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How to Create a PM Schedule

Effortlessly schedule recurring work orders and ensure your team stays on top of crucial maintenance tasks with our Preventive Maintenance workspace.

 

Steps to create a preventive maintenance work order:

Mobile
Desktop
  1. From the home screen, click on the Preventive Maintenance workspace. 
  2. Click on the plus button Mobile_Plus_Button_35x35.png in the bottom right corner.
  3. Enter your work order information.
  4. To make it repeat, click on Repeating Schedule.
  5. Select Specific Weekdays (Custom), and choose the day that you want it to repeat. 
  6. Then select Single week Single_Week.png. A number 4_Weeks.pngwill appear and you can adjust it to the time frame that you want your work order to repeat.
  7. Repeating schedules end after 60 times by default. If you want to customize the end date, navigate to the Ends section and click On specific date.  
  1. On the left-hand side, click on the Preventive Maintenance workspace. 
  2. Click on the New button Desktop_New_Button_93x32.png in the top right corner.
  3. Enter your work order information.
  4. To make it repeat, click on Repeating Schedule.
  5. Select Specific Weekdays (Custom), and choose the day that you want it to repeat. 
  6. Then select Single week Single_Week.png. A number 4_Weeks.pngwill appear and you can adjust it to the time frame that you want your work order to repeat.
  7. Repeating schedules end after 60 times by default. If you want to customize the end date, navigate to the Ends section and click On specific date.