Monitor Compliance
Use the Schedules board in Operations to check compliance health for every planned maintenance and inspection schedule at a glance. The Compliance Matrix shows weekly or monthly period health, and the grid columns tell you exactly which schedules are overdue, on time, or upcoming.
Check the Schedules board
Open Operations > Schedules. You need at least the Operations Member role to view this page.
Each row shows:
Schedule — the schedule name and its health badge.
Overdue Targets — how many targets are past due.
Health — the current rollup: Overdue, Due Today, Upcoming, In Date, On-Demand, Not Scheduled, or Inactive.
On-Time % — the compliance rate for the current reporting period.
Next Due — the next scheduled occurrence date.
Cadence — how often the schedule repeats.
Assigned To — the individual or group responsible.
Use the filter bar to narrow the list by Schedule Health, Activation, Source, Priority, Category, Location, Assigned Individual, Assigned Group, or Coverage. Change the reporting period to see health across a different time window.
Click any schedule to open its detail page, where the health strip and compliance status panel show the same period-level breakdown.
Schedule health labels
Each health label describes a different schedule state:
Overdue — at least one occurrence is past due.
Due Today — an occurrence is due today.
Upcoming — the next occurrence is in the future.
In Date — the schedule is on track.
On-Demand — the schedule is active but has no repeating interval. This is the expected state for ad-hoc reference schedules that do not generate automatic work orders.
Not Scheduled — a recurring schedule has been created but has no cadence configured yet.
Inactive — the schedule is paused and will not generate new work orders.
Use the Schedule Health filter to show only schedules in one of these states.
Scan the Compliance Matrix
The Compliance Matrix sits beside the schedules grid and summarises period-level health for each schedule across time buckets.
Switch the interval selector to view the rhythm that matters to you:
Weekly — the default view for day-to-day operations scanning.
Monthly — the long-horizon view for audit readiness.
Daily — day-of-month labels for fine-grained checks.
Each cell shows one of the following outcomes:
Compliant — all required work in the bucket was completed on or before due.
Overdue — at least one occurrence is overdue, missed, or failed compliance.
Upcoming — the bucket is in the future and contains scheduled work not yet due.
Pending — work is scheduled but not yet due or complete.
Empty — no occurrence was expected in that bucket.
Mixed — multiple outcomes exist in the same bucket.
For high-cadence schedules, weekly buckets aggregate occurrences so one red cell means at least one failure that week.
Handle missed work and remedial follow-up
When a work order passes its due date and the grace period expires, the system automatically marks it Missed, closes the record, and writes an audit entry. The schedule then advances to the next planned occurrence.
Missed inspections are immediately visible in the compliance matrix and in the work order history. If a checklist step or inspection result requires follow-up work, a separate remedial work order is raised and linked to the original. The primary inspection result does not change: a period can show Compliant while remedials remain open.
On the Schedules board, the Outstanding remedials count shows how many follow-up tasks are still open for each schedule. Non-zero counts are visually emphasized.
Check PPM on assets and locations
To see which schedules apply to a single asset or location, open Premises > Assets or Locations and select the entity. The Work Schedules card lists every schedule with:
Schedule — the schedule name and a link to its detail page.
Cadence — how often the work repeats, or On-Demand for ad-hoc schedules.
Status — whether the schedule is active, excluded, or overridden for this entity.
Provenance — direct links show no extra label; inherited links show the source model or class.
Click the schedule name to open its detail page. If you have the Operations Manager or Admin role, use the actions menu to manage the link:
Unlink Schedule — for direct links on assets and locations. Removes the schedule from this entity only; the schedule stays active for other targets.
Exclude Here — for inherited links on assets. Stops the inherited schedule from running on this specific asset.
Override Cadence — change the interval for this entity only.
Re-enable here — restore an excluded or overridden schedule for this entity.
For more about managing assets and their schedules, see Asset Management.
What auditors see
Auditors can trace the full history of scheduled work from the schedule detail page, including completion timing, who performed the work, and what they found. Missed inspections are recorded and visible, not hidden. The compliance matrix provides a period-level summary, and the audit trail preserves every automatic closure and remedial link.