Add a PM Schedule - PM

Add a PM Schedule - PM

You can add PM schedules to a PM record to have them fire WOs according to a set timeframe or meter interval. For more insight into this practice, including information on schedule types and use cases, see this KB article that introduces PM basics. Also see this article, which is an overview of the Preventive Maintenance module.

Navigate to the Preventive Maintenance Module

To navigate to the Preventive Maintenance module:
  1. From the NEXGEN dashboard, click Maintenance.
  2. Click Preventive Maintenance.

Add a PM Schedule

To add a PM schedule to a PM record:
  1. Create or open a PM record.
  2. In the PM record, click +Add Schedule in the top right.
  3. Select either Add by Date or Add by Meter.
  4. A pop-up will appear. In it, add the details of the date-based or meter-based schedule.
    1. The image to the bottom left is the pop-up for a date-based schedule.
    2. See the bottom right image for the pop-up for a meter-based schedule.
  5. Click Save.



    • Related Articles

    • Add Checklist to a Child PM - PM

      Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left. Click Preventive Maintenance. Add a Checklist to a Child PM To add a ...

    • Preventive Maintenance Overview - PM

      NEXGEN's Preventive Maintenance (PM) module is designed to facilitate the scheduling of work orders. With PMs, users can create one record that holds their maintenance requirements, including schedules, assets, resources, items, checklists, and ...

    • View & Create Preventive Maintenance (PM) for Asset

      Preventive Maintenance (PMs) are routine maintenance activities occurring based on a set schedule determined by time (daily, weekly, monthly, etc.) or meter readings. A PM will fire a work order when schedule parameters are met. View current ...

    • Edit a PM Schedule - PM

      If you need to make edits to an existing PM schedule, you can do some from either the parent or child PM record. See below for more details. To learn how to distinguish between a parent and child PM, click here. Navigate to the Preventive Maintenance ...

    • Delete a PM Schedule - PM

      If you need to delete an existing PM schedule, you can do so from either the parent or child PM. See below for instructions on how to do so. To learn how to distinguish between parent and child PMs, see here. Navigate to the Preventive Maintenance ...

    • Recent Articles

    • Latest iPhone Release - Version 2.0.5 (June 2026)

      iPhone Updates Asset Inventory Users can now type in an asset QR code in the search bar to find an asset in addition to scanning. (#23758) Form A quick action button to create a form will now be visible in the Hotspot. Users can tap to create a form ...

    • iPad Version 3.0.6 (April 2026)

      iPad Updates Bug Fixes Resolved comments cutting off on mobile devices. (#24035) Fixed the issue of a Flag label unintentionally showing when completing assets. (#26071) Users should now be able to request items that are at zero quantity from the ...

    • Version 16.2.1 (04.30.26)

      Web Application Update - May 2026 Web Version 16.2.1 Release items related to a support ticket submissions will be included in parenthesis at the end of a line item. NEXGEN queries should now plot on the map as expected. (#27028) The Show In Store ...

    • NEXGEN Admin Webinar (Part 5: Lookups & Notifications)

    • Asset Management Planning Basics - AM Planning

      To get started with Asset Management (AM) Planning in NEXGEN, users must be aware of the NEXGEN asset management fundamentals. In NEXGEN, 4 fields control how much organizations can leverage our asset management tools. Prior to starting their AM ...