Create, Edit, Pause, Complete, and Troubleshoot PM Schedules

Create a PM schedule

1. 01Open Preventive maintenance.
2. 02Select New PM.
3. 03Choose the asset.
4. 04Name the schedule clearly.
5. 05Select the cadence: calendar-based when time drives the work, meter-based when usage does.
6. 06Add task instructions.
7. 07Save.

Use clear names such as quarterly AHU-3 belt and filter inspection.

Edit, pause, and complete

Edit a schedule to fix cadence, title, asset, instructions, or assignment. Pause or deactivate when the asset is out of service, the PM is being redesigned, or it creates noise. To complete PM work, open the work order, perform the task, record what was done, note exceptions, and complete it. If a PM uncovers a new issue, create a follow-up corrective work order.

Troubleshooting

• Not generating work: check that the schedule is active, the cadence is correct, the asset is valid, and the next-due logic places work in the current period.
• Too much work: cadence too aggressive, duplicated PM, or wrong logic.
• Wrong asset: edit the schedule immediately to avoid false history.

A smaller, cleaner PM set beats a giant library nobody maintains.