Preventive work order

The “Preventive workorder manager” has access to the Maintenance schedule and Workorder 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.

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 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 an external party executes the work, you can add a contract to the schedule.

   Click on the work order template to add a work order to the schedule.
   

   

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

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

   Press “Save and return.”
   

   

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

   

Work order scheduler

You can create and edit work order schedulers which automatically will generate work orders from the different maintenance schedules.

To create/edit a work order scheduler:

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

2. Click on “Work order schedulers”

3. Click on new to create a new scheduler or to edit an existing click on the hyperlink of an existing schedule.

It`s also possible to send a notification if a schedule has run.

Two examples of a work order schedule.

Runs weekly Generates work orders for 1 week in advance With a maximum of 300 work orders	Runs weekly Generates work orders for 1 month in advance On Tuesday With a maximum of 300 work orders

By pressing the “Run” you can manually run the schedule.

How to handle a preventive work order

The preventive work order manager is assigned the task of submitting the work orders that are generated (depending on the settings for this). The work order process itself is similar to that of the corrective work orders and for more in depth details of handling a work order read the article about corrective work orders. After submitting the person (internally) assigned with the work order is responsible for the rest of the process.