Lifecycle of a work order: (FastMaint Web)

Tasks are used as templates for creating work orders based on the frequency settings you specify for the task. Tasks with a frequency of "Unplanned" or "Alarm" have work orders created (work order number assigned) only when you request them/ report an alarm condition. These types of tasks are meant for breakdown/ unplanned maintenance work orders. For other task frequencies the system will automatically calculate work order scheduled dates based on the task frequency options. Work order numbers are not assigned until you run Plan (the Planning Report) to create the scheduled work orders OR manually create each scheduled work order.

1. Let’s say that every day you get a stack of maintenance requests or reports of alarm conditions on different equipment. You need to create work orders from them. In FastMaint Web click on the New work order link in the Home page. This brings the New Work Order wizard. Select the option to create a new unplanned maintenance work order.
   
   
2. You need to create an ad-hoc (unplanned) work order to change a light bulb in the location “Room 256”. Select the option to create work orders from “Unplanned task”. Now select the drop down to list by Location. In the location dropdown select “Room 256”. FastMaint will list all unplanned maintenance tasks associated with “Room 256” in the tasks dropdown below this. The default unplanned task "Any Other Maintenance" will also be listed.
   
   
3. Select the default unplanned task "Any Other Maintenance". Enter a Description (can be a description for the work order), the work order scheduled (planned) date and any special instructions. Click on the Create button to create the work order. The Equipment/ Location currently selected will be automatically associated with the work order even if the default task has no such association. You can also open the work order and make further modifications as needed.
   
   
4. Similarly report any alarm conditions on equipment. Any tasks associated with this alarm will have work orders created from them.
   
   
5. Once you have completed entry of work orders & alarm conditions, quit the create work orders window and return to the Home page. Now click on the Planning report link to run the Planning report.
   
   
6. The Planning report allows you to print all open work orders in a specific period. Select “Today” as the period and check off information you want printed on the work order e.g. custom fields, parts needed, etc. Click on the OK button to create the report. All system scheduled as well as user scheduled (created by you) work orders scheduled for today will be listed. You can print out the work orders to distribute them to maintenance personnel. The Planning report will print out one work order per page. Note: In case you want to save paper and just need a simple listing of work orders you can use the Work Order History report rather than use the Planning report.
   
   
7. Let’s assume that most of the work orders are completed that day. At the end of the day you get back a stack of completed work orders with comments/ feedback from maintenance personnel. You want to update the work orders and close them out.
   
   
8. In the Home page click on the Work Orders link. Change the from & to dates for work order to today and click on the Refresh button at the bottom of the page. This will list all work orders due today. Open each work order in turn and make updates as needed. Change the status e.g. "Completed" or "Closed (Not Done)" and save them. 
   
   
9. Month end reports: At month end you can generate a Location History report (under the Reports section) or an Equipment History report (under the Reports section). This will show all the work orders completed & pending during the month for the locations/ equipment as well as costs incurred, parts used, duration, etc.