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Facility Maintenance - Preventative Maintenance

Amy Goss

Hi!

Has anyone here used automation to create recurring preventative maintenance issues?

For instance, our team wants to be prompted to change the filters on HVAC air handlers every three months. It seems simple enough, but I'm struggling to create an automation that works as I expect.

Also, I'd love for anyone who uses JSM or has used JSM for facility maintenance and operations to say "hi." : )

Thanks!

Amy (still, very new here)

Accepted answers

Mathew Lederman

Hi @Amy Goss welcome!

What you're looking for should be fairly straightforward with Jira automation. I've shared a sample screenshot focusing on the part that seems to be giving you an issue, the scheduled trigger.

Let me know if you have any questions.

Create Ticket every 3 months.png

Thanks,

Mathew

All comments

Mathew Lederman

Hi @Amy Goss welcome!

What you're looking for should be fairly straightforward with Jira automation. I've shared a sample screenshot focusing on the part that seems to be giving you an issue, the scheduled trigger.

Let me know if you have any questions.

Create Ticket every 3 months.png

Thanks,

Mathew

John Funk

Hi Amy - Welcome to the Atlassian Community!

Take a look at this article and see if it might provide you with more functionality (and flexibility!).

https://community.atlassian.com/t5/Jira-articles/Creating-a-Flexible-Recurring-Task-Issue/ba-p/2040862

Amy Goss

Thanks, Mathew!

I was really close to nailing it. I didn't use "Same issue type." Instead I chose "Report a maintenance issue."

I assume I can also assign the issue to a specific person in this step ("Then" component).

Mathew Lederman

Correct. You can set the assignee, and ant other fields needed in the Then section.

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