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Create and Assign Work Orders
Create a work order from the maintenance need, verify its details, add the required operations and prerequisites, then review and create it for assignment or release.
Add Forms
Attach standalone forms, such as checklists or inspection reports, to a work order.

Title and Copyright
Copyright and Terms of Use page for iMaintenance.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to iMaintenance
Use this guide to prepare for the shift, assess reported issues, plan and assign work, monitor execution, and close completed work in iMaintenance.
Get Started with the Application
Sign in and learn the screens and controls you need before preparing and supervising maintenance work.
Prepare for Your Shift
Before the shift begins, set the synchronization scope, review notifications, find priority work, and confirm the required records are available.
Assess Issues
Decide what to do with a reported issue and, where corrective work is needed, convert it into a work order.
Create and Assign Work Orders
Create a work order from the maintenance need, verify its details, add the required operations and prerequisites, then review and create it for assignment or release.
- Start a Work Order
  Begin creating a work order by describing the issue using the camera, a text prompt, or voice input.
- Review AI-Suggested Details
  Review and adjust the work order details the AI assistant suggests before saving.
- Select Equipment and Functional Location
  Confirm the equipment and functional location before planning the work so dependent plant and planning values use the correct asset context.
- Set Priority and Risk
  Review the suggested risk and priority before adding operations so the work can be planned at the appropriate urgency.
- Add Operations from a Task List
  Divide a work order into operations selected from an existing task list and assign each one to a technician based on expertise.
- Add an Operation Manually
  Add an operation manually when the required task is not available in a configured task list.
- Edit or Remove an Operation
  Modify an operation's details, or remove, duplicate, or add a sub-operation to it.
- Add Sub-Operations
  Break down a complex operation into smaller sub-operations for easier tracking.
- Add Components
  Add the components, such as spare parts and tools, required to complete a work order.
- Attach or Raise a Permit
  Ensure the correct permit is linked to the work order before it is assigned to a technician.
- Attach a Work Instruction to a Work Order
  Attach a Work Instruction that applies to the entire work order, not just a single operation.
- Attach a Work Instruction to an Operation
  Attach an operation-level Work Instruction when only that operation requires the procedure.
- Understand How Work Instructions Are Automatically Assigned
  Work Instructions can be automatically added to a work order based on configured mapping rules rather than manual attachment.
- Remove a Linked Work Instruction
  Unlink a Work Instruction that was attached to a work order or operation by mistake or is no longer relevant.
- Add Forms
  Attach standalone forms, such as checklists or inspection reports, to a work order.
- Review Work-Order Readiness
  Review a work order's details before creating it.
- Create the Work Order
  Finalize the work order details so it becomes available for planning or assignment.
- Create a Sub Work Order
  Create a sub-work order from an existing parent work order to break down large tasks.
- Create a Work Order from Existing One
  Choose Duplicate Work Order or Follow-on Work Order to create a new work order from an existing one.
Monitor and Intervene
During execution, identify work that is at risk, unassigned, on hold, overdue, or awaiting review, then take the action needed to keep the shift moving.
Review and Close Completed Work
After execution is complete, verify time, safety, component, form, and follow-up records before closing the work order.
View Equipment Details
Review equipment information, related work, documents, hierarchy, and measuring points.
View Functional Location Details
Review a functional location, its hierarchy, associated equipment, documents, history, and measuring points.
Settings, Help, and Profile
Manage display and language preferences, open support resources, and review your profile and session history outside the active work journey.

Add Forms

Attach standalone forms, such as checklists or inspection reports, to a work order.

Attach a form when the job requires a checklist, inspection record, risk assessment, or other structured evidence. Forms may be assigned automatically by configuration or added manually during planning.

For example, service on a high-voltage electrical panel may require a pre-maintenance safety checklist, emergency inspection form, or risk assessment form.

Note:

Forms can be automatically assigned based on Equipment, Functional Location, Task List, Maintenance Plan, or Order Type.

To add forms to the work order:

In the Forms tab, tap the Add icon on the right side.
In the Select Forms screen, select the relevant form and tap Confirm.
Figure 1. Add Forms
In the Forms screen, you can tap the More icon and select:
- Duplicate to duplicate the form.
- Remove to delete the form from the work order.

The selected form is attached at the applicable work-order or operation level.

Next: Return to work-order planning and review readiness after completing the remaining prerequisites.