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Preventive maintenance: a plan that generates its own tasks

2 minHSE officer
Maintenance plancadence in days + checklistTask on the boardassigned + due dateThe next task ✓auto, on completionbirthscompleteand so the loop never breaks — the morning sweep is a safety net if a completion is missed
The plan births the task; completing it births the next — the sweep is a safety net.

Preventive maintenance repeats on a fixed schedule. In goiso you don't create each task by hand: you define the plan once, and it generates the tasks. The generated task itself is the service record — there is no separate maintenance column on the asset.

Create the plan

From Maintenance plans, create a plan that carries:

  • A target: an asset or a location.
  • A cadence: the number of days between services (e.g. 30).
  • An assigned technician (an employee), and a landing board + column for the generated tasks.
  • A checklist template copied onto every task.

How tasks are generated

  1. Click "Generate now" and the first task is minted on the board — assigned, with its checklist, due date = today + the cadence.
  2. When the technician works the task and moves it to the Completed column, the next task is born automatically, a cadence out.
  3. And so an unbroken loop — the technician's week is generated in the system.

Rules that keep it clean

  • One live task per plan: a second is never generated while the first is open — so "Generate now" is refused when a live task exists (finish it first).
  • A morning safety net: if a task is deleted without completion, the morning sweep births one for any active plan that has no live task — so no plan is forgotten.
  • A paused plan (Active off) generates nothing.

Hazardous work is born locked

Turn on "Requires a work permit" on a hazardous plan (welding, confined space…): the generated task is born linked to a draft permit — so no one can execute it until the permit is activated. Hazardous work is locked from day one, with no manual linking.

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