Configure Preventive Maintenance Checklists

Preventive Maintenance checklists define the recurring checks that staff complete for rooms and public areas.

Quick Reference

Setup Item	What It Controls	What To Check
Checklist	The list of checks staff complete.	Items match property standards.
Location	Where the checklist applies.	Room or public area is correct.
Frequency	How often work should happen.	Schedule matches operations.
Pass/fail fields	Completion outcome.	Staff know when to escalate failed checks.

Before You Start

• Confirm the areas that require recurring checks.
• Confirm checklist wording with engineering or operations.
• Confirm staff roles that complete PM work.

Configure a Checklist

1. Go to HOME -> Preventive Maintenance -> Settings.
2. Create or edit a checklist.
3. Add checklist items in the order staff should complete them.
4. Set location, frequency, and required fields.
5. Save the checklist.
6. Confirm the checklist appears in the PM task flow.

Troubleshooting

Checklist does not appear for staff

What you see: A checklist was created, but staff cannot select or complete it.

Do this:

1. Confirm the checklist is active.
2. Confirm the location or room type matches the task.
3. Confirm staff has access to PM tasks.
4. Refresh the PM page.

Related Guides

• Create and Complete Preventive Maintenance Tasks
• Roles and Access