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When a PM schedule’s scheduled date arrives, Relyant automatically creates a work order and assigns it to the designated technician. This page explains how that process works and how to manage auto-generated orders.

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How auto-generation works

  1. On the scheduled date, Relyant generates a work order based on the PM schedule’s details (title, description, category, assignee)
  2. The work order appears in Maintenance → Work Orders with Open status
  3. The assigned technician receives a notification
  4. After the technician completes the work order, the next occurrence is scheduled automatically

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Finding auto-generated work orders

Auto-generated work orders are labelled with a PM badge in the Work Orders list. You can filter by Source: Preventive Maintenance to view only PM-generated orders.

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If a work order isn’t completed on time

If an auto-generated work order isn’t completed before the next occurrence is due, Relyant will:
  • Keep the existing open work order
  • Generate a new work order for the new occurrence
  • Flag the overdue work order in the schedule’s detail view

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Pausing or editing a schedule

If you need to temporarily stop generating work orders (e.g., during a school holiday), you can pause the schedule:
1

Open the schedule

In Maintenance → Preventive Maintenance, click the schedule.
2

Pause or edit

Click Pause to temporarily stop work order generation, or Edit to change the schedule details or recurrence.
3

Resume when ready

Click Resume to re-activate the schedule. The next work order will be generated based on the updated schedule.

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Next steps

Create a Work Order

Create one-off work orders outside of a PM schedule.