This article will teach you how to activate preventive maintenance schedules that have been uploaded to WorkSpace via the WorkSpace Preventive Maintenance Import Template.

When Preventive Maintenance equipment, tasks, and schedules are uploaded, the schedules are disabled and will not trigger. After the upload, it is up to the appropriate staff user(s) to verify that the PMs are correct and then manually activate each of them to trigger work orders at the appropriate days and times. Please see the article Preventive Maintenance (PM) Import Guide for more reference.

1. From the Property & Facility menu, click Settings.
2. From the Settings page, navigate to the Preventive Maintenance section and click Schedules.
3. From the Preventive Maintenance: Schedules page, ensure the applicable property is selected in the property selector at the upper-right corner of the page.
4. From the Preventive Maintenance: Schedules page, click the title of the schedule that you want to verify and activate.
5. From the [Schedule Title] page, carefully review all details for accuracy.
6. Pay special attention to the Start date, making sure you select a date that is in the future, rather than in the past or on the day of. Also, select the date from the calendar pop up window, rather than typing it in yourself.
7. For the Trigger, make sure the On: value (OnDay column from PM import template) matches the value of the date of the Start date (i.e., if Start date = 10/03/2018, then Trigger On: value = 3).
   • Note: For Weekly schedules, select the applicable day of the week for the On: value. For Daily schedules, select the checkboxes beneath the Trigger for the applicable days of the week.
8. Navigate to the Assigned To field and select a member of your team who is to perform the PM.
9. Navigate to the Due Days field and select the applicable number of days in which the PM must be completed (this will trigger PM escalation notifications for those user profiles who have it selected).
10. Click Save after you set the start date, assign the schedule, select the due days, and make any other necessary changes.
    
11. Once you have verified that the schedule information is correct, go to the Actions menu and click Activate (Again, before clicking Activate, make sure the Start date is appropriately set to a future date and make sure the Trigger On: value matches).
12. Once activated, the schedule will be marked in green as Active. PM work orders will then automatically trigger based on the start date, period, and interval.