Configure Work Order Creation Template

Work Orders are core to iMaintenance. As an Admin or Supervisor, you can configure the Work Order template using Out-of-the-Box (OOTB) fields—adding or removing fields as needed.

To configure a work order template:

  1. Expand the RACE module and click Field Configurations.
  2. Click Create New on the top-right.
  3. In the Template Details screen:
    1. Select the Template Type as Work Order.
    2. Enter Template Name.
    3. Add Description.
    4. Select Plant.
    5. Add Tags.
    6. Click Next.
    Figure 1. Work Order Template


  4. In the Add Fields screen:
    1. Add Sections and Tasks (fields) and define response types (behavior) as shown in the table below.
      Field Name Platform Behavior
      Work Order Title Free-text; mandatory
      Work Order Description Free-text; mandatory
      Priority Drop-down; configurable via Risk Matrix
      Equipment Drop-down with search and scan
      Functional Location Drop-down with search
      Work Order Type Mandatory; default per persona
      User Status Auto-filled from SAP or editable
      Assign Technician Select from active users by workcenter
      Work Center Auto-populates based on FL or Equipment
      Planning Plant Synced from user profile or FL
      Maintenance Plant Derived from Equipment or FL
      Work Order Start Date Date picker; validation logic
      Work Order End Date Must be ≥ start date
      Operations, Components, Permits, Forms Nested templates; config separately
      Attachments Upload; 5MB limit, supports PDF/IMG/MP4
    Figure 2. Work Order Template Fields


  5. Click Publish.