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Work Documents

You can use the following work documents to manage your maintenance work.

Work Requests

Work requests are simple documents that allow people outside of the maintenance group to submit a request to repair something. For example, anyone in a plant can submit a work request if they see a safety guard missing from a piece of equipment. Work requests allow employees to quickly communicate problems to the maintenance group.

Work requests can be turned into work orders. When a user does this, all of the information on the work request is copied onto the new work order, and the work request is linked to the new work order. This feature allows the person who requested the work to easily check the status of the request. You can set up APM so that approval is required before a work request can become a work order.

Work requests are optional in APM. If your organization does not need electronic work requests, you do not have to use them.

Work Orders

APM work orders are the main documents used to manage maintenance work. Each work order can contain one or more work order tasks. Therefore, a work order can describe simple one-task jobs, complex multi-task jobs, or regularly scheduled preventive maintenance jobs.

Using work orders you can also interact with the inventory, purchasing, and accounting functions in APM. You can plan and pick resources, create requisitions and purchase orders, enter asset indicator readings, and enter labor costs.

Users can create work orders in a number of ways:

•	From the Work Management view on the site

•	From a work request

•	Directly from an asset

•	Manually or automatically from standard jobs

•	As follow-up work from a failure mode’s action plan

Depending on how the work order is created, APM fills in as much information as available. A work order created from an asset contains only the reference to the asset, while one created from a standard job is as planned as the standard it is based on.

Work Order Tasks

In APM, a work order task is a single unit of work that can be performed on an asset. For example, you might create tasks to inspect a piece of equipment or to collect indicator readings on an asset. Work order tasks can each be planned and scheduled independently.

A task cannot exist on its own but must be part of a work order. Each work order is made up of one or more work order tasks. When you open a work order document, you are looking at a summary of the tasks included in the work order.

Regular vs. Standing Work Orders

APM comes with two work formats: Regular and Standing. The options available on a work order will be different depending on whether a regular or standing work format is selected.

Regular: A regular work order is the main work format. Use it for work that has a definite beginning and end. On regular work orders, you can schedule tasks, plan trades and materials requirements for each task, and add indicator readings and procedures.

Standing: A standing work order is a work format that allows you to define a set of work order tasks to collect costs for miscellaneous ongoing jobs. Work orders with standing work order tasks cannot also contain regular work order tasks. In most cases, you will keep these work orders open for a one-year period and then close them and create a new one for the next year. You cannot add requirements, indicator readings, or procedures to this work format.

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