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Required role: Admin or Manager

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Steps

1

Go to Preventive Maintenance

In the left sidebar, click Maintenance, then Preventive Maintenance.
2

Click Create Schedule

Click the Create Schedule button in the top-right corner.
3

Enter schedule details

Fill in the form:
  • Name — a descriptive name (e.g., “HVAC Filter Replacement - Main Building”)
  • Description — what maintenance needs to be performed
  • Asset or Location — select the asset or location this schedule is for
  • Category — the type of maintenance (e.g., HVAC, Electrical)
4

Set the assignee

Select the technician or team responsible for completing the generated work orders.
5

Configure recurrence

Set how often the maintenance should occur. See Set Recurrence for detailed options.
6

Set the start date

Choose when the schedule should begin. The first work order will be generated on or after this date, based on your recurrence settings.
7

Save

Click Create Schedule. The schedule is now active and will generate work orders automatically.

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Next steps

Set Recurrence

Learn about the recurrence options available for PM schedules.