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  2. User Manual
  3. Preventative Maintenance (PM) & Rounds

Schedule a Round

How to Schedule a Round

  1. Access the Dashboard:
    • Navigate to the Dashboard from the left-side menu.
  2. Open the Round Scheduler:
    • Click the "Schedule Round" button located in the top right corner of the Dashboard.schedule pm (1)
  3. Fill in Round Details:
    • Title and Information: Add a title and any other necessary information in the top section of the ticket.
    • Date and Time Window: Select the start date and time window for the Round.
    • Repetition Schedule: Choose how often the Round will repeat. You can select from predefined options or create a custom repeating schedule to fit your needs.
    • Checklist: Select the checklist that will be used for the Round.
    • Team or Member: Choose the team or member who will be responsible for the Round.
    • Additional Actions: Just like creating a PM, you may also choose to include Tags, Properties or Attachments to your Round.Screen Shot 2024-06-10 at 3.46.32 PM
  4. Save the Round Schedule:
    • Click the checkmark in the top right corner to save your changes.
You have now successfully scheduled a new Round for your organization in Chekhub!