Planned maintenance schedules

Calendar or meter

A calendar schedule runs on a number of months. A meter schedule runs on usage — hours, kilometres or cycles — against a recorded interval and the current reading.

Each schedule belongs to an asset and carries a next-due date and the date it was last done.

What a schedule carries

A task checklist, the skills the work requires, an optional assigned contractor, and an optional service-level target in hours. A schedule can also be flagged as statutory.

Generation reuses the normal pipeline

When a schedule falls due, generation creates an ordinary maintenance request. There is no separate planned-work inbox: quoting, contractor assignment, completion and the ledger posting are the same path a tenant-reported fault takes.

A schedule and a due date together produce one work order. Running generation twice on the same day creates nothing the second time.

1. 1Register the asset the work applies to.
2. 2Create the schedule with its basis, interval and task checklist.
3. 3Set the next-due date and, if you have one, the contractor.
4. 4Run generation for the organisation as at today. Due schedules become work orders.

A limit worth knowing

Generation is something you run rather than something that happens on its own timetable in the background. Build it into your routine so schedules do not sit due and ungenerated.