daily, weekly, and monthly schedules, pick one option under Starting:
  • Next available date (or Next available month for monthly) — start at the next matching time
  • Starting month — start in a month you choose. Useful for intervals of several months.
  • Specific date — start on a date you choose. The day of the week or month follows that date.
4

Choose the day

If you didn’t pick a specific date:
  • Weekly — under On, select the day of the week.
  • Monthly — select On day and pick a day from 1 to 31. Or select On the and pick a position and day, such as “first Monday”, “last Friday”, or “second last Day”.
  • Yearly — under On, pick the month and day.
5

Set the time

Under At, choose the time of day. The schedule uses the timezone shown below the time.
6

Check the next run

Relyant shows a summary such as “Every 3 months on the first Monday at 09:00” and the next run time. Continue to the next step to finish the schedule.
Schedules repeat until you pause or delete them. There is no end date or occurrence limit.

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Next steps

Auto-generated work orders

Learn how Relyant handles automatically created work orders.