Overview of Maintenance Work Orders
A maintenance work order refers to a document that conveys the authority for the maintenance or repair of an asset. It contains information required to initiate and manage maintenance work for an asset in an organization. The work order provides information regarding the asset being maintained, priority of the work, and relevant dates for the maintenance work. It also specifies the work definition details, operations, components, and resources required for the maintenance work.
Two types of maintenance work orders exist:
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Preventive maintenance work orders: A preventive maintenance work order is a type of maintenance work order that's created to initiate the planned maintenance process for an asset. You can create a preventive maintenance work order with or without referring to a maintenance work definition.
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Corrective maintenance work orders: A corrective maintenance work order is a type of maintenance work order that's created to initiate the on-demand repair process for an asset. You can create a corrective maintenance work order with or without referring to a maintenance work definition.
A work order consists of the following major parts:
Work Order Header
The work order header contains some of key attributes of the maintenance work order. The work order header uniquely identifies the work order and describes the nature of work being carried out. The work order header also captures the details of the asset being maintained, the priority of the work order, and the start and completion dates of the work order.
In a project-tracked organization, the header displays project details. You can associate a project to a maintenance work order, but association isn't mandatory.
Work Order Operations
Work order operations define the component and resource requirement, and the sequence of steps to be performed in maintaining the assets. A maintenance work order must have at least one count point operation in it. Additionally, the last operation of a maintenance work order has to be a count point operation. In a maintenance work order, you can use the operations inherited from the work definition, or use the standard operations, or manually enter the operations.
Work Order Operation Items
Work order operation items define the material requirements for operations. they're also referred as materials or components. In a maintenance work order, you can use the materials inherited from the work definition or the standard operations, or manually enter the materials for the operations.
Work Order Resources
Work order operations resources define the resource requirements for the work order operations. The pool of resources available comes from the work center assigned to the operation. In a maintenance work order, you can use the resources inherited from the work definition or the standard operations, or manually enter the resources for the operations.
Work Order Exceptions
Work order exceptions provides details about problems you may encounter during the execution of the maintenance activity such as component shortage and resource unavailability. You can report exceptions directly in the dispatch list or on the Manage Maintenance Exceptions page and then viewed in the Edit Work Order page on the Exceptions tab.
Work Order Document References
Work order document references provide details about the source that created the work order using the REST API. The references contain the details about document type, document number, and end date of the source object as well as providing specific details from the source system. The references are typically used to reference a help desk ticket, IoT incident, service request, sales order, and return material authorization (RMA). To view the details of some source objects, you may need additional privileges and data access. For more information, refer to the Maintenance chapter of the Implementing Manufacturing and Supply Chain Materials Management guide.
Work Order History
Work order history provides details about work order status over the lifecycle of a work order.