> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a PM Schedule

> Set up a new preventive maintenance schedule for an asset or location

<Note>
  **Required role:** **Admin** or **Manager**
</Note>

## Steps

<Steps>
  <Step title="Go to Preventive Maintenance">
    In the left sidebar, click **Maintenance**, then **Preventive Maintenance**.
  </Step>

  <Step title="Click Create Schedule">
    Click the **Create Schedule** button in the top-right corner.
  </Step>

  <Step title="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)
  </Step>

  <Step title="Set the assignee">
    Select the technician or team responsible for completing the generated work orders.
  </Step>

  <Step title="Configure recurrence">
    Set how often the maintenance should occur. See [Set Recurrence](/maintenance/preventive-maintenance/set-recurrence) for detailed options.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Create Schedule**. The schedule is now active and will generate work orders automatically.
  </Step>
</Steps>

## Next steps

<Card title="Set Recurrence" icon="rotate" href="/maintenance/preventive-maintenance/set-recurrence">
  Learn about the recurrence options available for PM schedules.
</Card>