Maintenance Work Orders

A maintenance work order is a document that authorizes you to do a maintenance or a repair work on an asset. It has details that get you started on a maintenance work for an asset in an organization. The work order provides information related to 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.

Maintenance work orders are of two types:

• Preventive: 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.

• Corrective: 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 and also for condition-based maintenance

A work order consists of:

• Work order header
• Operations
• Operation items
• Resources
• Exceptions
• Document references
• History

Let's see each one in detail:

Work Order Header

The work order header contains important details about the maintenance work order. It uniquely identifies the work order and describes the nature of the work being carried out. The work order header also includes information about the specific asset being maintained, the priority of the work order, and the start and completion dates of the work order. On the header page, you can indicate if a work order is for Warranty Repair, if applicable. You can also note the Primary Reason for Repair to assist with reporting. If the work order asset has associated warranty contracts, you can view their details on a separate work order tab.

When you are repairing multiple assets on the same work order, the work order header will be adjusted to show the item being repaired and the quantity of assets of the same item being repaired. In this scenario, a separate tab is available for listing the assets being repaired.

When one or more assets are being repaired, if you are issuing and returning an asset to inventory after repair, you have the option to set an indicator at the work order header. Additionally, you need to define the completion sub inventory location. If it is locator controlled, you also need to specify a return locator.

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 components and resources needed, as well as the sequence of steps required to maintain the assets. A maintenance work order must include at least one count point operation, and the last operation of a maintenance work order must also be a count point operation. When creating a maintenance work order, you can use operations inherited from the work definition, use standard operations, or manually enter operations.

Count point operations are required to be reported and completed in-sequence. Using the Dispatch List, you can manually re-sequence operations between count points in some cases. Optionally, you can also choose to complete operations them out-of-sequence by setting an indicator at the work order header. However, this option requires that you use the My Maintenance Work page.

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.

Pre-defined resources on an operation are optional but can be helpful to automatically transact time for standard repairs without further reporting, provide guidance for the expected time of repair, and guide manual reporting of actual usage. Additionally, pre-defined resources will allow for the use of resource assignments, for both labor and equipment, to identify the resource instances that will be used to maintain or repair an asset. While assignments are optional, they are useful to enable users to manage their work in a queue, as well as track instance-level resource utilization.

Note: To enable self-assignment of work orders and operations in the My Maintenance Work page, you must pre-define resources in each applicable operation, and ensure resource instances are available for each user.

Work Order Assets

A work order can be defined for an asset or an item. If a work order is defined for an Item, then one or more serial-controlled assets can be associated to a work order. For each asset, you can select if the asset is under warranty repair or not.

Supplier Warranty

Supplier Warranty details are shown for a work order’s assets. This includes a list of warranty contracts for both the contextual work order asset, as well as any child assets in their physical hierarchy. The warranty contracts can then be considered during work completion as the basis for creating warranty claims.

If you are repairing assets under warranty, you can use the warranty repair and transaction repair coding indicators to consider the work order for a warranty claim.

Failure Tracking

If you are tracking asset failure information, from the work order header you can create an asset failure event. On the failure event, you can indicate if the asset is down, and record the details of the failure, its cause, and resolution. Additionally, you can note if a child asset is the cause of the failure and specify which operation was executed to address the failure.

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.