Preventive Work Orders (PWO) Business Process

Purpose

Preventative Work Orders (PWO) 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 and materials.

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

Level

Shell

Type

Line Item

Workflow

This is an image of the business process workflow.

View

To view a Preventive Work Orders (PWO) BP:

  1. Go to the shell tab (for example, Building) 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 Order.
  3. In the BP log, select the record you want to view and click > Open.


Last Published Wednesday, April 9, 2025