CalmCompliance
Planner

Create planned work from a location or asset

Open a location, asset, or asset type page and use the Operations section to create a planned work schedule that is already linked to that entity. This lets you start recurring maintenance or inspections directly from the record you want to maintain, without switching to the main schedule list.

Before you start

You need Manager or Admin access to the Operations module to create planned work. The location or asset must already exist in Premises.

Which pages support the Operations section

The Operations section appears on these entity pages:

  • Locations — rooms, buildings, or sites

  • Assets — individual equipment instances

  • Asset types — asset models or classes

From any of these pages, the Operations area shows checklists, planned work schedules, and work order history together in one place.

Create planned work from an entity page

  1. Open the location, asset, or asset type page in Premises.

  2. Scroll to the Operations section.

  3. Click Create planned work.

  4. Enter the name, description, and category for the schedule.

  5. Click Save to create the planned work schedule.

The new schedule is linked to the entity you started from, so coverage targets and related work orders are tied to that location, asset, or asset type automatically.

What happens next

After you save, the planned work schedule appears in the Operations section of the entity page and in the main Operations > Planned Work list. You can open it to set recurrence, attach checklists, assign a team or group, and activate it so the system starts generating work orders.

To configure the full schedule settings, see Create a work schedule with AI or from scratch. To assign the schedule to a group, see Using Groups for Assignments.

Asset Management explains how to view work order history and set up scheduled maintenance for assets.

Create a work schedule with AI or from scratch covers full schedule configuration including recurrence, coverage targets, checklists, and activation.

Create work orders from schedule coverage shows how to turn coverage rows into assigned jobs once the schedule is active.

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