Setting up recurrent checklists for a maintenance project
Overview: recurrent checklists for maintenance
Recurrent checklists on asset types automatically create the next inspection or test after approval, which is used in operations and maintenance projects for repeating work such as filter changes, oil changes, and detector checks.
Related advanced settings are also described in Configure asset checklist settings.
- Your role must be Manager or higher.
- You can find the menu at Asset module - Asset Types / checklist type setup.
- This changes recurring checklist generation for assets of the configured type.
Examples include changing oil every 3 months, changing AHU filters every 30 days, or checking fire detectors every 120 days.
How to set up recurrent checklists
- Open the Asset module from the sidebar.
- Create the needed checklist types, for example Inspection or Testing.
- Open Asset Types, attach the checklist template, enable duplication/recurrence, and set the recurrent interval.
- Create assets. Matching checklists are created with the asset.
- Set the checklist start date. After the checklist is performed and approved, the next one is created automatically.
Video walkthrough
Results: recurrent checklist behavior
Action | Result |
|---|---|
Checklist approved | New checklist is generated for the next due date |
Asset updated | Related checklists remain intact |
Checklist not performed | Future recurrence stays paused until completion and approval |
Troubleshooting: recurrent checklists
Problem | Cause | Solution |
|---|---|---|
Checklist does not recur | Recurrence is not enabled on the checklist type | Edit the asset type checklist settings and enable recurrence with a positive interval |
No checklists shown in overview | View is missing checklist columns | Enable the checklist columns in the view settings |
Incorrect next due date | Start date is missing or wrong | Set the correct start date on the checklist for that asset |
Updated on: 07/26/2026
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