Maintenance occurrence report

Stored preventive-maintenance occurrences. Generated is not completed. Recurrence is not recomputed on this screen.

Reports → Maintenance occurrences · /app/w/{workspace}/reports/maintenance-occurrences

Requires capability preventive_maintenance and plan feature contracts_pm. Linked from Resources.

How to use it

1. Reports → Resources → View maintenance occurrence report, or open the path above.
2. Filter by due-date period and status.
3. Columns include Due on, Plan, Customer, Site, Status, Operational state (Overdue / Due soon), Generated at, Work order.
4. Export CSV if you need a file (max 5000 rows, UTF-8 BOM).

Generated rows are typically Draft work orders from PM — not completed jobs, not appointments, not invoices. Generation never picks a person.

What-if

If rows are missing: the scheduler / fsm:maintenance-generate is usually off. An Active plan still does nothing if cron is down.

If you expected Completed here: office still Opens, Add appointment, dispatches, then Completes the work order.

See Preventive maintenance.