Plan and execute work order tasks

Assign work order template

Work orders are an integral part of the out and inbound processes of rental orders. It is then essential that work orders are always linked to rental order header or line. Linking the work order templates can be done by manually assigning the work order template or having a default template be assigned. The following workflow describes how to assign a work order template to a rental order and its lines and where to populate the default values.

Maintenance work orders

Service work orders

Plan work order on Service Plan Board

Execute work order tasks (Old Mobile App)

Use the mobile app to start, perform, and finish scheduled service and maintenance tasks. This flow outlines the required activities to process these tasks.

You can complete all activities or skip those not relevant to the task, depending on your situation.

Execute work order tasks (F&SCM)

After creating a new work order, you can update several elements. If the start and end dates are not set in the template, enter them on the work order. This ensures the work order appears on the graphical plan board for resource planning.

You can do the following:

• Enter journals (hour, expense, item, fee) on the work order line. Hour journals can populate automatically based on task setup.
• Add item requirements, purchase orders, or sales orders to the work order line.
• Update the work order status from the work order line.

Set up a status group in the task to allow or restrict registrations and journals based on the work order's status.

• Check functionalities such as rental transactions, status history, resource planning, task checklists, and task requirements on the work order line tab.

If item requirements are used, enable the work order parameter ‘Auto create maintenance item requirement’ to view these on the work order.