Work Order

In IFS/Preventive and Corrective Maintenance, work orders for all types of maintenance tasks are administrated. In IFS/Service Management, work orders for all types of services are also administrated. In general, the maintenance tasks and the service tasks can be planned or unplanned. A work order for unplanned tasks is intended for manually registered corrective measures or service, while a work order for planned tasks can either be PM (Preventive Maintenance) - generated or manually registered.

A work order is either PM-generated, created via a fault report, or via a service request. The user can then prepare the work orders for a final accomplishment. Among the information that can be prepared are the work tasks which contain the resource and material requirements, budget costs and document information. This means that all necessary information is already available on the work order when the work order is to be performed.

Work orders may also be used in a rental flow with the purpose of mobilization and demobilization of rental assets before and after a rental period. These types of work orders are generated for sales parts in a rental process that have mobilization codes connected in the Maintenance tab on the sales part. The mobilization codes are also connected to Work Task Templates, thus driving material and resource demands for the mobilization/demobilization work. A mobilization work order is created when the sales part is reserved on a rental customer order line. A demobilization work order is created when receiving back the rental part from the customer in the rental flow. The directive on the work order states if it is a mobilization or demobilization work order. Apart from the text in the directive these works order have the same behavior and functions as works orders in general. Tools can be rented in to work orders to carry out maintenance tasks. The tools can either be rented in from suppliers or use in-house rental tools. These are supported by rent in to work order and work order internal charging processes.

Work Order Status

Since a work order can be in progress for an unlimited period of time, there is a status system that defines what can be done with the work order. The status system also facilitates the selection of work orders that can be performed on several pages in IFS/Maintenance. It is not mandatory to use all the statuses. A new work order has one of the following two statuses:

• Work Request - Work orders created on the Prepare Work Order or Active Work Orders page will receive this status. PM-generated work orders may receive this status as well.
• Fault Report - This is the status for a new fault report. If IFS Cloud for Service Management is used, the status for a new service request is set to Fault Report.

The status is then normally changed to one of the following:

• Observed - This status means that the work order is observed but not yet ready to be prepared. There might be some information missing on the work order that must be added before it can be prepared.
• Under Preparation - This status means that the work order is to be prepared, i.e., you can for example specify work tasks and connect Work Task Templates for the work order.

After the work order has been prepared, the status is normally changed to Prepared or Released. Occasionally there is a need to not follow the ordinary sequence of status modifications. In this case, the system allows you to change the status differently, either in the forward direction or in the reverse direction, for example from Work Request status directly to Released status or to reverse from Released to Prepared status.

• Prepared - This status means that you can modify the prepared information, for example, the information on work tasks.
• Released - This status means that the work can be started on the work order.
• Started - This status means that the work that is specified on the work order can be started. You can modify the prepared information if there is a need for doing that.
• Work Done - This status means that the work that was specified on the work order has been performed. In this status, information on the performed work is entered, for example, description of the work done.
• Reported - This status means that all the transactions related to the work task connected to the work order have been reported. A completion date is to be set for the work order.
• Finished - This status means that the work order is a historical work order, i.e., you cannot change any information on the work order. The Historical Work Orders shows information on work orders that are historical. If you need to modify a historical work order, you can reopen it by using the Reopen operation. After saving the modified information the status must be changed to Finished.
• Cancelled - This status means that the work order is cancelled and all the information becomes historical. A work order can be cancelled while in any status other than Finished, as long as there are no active work tasks connected to it. In work order structures, when a parent work order is cancelled the underlying structure also will get cancelled. The Historical Work Orders shows information on work orders that are cancelled. Cancelled work orders cannot be reopened. .

Planning

The Planning tab can be used to enter and view information on cost types that are planned to be connected to a work tasks included in work order. The tab can contain one or several rows with information on the following cost types: Personnel, Material, Tool/Equipment, External, Expenses, and Fixed Price. The last one is only used in IFS/Service Management, where the cost types are combined with invoice types to signify the information to be invoiced. If planning information has been connected to a Work Task Template, and the Work Task Template is connected to a work order through a job, then the planning information is automatically displayed for the work order.

Journal

Use this page to view journal entries for the selected work order. Journal entries are created automatically when certain changes are performed on the work order.

The work order is used in IFS/Maintenance, and in IFS Cloud for Service Management.

Pages

Active Work Orders
Execute Work Order
Execute Work Task
Fault Report for Work Order
New Fault Report
New Repair Work Order
Prepare Work Order
Repair Work Orders
Retrospective Work Reporting - EAM
Retrospective Work Reporting - SM
Work Order Planning Gantt
Work Order Structure Navigator
Work Task

Activity Diagrams

Work Order Planning