How to View Annual Maintenance or Inspections Plan

With Reports, you get a rolling 12‑month maintenance plan. It provides a clear month‑by‑month view of scheduled inspections and maintenance. 

How to View the Annual Maintenance and Inspection Plan

1. Click “Reports” in the left navigation.
2. In the filter, select a single list (for example, “Assets Due for Inspection”).
3. After applying the filter, you’ll see all upcoming due dates for that list and a button labeled “Annual Overview.”
4. Click “Annual Overview” to open the 12‑month maintenance plan.

You will see a calendar with an overview of all the items you previously selected in the filter and a yearly overview of maintenance activities. The annual outlook is floating and always shows the next 12 months.

How to view maintenance or inspection plan overview by period

1. Click “Reports” in the left menu.
2. In the filter, select a single record type (for example, Equipment for Inspection).
3. After you set the filter, a “Yearly Overview” button will appear, showing all due dates for the selected record type.
4. Click the button to open the maintenance schedule; you’ll see a 12‑month view.