Maintenance Order Management

Manage maintenance work orders to improve asset uptime with the CMMS Maintenance Order Management

Purpose of the Maintenance Order Management

The Maintenance Order Management app helps maintenance managers stay organized with a centralized place to manage work orders and review equipment records. With just a glance at the dashboard in the Maintenance Order Management app, managers will be able to assess the health of their maintenance operations.

App Configuration

To prepare the application for production-use, the following configurations need to be made:

• Update Dropdowns:
  Assignee is set to include all users by default; this may need to be modified to only include Maintenance Technician users
  
  
• Update Tables:
  Update Table (Physical Artifact) Equipment & Assets with the relevant equipment details (Or modify the app to query from a connector if you have existing equipment details on ERP

Tables and Record Placeholders

The application utilizes the (Requirements)Scheduled Prodcedures, (Physical Artifact)Equipment & Assets tables. It uses the Scheduled Procedures table to interact with, create and manage maintenance work orders. The application uses the Equipment & Assets table to interact, create and manage equipments.

App Structure

The first step in the app is a dashboard where the user can see relevant information regarding maintenance order statuses: Overdue, Scheduled for today, Closed, and Backlog orders. Additionally, it includes This week's maintenance order by equipment, Yesterday's maintenance duration, and Yesterday's orders by type as part of the analytics.

From the dashboard, the user can navigate to either the Order Management or Equipment Manager sections.

In the Work Order Overview, the user can view all the orders. On this step the user also have the option to select and delete an order.

If the user selects an order and clicks on the View Order Details button, the app will navigate to the Maintenance Order Overview - Order Details step.

On this step, the user has access to all relevant information regarding the order. In addition, the user can edit the order by clicking on the Edit Order button. Upon doing this, the app will navigate to the Edit Order step. Here, all the necessary information is pre-loaded into the variables to simplify the editing process.

Users have the option to assign or reassign orders via the Assign/Reassign Order button. On the Assign Order step, the user can view the preselected order along with all other orders. It's within the preselected order that the user can select a technician and click the Assign button to allocate the order.

Additionally, the user has the capability to filter orders by technician, and even modify their view to only display unassigned orders.

If the user wishes to create a new order, they can do so by clicking the Create New Order button on the Maintenance Order Overview page. This will navigate the user to the Add Order page in the app.

Under the Order Management section, the user can view all orders that are in the backlog. For instance, if an order was created with the Backlog status via the Maintenance Order Request app, it will appear in this section. Within this step, the user can decide whether to approve the order by clicking on the Schedule button, or reject it using the Reject button.

If the order is approved, the app navigates to the Edit Order page. Here, all necessary information related to the order is displayed, making it easier to edit the order.

Under the Order Management section, the user can also see the order history. On the Order History page, users can view and search through all closed orders.

Under the Equipment Management section, the user can see a list of equipment within the Equipment Overview page. From there, the user can delete an item from the list by selecting it and clicking on the Delete Equipment button.

Also the user can add new equipment by clicking on the Add equipment button. The app will navigate to the Add equipment step.

If the user selects a piece of equipment from the Equipment Overview step and clicks on View Equipment Details, the app will navigate to the Details of Selected Equipment step.

On this step, the user can view all information related to the selected equipment, including the equipment manual.

If the user decides to update any details, they can do so by clicking the Edit Equipment button. This action will navigate the user to the Edit Equipment step.

Additionally, by clicking on the Equipment History button, the user will be taken to the Selected Equipment History step. Here, they can view all previous work orders related to that specific equipment.

Options for connecting the app with other applications

Maintenance Order Execution application

The Maintenance Order Execution application can be used to execute the orders which were created/managed by the Maintenance Order Management application.

Maintenance Order Request application

The Maintenance Order Request application can be used to request/create orders which can then be managed by the Maintenance Order Management application.