The work lifecycle
- A requester submits a Request, or a planner identifies work directly.
- A reviewer approves the request and creates its linked Work Order.
- A planner adds an asset or location, assignment, priority, dates, parts, and a Procedure.
- An admin places the work on the Schedule when a technician and start time are known.
- The technician records progress, procedure responses, parts, and comments on the work order.
- Marking the work order Done completes linked request work and preserves the maintenance record.
Choose the right record
Access by role
- Admins can review all requests, manage Request Portals and Maintenance Plans, and publish the Schedule.
- Members can review requests routed to their teams. Their work-order visibility follows the organization’s Full or Limited setting.
- Operators see work orders assigned directly to them or to their teams.
- Requesters create and follow their own requests. Their request status carries the maintenance team’s progress back to them.