Preventive Maintenance Basics

How PMs work

A PM schedule is a recipe: an asset or asset group, a task list, a frequency, and an assignment rule. When it fires, Rivolq generates a work order from the template, assigns it, and tracks it. Schedules can be time-based (every 30, 90, or 365 days), meter-based (every 250 hours or 5,000 miles), or combined, whichever comes first.

Creating your first PM

1. 01Open Preventive maintenance, then New PM.
2. 02Pick the asset or asset class.
3. 03Choose a frequency.
4. 04Add the task list, with optional checklists or photo requirements per step.
5. 05Set assignment to a person, role, or auto-assign by load.
6. 06Save and activate. Check Run now to fire immediately.

Frequency and compliance

Avoid over-frequent PMs. Start with the manufacturer's recommended interval, then lengthen if you find nothing or shorten if you find real problems. A baseline: criticality 5 assets monthly visual plus quarterly deep, criticality 3 quarterly, and auxiliary semi-annual or annual.

Use templates under Settings, then Templates to apply one recipe across similar assets. The PM compliance report under Analytics shows hit rate per asset, technician, and facility. A healthy program runs at 90% or higher; below 70% means you are scheduling more than you can deliver. The Optimizer panel flags intervals that may be wrong.