Reference: Work order terminology

Features > Core > Work Order Management

Work order creation rules and behaviors

WO detail	Description
Time attributes	Maintenance activities: The work order interval typically amounts to a week or a month. Customer activities: The company must often comply with time constraints set by national laws governing sectors like water, gas, or electricity. These constraints are usually handled by the CRM system and forwarded to the FSM Platform. Customer appointments: For specific orders, the company provides the customer with a final appointment date that specifies the date and time interval for the technician's activity.
Technical object	The object of the intervention can be either a customer or a facility, depending on the type of activity you are performing: Customer service activities: The object of the intervention is likely the customer who is a residential user or an industrial consumer. Maintenance activities: The object of the intervention is the facility that is related to corporate assets like networks or facilities.
WO type	The WO type consists of the technical object type, the service type, and the request type. This combination defines the WO header. Facility type: Originates from the assigned facility. Request type: Associated with a list of service types. Each facility or customer is associated with a list of request types. See Work order header.
WO priority	The priority value you set for a WO is a key factor that the system considers during automatic scheduling. Urgent WO: This designation defines the order as an emergency order type. Urgency type: This field allows the system to manage specific urgency levels according to the WO. Note: Urgency types can override the urgency flag.
Management mode	Managed by order: The order is scheduled and debriefed based on parameters in the WO header. Managed by operation: The order is scheduled and debriefed based on the individual operations it contains.

Work order header

Attribute	Description
WO code	The unique identifier for the WO
Operations center	The center that manages the WO.
Interval date	The authorized time window for performing the WO
WO status	The current lifecycle state of the order
Customer / facility	The specific object or entity the WO is associated with
WO type	The specific classification of the work required

Work order operations

Scheduling data

Data element	Description
Duration	The expected time required to perform the task
Resources	The number of technicians required
Materials	Required or provided materials for the task
Tools / vehicles	Specific equipment or vehicles necessary for execution

Accounting data

Data element	Description
Time range	The dates and times when the operation starts and ends
Outcome causal	The result of the operation, such as performed or not performed
Accounted materials	Materials used, which includes measurement unit and quantity
User accounting	ID, name, and accounted time for each involved resource
Vehicle accounting	Code, description, and time accounted for the vehicle used
Technical data	Collected field data, such as meter readings
Attachments	Field photos and intervention documents

What’s next

To learn more about WO status and operation status, see Understand work order and operation status.
To understand the difference between WO types and operation types, see Compare work order types and operation types.