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Business Spotlight

Optimizing the Process of Managing Work Orders

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Andrej Lovsin
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November 7, 2023

Work orders play a role, in an organizations asset management strategy. When there is a service request the maintenance team is responsible for creating a document called a work order. This document outlines the tasks involved in maintenance. Provides guidance on how to complete them. By using work orders organizations can ensure communication and streamlined tracking of maintenance activities. The work order management process encompasses everything from identifying tasks to analyzing completed work.

Task Identification

During this phase the maintenance team identifies the tasks that need attention. This helps determine if the maintenance is planned meaning that tasks are known in advance or if it is unplanned and requires an assessment.

Work Request Submission

Once the maintenance issues are recognized they are documented in a maintenance request form. This form contains all the details. Is then submitted for review. Requests can come from sources such as tenants or as part of preventative maintenance checks.

Work Request Evaluation

It is now up, to the maintenance department to evaluate the submitted work requests. They carefully review each requests specifics assess its feasibility and determine what resources and personnel will be required. If approved the request progresses into becoming a work order.

Creating the Work Order

After getting approval, for the work request the maintenance team proceeds to create a work order. This document includes details about the job, contact information, priority level and expected completion date. Many organizations find it helpful to use templates for this process. Additionally they determine whether the work order is preventive, corrective or an emergency based on their maintenance approach.

Distributing and Completing the Work Order

technicians are assigned the maintenance tasks. Ensure that they are completed within the given timeline.

Documenting and Closing the Work Order

Once the tasks are finished technicians document all information in regards to time spent materials used and any observations made. This documentation may require approval. Will guide any necessary follow up steps.

Reviewing/Analyzing Work Orders

reviewing closed work orders provides insights into maintenance operations. This analysis can help identify areas for improvement, in the work order process and ensure that no tasks have been overlooked.

Optimizing Your Work Order Management Process

As organizations grow larger traditional paper based systems may prove inefficient. For needs considering advanced management tools can be highly beneficial.

These tools have the ability to automate and efficiently manage service requests, work orders and routine maintenance tasks. This alleviates the planning responsibilities, for managers while providing a storage system for data. With real time access, to work orders and the ability to track progress remotely these platforms offer convenience. Additionally they can present data in a way that addresses needs, making troubleshooting and inventory management easier. By incorporating these tools into operations businesses can experience cost savings improved visibility of data, reduced errors and a streamlined management system.

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I have been a software developer since I was 12 and I think this shaped my approach to solving problems. What I do first, is untangle them – and my favorite tool for that is a whiteboard. This is what I’m passing on to the company. I am proud that easy.bi develops intelligent SaaS solutions for businesses that help optimize business processes in a faster and more efficient way.
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