Create a scheduled maintenance record

To create a scheduled maintenance record:

1. In Maintenance > Scheduled Maintenance, click New:
   
   
2. If you have multiple sites, select the site you would like to create the record in.
3. (Optional) Enter information as needed in the drop-down fields at the top section of the page:
   
   

   Field name	Description	Example
   Start As Work Order Status	The default status of the generated work orders.	Open
   Maintenance Type	The type of maintenance being performed in the generated work order.	Preventive
   Priority	The generated work order's priority.	High
   Asset	The asset that maintenance is being performed on.	X-ray machine
   Project	The project the generated work order belongs to.	Electrical upgrades
   Estimated completion	The date that the generated work order should be completed by.	5 days after WO created

    

   Note

   These fields can be filled in or edited anytime after the record is created.

4. (Optional) Fill in the fields in the General tab:
   
   

   Field name	Description	Example
   Account	The budget associated with the maintenance costs on the generated work order. Represented by a code.	C1
   Charge Department	The department in your organization associated with the maintenance costs on the generated work order. Represented by a code.	A1
   Summary of Issue	A high-level description of the work that needs to be completed.	Check the condition of the water heater.

   
   

   Note

   These fields can be filled in anytime after the record is created.

   Some fields displayed in this tab (for example, Work Instructions) are automatically filled in from task descriptions.

5. Click Save in the top menu bar.

Once your scheduled maintenance record has been created, you can add any of the following information to it:

• Scheduled triggers
• Nested PMs (Professional and Enterprise only)
• Labor tasks
• Parts
• Notifications
• Notes
• Attachments

To learn more, see the articles linked above.