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.

Work-order planning follows a normal path, with optional branches based on the work requirements.

1. Define the work: Start the work order, review AI-suggested details, confirm the equipment and functional location, and set priority and risk.
2. Add operations: Use a task list or add operations manually. These are alternative methods.
3. Add prerequisites when required: Add sub-operations, components, permits, Work Instructions, and forms only when they apply to the work.
4. Finalize: Review work-order readiness, then create the work order for assignment, release, or monitoring.

To create related work from an existing record, use a sub-work order, duplicate work order, or follow-on work order instead of restarting the normal creation path.

Begin with Start a Work Order.