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Difficulty: starter/ novice/ expert/ legend

Content

Table of Contents
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Learning Objectives

After reading this article, you’ll be able to:

  • Tell what a preventive work order is

  • Create a preventive work order.

Preventive maintenance work orders

Preventive maintenance can be planned with maintenance schedules.
Preventive work orders can be
generated periodically and can be
(automatically, depends on the setting) assigned to internal or external executors.

Expand
titlePreventive work order

Preventive work order

The “Preventive workorder manager” has access to the Maintenance schedule and Workorder menu in the menu. These users can create maintenance schedules. In the maintenance schedule, the user enters the name of the schedule, the cycle, and a description. The preventive work order is part of a maintenance schedule.

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titleHow to create a preventive work order

How to create a preventive work order

1.

Navigate to “Maintenance schedules” under “Maintenance” in the menu.

2.

Select your schedule by clicking on it or create creating a new one.

3.

  • Fill in the name of the schedule.

  • Fill in the start and end time of the work order.

  • Fill in the interval schedule, in this case, every first Wednesday of the month.

  • As last, the end date or the max number of the cycle

  • If the work is executed by an external party executes the work, you can also add a contract to the schedule.

To Click on the work order template to add a work order to the schedule, click on work order template.

4.

Fill in the details of the work order details and choose the correct treatment group. If needed, a contractor

It is also possible to add an a checklist to by navigating to the checklist tab.

Press “Save and return”return.”

5.

To generate the preventive work order(s), press the “Generate Workorders” button.

Summary

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  • Preventive work orders can be generated periodically and can be assigned to internal or external executors.

  • The “Preventive workorder manager” can create preventive work orders in the maintenance schedule.

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