This article will teach you how to create a PM Schedule for the PM Tasks associated with a particular piece of PM Equipment.
Note: See both the Creating a New Piece of (PM) Equipment and Creating a New Preventive Maintenance (PM) Task articles as you must create the Equipment and Tasks prior to creating 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, click the New Schedule button.
- Once the Create New PM Schedule window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Title | Enter the title for the PM Schedule. |
| Property | Select the property. |
| Building | Select the building within the chosen property. |
| Equipment | Select the piece of equipment the PM Schedule is for. |
| Task |
Select the task name. Note: The task that occurs most frequently should be the Primary Task on this PM Schedule; if there are other tasks for the same piece of equipment they should be linked as Subtasks. See the Adding a Subtask to a Preventive Maintenance (PM) Schedule article for reference. |
| Priority | Select the priority level. |
| Estimated Time |
Select the approximate time it will take to complete the PM Schedule. For example, select "2" in the first box and "30" in the second box if you estimate the PM Schedule will take 2 hours and 30 minutes to complete. |
| Schedule Type |
Select the type of PM Schedule: Fixed - the next scheduled PM Work Order date does not fluctuate regardless of whether or not the previous Work Order was completed. Floating - the next scheduled PM Work Order date is determined by the completion date of the previous PM Work Order. |
| Period Type |
Select how often the PM Schedule will occur: In the first drop-down list, select the time period. In the second drop-down list, select how often this PM Schedule will occur. |
| Start | Select the date when the PM Schedule will begin from the calendar menu, or enter the date in the proper format (MM/DD/YYYY). |
| End | Select or enter the date when the PM Schedule will stop. |
| Instructions | Enter any brief instructions associated with the PM Schedule. |
| Assigned to | Select the staff user you desire to assign the PM Schedule to. |
- Click the Save button.
- The PM Schedule has now been created.
- Note: Once you create a PM schedule, it will automatically be activated. In the Preventive Maintenance feature, PM work orders will begin to populate in the Scheduled tab 30 days prior to the date for which they are scheduled (issue date), and they will then move to the Open tab on the issue date.