How to Edit a Regular Maintenance Schedule

AVAILABILITY

Permission: ✓ Edit Regular Maintenance

Platform: ✓ Web ✗ Mobile

Follow these steps to modify an existing PM plan.

1. Navigate to Maintenance > Regular Maintenances.
2. Locate the specific PM schedule. Click the More (⋯) icon in the far-right column and select Edit.
3. The Edit form will open, pre-filled with the current schedule’s data. Update the necessary fields:
   • General Parameters: Name, Category, Priority, or Description
   • Assignment: Reassign to a different technician
   • Trigger Source: Change or re-link the Time Trigger or Meter Trigger
   • Procedure Template: Attach or change the SOP checklist
   • Schedule Window: Adjust Start Date or End Date
4. Click the Submit button to apply your changes.

info: Operational Note Editing a Regular Maintenance schedule updates the master blueprint. This affects all future auto-generated Work Orders from this schedule. It does not retroactively alter previously generated or completed Work Orders.