Preventive maintenance plans
Create a repeating visit plan, review generation activity, and treat requests the plan opens as ordinary maintenance requests.
A preventive maintenance plan is a repeating visit schedule on an asset or property. The platform opens requests on those dates. You set the plan, review generation activity, then run each request from its profile.
Plan and activity
Above the tabs, use Filters to search by plan name or narrow the list by status, service, frequency, asset, property, request type, and priority. The same Filters band stays on Generation Activity and narrows that log. There you can also filter by generation status, number of attempts, and due date. Clear the filters when nothing matches. The choices stay in the page address when you move between the two tabs, so a refresh keeps them.
Under preventive maintenance plans, create a plan in the wizard: place or asset, recurrence, and any services the screen shows. Save only what the form asks.
In the coverage step, use the refresh action on the asset or property panel to reload only that list while keeping your selections.
Freezing a plan stops maintenance-request generation. The review step therefore shows no upcoming dates and identifies the frozen plan as the reason.
If the plan priority is allowed to bypass blackouts in the account settings, review keeps the original occurrence and generation creates the maintenance request without moving or skipping it because of the Working Calendar.
To reuse a similar plan, open Duplicate on the plan card. Confirm you want that plan with its coverage, schedule, Working Calendar settings, request template, and generation settings. The new name starts as the original plus “(copy)”; change it before you confirm. The copy stays inactive until you review and activate it. Generation activity is not copied.
The Generation Activity tab shows what was generated recently. If a request was created, open its reference in the same row.
Check Reason / error when no request is generated. The activity record identifies an active request that already exists for that asset or property and service, or a Working Calendar scheduling problem. If every retry failed, the row says account administrators were notified. Attempts from before detailed reasons were retained are identified as historical failures without a detailed cause.
If “run today’s generation” appears, use it after you confirm the plan — not twice in one morning “just in case”.
Note: A request born from a plan is a full maintenance request: assignment, status, and invoice when required. Do not open a manual request for the same slot unless generation failed and a supervisor asked you to.
Read Inspection Plans if the round is a checklist rather than a repair visit, and maintenance requests to follow the number after it is generated.
What to read next
- Working Calendar — working days and blackouts that move or skip generated requests.
- Inspection plans — when the round is a checklist, not a repair visit.
- Maintenance requests — follow the generated number like any other request.