Overview

Your maintenance team may have instances where PMs need to be skipped to account for holidays, or only scheduled during specific seasons.

Conditional PM schedules allow you to skip over these days without overhauling your entire schedule or configuring changes manually. Learn about conditional PM schedule options and their benefits.

(Note: this feature is only available on Business Plus and Enterprise plans.)

Table of contents

Conditional PM Schedule Options

Review Upcoming PM Schedules

Deleting & Restoring Deleted Occurrences

Conditional PM Schedule Options

Limble gives you three options to set and schedule conditional preventative maintenance: holidays, seasons, and skip every “x” occurrence.

Holidays allow you to specify a specific date or a date range for a holiday. Limble offers settings for common holidays observed in the US, and you can create your own.

You can configure your settings for the PM to be created for the day before the holiday, the day after, or skip the occurrence altogether.

Seasons allow you to specify a date range so that PM tasks will only generate within the desired date range. Any preventive maintenance outside the specified season’s date range is skipped.

This feature is great if your team has tasks that only need to be performed at certain times of the year. For example, your team might need to routinely check generators during hurricane season or months of heavy snowfall, whereas that might not be a concern in drier, warmer months.

(Note: only superusers can create seasons or holidays for your organization.)

Skip every “X” Occurrence allows you to set a PM schedule that is skipped for the specified number of times (X) that the maintenance would normally occur.

Skipping over occurrences is useful if your team covers a PM within other routine maintenance, like quarterly or annual tasks.

IMPORTANT: Improperly setting conditional PM schedules can severely alter existing and future PMs, so we suggest reading this article and the related conditional PM articles thoroughly before making changes, and reaching out to your dedicated Limble CMMS advisor if you have any follow-up questions. We’re always here to help!

Review Upcoming PM Schedules

You can view upcoming schedules within a PM template, and delete or restore a deleted schedule for any occurrence all in one place.

To review upcoming PM schedules, navigate to the Manage PMs page. Select a PM and click on the square caret icon under the Options column.

Within the new pop-up, you’ll see up to the next several upcoming schedules for your selected PM, including instances that will be skipped based on the chosen conditional PM schedules. These will be greyed out and cannot be edited within the pop-up.

Deleting & Restoring Deleted Occurrences

You can also delete or restore a deleted scheduled occurrence.

(Note: the ability to delete and restore scheduled occurrences varies depending on user settings. You must have permission "Change PM Schedules #55" to do this. Check with the manager on your Limble account if you need support.)

To delete a scheduled occurrence, navigate to the Manage PMs page. Select a PM and click on the first icon under the Options column.

Within the new pop-up, find an occurrence you’d like removed and click on the trash icon.

From the new pop-up, click “Yes.

The deleted occurrence will remain viewable in the schedule, but greyed out like skipped occurrences. The record will show who deleted the occurrence under the “Informationcolumn.

To restore occurrences, click the “Restore” option.

From the new pop-up, click “Yes.”

Related Articles

Conditional PM Schedules: Holidays

Conditional PM Schedules: Seasons

Conditional PM Schedules: Skip Every "X" Occurrence

Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.

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