Assigning a Preventive Maintenance (PM) Work Order

Updated on May 30th, 2025

This article will teach you how to assign or reassign an individual PM work order.

Note: These steps apply to assigning or reassigning individual PM work orders, one-by-one. To reassign work orders in bulk, see Bulk Reassign Work Orders Feature. For steps on assigning PM Schedules, see Assigning a Preventive Maintenance (PM) Schedule.

  1. From the Property & Facility menu, click Preventive Maintenance.
  2. From the Preventive Maintenance page, ensure the applicable property is selected in the property selector at the upper-right corner of the page.
  3. From the Preventive Maintenance page, click the pencil icon on the right side of the screen of the applicable work order and select Dispatch.
  4. In the Dispatch PM Work Order [WO#] modal, select the individual you wish to assign the work order to in the Assigned To drop-down.
    • Note: The user list will contain staff users, as well as vendor contacts that have been granted Preventive Maintenance access. Vendor contacts will be listed underneath their respective vendor company names in bold (for additional information, see Editing Property Work Order Access for a Vendor). PM work orders can also be assigned to PM work pools. Created PM work pools will be listed at the bottom of the list under the Work Pools heading (for additional information, see Setting Up & Managing Preventive Maintenance (PM) Work Pools).
  5. Enter any applicable comments in the Comments box.
  6. Click Dispatch.
  7. Upon dispatching, the work order will be reassigned to the selected user or pool, and you will be taken to the PM Work Order [WO#] details page.