3. Select the Locations Tab

• In the Add Maintenance window, select the Locations tab.

4. Configure the Maintenance Schedule

• Select the desired scheduling interval, such as daily, monthly, quarterly, or annually.
• Configure any additional scheduling parameters required for the selected interval.

Custom Timeframe

• Select Custom Timeframe.
• Enter the desired frequency in days, weeks, months, or years.

One Time Maintenance

• Select One Time.
• Specify the date and time when the maintenance should trigger.

Custom Timeframe requires a defined frequency, while One Time requires a specific date and time.

Scheduled Maintenance

Custom Timeframe

One Time Maintenance

5. Select the Work Order Type

• Select the appropriate Work Order Type from the dropdown.

6. Select Locations

• Select the location to assign to the PM cycle.
• Select additional locations if the same maintenance schedule applies.

7. Save the Preventative Maintenance Cycle

• Review the maintenance schedule, Work Order Type, and selected locations.
• Click Save.

The PM cycle is now configured to automatically generate work orders based on the defined schedule.

Example: A PM cycle configured to run every 3 months will generate recurring work orders based on that interval.

Best Practices

• Follow established maintenance schedules: Configure PM intervals based on manufacturer recommendations, department procedures, and applicable inspection or maintenance requirements.
• Use consistent scheduling intervals: Standardize recurring maintenance frequencies for similar facility systems and tasks to improve scheduling consistency across locations.
• Group locations with similar requirements: Assign multiple locations to one PM cycle when they share the same maintenance frequency and Work Order Type. Use separate cycles when maintenance requirements differ.
• Standardize Work Order Types: Use consistent Work Order Types for similar facility maintenance activities to improve work order organization and reporting.
• Use One Time maintenance appropriately: Select One Time for maintenance activities that require a specific date and time rather than a recurring schedule.
• Avoid overlapping PM cycles: Review existing location schedules before creating additional cycles to prevent unnecessary or duplicate work orders.
• Review PM schedules after facility changes: Reevaluate maintenance intervals following station renovations, equipment replacements, facility upgrades, or changes to operational requirements.
• Review schedules periodically: Conduct periodic reviews, such as annually, to confirm maintenance intervals remain appropriate and assigned locations are accurate.
• Verify new PM configurations: After saving, confirm the selected maintenance interval, Work Order Type, and locations are correct. Review subsequent work orders to ensure the schedule meets operational needs.

Troubleshooting & FAQs

Why don't I see a Triggered maintenance option for Locations?

Locations support Scheduled maintenance types only. Usage-based triggers, including Equipment Hours, and combined maintenance conditions are not available for location PM cycles.

Why is my location PM cycle not generating a work order?

• Confirm the PM cycle was saved successfully.
• Verify the scheduled date or recurring interval has been reached.
• Confirm the correct location is assigned to the PM cycle.
• Verify the location record and selected Work Order Type.
• Review the configured schedule for incorrect dates or intervals.

If the configuration appears correct but no work order is generated, contact your department administrator or First Due Support.

Why did a work order generate earlier or later than expected?

Review the configured scheduling interval and any associated date or time settings. Confirm that the intended frequency was selected and that no incorrect scheduling values were entered during setup.

If the configuration is correct but work orders continue generating at unexpected times, contact First Due Support for further investigation.

Can I assign multiple locations to one PM cycle?

Yes. Multiple locations can be selected during configuration.

For consistency, group locations that share the same maintenance frequency and Work Order Type. Locations requiring different maintenance schedules should be configured separately.

Can I create a one-time maintenance event instead of a recurring schedule?

Yes. Select One Time when configuring the maintenance schedule, then enter the desired date and time.

This option is useful for maintenance activities that do not require an ongoing recurring cycle.

What is the difference between Custom Timeframe and One Time maintenance?

• Custom Timeframe: Creates a recurring maintenance schedule using a defined frequency in days, weeks, months, or years.
• One Time: Schedules maintenance for a specific date and time without establishing a recurring interval.

Why can't I find the Work Order Type I need?

Available Work Order Types are pulled from configured Work Order Boards. Verify that the required Work Order Type exists in the appropriate board configuration.

Contact your department administrator if additional setup is needed.

Can I configure different maintenance intervals for different locations?

Yes. Create separate PM cycles when locations require different maintenance frequencies.

Multiple locations can share one PM cycle when the same maintenance schedule applies.

Can I modify an existing location PM cycle?

Existing PM cycles can be modified. Review the current schedule and assigned locations before making changes.

Follow your department's PM cycle modification process to avoid unintended changes to maintenance timing.

Why am I receiving an error when saving a location PM cycle?

Review the required configuration fields:

• Confirm a valid maintenance schedule is selected.
• If using Custom Timeframe, enter the required frequency.
• If using One Time, enter the required date and time.
• Confirm a Work Order Type is selected.
• Verify that at least one location has been selected.

If the issue continues after reviewing the configuration, contact your department administrator or First Due Support.

What should I review before assigning additional locations to an existing PM cycle?

Confirm the additional locations share the same maintenance frequency and Work Order Type.

If maintenance requirements differ, consider creating separate PM cycles to keep scheduling and work order management consistent.