> ## Documentation Index > Fetch the complete documentation index at: https://docs.kodelabs.com/llms.txt > Use this file to discover all available pages before exploring further. # Building schedules > Create and manage preventive maintenance and inspection schedules at the building level in AssetOps At the [building level](/products/assetops/quickstart/usage-workflow#building-level), **Schedules** generate recurring or on-demand [work orders](/products/assetops/work-orders/work-orders-overview) for preventive maintenance and inspections. Open a building from [Buildings](/products/assetops/resources/buildings), then select **Schedules** in the sidebar. Schedules use [task templates](/products/assetops/resources/task-templates) and [teams](/products/assetops/resources/teams) you configure at the portfolio level. *** ## Schedule list The default **list** view shows all schedules for the building. Building Schedules list view with search, list and calendar toggles, Filters, and Create button | Column | Description | | -------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- | | **Title** | Schedule name as a link, with schedule ID below (for example, `SCH-02235`). An external-link icon opens the linked Cloud BMS device when applicable. | | **Work type** | **Preventive maintenance** or **Inspection** | | **Recurrence** | How often work is generated (for example, **Weekly**, **On demand**) | | **Status** | **Active** or inactive | | **Tasks** | Number of tasks and total estimated time | Use **Search schedules** to find records. Use the column control to show or hide fields. ### Bulk edit schedules Update multiple schedules at once from the list at the building or [portfolio](/products/assetops/portfolio/schedules) level. Bulk updates run as a **batch**: AssetOps processes each selected schedule individually. Valid items complete even when some rows fail. Failed rows stay available to review and export with the failure reason. When you start a batch, a popup confirms that processing started. If another bulk update is already running, the new job is queued. Review the seven-day **Bulk History** for who triggered the update, success and failure counts, and exportable failure details. A badge shows whether the batch finished fully or stopped because of an interruption. Select one or more rows, then select **Edit**. Bulk Edit modal with warning banner and checkboxes for Assignee, Team Assigned, and Auto-fail fields Only checked fields are updated. Review your selection and field choices before you save. Enable the checkbox next to each field you want to change. Only checked fields are updated on selected schedules that pass validation. User assigned to work orders the selected schedules generate. Team assigned to work orders the selected schedules generate. Auto-fail behavior for work orders created by the selected schedules. Activate or deactivate the selected schedules. Number of days that set when generated work orders are due. Date that triggers the next schedule run. Force an immediate auto-fill across the selected schedules. Use row checkboxes or the header checkbox to select schedules in the list. Select **Edit** in the toolbar. Enable the checkbox for each field you want to change. Select values only for checked fields. You can set activation mode, due-by days, next run date, and auto-fill in addition to assignee, team, and auto-fail. Select **Save** to start the batch, or **Cancel** to close without saving. Confirm progress in the popup, then use the seven-day bulk history to export any failed rows. ### Calendar view Select the **calendar** view toggle to see scheduled work on a monthly grid. Schedules calendar view for May 2026 with colored schedule chips and Today navigation Use **Today**, month arrows, or the date picker to move between periods. Days with many schedules show a **+N more** link to expand the list. ### Filters Select **Filters** to open the filter panel. Schedules filters sidebar with Next Run Date, Work Type, Inspection Type, Assignee, Team Assigned, Frequency, and Asset fields | Filter | Description | | ------------------- | ------------------------------------------------- | | **Next run date** | Date range for upcoming runs | | **Work type** | Preventive maintenance or Inspection | | **Inspection type** | Inspection category for inspection schedules | | **Assignee** | User assigned to generated work orders | | **Team assigned** | Team assigned to generated work orders | | **Frequency** | Recurrence pattern (for example, monthly, weekly) | | **Asset** | Asset included on the schedule | Select **Clear all** to reset filters. ### Export Open the vertical ellipsis menu in the schedule list header and select **Export** to download schedule data. *** ## Create a schedule Select **+ Create** to start a new schedule. ### Choose work type Create Schedule modal with Preventive Maintenance and Inspection work types plus Assets Area and General inspection type options | Work type | Description | | -------------------------- | ----------------------------------------------------- | | **Preventive maintenance** | Recurring maintenance for building systems and assets | | **Inspection** | Routine site or asset walkthroughs to log findings | When you select **Inspection**, choose an **Inspection type**: | Inspection type | Description | | --------------- | ---------------------------------------- | | **Assets** | Inspect individual assets | | **Area** | Inspect rooms, floors, or common areas | | **General** | Catch-all for miscellaneous observations | Select **Continue** to open the **New schedule** wizard. ### Wizard overview The wizard has five steps: | Step | Purpose | | ---------------- | ------------------------------------------------------- | | **General info** | Title, asset type, assignment, description, attachments | | **Schedule** | Timing, recurrence, due dates, and auto-fail | | **Assets** | Assets included on the schedule | | **Tasks** | Task templates or task groups for generated work orders | | **Overview** | Review settings before you create the schedule | *** ### Step 1: General info New Schedule wizard step General Info with Title, Asset Type, Assignee, Assign Team, Description, and Attachments fields Name for the schedule. Asset types this schedule applies to. User assigned to work orders the schedule generates. Team assigned to work orders the schedule generates. Work orders assign to the entire team so members can assign work to themselves. Notes about the schedule scope or procedure. Files such as procedures or reference images. Select the upload area to add attachments. Select **Next** to continue. *** ### Step 2: Schedule Configure when and how often the schedule runs. New Schedule wizard Schedule step with Recurrent type, dates, Due By Days, Weekly frequency, Repeat On Monday, and Auto-fail toggle **Just once**, **Recurrent**, or **On demand**. The fields below change based on your selection. When the schedule begins generating work. Optional end date for the schedule window. Number of days the assignee has to complete work after it is scheduled. Recurrence interval for recurrent schedules (for example, **Weekly**). Some frequencies support custom repeat options. For custom recurrence, set **Repeat on** (days of the week) and **On months** when those controls appear. When enabled, work orders auto-fail if not completed by the configured threshold. Days after the due date before auto-fail applies (shown when **Auto-fail** is on). Select **Next** to continue. *** ### Step 3: Assets Choose how assets are included on the schedule. New Schedule Assets step with Add by asset types recommended and Add by asset list options | Method | Description | | -------------------------------------- | ------------------------------------------------------------------------------------------------------------ | | **Add by asset type(s)** (recommended) | Includes all assets of the selected types. New assets of those types added later are included automatically. | | **Add by asset list** | Select specific assets from a searchable table. | When you use **Add by asset list**, search and filter the table, then select rows. Assets step with Search Assets, Filter by Level, Filter by Located In, and asset table columns Assets step with three assets selected showing Title, Asset Type, and Located In columns Use **Select all** to include every asset in the current filtered list. Select **Next** when your asset selection is complete. *** ### Step 4: Tasks Assign work that each generated work order should include. New Schedule Tasks step with Tasks and Task Groups tabs, search, and Selected Tasks panel Two tabs are available: | Tab | Description | | --------------- | ------------------------------------------------------------------------------- | | **Tasks** | Select individual [task templates](/products/assetops/resources/task-templates) | | **Task groups** | Select a predefined group of templates | Search tasks, select rows, then use the arrow control to move tasks into **Selected tasks**. Select **Confirm** after search if needed. Select **Next** when at least one task is selected. *** ### Step 5: Overview Review general info, schedule timing, and selected tasks before you create the schedule. The overview shows title, recurrence, due rules, and selected tasks in read-only summary sections. Select **Back** to change a prior step, **Cancel** to exit, or **Create** to save the schedule. Overview step footer with Back, Cancel, and Complete buttons *** ## Schedule detail page Select a schedule **Title** from the building list or calendar to open the schedule detail page. From the [portfolio schedules](/products/assetops/portfolio/schedules) list or calendar, select the **Title** link or the external-link icon beside the title to open the same detail page in this building context. The header shows the schedule name, a back control, and a menu for additional actions. Five tabs organize schedule content: | Tab | Purpose | | --------------- | -------------------------------------------------- | | **Details** | General information, description, and timing | | **Attachments** | Files linked to the schedule | | **Tasks** | Task templates assigned to generated work orders | | **Assets** | Building assets included on the schedule | | **Logs** | History of work order batches the schedule created | ### Details tab Weekly Schedule Details tab showing General Information with status and assignee, and Schedule section with recurrence and auto-fail **General information** includes: | Field | Description | | ------------------- | -------------------------------------------------- | | Title | Schedule name | | Number | Schedule ID (for example, `SCH-00091`) | | Status | **Active** or inactive | | Assignee | User assigned to generated work orders | | Team assigned | Team assigned to generated work orders | | Created by | User who created the schedule | | Created at | Creation date | | Asset type | Asset types on the schedule (for example, **AHU**) | | Start date and time | When the schedule starts | Select the icon on **General information** or **Schedule** to edit those sections. **Description** holds optional notes about the schedule. **Schedule** shows timing and recurrence: | Field | Description | | ----------- | ------------------------------------------- | | Next run | Next scheduled run date and time | | End by | End date for the schedule window | | Recurrence | Pattern (for example, weekly on Monday) | | Due by | Days to complete work after it is scheduled | | On month(s) | Months when recurrent runs apply | | Auto-fail | Days after due when work auto-fails | ### Attachments tab Weekly Schedule Attachments tab with Upload button and attachment card showing date uploader and filename * Select **Upload** to add files to the schedule. * Each card shows upload date, uploader, and file name. * Use the row menu on a card for file actions. ### Tasks tab Weekly Schedule Tasks tab with task table showing Title, Asset Types, and Estimated Time columns plus Add Task button | Column | Description | | ------------------ | ------------------------------- | | **Title** | Task name or instruction text | | **Asset types** | Asset types the task applies to | | **Estimated time** | Expected duration for the task | Use **Search** to find tasks. Select **Reorder** to change task order on generated work orders. Select **+ Add task** to assign templates from your portfolio library. Add Task split button menu showing Add Custom Task option | Option | Description | | ------------------- | ----------------------------------------------------------------------------------------------------- | | **Add task** | Open the task picker to select existing [task templates](/products/assetops/resources/task-templates) | | **Add custom task** | Create a one-off task for this schedule only | Add Task modal with searchable task table, Title and Asset Types columns, and Save button Select tasks in the modal, then select **Save** to add them to the schedule. ### Assets tab Weekly Schedule Assets tab with asset table showing Title, Asset Type AHU, and Area columns | Column | Description | | -------------- | --------------------------- | | **Title** | Asset name on the schedule | | **Asset type** | Asset type for the record | | **Area** | Building area for the asset | Select **+ Add asset** to include more assets. Use **Search** to filter the list. Assets tab menu showing Edit Addition Method option next to Add Asset button **Edit addition method** switches between adding by asset type and adding by asset list, matching the options in the [create wizard](#step-3-assets). ### Logs tab Weekly Schedule Logs tab with Number, Work Orders, and Created At columns | Column | Description | | --------------- | ---------------------------------------------------------------- | | **Number** | Log entry ID for the schedule run (for example, `SCH-00017-001`) | | **Work orders** | Count of work orders created in that run | | **Created at** | Date the batch was generated | Open a log entry to review work orders created for that run. *** ## Manage schedule status From the **Details** tab you can: * Change **Status** between **Active** and inactive * Edit general information and schedule timing * **Trigger** on-demand schedules manually when the schedule type is on demand Inactive schedules do not generate new work orders. Existing work orders already created remain unchanged. *** ## Related modules Define reusable tasks and task groups for schedules. View work orders generated from schedules. Review assets included on schedules and linked devices. Assign teams that receive scheduled work orders. Look up schedule columns, recurrence options, and field definitions.