All actions are performed through TDNext in the Facilities Tickets application.  You will need at least Technician level access to the Facilities Tickets application to set up Ticket Templates and Scheduled Tickets.  

Create Ticket Template

Select the small gear icon at the top right of the application then select New Ticket Template.

Fill out the template with the following values with the same description, add (ITEM TAG) to the end of the title.  PM’sTemplate Name: Prefix with “PM - “ then use the Description.  If there are multiple PM’s with the same description, add (ITEM TAG) to the end of the title.  
Example: PM - HVAC  Daily Check of Controls (HVCC MC)

• Template Visibility: Only These Groups –  Groups: Management (Facilities)
• Form: Preventative Maintenance
• Requestor: (This should be a member of the Facilities Management group)
• Title: Description of the PM
• Item Type: Item Type of PM  
• Item Tag: Item Tag  of PM  
• Job Code: Job Code of PM
• Trade: Trade group responsible for PM
• Estimated Hours: Est Time for PM if available, otherwise leave 0.
• Description: Description of PM from above.
• Priority: Leave blank
• Responsible: Department responsible for PM
• Source: Service Catalog
• Due Date: 0 days
• Status: New

Create Ticket Schedule for Template

Select the small gear icon at the top right of the application then select New Scheduled Ticket.

Fill out the template with the following values: 

• Name: Same Title as the Ticket Template
• Schedule: Choose the Interval selection.  This would be how often the PM occurs
• Recurrence Pattern: This would be how often the PM repeats (Ex: Monthly, Yearly, etc), or if this is a completely new PM, can be set as needed. 
• TDXStart Date and Time: In order to get a proper schedule, this should be set to the Last PM Date.  You should be able to search previous tickets in
• Is Active: Make sure this box is checked, or it will not create the ticket on schedule.
• Classification: Service Request
• Responsible Notify: Typically, this is left UNCHECKED: Reason being we do not want to send out multiple notification emails when a scheduled PM is craeted.  If needed for notification and tracking purposes, you can check this box and enter in recipients, but be advised:  Scheduled tickets are created Automatically, and this will send notifications every time one (of this type) is created.  craetedResponsible Notify: Typically, this is left UNCHECKED: Reason being we do not want to send out multiple notification emails when a scheduled PM is
• Due Date: 0 days