All Schedule Tasks-1

Scheduling Preventive Maintenance and Inspections

March 29, 2018
By Katie Murff Asset Management, Intro to BIM 360 Ops

Use Tasks to schedule preventive maintenance and building inspections. Here are the steps to configure a task.

Set up a Task

  • From the dashboard, tap on Scheduled Tasks
  • Add a scheduled task and write the description. Tickets created by the task will have the task description.
  • Set the repeat interval for the task. The repeat interval can be any number of days, weeks, months, or years. For a task that occurs every month and a half, choose 45 days.
  • Set create ticket before to control how far in advance the ticket will appear in the ticket list
  • Optional, configure the task category and priority, add a checklist, photos and documents. Tickets created by the task have these settings and attachments.
  • Submit the task

Associate Assets or Locations

  • Tasks may be associated with assets or locations
  • Tap Add to see a list of assets or locations for the portfolio or building
  • Use the breadcrumbs to filter to a specific building
  • Use search to filter for a category, for example, enter category (electric)
  • Select the assets or locations to associate with the task and tap Update
  • Choose Done
  • To change the associated Assets or Locations, go back to the list and tap Add/Remove
  • Make your selections, choose Update and then Done

Schedule the Task

  • Once you have associated assets or locations with the task, you can schedule the maintenance
  • Tap Add Start Dates and Assignees
  • The start date and assignee is configured for each asset or location. You can set the dates or assignees as a group by choosing Select, selecting the assets or locations you want to edit, and then tapping Edit.
  • Once you have made changes to the assignee or start date, tap Done

Look Ahead at your Upcoming Scheduled Maintenance

  • When looking at the list of tasks, you will see a pivot for Schedules in the upper right corner. Use the schedules list to view upcoming maintenance and adjust the ticket due dates or assignees.
  • If you change the scheduled due date on the schedule, the next ticket created will be updated accordingly. If you update the due date on a ticket, it will have no impact on the next scheduled ticket.