> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oncanary.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage work

> Turn incoming needs and preventive plans into assigned, traceable maintenance work.

Canary brings intake, planning, execution, and maintenance history into one connected workflow.

## The work lifecycle

1. A requester submits a **Request**, or a planner identifies work directly.
2. A reviewer approves the request and creates its linked **Work Order**.
3. A planner adds an asset or location, assignment, priority, dates, parts, and a **Procedure**.
4. An admin places the work on the **Schedule** when a technician and start time are known.
5. The technician records progress, procedure responses, parts, and comments on the work order.
6. Marking the work order **Done** completes linked request work and preserves the maintenance record.

**Work Order Templates** provide reusable defaults for common jobs. **Maintenance Plans** combine one template, a set of assets, and a calendar cadence to create preventive work orders automatically.

## Choose the right record

| Record              | Use it for                                                       | Connects to                                                                  |
| ------------------- | ---------------------------------------------------------------- | ---------------------------------------------------------------------------- |
| Request             | Capturing an issue or need before maintenance approves the work  | Requester, review team, asset, location, attachments, linked work order      |
| Work order          | Planning, assigning, executing, and closing one maintenance task | Request, asset, location, user or team, procedure, parts, comments, schedule |
| Work Order Template | Reusing the same starting details across jobs                    | Work orders, procedures, automations, maintenance plans                      |
| Maintenance Plan    | Producing preventive work for selected assets on a fixed cadence | Template, assets, occurrences, generated work orders                         |
| Procedure           | Standardizing the fields and steps technicians complete          | Work Order Templates and work-order snapshots                                |
| Schedule change     | Publishing a technician, start time, and estimated duration      | Work order, publisher, reason, previous and new schedule values              |

## 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.

## Start with a task

* [Understand work orders](/help/work-orders/overview)
* [Create a work order](/help/work-orders/create)
* [Capture and review requests](/help/requests/create-and-review)
* [Build a Maintenance Plan](/help/maintenance-plans/create-and-manage)
* [Create a procedure](/help/procedures/create-procedure)
* [Schedule work](/help/reports/schedule)