Use the Maintenance module to create and store work order records. A work order outlines upcoming maintenance. After the work is complete, update the work order with summary information. When the work order is closed, the work order contains valuable data for historical reporting and analysis.

Work orders can contain the following information: the equipment or tool ID/serial number, a statement of work to be done, any precautions, the employees responsible for doing the labor, the scheduling information, the expense accounting structure, and the recipient of the expense. Also, you can attach instruction lists, stores requisition lists, and safety procedures.

When the work is complete, technicians can record the type of failure that caused the event and the type of repair made. They can associate it with specific systems or assemblies on the piece of equipment for clearer definitions of where the problem occurred. They can record the amount of downtime associated with this event and the amount of labor required to repair the problems.

Charge parts from stores against this work order, and attach purchase requisitions to perform work. With this information, all the costs associated with this event combine in one work order, giving management a better understanding of the cost for this or similar past events.

Create work orders:

Issue PM templates manually or globally to create work orders. You can convert a service request to a CM work order. Add corrective maintenance work orders directly in the Work Order module.

Use the Work Order module to manage special types of work orders, such as fabricated inventory orders. Fabricated work orders replenish inventory items sourced from an internal shop instead of purchased from a vendor. When the part falls below the reorder point, EAM creates a work order instead of a purchase requisition. Once the parts are fabricated, inventory can receive them.