Preventive and Corrective Maintenance are two pillars of asset care in FieldEx. Planners can proactively set up recurring service routines to avoid breakdowns and when issues do occur, corrective jobs can be generated instantly based on inspections or field reports.
This article helps you understand:
How to set up Preventive Maintenance schedules and frequencies
How to auto-generate jobs using templates and spare parts
How Corrective Maintenance jobs are triggered from failed inspections
Preventive vs Corrective Maintenance
In FieldEx, these maintenance types are managed separately but often work together:
Type | When It's Used | Setup Required |
Preventive Maintenance (PM) | Scheduled servicing to reduce failure risk (e.g., monthly filter cleaning) | Maintenance schedule + frequency + job template |
Corrective Maintenance (CM) | Triggered when faults or failures are detected (e.g., post-inspection repair) | Linked to inspection checklist or manual job creation |
Setting Up Preventive Maintenance
Path: Settings > Modules > Preventive Maintenance > Configuration > New
Use this setup to create maintenance plans that trigger jobs automatically.
Open the Preventive Maintenance module and click Configuration > New
Provide a descriptive name (e.g., “Quarterly Equipment PM – Zone A”)
Enable Send Reminder and define:
Initial reminder (e.g., 3 days before)
Follow-up and overdue reminders
Choose reminder recipients: Teams, roles, or users (e.g., Technicians – North)
Click Save to activate the template
Best Practice: Use naming conventions like “Monthly – HVAC PM” to keep templates clear and searchable. |
Configuring Maintenance Frequencies
Path: Preventive Maintenance > Open Schedule > Frequency Tab > New
Frequencies determine how often a job is created (e.g., every 2 weeks).
Name your frequency (e.g., “Weekly Visual Check”)
Select a User Group responsible (e.g., Field Team A)
Choose frequency type (Day/Week/Month/Year) and interval (e.g., every 3 months)
Choose a job order template and enable Auto-Generate Job Order
Exclude weekends or holidays if needed
Click Save
Linking Spare Parts to Maintenance
Path: Preventive Maintenance > Frequency Tab > Open Frequency > Parts Tab > New
Search and select predefined parts (e.g., Gasket, Oil Filter)
Specify quantities (e.g., 2 units per service)
Click Save. Parts are now automatically added to job orders
This ensures technicians are always assigned with the right spares—reducing delays and improving field readiness.
Linking Maintenance Plans to Assets
Path: Assets > Open Asset > Contracts Tab > New > Maintenance Schedule Tab
Create a contract for the asset (Customer, Dates, Custodian)
Switch to the Maintenance Schedule tab
Select the preventive maintenance template and start date
Enable Auto-Generate Job Orders and set reminder rules
Click Save. Now, jobs will now trigger automatically
Example: Assign “Monthly Coffee Machine Descaling” to 50 assets FieldEx will trigger jobs for each, send reminders, and attach required parts automatically.
Triggering Corrective Maintenance
Corrective jobs are often created as a result of failed checklists.
Example scenario:
Technician inspects a machine using a mobile checklist
A question is marked as Failed or flagged “Needs Follow-Up”
FieldEx triggers a new corrective job order for Planner review
You can configure this under your checklist rules or automation settings.