Setting up PM schedules

A preventive maintenance (PM) schedule is contained within a job plan and is associated with a request classification. The PM schedule takes business rules and information from the job plan, the request classification, and the associated service plan.

Before you begin

A job plan must exist to contain the PM schedule.

1. Select the Maintenance menu item.
2. In the Related Links - Maintenance section, select Preventive Maintenance > Job Plans.
3. Click the name of the job plan whose assets, locations, or building system require scheduled maintenance.
4. On the General tab, select the PM Schedules tab.
5. Click the Add action.
6. In the Detail section, select a request class.
7. Specify whether your PM type is schedule-based or reading-based, and then take the related actions:
   • If your PM type is schedule-based, click Create Recurring Pattern and enter the recurring pattern details.
   • If your PM type is reading-based, specify the reading action rules and the reading occurrence details.
8. In the Service Level Defaults section, define the time within which a response, follow-up, and completion are required.
9. In the Estimates section, specify how the work time and cost estimates are obtained.
10. On the Procedure tab, find the procedures to be added to the tasks generated by the schedule.
11. Click Create Draft.
12. Click Activate.