---
title: "How to manage preventive maintenance tasks?"
slug: "1723138704"
tags: ["Work"]
updated: 2026-07-22T15:02:45Z
published: 2026-07-22T15:03:31Z
canonical: "help.ila.cegid.com/1723138704"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage preventive maintenance tasks?

- [x] PT
- [x] ES

---

Preventive maintenance management allows you to track the lifecycle of preventive maintenance tasks, make changes, create versions, manage multiple tasks simultaneously, and link supporting documentation.

---

## State flow

Preventive maintenance follows a predefined state flow:

- **New**: initial state; allows changes;
- **Approved**: does not allow changes and generates preventive maintenance events;
- **Closed**: final state; does not allow changes;
- **Replaced**: final state; used in previous versions of a preventive maintenance task;
- **Canceled**: final state; does not allow changes.

The following diagram shows how transitions between states occur:

[![](https://helpcenter.ila.cegid.com/wp-content/uploads/Transicoes-entre-estados-manut.-preventiva-EN.png)](https://helpcenter.ila.cegid.com/wp-content/uploads/Transicoes-entre-estados-manut.-preventiva-EN.png)

*Transitions between preventive maintenance states*

---

## Create version

Creating versions allows you to modify a preventive maintenance task without losing the history.

To create a version of a preventive maintenance task, follow these steps:

1. Access **Work | Preventive Maintenance | Preventive Maintenances**;
2. Select the desired **preventive maintenance** task from the list;
3. Click on **Operations**, then on **New****Version**;
4. Edit the desired **fields**;
5. Click **Save**.

When creating a version of a preventive maintenance task, the following rules must be considered:

- The new version is created in the **New** state;
- When the new version changes to the **Approved** state, the previous version changes to the **Replaced** state;
- You can **delete** the new version before approving it by clicking the trash can icon.

> [!WARNING]
> You can only create a **version** for **preventive maintenance** when the state is **Approved**.

---

## Batch Management

Batch processing allows you to perform operations on multiple preventive maintenance tasks simultaneously.

To manage preventive maintenance in batches, follow these steps:

1. Access **Work | Preventive Maintenance | Prev. Maint.****Management**;
2. Set the **state** (required);
3. Apply optional **filters** (workshop, dates, asset);
4. Select the desired **preventive maintenance** tasks;
5. Select the operation to perform:
  - **New Version**;
  - **Change State**, specifying the **New State**;
  - **Delete**;
6. Click **Process**.

 When managing preventive maintenance in batches, the following rules must be considered:

- You can only create **versions** for preventive maintenance in the **Approved** state;
- **New versions** can be created in the **Pending** or **Approved** states;
- In the created versions of the selected preventive maintenance tasks, the following fields can be modified:
  - Projection end;
  - Priority level;
  - Workshop;
  - Person In Charge;
  - Work order state.

> [!WARNING]
> You can select up to 25 records at a time.

---

## Add attachments

To add an attachment to a preventive maintenance task, follow these steps:

1. Access **Work | Preventive Maintenance | Preventive Maintenances**;

1. Find the desired **preventive maintenance** task;
2. Click the **Edit** icon in the preventive maintenance row;
3. Click the **Attachments** icon;
4. Add **files** by selecting them or dragging and dropping them;
5. Click **Confirm**;
6. Click Save.

**Note**: **Attachments** associated with preventive maintenance are **automatically****copied****to the work order**, as are attachments from maintenance plans and tasks.