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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:

LookupClassifiesExamples
Maintenance typeThe work orderCorrective, Preventive, Inspection, Project
Work typeA technician's labor on a work orderRepair, Inspection, Lubrication
PriorityHow urgent the work order isLow, Medium, High, Urgent
StatusWhere the work order is in its workflowOpen, 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.