Required role: Admin or Manager
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.
Next steps
Set Recurrence
Learn about the recurrence options available for PM schedules.