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The maintenance due screen lists every round your maintenance plans say is due, in date order, so you can see what is coming, what is late, and act on it. Open it from Work → Maintenance Due. You need View scheduled maintenance rounds.
If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules, or it may not be included in your plan.
The maintenance due list The maintenance due list

What is on it

Each row is a round — one instance of a plan coming due on one asset. A round is not yet a work order. It becomes one when it is raised: automatically, at the point the plan defines, or by hand from here when the plan has automatic generation turned off. A plan whose type raises an inspection raises an inspection instead of a work order. Overdue rounds have a red edge. Overdue preventive work is the number worth watching: it is the maintenance you decided to do and then did not.

Rounds and their statuses

These are the default round statuses — your organisation may have changed them under statuses and transitions:

List, Calendar and Activity creation summary

List and Calendar are two views of the same rounds: the work that has to be done. Activity creation summary answers the opposite question — what each schedule planned, including the rounds that will not be done because another round does their work.

List

The list is sorted by due date, earliest first. Columns shown by default: There are no buttons on the rows themselves. To act on a round — or on forty — tick it and use the bar at the foot of the screen, described under Acting on rounds. Available from Columns: Triggered by (calendar, meter or condition), Meter at trigger, Days until due, Tolerance (days of slip allowed), Scheduled, Deferred to, Estimated minutes, Overdue, Notes, and who created and last updated the round.

Calendar

The maintenance due calendar The maintenance due calendar The same rounds laid out on a month calendar, with the previous and next month arrows and Today to move around it. Each round is coloured overdue, due or raised, a day with many rounds shows how many and “+N more”, and days outside the month are dimmed. Click a round to act on it: a round whose plan raises its own work opens Defer; one that does not opens Raise work. The calendar is the one place a single round is acted on directly; the list acts through the footer bar. The calendar shows what is due, not whether the day can take it — the foot of the grid says so and points to the capacity plan. To move a round, drag it to another day. A weekly, monthly, quarterly or yearly round can go to any day from today until its next round; a daily round, or one with an inspection raised, stays where it is. A round whose work order is already raised can be moved too, and the work order’s dates move with it — but only by people who may also edit work orders; for anybody else a raised round stays where it is, and the note under the grid says which applies to you. While you drag, the days it may land on are highlighted and the rest are dimmed. Dropping it opens a panel showing when it Moves to — at the same time of day it had — and that it stays before the next round, with a required Reason (“Why it is moving”); Move saves it. A move is recorded as a deferral, with its reason, so it shows as Deferred and is still owed. Dragging needs the same permission as deferring.

Activity creation summary

One row per schedule — a plan on one asset or one place, so a plan covering three pumps is three rows — showing three months of its calendar rounds at a time. The arrows move the window a month earlier or later. A round skipped by activity merge — because a round of another plan does its work — keeps its place in the row in red, struck through, with ”→” and the number of the plan that does its work. Hovering over it says which plan, how often that plan runs and on which day: “Skipped: merged into plan (frequency) on day”. No work order is raised for it, and it is not on the list, the calendar or the capacity plan; the legend counts how many are in the window. Meter-triggered rounds are not shown, because they have no frequency and never merge. Rounds appear once they are generated, as far ahead as the planning horizon; until then the summary says “No rounds in these months”.

Acting on rounds

Maintenance due with every round ticked and Raise work, Defer and Skip in the bar at the foot Maintenance due with every round ticked and Raise work, Defer and Skip in the bar at the foot Tick one round or many — Select all N ticks the page — and a bar at the foot of the screen says how many are selected and offers Raise work, Defer and Skip, with Clear to untick them. Each action opens a panel with the same rules whether you ticked one round or forty: Deferring needs Reschedule or defer a maintenance round. Skipping is the stronger decision, because it counts against compliance, and needs permission to edit maintenance plans. Selecting every round matching the view, beyond the page on screen, runs the action in the background.

Tolerance

Most plans carry a tolerance — a number of days either side of the due date within which the round still counts as on time. A round done three days early on a plan with a week’s tolerance is on time; the same round two weeks late is not, and counts against PM compliance on the dashboards. Overdue rounds also appear in the Needs attention list and can be sent as notifications.

Before you act

  • Open the plan to change the schedule, the tasks or the tolerance.
  • Open the asset to see everything else due on the same asset — doing two rounds in one visit is usually cheaper than two.
  • Check the capacity plan before assuming a busy week can take what is due. This screen does not weigh technician hours, parts or shutdowns; it reports what is due.