PM Schedules

This screen lists preventive maintenance schedules and is available at /fm/pm-schedules.

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Overview

The PM Schedules page loads schedules via usePMScheduleList and compliance statistics via usePMComplianceStats. Four quick stat cards display: Total Schedules, Active (highlighted in accent color), Overdue (highlighted in destructive color with alert icon when non-zero), and Completion Rate (percentage). Filter dropdowns allow filtering by Status (active, paused, completed) and Due Status (overdue only / on track). An Add Schedule button opens PMScheduleFormDialog.

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Who it’s for

Requires permission fm.dashboard.view. Creating or editing schedules may require fm.pm-schedules.admin — confirm with SME.

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Before you start

• PM templates must be created before schedules can be defined.
• Sites must be configured for site-based scheduling (if applicable).

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Finding a schedule

1. Navigate to /fm/pm-schedules via the FM sidebar or Preventive Maintenance section.
2. Check the four stat cards for a quick compliance overview, paying attention to the Overdue count.
3. Use the Status and Due Status dropdowns to narrow the list.
4. Click Add Schedule to open PMScheduleFormDialog; link it to a PM template and configure the schedule settings.
5. Click any schedule row to navigate to /fm/pm-schedules/:id.

• PM schedule — an instance of a PM template assigned to a specific site or asset on a recurring basis.
• Overdue — a schedule where next_due_date has passed without completion.
• Completion rate — percentage of schedules completed on time (confirm calculation with SME).

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Viewing a schedule

The PM Schedule Detail page (/fm/pm-schedules/:id) loads a schedule by ID via usePMScheduleDetail, including completion history. The header shows the template name (from schedule.pm_template.template_name), status badge, site name, and an overdue badge displaying days overdue when applicable. Three stat cards show Next Due Date (in destructive color if overdue), Last Completed, and Start Date. A Template Details card shows the linked template name (linked to /fm/pm-templates/:id), asset type, frequency, and estimated duration. A Configuration card shows auto_generate_work_orders, lookahead_days, and status. A PMCompletionHistory component renders completion records. Pause and Resume buttons control schedule status via usePMScheduleMutations. Requires fm.dashboard.view. Pause/Resume actions may require fm.pm-schedules.admin — confirm with SME. Before you start: the schedule must exist and be linked to a valid PM template.

1. From the PM Schedules list, click any row to navigate to /fm/pm-schedules/:id.
2. Review the Next Due Date card; a destructive color indicates the schedule is overdue.
3. Check the linked template name, asset type, frequency, and estimated duration.
4. Check whether auto work order generation is enabled and what the lookahead period is.
5. Click Pause to set status to paused — the schedule will not generate work orders while paused.
6. Click Resume to set status back to active.
7. Scroll to the PMCompletionHistory component to audit past completions.
8. Click Edit to open PMScheduleFormDialog and modify schedule settings.

• auto_generate_work_orders — when true, the system creates work orders automatically as due dates approach within lookahead_days.
• lookahead_days — number of days ahead of the due date that auto-generated work orders are created.
• days_overdue — schedule.days_overdue field indicating how many days past due the schedule is.

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Related

Documentation sources

• src/routes/fm.tsx
• src/cores/fm/pages/PMSchedulesPage.tsx
• src/cores/fm/pages/PMScheduleDetailPage.tsx