Dear all, I'm contacting you to resolve the following: In several of our O&M contracts, the client requests monthly maintenance plan compliance. The issue is that the platform doesn't provide a way to schedule future work orders (WOs) to be included in the calculation. For example: I have weekly activities, so in a 30-day month there should be 4 activities. If I complete all 4, I get 100%, and if I only complete 2, it's 50%. In Maintain X, an activity with calendar repetition, if I only complete 2 out of 4, the third and fourth aren't opened, therefore they aren't included in the calculation, resulting in 100%, when in reality, within the month, it would only be 50%. I hope someone has a similar case or can share how they handle this. Thank you, Community
Solved
Calculating Maintenance Plan Compliance
Best answer by AngelinaE
Hello Karol, thank you for reaching out. There are a few options you can try.
1. Pre-schedule all work orders at the start of each period.
At the beginning of each month, create the expected work order instances in advance, with their due dates set for the appropriate week. This way the planned activities exists in the system at the start of the period, so compliance calculations reflect the full picture of what was planned versus what was completed, not just what was triggered by the rolling recurrence engine.
2. Use sub-work orders to structure monthly compliance.
Create one parent work order per compliance period (e.g. "Monthly Inspection — June 2026") with four sub-work orders, one for each expected weekly occurrence. Each sub-work order can be assigned its own due date, assignee, and completion status. All four expected activities are visible and trackable under one parent, and incomplete sub-work orders remain open and countable rather than disappearing from the record.
Please let us know if you have follow-up questions about either of these approaches.
+2- MaintainX Team
- Answer
Hello Karol, thank you for reaching out. There are a few options you can try.
1. Pre-schedule all work orders at the start of each period.
At the beginning of each month, create the expected work order instances in advance, with their due dates set for the appropriate week. This way the planned activities exists in the system at the start of the period, so compliance calculations reflect the full picture of what was planned versus what was completed, not just what was triggered by the rolling recurrence engine.
2. Use sub-work orders to structure monthly compliance.
Create one parent work order per compliance period (e.g. "Monthly Inspection — June 2026") with four sub-work orders, one for each expected weekly occurrence. Each sub-work order can be assigned its own due date, assignee, and completion status. All four expected activities are visible and trackable under one parent, and incomplete sub-work orders remain open and countable rather than disappearing from the record.
Please let us know if you have follow-up questions about either of these approaches.
Thanks for you reply Angeline, we will try the sub-work orders option. From what I understand, a new feature for creating maintenance plans is coming to MaintainX; I think this could be helpful as well. Regards.
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