Preventive Work Orders (PWO) Business Process

Preventive Work Orders (PWO) BP - Purpose

PWOs are created automatically from the PM Book records for a particular asset. The purpose of a PWO is to communicate with and assign a task to a technician to perform preventive maintenance work typically related to an asset. The PWO contains all the necessary data to perform the preventive work order, including the asset name, type, and location, as well as the list of tasks with instructions, materials and tools.

PWOs are typically assigned directly to a group of technicians who is responsible for performing specific type of preventive maintenance. Assigned technicians are required to complete the list of tasks performed, actual time spent on each task, list of materials used and quantities and any tool used to complete the tasks.

Preventive Work Orders (PWO) BP - Level

Project/Shell

Preventive Work Orders (PWO) BP - Type

Line Item

Preventive Work Orders (PWO) BP - Workflow

This is an image of the business process workflow.

Preventive Work Orders (PWO) BP - Template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Buildings.
  3. Open the MASTER OFFICE BUILDING TEMPLATE.
  4. In the left Navigator, select Setup, select Business Process, and then select Preventive Work Orders.

Preventive Work Orders (PWO) BP - View

To view Preventive Work Orders (PWO) BP:

  1. Go to the shell tab (for example: Building or Campus) where you want to create the record and switch to User mode.
  2. In the left Navigator, select Maintenance Management, and then select Preventive Work Orders.
  3. In the BP log, select the record you want to view and click > Open.


Last Published Tuesday, June 17, 2025