Templates for Work Orders and PMs

Two flavors

• PM templates: used when scheduling preventive maintenance, with task list, expected hours, required parts, and qualification requirements.
• Work order templates: same fields for repeatable corrective work, with a different trigger.

Building one

Go to Settings, Templates, New template and set:

1. 01Name and category, such as Quarterly chiller PM.
2. 02Applies to: asset class, type, or specific assets, which drives dropdown suggestions.
3. 03Task list, where each step can have a description, acceptance criteria, required photo, required numeric reading, and optional or required status.
4. 04Expected hours, which drive scheduling and cost forecasts.
5. 05Required parts from inventory, with auto stock checks.
6. 06Qualifications to restrict to certified technicians, plus attached documents.

Everything lands on the new work order automatically; the technician edits from a baseline.

Capturing data and updating

The best templates capture measurements, not just checkboxes, so numeric inputs stored against the asset reveal trends like creeping bearing temperature. When you edit a template, choose to apply it to existing scheduled instances or to new only. New only is the default and is safer.