This article will teach you how to add additional scheduled maintenance from the tasks list for the same piece of equipment to an active PM Schedule. The additional tasks are called Subtasks and are combined with the Primary Task in a PM Work Order when the PM Schedule for the Primary Task and Subtask fall on the same date.
Note: See the Creating a New Preventive Maintenance (PM) Task article as you must create tasks prior to adding subtasks to a PM Schedule.
- From the Property & Facility menu, click Settings.
- From the Property Management Settings page, navigate to the Preventive Maintenance section and click Schedules.
- From the Preventive Maintenance: Schedules page, make sure the applicable Property is selected in the property selector at the top right of the page, then click the Title of the schedule that you desire to add a subtask to.
- From the [Schedule Title] page, click the Actions button and then select Add Task.
- Once the Add New Subtask window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Subtask | Select the task for the subtask. |
| Multiplier |
Select the number of Primary Task Intervals between each occurrence of the subtask. For example, for a PM Schedule with a Primary Task with a Start=1/1/13, Period Type=Monthly and Interval=1: Multiplier=4 would occur every 4 months, or Multiplier=6 would occur every 6 months. |
| Offset |
Select the number of additional Primary Task Intervals to stagger the occurrence of the subtask. For example, for a PM Schedule with a Primary Task with a Start=1/1/13, Period Type=Monthly, Interval=1 and Subtask Multiplier=4: Offset=0 would be scheduled in April, August and January, or Offset=1 would be scheduled in May, September and February. |
- Click the Save button.
- The subtask has been saved and is now visible on the Subtasks tab of the [Schedule Title] page.