Template Work Orders

Template work orders, or benchmark work orders, are work orders that can be re-used to help your organization avoid repeating planning the same work for similar jobs. They can be used for basic work planning, but are also typically used with preventive maintenance.

The template work order contains header work order details. Template activities and template activity resource requirements are used to plan those aspects of the work plan.

• General Template Work Orders are used to plan for activities and resources which can be common to assets regardless of the asset disposition. This type of template can be used in any type of Preventive Maintenance Trigger.
• Asset Location Specific Template Work Orders are used to plan for activities and resources which are specific to a list of locations where the assets are installed. Some refer to the list of locations as a route. A work order created from this type of template will automatically populate assets, of the asset type, if specified, installed at the locations. This type of template can only be used on Calendar Anniversary Preventive Maintenance Triggers and Calendar Interval Preventive Maintenance Triggers.

The template work order provides users with the ability to create a work order directly from the template work order and then update the work order with the selected activities from the work order template. Refer to About Work Orders for information on how to create a work order and associated activities at the same time from a template.

Preventive Maintenance

Template work orders are used with preventive maintenance and event-based maintenance to create new work orders when the maintenance is triggered. The appropriate work order template is referenced on the maintenance trigger so that the appropriate work records are automatically created when the trigger is cycled.

Usually, the work orders that are created from the template can be modified to represent the actual work requirements. For example, modifications may be needed if the requirements from the template don't match the exact requirements for the execution of the work.