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Create and Assign Work Orders
Plan a work order from the maintenance need through to creation. Verify its details, add the required operations and prerequisites, then review and create it for assignment or release.

Title and Copyright
Copyright and Terms of Use page for iMaintenance.
Preface
Find out who this guide is written for, what the text styles in it mean, and how to contact Innovapptive about the product or the documentation.
What Your Administrator Controls
Several things you see in iMaintenance are set by your administrator, not by you. If a screen, field, or action described in this guide is missing, the behavior may be controlled by one of these settings.
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
Log in, learn the dashboard and main screens, and look up buttons and icons.
Start Your Shift
Set what synchronizes, review notifications, find the records that need attention, and prepare for offline work.
Assess Issues
Review a reported issue to assess urgency and decide the correct next action.
Create and Assign Work Orders
Plan a work order from the maintenance need through to creation. 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, then review the AI-suggested details, confirm the equipment and functional location, and set priority and risk.
- Add Operations from a Task List
  Divide a work order into operations by selecting tasks from an existing task list, instead of entering each operation by hand.
- Add an Operation Manually
  Add an operation manually when the required task is not available in a configured task list.
- Edit, Remove or Split an Operation
  Change an operation after it has been added to the work order: edit its details, assign a technician, attach forms or files, duplicate it, or remove it.
- Manage Work Order Tasks and Activities
  Use the Tasks tab to view and add Work Order tasks.
- Add Sub-Operations
  Break down a complex operation into smaller sub-operations for easier tracking.
- Manage a Sub-Operation
  Work with a sub-operation that is already on the work order. Edit its details, view its confirmation or Measuring Point history, or create a follow-on Work Order from it.
- 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
  Attach a Work Instruction that applies to the entire work order, or attach an operation-level Work Instruction when only that operation requires the procedure.
- Remove a Linked Work Instruction
  Remove 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.
- Create the Work Order
  Check a work order's operations, components, permits, Work Instructions, and forms, then 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 an Existing One
  Choose Duplicate Work Order or Follow-on Work Order to create a new work order from an existing one.
- Assign Work Order to Technician
  Execute a work Order by assigning technicians. You can split an operation so more than one technician can work on it at once or across shifts. Each split appears as its own assignment with its work center and assigned person.
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
Approve or reject timesheets, then review and close work orders that technicians have completed.
Look Up Equipment and Locations
View equipment and functional location details, and create measuring points.
Troubleshoot Common Problems
What to check first when the application does not behave as this guide describes.
Settings, Help, and Profile
Change the theme and language, view your profile and log history, and open the Help Center.

Create and Assign Work Orders

Plan a work order from the maintenance need through to creation. 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.

Define the work: Start the work order, review AI-suggested details, confirm the equipment and functional location, and set priority and risk.
Add operations: Use a task list or add operations manually. These are alternative methods.
Add prerequisites when required: Add sub-operations, components, permits, Work Instructions, and forms only when they apply to the work.
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.

Understand a Work Order

A Work Order is a formal request for maintenance, repair, or inspection of equipment. It includes:

Task details and instructions
Assigned technicians
Progress tracking from start to finish

Work Orders help organize maintenance work so tasks are clearly defined, assigned to the right person, and completed without delays.

Review Work Order Details and Context

Review Work Orders along with their execution details, asset or location history, and attachments, including cached files even when offline.

Review Work Orders details.
Work Orders without duration information are not assigned or scheduled until the duration is corrected.

Create Work Orders Using AI Plan

Work Orders can be created using AI-assisted input (AI Plan). Type a short prompt describing the issue, or upload a photo, and AI Plan suggests:

Relevant equipment
Likely operations
A task description based on your input

Review and adjust the suggested details before saving the Work Order.