PM Schedule Monitor

availability

Feature availability by platform, plan type, and user type

Platform:	AvailableWebNot availableMobile
Plan Type:	Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise
User Type:	Not availableRequesterAvailableFull UserAvailableAdministrator

PM Schedule Monitor reviews the maintenance schedule for a team or an entire organization against technician capacity and preventive maintenance (PM) cadence. It flags drift, such as overdue jobs, technician overload, and new reactive work orders disrupting planned PM. It then proposes rescheduling or reassigning specific work orders to rebalance the workload.

When to Use PM Schedule Monitor

You can use PM Schedule Monitor to find scheduling problems before they affect your planned maintenance, for example when technicians are overloaded or overdue work orders are building up.

Before You Start

To use the PM Schedule Monitor skill, you need:

• Permission to view work orders across teams.
• Permission to edit work orders (due date and assignment).

For more information, see User Roles and Permissions.

What the Skill Reviews

PM Schedule Monitor uses the following information to generate its output:

Data	Information Reviewed
Work orders	Due dates, statuses, and assignees in the analyzed window, including overdue work orders.
Technicians and teams	Technician and team headcount.
PM recurrence	Active PM recurrence chains for each asset.

Limitations

PM Schedule Monitor has the following limitations:

Limitation	Details
Approval required	Every rebalancing suggestion is a proposed reschedule or reassignment that you approve in MaintainX®. Nothing changes automatically.
Accessible data	The skill analyzes only the records and capacity data you have permission to access.
Default scope	When you don't select a team, the skill analyzes the next seven days of workload data across all teams you have access to.

Review the output before taking any action. For more information about the safeguards MaintainX applies to all AI-powered skills, see Built-In Safeguards.

Settings

When you add or edit a configuration, set the following options in the skill's Settings section:

Setting	Description
Teams	The teams to include in the report. If you don't select a team, the skill uses its default scope.

Review the Report

Depending on your configuration, the report lists the scheduling problems PM Schedule Monitor identified. It also suggests rescheduling or reassigning work orders to rebalance the workload.

To act on a recommendation:

1. On the recommendation card, select Review and Update. The impacted work order opens.

2. Review and adjust the work order based on the recommendation.

3. Select Update.

   note

   If the work order is part of a recurring series, you can apply the changes to one work order or to the whole series.

4. When prompted, select Confirm.

The work order is updated.