Preventive Maintenance (PM) is vital for ensuring long-term facility health. Aetos allows administrators to configure recurring schedules for standard inspections and maintenance. Using an automated recurrence engine, a single master blueprint automatically stamps out new individual work orders as older occurrences are completed.
Understanding the Recurrence Structure
Series: The master scheduling container that holds recurring rules, active date calculations, and series-level file attachments.
Blueprint Template: The canonical copy of your checklist sections, tasks, and assessment questions used to stamp out future work.
Occurrence: A concrete individual work order that appears in the technician's list to be executed.
Step-by-Step Instructions
Navigate to the Work Orders page from the left navigation sidebar.
Click the + button in the top-right corner of the table to open the New Work Order form.
Fill out the Title, Description, and select your Location and Assets.
Scroll to the Schedule section on the form.
Select your initial start date in the Scheduled At calendar picker.
Select your initial deadline in the Due At calendar picker.
Toggle the Recurring switch to ON (represented by a green toggle). This expands your recurrence rules:
Frequency: Select how often the task repeats (Daily, Weekly, Monthly, Yearly).
Interval: Set the multiplier (e.g., Weekly with an interval of
2translates to Every 2 Weeks).Weekly Days: If weekly is selected, check which days of the week the task applies to (e.g., Monday, Wednesday, Friday).
End Condition: Specify if the recurrence ends Never, On a specific calendar date, or After a certain number of occurrences.
Click Review Upcoming Due Dates inside the schedule card to run a simulation. This displays a list of the exact next 4 scheduled deadlines.
Click SAVE in the bottom edit bar.
A green success banner confirms the work order series was created, and you will be returned to the table. The platform automatically generates the first active Occurrence in your series.
Under the Hood: Series Continuation
When a technician completes a recurring work order and moves its status to Completed:
The platform checks the parent Series configuration.
It automatically copies your master blueprint template and stamps out the next scheduled Occurrence in the database, placing it in the active backlog for your technicians. This guarantees that your PM schedules remain unbroken without manual administrative oversight.
See Also
How to Create a New Work Order
How to Understand Start & Due Dates
How to Attach Files: Occurrence vs. Series