Schedule Calendar Based PMs

To schedule a PM based on the calendar, follow these steps:

  1. Open a PM schedule on the PM Edit page.

    You can create a new PM schedule or use PM Edit or PM Query to locate an existing PM schedule.

  2. From the Schedule drop-down menu, select Calendar.

    The Calendar area appears on the right side of the page.

  3. From the Next Due Date drop-down calendar, select the due date.

  4. From the Frequency drop-down menu select a frequency.

    • Annual = one year ahead; you must specify a number of Years which must be a whole number

    • Bi-monthly = two months ahead

    • Bi-weekly = two weeks ahead

    • Days Interval = set number of days ahead; you must specify a number of Days which must be a whole number

    • Floating Date = on a particular day in a particular week (for example, the last Monday of each week); you must specify a particular Week and Day.

    • Four Months = four months ahead

    • Monthly = one month ahead

    • Quarterly = three months ahead

    • Semi-Annual = six months ahead

    • Weekly = one week ahead

  5. Complete any additional required fields.

  6. Click Save.