Steps to Generate Work Orders
This page summarizes the three-step process for generating work orders from planned maintenance schedules. Each step is essential — you cannot generate work orders without completing the preceding steps first.
The Three Steps
Step 1: Create a Service Process
A Service Process is a reusable template describing what the service involves — procedures, default status, priority, and default assignments (employee, supplier, work centre).
You typically create one Service Process per type of maintenance activity. For example:
- "Annual PAT Test" — with procedures for portable appliance testing
- "Car Minor Service" — with procedures for oil change, filter replacement, fluid checks
- "HVAC Filter Replacement" — with procedures for filter swap and system inspection
See Creating a Service Process for full details.
Step 2: Create Service Plans
A Service Plan links a Service Process to one or more assets and defines the servicing frequency. Plans can use time-based intervals (e.g., every 12 months), consumption-based intervals (e.g., every 10,000 miles), or both.
You can create plans one at a time or deploy them in bulk to hundreds of assets at once.
See Creating a Service Plan for full details.
Step 3: Generate Work Orders
With Service Processes and Service Plans in place, run the generation process to create work orders for all services that fall due within a specified date range. This can be done manually on demand or scheduled to run automatically as a batch job.
See Generating Work Orders for full details.
Prerequisites
Before starting, ensure:
- Maintenance Settings are configured
- Service Interval Units are set up for your organisation's needs
- For consumption-based plans: Asset Service Data (clock readings) is populated
Additional Topics
- Generating for non-clock-based assets — time-based-only scheduling
- Tolerance in servicing plans — how tolerance triggers early service for assets near their threshold
Related Articles
- Generating Work Orders — How the system generates work orders
- Creating a Service Plan — How to create a service plan
- Creating a Service Process — How to create a service process within a plan
- Introduction to Work Orders — Overview of work orders