All work orders are linked to projects. This flow explains how to execute service and maintenance work orders. See the “Service and Maintenance” business process and related sub-processes for details.

You can access the process hierarchy directly or through the flow.

Activities

Name Responsible Description

Maintenance work orders

Service coordinator

Work order templates

Service coordinator

You must create a work order template before generating a work order.

The template setup includes:

  • Tasks – Define the work to be performed.
  • Project group – Link the template to a group.
  • Active – Activate the template to enable work order creation.

Maintenance plans

Service coordinator

You can create work orders in Rental Management to plan maintenance activities for business objects.

To create maintenance work orders, you must first create and activate default maintenance plans.

Resources

Service coordinator

Service work orders

Service coordinator

Plan and execute work order tasks

Service coordinator

Activities

Name Responsible Description

Maintenance work orders

Service coordinator

Work order templates

Service coordinator

You must create a work order template before generating a work order.

The template setup includes:

  • Tasks – Define the work to be performed.
  • Project group – Link the template to a group.
  • Active – Activate the template to enable work order creation.

Maintenance plans

Service coordinator

You can create work orders in Rental Management to plan maintenance activities for business objects.

To create maintenance work orders, you must first create and activate default maintenance plans.

Resources

Service coordinator

Service work orders

Service coordinator

Plan and execute work order tasks

Service coordinator

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