What It Is
Automated scheduling system for recurring maintenance tasks.
Why It Matters
Prevents costly breakdowns
Extends asset life
Meets compliance/brand standards
Reduces emergency repairs
How It Works
Build Procedures: Create task checklists.
Location-based (general use)
Asset-based (specific equipment type)
To begin a New Preventative Maintenance schedule, navigate to the Manage tab, and click on New Preventative Maintenance.
Create Schedule:
Fill out the required fields, such as:
Name, description
Frequency
Locations
Procedures
Start date (optional end date)
Note: Locations and Procedures must be created before being included in a Preventative Maintenance Schedule.
Track & Complete: System generates recurring instances.
Users complete tasks or mark skipped (must provide reason).
Past instances can be reviewed in the schedule detail view.
Best Practices
Start with 3–5 schedules (monthly HVAC, quarterly guest room checks).
Stagger start dates to balance workload.
Use location-based procedures unless highly asset-specific.
Skipped PMs remain visible for compliance history.
FAQs:
Can I edit a Preventative Maintenance schedule after launch?
Yes, minor changes can be made, but new schedule would be needed for major edits.
Where do past cycles live?
In Active → Date Selector; History section only for ended schedules.