Plant maintenance: preventive plans, work orders and technicians

#1. Assets and preventive plans

1. Register assets in Assets (active, maintenance, retired, disposed).
2. Create a PM schedule with a time interval and/or a meter interval — whichever comes first — and a checklist and parts template. Choose fixed or completion-based recurrence.
3. A daily job generates a preventive work order (status Open) when a plan is due, copying the checklist and parts. Missed occurrences are listed.

#2. Work order lifecycle

#3. Technician terminal

1. An administrator issues an enrollment code (workshop, kiosk or field; shared or personal) and the device registers once.
2. The technician signs in with their PIN (locked after repeated failures; a personal terminal accepts only its bound technician).
3. Start a work session on the order (it moves to In progress). Pause with a reason (awaiting parts, permit issue, safety stop, shift end, break, other) — if only paused sessions remain the order goes On hold. Resume and End.
4. Ending a session records labour hours. Ending never completes the order.

#4. Parts

1. Request parts on the order; approvals move them to approved-awaiting-stock.
2. Issue from a warehouse (quantity and warehouse required).
3. Handle failures in Parts exceptions: retry issue, return stock, or void.

#5. Complete and close

1. Complete the order when all checklist items are done and no part lines are waiting.
2. If a JV-PM-COST approval workflow is configured, the order goes to Pending approval; approval posts the cost and completes it, rejection returns it to In progress.
3. Without a workflow, completing posts the cost at once — which needs the close permission.

#Roles

#Breakdowns and compliance

Report breakdowns in Breakdown reports (reported → acknowledged → in progress → resolved); a work order can be raised from a report (emergency if critical, otherwise corrective) — check one does not already exist. Compliance alerts warn 45 days before asset insurance, permits, warranty, vehicle registration or insurance, emissions and driver licences or medicals expire (critical at 14 days); review them in the compliance alerts inbox.