Create planned work from a location or asset
Open a location, asset, or asset model or asset class 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 models and classes — reusable equipment templates and taxonomy categories
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
Open the location, asset, or asset model or asset class page in Premises.
Scroll to the Operations section.
Click Create planned work.
Enter the name, description, and category for the schedule.
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 model or asset class 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 > Schedules 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.
The wizard scope and checklists steps are optional. You can continue past them without selecting targets or attaching checklists, then add them later when you open the schedule detail page.
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.
Manage linked schedules on the entity page
The Work Schedules card on an asset or location page shows every schedule that applies to that entity. Each entry shows whether the link is direct or inherited:
Direct — the schedule was linked to this asset or location directly. No inherited label appears.
Inherited — the schedule was linked to an asset model or asset class, and this entity is included automatically. The card shows the provenance, such as inherited from {model name} or inherited from {class name}.
If you have the Operations Manager or Admin role, you can manage these links from the card:
Unlink Schedule — available for direct links on assets and locations. This removes the schedule from this entity only. The schedule itself stays active for other targets.
Exclude Here — available for inherited links on assets. This stops the inherited schedule from running on this specific asset. The schedule stays active for other assets that inherit it.
After you unlink or exclude, the schedule is removed from the entity page and a confirmation toast appears: Schedule unlinked or Schedule excluded for this asset.
Set Last Done and Next Due from an asset
On an asset page, the Work Schedules card lists Last Done before Next Due for each linked schedule. With Manager or Admin access to Operations, edit those dates inline the same way as on schedule coverage.
Open the asset in Premises.
In the Work Schedules card, find the schedule row.
Click Last Done or Next Due, then pick a date. The change saves when you select the date.
Use Clear on a value you set to remove a seeded Last Done or a Next Due override.
Use Last Done to seed prior service when the asset has not yet completed work on this schedule. That seed is not a work-order record. After a real closed work order exists for the asset on that schedule, Last Done becomes read-only.
A manual Next Due shows an override badge. Clearing the override returns the calculated due date. Location pages and non-asset rows do not offer editable Last Done or Next Due dates.
For schedule-wide first occurrence timing on never-serviced assets, set First Due After Install on the schedule’s Recurrence card. See Create a work schedule with AI or from scratch. For the same date controls from the schedule coverage grid, see Create work orders from schedule coverage.
Related guides
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.