Fixed Assets Product Guide

This is the reference order number. The number sequence is configured in the Setup screen.

The status indicates where the order is currently at and typically transitions according to the following sequence: planning >> confirmed >> started >> completed.

The description is the concise, overall explanation of the tasks to be undertaken. For planned orders created during scheduling, the description will match that of the maintenance plan and asset. For unplanned orders, the description must be entered manually. You can edit the description at any time.

This defines what sort of maintenance order: planned maintenance, unplanned maintenance order, emergency maintenance order. If the order is scheduled, it will default to planned. Manual orders will default to unplanned.

The maintenance order must be linked to a fixed asset which is detailed here.

If the order was scheduled, the maintenance plan description will be detailed here.

The planned start date of the order. This will be calculated on scheduled orders

The planned completion date of the order. For scheduled orders this will factor in the estimated duration of each of the tasks on the order.

The actual start date of the maintenance work. When you start a task, the start date will be recorded here.

The actual completion date of the work on the order. This date will be populated when the order is completed.

Saves the maintenance order.

Generates the maintenance order report for this order. This report details all necessary tasks and instructions for the order providing a useful work sheet for maintenance employees

This button marks the maintenance order as complete. A complete order will be considered closed and no further work can be undertaken. You cannot complete an order where there are open tasks or parts that have not been posted.