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Preventive Maintenance Scheduling

Schedule recurring preventive maintenance with checklists, parts ordering, and technician assignment

Complexity: Moderate | Duration: 15-30m | Category: Operations/Process

Tags: #preventive-maintenance #cmms #scheduling #asset-reliability #work-orders

Workflow Diagram​

Steps​

Step 1: Asset Identification​

Agent: maintenance

specialist - Select assets requiring preventive maintenance

Step 2: Maintenance Plan​

Agent: maintenance

specialist - Define tasks, frequency (daily/weekly/monthly/annual)

Step 3: Checklist Creation​

Agent: maintenance

specialist - Create detailed inspection and service checklists

Step 4: Parts Planning​

Agent: inventory

specialist - Identify required parts and stock levels

Step 5: Schedule Generation​

Agent: scheduling

specialist - Create recurring work orders in CMMS

Step 6: Technician Assignment​

Agent: scheduling

specialist - Assign to qualified technicians or contractors

Step 7: Calendar Integration​

Agent: scheduling

specialist - Block technician calendars and notify

Step 8: Spare Parts Reservation​

Agent: inventory

specialist - Reserve parts for scheduled maintenance

Step 9: Reminder Automation​

Agent: cmms

specialist - Set up automated reminders 7/3/1 days before

Step 10: Performance Tracking​

Agent: data

analyst - Monitor completion rates and overdue tasks

Usage​

To execute this workflow:

/workflow operations/process/preventive-maintenance-scheduling.workflow

See other workflows in this category for related automation patterns.