Zoidii Logo

Need help with Zoidii?

Search for answers or browse our knowledge base

← Back to Help Centre

Create a Time-Based PM

1. Click Maintenance in the top navigation bar, and select PMs from the dropdown

Create a Time-Based PM - 1

2. Click Create New

Create a Time-Based PM - 2

3. In Step 1, select the asset from the Asset dropdown. Fill in the PM description, type and priority

Create a Time-Based PM - 3

4. Click Next when done

Create a Time-Based PM - 4

5. In Step 2, it is possible to add individual tasks, checklists, or both. The best practice is to create the checklist and then add it to the PM. Click + Checklist on the top right-hand side

Create a Time-Based PM - 5

6. Choose the checklist from the list

Create a Time-Based PM - 6

7. When all the tasks and checklists have been added, click Next

Create a Time-Based PM - 7

8. In the Step 3 screen, click Add New to add one or many PM triggers

Create a Time-Based PM - 8

9. Choose time-based triggering

Create a Time-Based PM - 9

10. Configure the repeating interval

  1. Weekly - Every 7 days or every 1 week
  2. Monthly - Every 4 weeks, or every 1 month
  3. Quarterly - Every 91 days, every 13 weeks, or every 3 months
Create a Time-Based PM - 10

11. Choose Fixed or Float for the repeating schedule.  If you are unsure what fixed or floating means, see our article on fixed or floating preventive maintenance triggers - which is best?

  1. On a fixed schedule, the PM is triggered regardless of when the work was done. For example, a monthly PM starting on the 1st of the month will trigger on the 1st of every subsequent month.
  2. On a floating schedule, the trigger date is set based on the closure of the previous work. For example, a weekly PM on a floating schedule every 1 week starting on a Monday is completed on Wednesday, the next PM will trigger the following Wednesday.
Create a Time-Based PM - 11

12. Select the First due on date. This is the date that this PM is next due

Create a Time-Based PM - 12

13. Click Save when done

Create a Time-Based PM - 13

14. Repeat the process for any additional triggers. Click Next when done with triggers

Create a Time-Based PM - 14

15. In Step 4, set the PM work order Starting Status. For an unassigned PM, choose New. In this example, the resulting PM work order will be assigned to a user, so the Starting Status is set to Assigned

Create a Time-Based PM - 19

16. Assign the PM to a user if known in advance. Leave blank if you won't know who will complete the work until the PM generates

Create a Time-Based PM - 15

17. How Long Should This PM Take is the estimated hours for doing the work. Baseline estimated hours are pulled from the checklists, but this can be adjusted if needed

Create a Time-Based PM - 16

18. Schedule Days Later allows you to have the work order scheduled in automatically once the work order triggers. For example, if it is left at "0 Days after triggering", the "Date Scheduled" will be the date that the work order triggers. If it is set to "2 Days after triggering", it will be scheduled 2 days after the work order triggers.

Create a Time-Based PM - 17

19. Days to Complete is the window of opportunity to complete the PM. The best practice employs the 10% rule - a 30 day PM has a 3-day window, Quarterly PM has a 9-day window. This example is an annual PM so a 30-day window is chosen

Create a Time-Based PM - 18

20. Click Next when done

Create a Time-Based PM - 20

21. Review the PM, and click Activate

Create a Time-Based PM - 21

22. The PM is now live and will trigger as per the configured trigger schedule.

Did you find this article useful?

On the same topic