Generate Work Orders (7 Ways) – CMMS Evaluation #5

There are 7 different ways to generate work orders with MaintSmart CMMS Software. Some of these are manual others are automatic or semi-automatic. This CMMS evaluation post provides a brief instruction on each of these seven methods available to create work orders. Generally, MaintSmart users will chose two or 3 ways to create and manage work orders and stick with those methods.

  • Manual Work Orders
  • Semi-Automatic Work Orders
  • Automatic Work Orders
Generate Customized Work Orders with User Defined Work Order Types

Ways to Manage Work Orders (manual, semi-automatic, automatic)

Below is a list of the way to create and manage work orders:

  1. Create work orders manually from work order screen.
  2. Duplicate a work order from the work order screen or Equipment Tree screen.
  3. The downtime screen provides a way to generate a remedial work order from the downtime record.
  4. The preventive maintenance screen has the capability to convert a PM into a full work order.
  5. Manually generate a new work order from a work order template.
  6. The print and email scheduler generates new work orders from work order templates.
  7. Meters are automatically incremented values of any unit you define. Use a meter to generate a new work order.

Each of the above methods is demonstrated in the free CMMS training video below. For more detailed instruction or a demonstration on any or all the above contact MaintSmart.

Generate Work Orders by Schedule (automatic)

Items 6 and 7 above are completely automatic. The scheduler (item 6) generates new work orders from a work order template based upon flexible date/time, day of week/time of count of days/time. For example, add a new work order to the CMMS database every Monday at 8:00 AM for the day shift morning walk-around checklist. Another example could be every 28 days at 11:30 AM perform a boiler blow-down.

Duplicate Work Orders from the Equipment Tree

Meter-Based Work Orders (automatic)

The meter-triggered work order function generates a new work order from a work order template based upon any meter unit you define. So what is a meter unit? What is a meter? A meter unit could be cycles, cuts, days, revolutions, etc. After the unit is defined, it is linked to a work order template. Additionally up to six (6) units are available for each metered work order. Whichever reading expires first triggers the template to generate a new work order. Lastly, meter-readings are entered against the template. When readings reach their user-defined threshold, a new work order is generated. Best of all the reading can be entered either manually or automatically through an OPC compliant link such as a PLC or HMI. This system is completely independent once it has been initiated and provides timely work orders automatically based upon equipment demand.

automatic meter-based work orders

The Pay Off

MaintSmart offers great flexibility and automation in managing work orders. Implementing scheduled or metered (automatic) work orders is simple and only needs to be done once. Thereafter the CMMS creates work orders without and intervention by the maintenance team. Additionally, all work orders, regardless of source are editable. Create a complete work order solution by linking needed spares to a work order template. MaintSmart responds with automatic work orders, including an inventory spares list.

MaintSmart is a CMMS that works for you saving time and adding consistency to your maintenance program! What are you waiting for?

Next Evaluation Blog: TBA

Previous CMMS Evaluation Lessons:

#1 Download, Install and Login.

#2 CMMS Navigation and User Roles

#3 How to Create Basic Work Orders

#4 Work Order Tips


  1. Ken Prendergast on October 13, 2021 at 1:03 pm

    Hi, I like your system. I have 10 maintenance trades men and an additional 15 users. Please can you explain your pricing structure and price for same.

    • cmmsun5 on October 17, 2021 at 8:36 pm

      Hello Ken,

      “User” License Explained
      The user license counts how many people are actually using the software at any given moment in time. For example an 5 user license would provide for 5 active sessions of the software running at the same time. In this example the software could be installed on 10 computers (we provide hardware licenses for double the active user count).

      There is no limit on “named users”. Named users are available logins. This means that everyone in your organization has access to the software at some level determined by the access roles you decide to give them. They are only counted as a license if logged into the CMMS software at that given moment in time. Essentially you may have up to 5 people using the software at the same time from any of 10 computers in this example.

      This is the complete software program with ALL MODULES included. This is a ONE TIME cost (a permanent license). There are NO HIDDEN FEES. Email support is FREE FOR LIFE. You receive 1 year of phone support with a purchase of 5 or more licenses. Less than 5 you receive 60 days phone support. You receive 2 hours of free online training with less than 5 licenses and 4 hours if over 5 licenses.

      Here are a couple of examples for license cost (USD):
      1 user 2 computers: $1595.00
      3 users: 6 computers: $3642.00
      5 users 10 computers: $5622.00
      10 users 20 computers: $9828.00
      Site License: BID
      Corporate License: BID
      We can offer additional training online, offsite or onsite.

      Do not hesitate to contact me if you have any questions or would like a personalized online demonstration of the software running where you may ask any questions and have the answer demonstrated with the actual software.

      Thank you.

      Daniel Cook
      MaintSmart Software, Inc.

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