Overview
Holidays are conditional PM schedules that 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.
Learn how to create a holiday and set PM schedules around holidays in your Limble account.
Table of Contents
Create a Holiday
Before you schedule a conditional PM, you need to create the holiday and specify the dates in your settings. There is no limit to the number of dates you can add.
To add these dates, go to Settings > Configuration. You’ll find Holidays under Account Settings.
(Note: only Super Users can create holidays for your organization.)
To configure holidays, choose the “Customize” action.
In the Configure Holidays pop-up, you’ll have the option of selecting from a list of common US holidays. These can be found in the “Common Holidays” button.
Once you’ve picked your holidays, choose “Select.”
(Note: holidays that don’t fall on the same day will automatically adjust for the current year.)
To create a new holiday, click the “Add Holiday” button. For custom holidays, you can select a single date, or specify a start and end date.
By default, selected PMs that fall on holidays will be skipped, but you can change this for the PM to generate the day before or after.
To change the default setting, navigate to the desired holiday, click on “Skipped” and select “Due the day before the holiday” or “Due the day after the holiday” from the dropdown.
Your team may decide that all PMs and preventative schedules, both currently scheduled and anything in the future, should follow your selected conditional schedule. To do this, select “Apply to all Schedules.” Click the “Save” button to finalize your changes.
IMPORTANT: Take caution, as applying holiday schedules to all PMs will do exactly as it sounds! Make sure to do your due diligence and review all PMs and PM templates to ensure you want to skip all preventative maintenance on your added holidays.
IMPORTANT: For every deletion or edit to any holiday, you will be asked if you’re sure you want to move forward with saving changes. Making changes will recalculate ALL PM schedules associated with the holidays you've edited. It will also change the scheduled start date to begin the next day for all schedules affected, and CANNOT be undone!
To remove a holiday from current and future preventative schedules, deselect “Apply to all Schedules” Click the “Save” button to finalize your changes.
Set the Conditional PM Schedule
To apply holidays to PM schedules, navigate to the Manage PMs page within the desired location. Choose a PM and click on its schedule.
(Note: if you don’t see these options by default, expand your view by clicking the “Advanced Settings” button.)
Within the new pop-up, navigate to “PM Holidays:” and choose “Select Holidays.”
Select the desired holidays(s) to apply to the PM schedule, then click “Select.”
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