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Understand PM schedules

Schedule preventive maintenance to reduce downtime

Written by Christy Umberger

A PM schedule controls when a PM task recurs. When you add a schedule to a PM template, Limble generates the PM task on the timing you set, so recurring maintenance goes out on its own without someone creating it each time.

You can add a schedule when you build a PM template or add one to an existing template later. Each template holds its own schedule, and you can turn a schedule on or off without deleting it.


Schedule types

There are three schedule types: time-based, usage-based, and threshold-based.

When you pick a type, the schedule shows only the fields that particular type needs, so you can set the timing that applies.

1. Time-based schedules repeat on a calendar interval. You also set the time of day the task generates and the date the schedule starts.

  • Daily - repeats every set number of days.

  • Weekly - repeats on one or more chosen days of the week.

  • Monthly - repeats every set number of months, on a numbered day (e.g., the 15th) or a weekday (e.g., the first Monday).

  • Yearly - repeats each year on a set date (e.g., March 1) or a weekday in a month (e.g., the second Tuesday in March).

Daily schedules can repeat on any number of days, so use them for intervals that don’t fit a weekly or monthly pattern, like every 45 days.

2. Usage-based - repeats after the asset runs a set amount of usage (e.g., run hours or cycles).

3. Threshold-based - generates a PM when an asset reading goes above a set value, below a set value, or between two values. This works well for sensor readings like temperature or vibration.

If a new reading shows that more than one usage-based or threshold-based PM was missed, Limble generates all of the missed PMs at once.

Usage-based and threshold-based schedules read from asset numerical data, so the asset needs a number field set up for these to work.


Multiple schedules

Some maintenance doesn’t follow a single cycle. You can add more than one schedule to a PM template, and each schedule generates tasks on its own timing.

For example, an inspection PM can run monthly and also have a threshold-based schedule that generates the same PM when a temperature reading goes above 90°F.

To add another schedule, open the PM template and click Create schedule. On the PM templates page, the Schedule column shows how many schedules a template has.


Active and inactive schedules

A schedule is either active or inactive.

  • An active schedule generates PM tasks based on the schedule's timing.

  • An inactive schedule is saved on the template but does not generate tasks, so you can pause recurring work without losing the schedule setup.


Advanced schedule options

Advanced options change how a schedule handles timing beyond its basic interval.

Turn them on in the Advanced options section when setting up a PM schedule.

The advanced PM schedule options only work with specific schedule types and plans.

Advanced option

Supported schedule type(s)

Starting plan

Stack PMs

All time-based

Premium+

Reschedule on PM completion

Time-based (daily only)

Premium+

Skip occurrences

All schedules

Enterprise

Schedule at regular intervals

Usage-based

Enterprise

Advanced PM schedule options are only available for premium+ and/or enterprise plans. Please reach out to our support team to upgrade or learn more.

Stack PMs

Stack PMs generates a new PM on schedule, even if the previous PM is still open.

When stack PMs is off, Limble waits for the open PM task to be closed before generating the new task.

Most PMs don't need stacking, but it helps with high-frequency checks.

For example, if a technician checks fridge temperatures every 2 hours and misses the 2-hour check, stacking still assigns the 4-hour check.

Reschedule on PM completion

Reschedule on PM completion sets the next PM based on the date the last PM was completed, not the date it was planned. This keeps the time between PMs consistent, even when work is done early or late. It only works with daily schedules.

For example, a 30-day calibration PM is due April 30 but completed on April 15. The next PM is scheduled for May 15.

Skip occurrences

Skip occurrences stops a PM from generating every set number of times, so it doesn't overlap with a larger PM that covers the same work.

For example, a quarterly PM can skip the occurrences that land on the same dates as your annual and semi-annual PMs.

For now, return to Limble legacy to set skipped occurrences. This functionality is coming soon to the new desktop.

Schedule at regular intervals

By default, a usage-based PM is scheduled from the usage logged when the last PM was completed. Schedule at regular intervals generates PMs at fixed points instead, so late work doesn't push future PMs later.

For example, a car gets an oil change every 3,000 miles, and the 12,000-mile PM is completed at 12,750 miles:

  • With regular intervals, the next PM generates at 15,000 miles.

  • Without regular intervals, the next PM generates at 15,750 miles.

For now, return to Limble legacy to set up scheduling at regular intervals. This functionality is coming soon to the new desktop.


Time or usage, whichever comes first

You can combine a daily time-based schedule with a usage-based schedule so a PM generates on time or usage, whichever comes first.

For example, a vehicle gets an oil change every 90 days or every 3,000 miles. When a PM from either schedule is completed, both schedules reset.

This setup uses Reschedule on PM completion, so it’s available on Premium+ and Enterprise plans.


Create and manage PM schedules

Important to know: some PM scheduling functionality is not available in the new Limble desktop experience yet.
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To use advanced scheduling options including holidays, seasons, skip occurrences, and schedule at regular intervals, return to Limble legacy. A single PM schedule can't yet be applied to multiple assets.

Once configured in legacy, it will carry over to the new desktop.

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