Maintenance work orders

Open Maintenance in the main navigation. Use this workspace for the daily queue, assignments, scheduling and documentation. Reusable instructions and plans are configured in Operations Studio.

Find the work

Select the site/environment, then use Work orders. Search by the work details and filter by asset. The views separate Open, Overdue, Needs attention, To review, Completed and All work. A recorded work completion can still be awaiting review or return to service; inspect the order's full state.

Open an order to inspect its details, documentation, parts and history. Execution App lists suitable published maintenance Apps. Choose one and use Open in App to carry the selected order and machine into execution.

Create and assign an order

1. Choose Create work order.
2. Select the machine and enter a title that describes the task.
3. Choose Corrective, Preventive or Inspection, and the priority.
4. Select the released instruction in Procedure when the task uses one. Without an instruction, no checklist is inherited automatically.
5. Set Due on, select an available technician if known, and choose whether completed work needs review and a separate return to service.
6. Create the order and reopen its details to check the saved result.

The creation dialog sets a due date, not a precise appointment. Its date is recorded at browser-local midday. Konnie can set an exact deadline when you state the date, time and time zone. Neither path reserves a maintenance window.

Recurring plans can also create orders. Editing the plan or instruction afterwards does not replace the snapshot in an existing order.

Report issue in an App reports a real breakdown: it creates a linked malfunction and corrective order, marks the asset as faulty and blocks it. Work review and return to service are required for that flow. To plan corrective work without reporting a breakdown, use Create work order instead.

Choose Edit to change an eligible order's title, assignment, deadline or settings. Technician selection also needs access to maintenance technicians, and assignment alone does not prove availability. Started or malfunction-linked work cannot be cancelled. An eligible pre-start cancellation releases unused reservations and removes its maintenance window.

Reserve a maintenance window

1. Open the order and enter the window's Start (UTC) and End (UTC).
2. Choose Check availability. Inspect conflicts with current production, other maintenance and the Factory Calendar.
3. Resolve conflicts or choose another window, then Schedule work.
4. Check the saved Scheduled window on the order.

These fields explicitly use UTC. The window is separate from the deadline and the technician assignment. Saving rechecks current conflicts; an earlier preview does not reserve the slot. A confirmed window records machine unavailability for planning. Scheduling needs planning read/management access as well as maintenance access. See Factory Calendar.

Carry out internal work in an App

1. Select the order in the published App and check machine and instruction.
2. Perform the required physical preparation and start work through the permitted action.
3. Follow the instruction and record the App's checks, measurements and supporting files. The App owns its conditions and when its actions are available.
4. Check the actual draft/save status before leaving. Submission and uploads require a connection; use the same pending request for unconfirmed recovery.
5. Record consumed/returned parts, release unused reservations and complete the work through its canonical action.

App input validation does not change permissions, stock rules, concurrency or the independent review/return-to-service lifecycle. The person doing the work supplies physical observations and confirmations. Konnie can help author the interface but cannot make those observations or sign for that person.

For contractor work, follow the external-work flow.

Use spare parts

The Spare parts component uses actual Warehouse material, location, lot and stock records for the selected order. The operator needs the relevant material and Warehouse access.

• Reserve part sets stock aside; it is not consumption.
• Consume records parts actually used.
• Release reservation makes unused reserved stock available again.
• Return records an actual return against the work.

Check units, location, quantity and the recorded result before repeating a stock action. Do not substitute a file attachment or a completion note for a stock movement. See Warehouse.

Review and return to service

Completion records the work. If review is required, a different authorized person uses Review work to Approve it or Request changes with a review note. The documentation and recorded results stay available for that review.

If a separate release is required, use Return to service and confirm the authorization after completion and any required review, with valid required evidence. Completing work, approving work and returning the machine to service are distinct records. External work always requires independent internal acceptance; see evidence and inspections.

Recovery

What you see	What to check
No suitable execution App	Publication, App access, recording/action capabilities and asset restrictions.
An unavailable action	Your current maintenance permission, the order state and App configuration.
Missing checklist or wrong version	The current published App inputs/settings and the instruction snapshot on this order; instruction releases affect new orders.
Completion or release blocked	Required steps, current evidence, reservations and the review state.
A scheduling conflict after preview	Reload current planning and choose another window.
Record changed or an interrupted save	Reload the order and History, confirm what was saved, then continue from the current revision.

Record the order number, site/environment and the failed action when asking for support. Do not create a duplicate order or repeat a stock booking solely because the previous response was uncertain.