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

Some times you might want the next work order to be generated only after the current one is closed. To do that you just need to toggle this switch.

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 you want the next work order to be repeated. This is usually 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.

How many future work orders are generated?

Depending on the maintenance schedule frequency (Day/Week/Month/Year), work orders are generated only upto a certain number of days into the future. This is by design so as not to overwhelm your calendar.

To illustrate, if you set a daily maintenance schedule from 1-Jan-2025 to 31-Jan-2025 (i.e. for 31 days), the initial set of work orders are created 14 days in to the future (i.e. from 1-Jan-2025 to 14-Jan-2025). Thereafter one new work order is created every day till the end date.

The below table illustrates further.

Maintenance Schedule Frequency	Work Orders are generated for next ....
Daily	14 Days
Weekly	28 Days
Monthly	90 Days
Yearly	365 Days

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 who this work order will be assigned. These team members will receive email and push notifications whenever this work order is updated.

7. Priority

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

8. Start Date

The date on which the first work order is generated.

9. End Date

The date after which no work orders will be generated. If you leave this blank, work orders will be generated forever.

NOTE: When you edit an existing Calendar Based Maintenance Schedule, the changes will reflect only in future work orders generated. Work orders already generated will not be affected. You can however edit individual work orders from the 'Work Order' module.

Event Based Maintenance Schedules (EBMS).

You can generate work orders when certain event conditions are met. Like when a generator runs for so many hours. Or when a turbine completes so many RPM's.

Event based maintenance schedules require an API integration with your IOT or SCADA systems. Work orders are generated based on readings from your IOT/SCADA devices and some business rules that you can set.

Event based maintenance schedules are part of the paid plans. Please contact us.