List columns
These columns appear on the building and portfolio schedule lists.Filter criteria
These criteria are available in the Filters panel on the schedule list.Work types
When you select Inspection, choose an inspection type.
Wizard steps
General info fields
Field
required
Name for the schedule.
Dropdown
required
Asset types this schedule applies to.
Dropdown
User assigned to work orders the schedule generates.
Dropdown
Team assigned to work orders the schedule generates. Work orders assign to the entire team so members can assign work to themselves.
Field
Notes about the schedule scope or procedure.
Field
Files such as procedures or reference images. Select the upload area to add attachments.
Timing and recurrence fields
Dropdown
required
Just once, Recurrent, or On demand. The fields below change based on your selection.
Date
required
When the schedule begins generating work.
Date
Optional end date for the schedule window.
Field
required
Number of days the assignee has to complete work after it is scheduled.
Dropdown
required
Recurrence interval for recurrent schedules (for example, Weekly). Some frequencies support custom repeat options.
Auto-fail fields
Toggle
When enabled, work orders auto-fail if not completed by the configured threshold.
Field
required
Days after the due date before auto-fail applies (shown when Auto-fail is on).
Asset addition methods
Bulk edit fields
Bulk edit updates only the fields you enable. Values apply to every selected schedule.Dropdown
User assigned to work orders the selected schedules generate.
Dropdown
Team assigned to work orders the selected schedules generate.
Dropdown
Auto-fail behavior for work orders created by the selected schedules.
Dropdown
Activate or deactivate the selected schedules.
Field
Number of days that set when generated work orders are due.
Date
Date that triggers the next schedule run.
Toggle
Force an immediate auto-fill across the selected schedules.
Detail page tabs
Detail page fields
General information shows these values.
Schedule shows timing and recurrence.
Related reference
Task fields
Template and group fields you assign during schedule setup.
Work order fields
Fields on the work orders a schedule generates.