Set PM Schedule

Article • 4/27/2026 • 1 min read

Under the PM Schedule module, you can access Set PM Schedule to schedule a PM inspection for an asset or location.

To set up a new PM Schedule, you can perform the following:

  1. Click Set PM Schedule from the PM Schedule menu or select a record in PM Schedule: < Query Name > screen and click on PM Schedule button in action bar.
  2. Enter the value in Serial/ Equipment fields and Master Plan (Mandatory field) fields, or click the search icon to search for the required values.

The serial field will be available under the Set PM Schedule, if you haveAllow Work Orders to be written against assets settings checked in Options tab under Setup > Setup Options > Work Orders path.

  1. Click Next to open the Master Plan Details. See for more details.