Maintenance Order

A maintenance order is the plant's work order: which resource, which operations in which sequence, which parts and people, planned and actual dates, and what was found.

Where

Plant Maintenance › Process › Maintenance Order

Who uses it

The maintenance planner, the technician

When

When maintenance work is decided

Needs first

Maintenance Category, Resource, Operation

What it is for

• Category, Site and Resource are required; status starts Open.
• Operation tab: at least one line ("Operation Lines cannot be empty"); each with an operation and a duration above zero. Open Requirement and Items on a line for its resources and parts.
• Item tab: the parts of the whole order, each with item, units and quantity above zero.
• Resource tab: the people or machines booked, with dates and hours.
• Damage Code tab: damages found.
• An order of category PLM shows the Maintenance Plan button on the operation grid: pick due visits of a Maintenance Plan - Schedule for the order's resource; their operations and parts fill the lines.
• When the category has Required Maintenance Notification, Notification Request is required.
• Break Down ticked locks Duration In (Hour).

The order posts nothing and does not reserve or issue stock.

Every field in plain words

General

Field	What it means	What to put
Maintenance Order	The number of the order	Given by the number range, or typed. Cannot be changed once saved
Maintenance Category	The kind of maintenance: breakdown, preventive, planned	Pick from Maintenance Category. Required. Cannot be changed once saved
Maintenance Order Status	Where the order stands. New orders start Open	Pick from the list
Block	Stops the record from being picked on new documents	Leave clear while it is in use

Object Identification

Field	What it means	What to put
Site	The site	Pick a site. Required. Cannot be changed once saved
Resource	The resource: a machine, a person, a tool	Pick a resource. Required. Cannot be changed once saved
Name	Name of the resource	Fills in by itself
Resource Type	Type of the resource	Fills in from the resource
Resource Group	The resource group	Fills in by itself

Component Identification

Field	What it means	What to put
Component	The component of the resource the work is on	Pick a component of the resource. Cannot be changed once saved
Component Description	Description of the component	Fills in by itself

Internal Reference

Field	What it means	What to put
Notification Request	The maintenance notification this order answers	Pick a notification. Required when the category asks for one

Maintenance

Field	What it means	What to put
Maintenance Type	Maintenance type	Pick from the delivered list. Cannot be changed once saved
Maintenance Sub Type	Maintenance sub-type	Pick from the delivered list. Cannot be changed once saved

Controlling

Field	What it means	What to put
Requester	Who asked for the work	Pick from the responsible persons list
Date	Date of the request	A date
Time	Time of the request	A time
Notes	A note on the document	Free text

Malfunctioning

Field	What it means	What to put
Date	When the malfunction started	A date
Time	Time the malfunction started	A time
Break Down	The object is broken down and not working	Tick for a breakdown
Duration In (Hour)	How long, in hours	A number
Problem	Short name of the problem	Free text
Problem Details	The problem in more words	Free text

Resolution Expectation

Field	What it means	What to put
Date	When a fix is expected	A date
Time	Time a fix is expected	A time
Reason	The reason	Pick a reason

Planning

Field	What it means	What to put
Maintenance Planner	The maintenance planner	Fills in by itself
Responsibility Central	The responsibility center	Pick a responsibility center
Responsible	The person responsible	Pick from the responsible persons list

Planned Date & Time

Field	What it means	What to put
Planned Start Date	Planned start	A date
Planned End Date	Planned end	A date, not before the planned start
Planned Start Time	Planned start time	A time
Planned End Time	Planned end time	A time
Planned Final Date	Planned final date	A date, not before the planned start

Actual Date & Time

Field	What it means	What to put
Actual Start Date	When the work really started	A date
Actual End Date	When the work really finished	A date
Actual Start Time	Actual start time	A time
Actual End Time	Actual finish time	A time
Actual Final Date	Actual final date	A date

Technical Observation

Field	What it means	What to put
Symptom	What the user notices	Pick a symptom
Symptom Area	Where the symptom shows	Pick a symptom area
Fault	The fault found	Pick a fault
Fault Area	Where the fault is	Pick a fault area
Damage	The damage found	Pick a damage
Damage Area	Where the damage is	Pick a damage area
Cause	Why it happened	Pick a cause
Cause Details	More words on the cause	Free text

Operation

Column	What it means	What to put
Sequence	Order of the line	A number
Operation	The operation (a unit of work)	Pick an operation. Required
Activity	Activity reference on the operation	Free text
Name	Name of the operation	Fills in by itself
Work Center	The work center	Pick a work center
Date From	Start of the period	A date
Date To	End of the period	A date
Duration Unit	Unit of the duration	Pick a unit, such as hours
Duration	How long the work takes	A number, in the duration unit
Duration Length Unit	Unit of the elapsed length	Pick a unit
Duration Length	Elapsed length of the work	A number
Responsible	The person responsible	Pick from the responsible persons list
Requirement	Resources needed for the operation	Open it and list them
Items	Items needed for the operation	Open it and list them
Line Text	A note on the line	Free text

Item

Column	What it means	What to put
Sequence	Order of the line	Fills in by itself
Item No	Spare part or material needed	Pick an item. Required
Item Variant	The item variant	Fills in by itself
Name	Name of the item	Fills in by itself
Required Unit	Unit the item is asked in	Pick a unit
Required Quantity	Quantity needed	A number greater than zero
Required Date	When the line is needed	A date
Required Time	Time needed	A time
Line Text	A note on the line	Free text

Resource

Column	What it means	What to put
Resource	The resource: a machine, a person, a tool	Pick a resource
Date From	Start of the period	A date
Date To	End of the period	A date
Time From	Start time	A time
Time To	End time	A time
Duration In (Hour)	How long, in hours	A number
Total Duration in (Hour)	Total hours of the line	Calculated
Line Text	A note on the line	Free text

Damage Code

Column	What it means	What to put
Damage	The damage found	Pick a damage
Damage Area	Where the damage is	Pick a damage area
Line Text	A note on the line	Free text

How to configure it

Choose the categories and the default fields with Plant Maintenance Setting.

Scenarios

• A pump breaks down on the night shift. Order of the breakdown category for the pump, Break Down ticked, operations "dismantle" and "replace seal", the seal on the Item tab.
• The monthly compressor checks are due. Order of category PLM for each compressor; Maintenance Plan button; pick this month's visits.

What it is connected to

• Maintenance Order Confirmation
• Maintenance Plan - Schedule
• Maintenance Notification
• Lists and reports - Maintenance Order lists and form.
• How do I raise and complete a maintenance order?

If something looks wrong

• Save is refused with "Operation Lines cannot be empty". Add an operation.
• Save is refused with "Maintenance Order: Operation Lines - Line ID: … - Duration cannot be Zero or Negative". Give a duration.
• Save is refused with "Maintenance Order: Item Lines - Line ID: … - Item cannot be Empty" (or Quantity, Required Unit, Inventory Unit, Factor). Complete the item line.
• Save is refused with "Maintenance Order - Planned Start Date cannot be greater than Planned End Date" (or Planned Final Date). Fix the planned dates.
• Save is refused with "Maintenance Order - Actual Start Date cannot be greater than Actual End Date". Fix the actual dates. The message about the Actual Final Date is checked against the Actual End Date in this release.
• Save is refused with "Maintenance Order: Operation Lines - Line ID: … - Date From cannot be greater than Date To". Fix the line dates.
• The Maintenance Plan button is missing. The category code is not PLM.
• Notification Request is required but the list is empty. The category requires a notification and notifications cannot be entered in this release. Clear the tick on the category.