Creating Manual Maintenance Orders—Exercises

Main Exercise

Purpose: The purpose of this lesson is to learn how to manually create a maintenance order. You will learn how to first set up the available time slot for maintenance and then start detail planning. The addition and removal of tasks to the maintenance order is handled in the Adding Tasks to Maintenance Order exercise.

Windows:
Maintenance Order

Create Maintenance Order

  1. Open the Maintenance Order window and create a new record (F5).
  2. In the Workshop field, enter your workshop ID.
  3. Enter the Plan Start and Plan Finish dates.
  4. Save the information (F12). The maintenance order will be created in the New status and represents an available maintenance slot.
  5. To continue with planning, you need to first set the maintenance order to the Initial Scope Definition status. However, before this status change is allowed you need to enter information on the vehicle part.
  6. Enter your vehicle's part revision and serial number in the Top Part Number, Part Rev and Top Serial Number fields and save the changes.
  7. Right-click on the maintenance order, point to Status, and then click Define Scope.
  8. Now you can enter or adjust the maintenance order according to scope requirements. 
  9. Enter the distribution type.
  10. If the Execution Logic Structure distribution type is used, in the Grouping ID field, enter the grouping ID of the ELS template.
  11. Select the Automatically Include Task check box if you want valid tasks to be included to the maintenance order automatically.
  12. Select the Automatically Finish Order check box if the maintenance order is to be set automatically to the Finished status when the last task on the order is completed or cancelled. Note: If sign off requirements exist or should be defined for the maintenance order, it will not be possible to automatically finish the order and this check box should therefore not be selected.
  13. Save the information (F12).

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