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Conditional PM Schedules: Seasons
Conditional PM Schedules: Seasons

Configuring and Scheduling Conditional PMs Around Seasons in Limble

Rachel Link avatar
Written by Rachel Link
Updated over a week ago

Overview

Seasons are conditional PM schedules that allow you to specify a date range so that PM tasks will only generate within the desired date range. Any preventative 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.

Learn how to create a season and set PM schedules within seasons in your Limble account.

Table of Contents

Create a Season

Before you schedule a conditional PM, you need to create the season 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 Seasons under Account Settings. To configure seasons, choose the “Customize” action.

(Note: only Super Users can create seasons for your organization.)

In the new pop-up, click the “Add Season button.

Name your season in the text box, and choose the start and end dates. When you’ve added your desired dates, click “Save.”

IMPORTANT: For every deletion or edit to any season, 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 seasons you've edited. It will also change the scheduled start date to begin the next day for all schedules affected, and CANNOT be undone!

Set the Conditional PM Schedule

To apply seasons 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 “Only create PM during:” and choose “Select Seasons.”

Select the desired season(s) to apply to the PM schedule, then click “Select.

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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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