📍 Where can I find this module?
Main menu > Maintenance
Introduction #
The Work Orders module allows you to schedule and track maintenance tasks: corrective work, preventive maintenance, inspections, etc. Each work order records the request, execution, and outcome of the task. It is accessible via Maintenance > Interventions.
1. Create a post #
Click on Add a task from the module list.
Request for assistance:
- Date of request: the date on which the service was requested
- Time of request: the time of the request
- Reason: the reason for the intervention
General information:
- Site: the location where the procedure is to be performed
- Equipment: the equipment in question
- Customer account: the customer in question (for on-site service calls)
- Contact: the on-site contact person
- Type: the type of service (corrective, preventive, inspection, etc.)
- Status: the status of the task (scheduled, in progress, completed, canceled)
Speech:
- Date of service: the date of completion
- Start Time and End Time: the schedule for the event
- Description: a summary of the presentation
- Event: a link to a calendar event
2. Life Cycle #
A procedure generally follows this sequence:
- Request: A service request is logged with a reason
- Scheduling: The service call is scheduled with a date and a technician
- Implementation: The work is performed on-site
- Closure: The report has been completed and the status has been changed to "Completed"
3. Related items #
From the intervention record , you can access the following:
- Documents: photos, reports, attachments
- Comments: Discussion and notes on the presentation
4. Frequently Asked Questions #
How do I schedule recurring tasks?
Each task is a separate record. For regular preventive maintenance, create a new task for each occurrence. A workflow can automate the creation process.
How do I track maintenance work on a piece record equipment?
From the record , the Interventions tab displays the complete history of all operations performed.
Can I link a service call to a support ticket?
A service call can be linked to a customer account and a piece of equipment, which allows you to cross-reference the information with support tickets related to the same equipment.