Create and Complete Preventive Maintenance Tasks

Preventive Maintenance tasks turn checklist requirements into assigned work with completion records.

Quick Reference

Step	What Happens	Owner
Create	Manager creates or schedules PM work.	Manager
Assign	Work is assigned to staff.	Manager
Complete checklist	Staff records pass/fail and notes.	Staff
Review	Manager checks failed items or overdue tasks.	Manager

Before You Start

• PM checklists must be configured.
• Staff must have access to PM work.
• Rooms or public areas should be set up correctly.

Create a PM Task

1. Go to HOME -> Preventive Maintenance.
2. Create a new PM task or open a scheduled task.
3. Select the checklist and location.
4. Assign the work to staff.
5. Set the due date or schedule.
6. Save the task.

Complete a PM Task

1. Open the assigned PM task.
2. Complete each checklist item.
3. Mark items as pass or fail according to property rules.
4. Add notes or photos if required.
5. Submit the completed task.
6. Escalate failed items according to the team's process.

Troubleshooting

PM task cannot be completed

What you see: Staff cannot submit the checklist.

Do this:

1. Check whether required checklist items are incomplete.
2. Check whether required notes or images are missing.
3. Confirm the staff member has access to complete the task.
4. Refresh and retry.

Related Guides

• Configure Preventive Maintenance Checklists
• Review Preventive Maintenance Reports