Sample Preventive Maintenance Schedules

Maintenance Connection supports the management of single and multiple procedure schedules, time-based and meter-based schedules, and fixed or floating schedules. The following samples illustrate how these configurations work.

ClosedSingle Procedure with a Time-Based Schedule

These examples illustrate time-based schedules with a single procedure, contrasting the dates between a fixed and floating schedule.

ClosedFixed Schedule

This is an example of a maintenance schedule for an asset on a single procedure schedule, with a fixed date recurrence. The work order actual completion date has no effect on the due dates.

  • Schedule: every 3 months on 15th of the month.

  • Asset: Air Conditioning Unit 5.

  • Procedure: Filter Change.

Interval

Due Date

Procedure

WO Target Completion Date

WO Actual Completion Date

1

04/15/22

Filter Change

04/15/22

05/13/22

2

07/15/22

Filter Change

07/15/22

07/10/22

3

10/15/22

Filter Change

10/15/22

10/20/22

4

01/15/23

Filter Change

01/15/23

01/30/22

ClosedFloating Schedule

The schedule with a floating date recurrence uses the actual work order completion date to calculate the next scheduled date. Although the time interval stays the same (every 3 months) the due dates shift based on whether the work was completed early or late.

  • Schedule: every 3 months.

  • Asset: Air Conditioning Unit 5.

  • Procedure: Filter Change.

Interval

Due Date

Procedure

WO Target Completion Date

WO Actual Completion Date

1

04/15/22

Filter Change

04/15/22

05/13/22

2

08/13/22

Filter Change

08/13/22

08/01/22

3

11/01/22

Filter Change

11/01/22

Not yet completed

4

WO Actual Completion Date + 3 Months

Filter Change

Due Date Not yet completed

ClosedSingle Procedure Meter-Based Schedule

These examples highlight a meter-based schedule with a single procedure, contrasting the change in interval between a fixed and floating schedule.

ClosedFixed Schedule

This is an example of a maintenance schedule for an asset on a single procedure schedule, with a fixed recurrence based on meter readings. The meter reading at work order completion has no effect on the next scheduled maintenance .

  • Schedule: every 5000 miles.

  • Asset: Delivery Truck.

  • Procedure: Oil Change.

Interval

Next Scheduled

Procedure

Meter Reading at WO Completion

1

23000

Oil Change

23500

2

28000

Oil Change

27000

3

33000

Oil Change

33250

4

38000

Oil Change

38500

ClosedFloating Schedule

The schedule with a floating recurrence uses the meter reading at work order completion to calculate the next scheduled maintenance. Although the interval (5000 miles) remains the same, the next scheduled maintenance reading shifts based on the meter reading when the previous maintenance was actually performed.

  • Schedule: every 5000 miles.

  • Asset: Delivery Truck.

  • Procedure: Oil Change.

Interval

Next Scheduled

Procedure

Meter Reading at WO Completion

1

23000

Oil Change

23500

2

28500

Oil Change

29000

3

34000

Oil Change

Not yet completed

4

Meter Reading at WO Completion + 5000 miles

Oil Change

Not yet completed

ClosedMultiple Procedure Time-Based Schedule

These examples highlight time-based schedules with multiple procedures, showing the change in procedure based on the interval and contrasting the due dates between a fixed and floating schedule.

ClosedFixed Schedule

This is an example of a maintenance schedule for an asset with multiple procedures defined for monthly, quarterly, and annual maintenance on fixed dates. The actual work order completion date has no effect on the following due date.

  • Base Schedule: monthly, on the 15th of the month.

  • Asset: Air Conditioning Unit 7.

  • Procedures:

    • Interval 1: Air-Inspect (inspection every month).

    • Interval 3: Air-Filter (filter change every quarter).

    • Interval 12: Air-Annual (full service every year).

Interval

Due Date

Procedure

WO Target Completion Date

WO Actual Completion Date

1

02/15/22

Air-Inspect

02/15/22

02/17/22

2

03/15/22

Air-Inspect

03/15/22

03/20/22

3

04/15/22

Air-Filter

04/15/22

04/30/22

4

05/15/22

Air-Inspect

05/15/22

05/20/22

5

06/15/22

Air-Inspect

06/15/22

Not yet completed

6

07/15/22

Air-Filter

07/15/22

Not yet completed

7

08/15/22

Air-Inspect

08/15/22

Not yet completed

8

09/15/22

Air-Inspect

09/15/22

Not yet completed

9

10/15/22

Air-Filter

10/15/22

Not yet completed

10

11/15/22

Air-Inspect

11/15/22

Not yet completed

11

12/15/22

Air-Inspect

12/15/22

Not yet completed

12

01/15/23

Air-Annual

01/15/23

Not yet completed

1

02/15/23

Air-Inspect

02/15/23

Not yet completed

Upon completion of the last scheduled maintenance procedure (Interval 12), the cycle begins again at Interval 1.

ClosedFloating Schedule

The schedule with a floating date recurrence uses the work order completion date to calculate the next scheduled dates. Although the time interval stays the same (30 days) the due dates shift based on whether the previous maintenance was performed early or late.

  • Base Schedule: every 30 days.

  • Asset: Air Conditioning Unit 7.

  • Procedures:

    • Interval 1: Air-Inspect (inspection every 30 days).

    • Interval 3: Air-Filter (filter change every 90 days).

    • Interval 6: Air-Full Service (full service every 180 days).

Interval

Due Date

Procedure

WO Target Completion Date

WO Actual Completion Date

1

02/15/22

Air-Inspect

02/15/22

02/17/22

2

03/17/22

Air-Inspect

03/17/22

03/20/22

3

04/20/22

Air-Filter

04/20/22

04/30/22

4

05/30/22

Air-Inspect

05/30/22

06/01/22

5

07/01/22

Air-Inspect

07/01/22

07/15/22

6

08/15/22

Air-Full Service

08/15/22

08/20/22

1

09/20/22

Air-Inspect

09/20/22

Not yet completed

2

WO Actual Completion Date + 30 Days

Air-Inspect

Due Date

Not yet completed

Upon completion of the last scheduled maintenance procedure (Interval 6), the cycle begins again at Interval 1.

ClosedMultiple Procedure Meter-Based Schedule

This example highlights a maintenance schedule for an asset with multiple procedures defined for 10,000 Units, 40,000 Units, and 80,000 Units. The meter reading at work order completion has no effect on the next schedule maintenance.

  • Base Schedule: every 10,000 miles.

  • Asset: Delivery Truck 12.

  • Procedures:

    • Interval 1: Auto-Oil (oil change every 10,000 Miles).

    • Interval 4: Auto-Tune (tune up every 40,000 Miles).

    • Interval 8: Auto-Major (major service every 80,000 Miles).

Interval

Next Scheduled

Procedure

Meter Reading at WO Completion

1

10000

Auto-Oil

10750

2

20000

Auto-Oil

20800

3

30000

Auto-Oil

31400

4

40000

Auto–Tune

40350

5

50000

Auto-Oil

51250

6

60000

Auto-Oil

62000

7

70000

Auto-Oil

70500

8

80000

Auto-Major

81200

1

90000

Auto-Oil

Not yet completed

2

100000

Auto-Oil

Not yet completed

Upon completion of the last scheduled maintenance procedure (Interval 8), the cycle begins again at Interval 1.