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  3. Work orders
Feature · Work orders

Work orders

Give maintenance a defined scope, assigned technician and due date, then carry the work through authorization and completion.

OverviewWork ready for completion review
Tool & Die Management · Work orders

Work ready for completion review

Work orders

New
IdAssetAssigned toDue dateCompleted atDescription
IDD-252ASS-6525204 OctInspection wo-124
IDD-425ASS-1204816 OctInspection wo-412
IDD-641ASS-6464223 OctInspection wo-270
IDD-563ASS-2950015 OctInspection wo-727
IDD-951ASS-2066527 OctInspection wo-172
6 of 6 records
IDD-252Work orders · WO-37808
Inspection
AssetASS-65252
Due date04 Oct
DescriptionInspection wo-124
Example screen with sample data

What you can do

Make the maintenance request actionable

Maintenance Manager uses the work order to explain what needs attention and who will do the work. Select Preventive, Corrective or Inspection work, identify the asset and describe the requested action. The request date and due date support planning, while the assigned person gives Technician a clear starting point for the day’s work.

A Requested job still needs authorization. Approved and Scheduled work belongs in the execution discussion; work under Inspection belongs in the completion discussion. Keeping those states visible helps Maintenance Manager distinguish a job awaiting a decision from one whose technician needs support at the bench.

How the work is organized

  • Scope and authority. Maintenance Manager verifies the asset and work description, arranges the required permit approval and confirms assignment. Schedule the work after those decisions are clear, with a due date the assigned Technician understands.
  • Execution. Technician starts through the authorized work action. The start workflow validates safety and authorization, posts planned part usage exactly once, logs the start and sets the eligible asset to Maintenance.
  • Completion evidence. Work logs describe the work performed and its actual interval. Maintenance Manager brings that evidence together with parts usage and relevant specialty outcomes before closing the job and reviewing its service history.

What to agree during setup

Define the information a requester must provide before Maintenance Manager approves work. Agree how the team uses Preventive, Corrective and Inspection, and how a due date changes when the tool or technician is unavailable. A useful description tells the next person what to examine without requiring them to reconstruct an earlier conversation.

Map each Technician to the correct person and user account so assigned work reaches the right individual. Agree how the work log is completed when maintenance pauses or passes between shifts. The recorded interval describes work that happened; use a planning-system connection if the shop also needs resource-capacity scheduling.

Check the handoff on an actual case

Use TD-17 with an edge defect and a corrective request due before its next intended use. Maintenance Manager checks the scope, assigns Technician and confirms the required permit interval before scheduling. Technician opens the assigned job and starts work through the authorized action. Check the resulting tool state, work start and part usage together.

At the end, Technician records the work performed and end time. If sharpening is involved, Maintenance Reviewer checks its eligible outcome before Maintenance Manager completes the job. Repeat the start request during rehearsal and confirm the same planned consumption is not posted twice. Then test an expired permit so the team recognizes why work cannot proceed under an old approval.

What your team sees

  • Work awaiting authorization — Review requested scope, assignment and due dates before authorization.
  • My assigned maintenance — Find the work associated with the signed-in Technician.
  • Maintenance board — Follow authorized work through scheduling, execution and inspection.

Follow the work through

What it keeps track of

Data model
Work orders
Work Orders records for Tool & Die Management.
Assets
Assets records for Tool & Die Management.
People
People records for Tool & Die Management.
Safety permits
Safety Permits records for Tool & Die Management.
Work logs
Work Logs records for Tool & Die Management.
Part usage
Part Usage records for Tool & Die Management.
Service history
Service History records for Tool & Die Management.

Who uses it

Permissions
Maintenance Manager
Authorizes and coordinates work.
Technician
Captures execution evidence.
Maintenance Reviewer
Reviews relevant specialty outcomes.

Set up Tool & Die Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started