Manage equipment preparation work orders, such as cabin setups.

Service engineer Service engineer Transport planner Transport planner Start Start Work order for preparation  generated by rental  order confirmation Work order for preparation  generated by rental  order confirmation Release work order to resource (s) Release work order to resource (s) Execute work order tasks (Mobile App)

Execute work order tasks (Mobile App) 1

Use the Rental Management Mobile app to start, execute, and finish scheduled service and maintenance tasks. This flow outlines the required activities. You can skip steps that are not needed for your task.

Work order task  completed Work order task  completed End End Plan work order on Service Plan Board

Plan work order on Service Plan Board

Execute work order tasks (F&O)

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.

How to execute  work order? How to execute  work order?

Activities

Name Responsible Description

Release work order to resource (s)

Transport planner

Execute work order tasks (Mobile App) 1

Service engineer

Use the Rental Management Mobile app to start, execute, and finish scheduled service and maintenance tasks. This flow outlines the required activities. You can skip steps that are not needed for your task.

Plan work order on Service Plan Board

Transport planner

Execute work order tasks (F&SCM)

Service engineer

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.

Activities

Name Responsible Description

Release work order to resource (s)

Transport planner

Execute work order tasks (Mobile App) 1

Service engineer

Use the Rental Management Mobile app to start, execute, and finish scheduled service and maintenance tasks. This flow outlines the required activities. You can skip steps that are not needed for your task.

Plan work order on Service Plan Board

Transport planner

Execute work order tasks (F&SCM)

Service engineer

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.

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