Understand work order and operation types | NextGen FSM

To ensure they are accurately processed and integrated with external systems like ERPs, the system categorizes work orders (WOs) and operations.

Understand WO types

To form a distinct WO header type, NextGen FSM combines three elements:

Element	Description	Examples
Request type	Where the request came from	Ordinary maintenance Extraordinary maintenance Programmed cycle Customer service
Service type	The specific service	Surveillance systems Reading meters Maintenance of wells Remote control Cut due to non-payment
Facility type	The macro-type of the technical object	Central Meter Reducer Tank Meter

Understand operation types

Operations are classified using up to four levels based on the required tasks and resources. These operations are considered “row level”:

Element	Mandatory	Description
Operation type	Yes	Defines the specific action to perform
Resource type	Yes	Defines the macro-type of resource required
Work center type	Yes	Classifies the operation for accounting purposes
Facility type	No	Defines the technical object type

When you configure the facility type at the operation level, the operation type can be set as “Single” or “Repeatable” in the work cycle configuration:

Repeatable: If the header's technical object has multiple sub-components (leaves) of the defined facility type, the system automatically generates an operation for each subcomponent.
Single: The system generates only one operation, regardless of how many subcomponents the technical object has.

See Configure work cycles.

What’s next

To understand more WO terms, see Reference: Work order terminology.
To create a unique operation definition, see Configure work order operation types.
To categorize and process WOs correctly, see Configure work order types.