Preventive Maintenance

Calendar Based Maintenance Schedules (CBMS).

You can create Daily, Weekly, Monthly, Yearly repeating maintenance schedules for your assets.

Form for Calendar Based Maintenance Schedule.

Here is a brief overview of each of the components of the CBMS. Refer to the number in the image above and read the explanation below.

1. New Work Order

Toggle this switch if you want the next work order to be generated only after the current one is closed. NOTE that the next work order is created around midnight in your time zone. So you may not immediately see the next work order in your calendar.

2. High Risk

This is a flag you can use to indicate a work order that involves high risk - like when doing electrical work. A skull-and-crossbones ☠ icon appears in red beside a high risk work order.

3. Frequency

This is the number of Days - Weeks - Months - Years at which work orders are repeated. Default value is set as ‘ 1 ‘.

Examples ....

• 2 - Day : A work order is generated once every two days.

• 1 - Week : A work order is generated once every week.

• 6 - Month : A work order is generated once every six months.

4. Title & Description

A short and long description about the work order.

5. Checklist

A Checklist is a collection of 'TO DO' items that need to be ticked off before a work order can be closed. You can attach one or more Checklists to a Calendar Based Maintenance Schedule. Just select an existing Checklist from the dropdown or click ➕ to create a new Checklist.

6. Assigned To

Teams members to whom this work order will be assigned. These team members will receive email and push notifications whenever this work order is assigned or updated.

7. Priority

Choose between Normal or Urgent. If left blank a Normal priority is assigned.

8. Schedule Start Date

The date on which the first work order is generated. The current date is considered if no date is specified.

9. Schedule End Date

The date after which no work orders will be generated.

10. How many 'Future Work Orders' are generated?

Work orders are only generated upto a certain number of days into the future as per the below table. Thereafter one new work order is created every day/week/month/year until you delete the CBMS or set a 'Schedule End Date'. This is by design so as not to overwhelm your calendar.

Maintenance Frequency	WO's initially generated for ....
Daily	60 Days
Weekly	90 Days
Monthly	1 Year
Yearly	4 Years

EXAMPLE-1:

You create a '1-Month' repeating CBMS with no end-date like below ....

Since this is a 'Monthly' type of CBMS, the initial set of work orders are generated one year in to the future. So 12 work orders are generated initially. Thereafter one new work order is created every month.

EXAMPLE-2:

You create a '2-Month' repeating CBMS with no end-date like below ....

Since this is a 'Monthly' type of CBMS, the initial set of work orders are generated one year in to the future. And the repeat frequency is set to once every 2 months. So 6 work orders are generated initially. Thereafter one new work order is created every 2 months.

NOTE: Changes to a Calendar Based Maintenance Schedule will only reflect in future work orders generated. Work orders already generated will not be affected.