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Maintenance Setup
Before raising any work orders, set up the lists that classify them. These drive filtering, KPIs and backlog analysis, so it pays to agree on them early:
| Lookup | Classifies | Examples |
|---|---|---|
| Maintenance type | The work order | Corrective, Preventive, Inspection, Project |
| Work type | A technician's labor on a work order | Repair, Inspection, Lubrication |
| Priority | How urgent the work order is | Low, Medium, High, Urgent |
| Status | Where the work order is in its workflow | Open, Assigned, In Progress, On Hold, Completed, Cancelled |
In this section you will:
- Review and extend the maintenance lookups, and add a technician user.
- Build a preventive maintenance procedure for Machine 1 with steps and checks.