Maintenance

Work orders

• v5 Work Orders
• v6 Work Orders

• Which version of Work Orders am I using?

Calendar

• About Calendar
• Enable access to Calendar
• View work orders in the calendar
• Assigned hours in the calendar
• Filter work orders in the calendar
• Reschedule or reassign work orders in the calendar

Task groups

• Create a task group
• Edit existing tasks in a task group
• Reorder tasks in a task group
• Add additional tasks to an existing task group
• Remove tasks from a task group
• Assign an asset category to a task group

Scheduled maintenance

• Scheduled maintenance basics
• Manage scheduled maintenance
• Scheduled maintenance triggers
• Nested PMs
• Multi-asset scheduled maintenance
• Scheduled maintenance examples

Operator portal

• About the operator portal
• Log in to the operator portal
• Search for and view assets in the operator portal
• View a work order in the operator portal
• Change a work order's status in the operator portal
• Complete tasks in the operator portal

Projects

• Create a new project
• Add work orders to a project
• Add scheduled maintenances to a project
• Deactivate a project

Work request portal

• About the work request portal
• Configure guest permissions for the work request portal (v5 User Management)
• Configure guest permissions for the work request portal (v6 User Management)
• Enable the work request portal
• Configure the list view
• Configure sign-in requirements

Work order insights

• About work order insights
• View the Active work order insights dashboard
• View the Closed work order insights dashboard
• Risk type and diagnosis definitions
• How risk scores are calculated in work order insights
• Work order insights FAQ

Maintenance metrics

• Mean time between failures (MTBF)
• Mean time to repair (MTTR)

Maintenance settings

• Configure work order completion controls
• Enable failure codes
• Create failure codes
• Configure a failure hierarchy
• Create a new priority
• Create a new maintenance type