Set Up Preventative Maintenance Tasks (Cloud) 🎥
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Preventative maintenance tasks help properties plan and track routine maintenance before issues occur. In Visual Matrix Cloud, setting up preventative maintenance allows you to schedule and assign recurring or planned maintenance activities—such as inspections, servicing, or equipment checks—to maintenance staff. This approach helps ensure ongoing upkeep is performed consistently while reducing the risk of unexpected maintenance issues.
Path: Maintenance > Preventative > Preventative Maintenance
Assigning a room or location to a preventative maintenance task does not place the room out of order and does not affect inventory or availability. This action simply records the preventative maintenance item that needs to be completed.
Instructions
1. Select a Maintenance Item. All locations (rooms and/or common areas) where this item is scheduled for completion are automatically displayed.
You can use the available filters—such as Date to Assign, Room Type, or Location Type—to narrow down which rooms or common areas are displayed before assigning preventative maintenance tasks.
2. Click Refresh to update the list based on the selected filters.
3. Select a maintenance staff member, then click one or more room numbers or common areas to assign them. You can also click Assign All to assign all listed locations at once.
Assignments are applied immediately—there is no Save button.
Color indicators help identify assignment status:
- Green: assigned to the selected employee
- Pink: assigned to another employee
- Red: task already completed for that location (visible only when no employee is selected)
The assignment screen is used only to schedule and assign preventative maintenance tasks. To print or export task lists for staff, use the corresponding Preventative Maintenance Analysis report.
Still Need Help With This Topic?
Ask Yourself:
- Did you select the correct Maintenance Item before assigning locations?
- Have you applied any filters (Date to Assign, Room Type, Location Type) and clicked Refresh?
- Did you select the correct maintenance employee before assigning rooms or common areas?
- Are you aware that assignments are applied immediately and do not require saving?
- Do you understand that assigning a preventative maintenance task does not place rooms out of order or affect inventory?
Support May Ask You:
- Which maintenance item you were assigning
- The date selected in Date to Assign
- Which room types or locations were filtered
- Which maintenance employee was selected
- Whether Assign All was used or rooms were assigned individually
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