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How to read the work order insights report for open work orders

Work order insights includes 2 main reports: one for open work orders, and another for work orders that are closed.

Once you've signed up, you'll receive these reports via email, along with a CSV file that contains more detailed information about each work order, including its field values, the expected field values, and all the risks we identified.

The reports have a similar layout, but contain slightly different information. This article describes the information in the report for open work orders:

The Work Order Insights report for open work orders, with key information highlighted. This information is covered in the sections of this article.

The report has the following sections:

Use the link above to jump to a specific section, or keep reading to learn more about the report as a whole.

To learn about the report for closed work orders, see How to read the work order insights report for closed work orders. To learn more about the data in these reports and in the CSV file, see Data dictionary for work order insights.

Header section

This section includes the following pieces of information:

  • The reporting period

  • An indication of whether you're viewing the report for closed or open work orders (in this case, open)

  • The number of work orders that were analyzed as part of this report

The header section of the Work Order Insights report

Risk Level section

In this section, you can view high-level information about the work orders at each risk level:

The Risk Level section of the work order insights report.

The section is divided into 3 rows that correspond to the 3 risk levels: high, medium, and low. In the far left column, we indicate the percentage of work orders at that risk level.

For each risk level, we include the following information:

Column

Description

Work orders

The number of work orders at that risk level.

Average duration

The average number of days work orders at that risk level have been open.

PM ratio

The percentage of work orders at that risk level that are preventive maintenance.

Site Health section

In this section, you can get an overview of each site's health:

The Site Health section of the Work Order Insights report

This section shows high-level data by site, including how many work orders at each site are at each risk level, and each site's PM ratio.

Sites are listed in separate rows, along with the following information:

Column

Description

Site

The name of that site.

High

The number of high-risk work orders at that site.

Medium

The number of medium-risk work orders at that site.

Low

The number of low-risk work orders at that site.

Average duration (days)

The average number of days work orders at that site have been open.

PM ratio

The percentage of work orders at that site that are preventive maintenance.

High Risk Work Orders section

In this section, you can view information about your high-risk work orders. The section is divided by site:

The High Risk Work Orders section of the Work Order Insights report

Each high-risk work order for that site is listed in its own row, along with the following information:

Column

Description

Code

The work order's unique identifier from the CMMS.

If you're logged in to the CMMS, you can click the code to navigate directly to the work order.

Note: If you click the link and the application displays the navigation menu with a blank, grey space where the work order should be, it means that the work order was deleted.

Description

The work order's description from the Summary of Issue filed in the CMMS.

Risk score

A number between 0-1000 that represents the relative risk of that work order. High-risk work orders have a risk score of 666 or higher.

Risk

The primary reason this work order was flagged as a risk. To learn more about risks, see Risks identified in work order insights.

Duration Days

The total number of days this work order has been open.

Delay Days

The total number of days this work order is overdue (i.e. has been open past the suggested completion date).

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