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Mantenimiento

Work Order

A formal document (paper or electronic via CMMS — Computerized Maintenance Management System) that authorizes, describes, tracks, and records a specific maintenance task. A complete work order contains: (1) Equipment identification — asset number, name, location. (2) Work description — what needs to be done (clear, specific). (3) Priority — emergency (immediate), urgent (24h), routine (1 week), planned (next shutdown). (4) Spare parts — required materials, part numbers, quantities, availability status. (5) Labor — trade skills required, estimated hours, assigned technician(s). (6) Safety — permits, LOTO requirements, PPE, JSA/risk assessment. (7) Timing — requested date, scheduled date, due date. (8) Completion — actual hours, parts used, findings, follow-up recommendations, and date completed. Work orders are the backbone of maintenance management — they provide: planning and scheduling input, cost tracking (labor + parts = total maintenance cost per asset), failure history for RCA, compliance documentation (regulatory, ISO), and KPI data (PM compliance, backlog, MTTR). Per ISO 55000 (asset management) and CMMS best practices. Leading CMMS platforms: SAP PM, IBM Maximo, Fiix, UpKeep, and eMaint. A maintenance organization without a disciplined work order system cannot effectively manage costs, track reliability, or optimize resources.

What you need to know

  • A formal document (paper or electronic via CMMS — Computerized Maintenance Management System) that authorizes, describes, tracks, and records a specific maintenance task.
  • A complete work order contains: (1) Equipment identification — asset number, name, location.
  • (2) Work description — what needs to be done (clear, specific).
  • (3) Priority — emergency (immediate), urgent (24h), routine (1 week), planned (next shutdown).
  • (4) Spare parts — required materials, part numbers, quantities, availability status.

Full definition

A Work Order is a critical document in maintenance management that serves as an authorization for specific maintenance tasks. It can be generated in paper format or electronically through a Computerized Maintenance Management System (CMMS). The primary purpose of a work order is to ensure that maintenance tasks are clearly defined, tracked, and documented throughout the maintenance process. A comprehensive work order typically includes equipment identification, which specifies the asset number, name, and location of the equipment requiring maintenance. This identification is crucial for ensuring that maintenance personnel can quickly locate and address the issue at hand.

The work description within the order details precisely what needs to be accomplished, eliminating ambiguity. The priority section categorizes the urgency of the task, whether it is an emergency requiring immediate attention, urgent necessitating completion within 24 hours, routine tasks with a one-week window, or planned tasks aligned with the next shutdown schedule. This prioritization helps maintenance teams allocate resources effectively and respond promptly to critical issues.

Moreover, a work order outlines the necessary spare parts, including their part numbers, quantities, and availability status, ensuring that technicians have everything needed to complete the task. The labor section indicates the specific trade skills required, the estimated hours for task completion, and the technicians assigned to the task, which aids in labor management and accountability. Safety considerations are also a vital component, where permits, Lockout/Tagout (LOTO) requirements, personal protective equipment (PPE), and a Job Safety Analysis (JSA) or risk assessment are documented to ensure compliance with safety standards.

Timing elements in a work order specify the requested, scheduled, and due dates for the maintenance work. Finally, upon completion, the work order captures actual hours worked, parts utilized, findings from the maintenance task, follow-up recommendations, and the date of completion. By incorporating these elements, work orders not only facilitate planning and scheduling but also provide essential cost tracking, failure history for root cause analysis (RCA), compliance documentation, and key performance indicator (KPI) data, such as preventive maintenance (PM) compliance and mean time to repair (MTTR). The significance of a disciplined work order system cannot be overstated, as it is fundamental to effective maintenance management and is aligned with standards such as ISO 55000 for asset management.

What you need to know

  • What you need to know: A work order must include equipment identification, detailed work descriptions, and prioritization to ensure clarity.
  • Work orders are categorized by urgency: emergency (immediate), urgent (24h), routine (1 week), and planned (next shutdown).
  • Essential components include spare parts information, labor requirements, safety protocols, and timing details.
  • A robust work order system is crucial for tracking costs, reliability, and optimizing maintenance resources, as per ISO 55000.
  • Leading CMMS platforms for work orders include SAP PM, IBM Maximo, Fiix, UpKeep, and eMaint.

Industrial applications

  • 1Scheduled maintenance tasks for manufacturing equipment to prevent unexpected downtime.
  • 2Emergency repairs on critical machinery in production facilities to minimize operational interruptions.
  • 3Routine inspections of safety equipment to ensure compliance with safety regulations.
  • 4Tracking parts usage and labor hours for maintenance activities to analyze cost efficiency.
  • 5Documenting maintenance activities for regulatory audits and compliance verification.

Common mistakes

  • Failing to include detailed work descriptions, leading to confusion and miscommunication among technicians.
  • Not updating spare parts availability, resulting in delays during maintenance due to unavailability of necessary components.
  • Omitting safety protocols, which can lead to accidents and non-compliance with safety regulations.
  • Neglecting to document actual completion times and findings, hindering the ability to analyze maintenance performance.
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Pro tip

Ensure that all team members are trained on the importance of accurate work order documentation to enhance maintenance efficiency.

Technical standards

  • ISO 55000 - Standard for asset management, focusing on maintaining and optimizing asset value.
  • ISO 9001 - Quality management systems, emphasizing the importance of documented processes.

Suppliers of industrial maintenance in Mexico

Applicable standards

ISO 55000