Work Orders & Maintenance

A quick guide to what a Work Order is, its lifecycle, and how CARL supports preventive, corrective, and predictive maintenance.

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What is a Work Order?

A Work Order (WO) is an authorized instruction to perform a maintenance task on an asset, location, or system. It defines what must be done, why it’s needed, who will do it, when it’s due, and the resources (labor, parts, tools) required. In CARL, WOs provide full traceability from request to close-out, with cost, evidence, and approvals captured along the way.

Lifecycle of a Work Order

Work Order

For Technicians & Stores

Request : Issue reported or task generated (manual, PM, IoT/condition, meter, inspection). Review & Approve : Screening, priority/SLA set, safety checks, and role-based approval.
Plan : Scope the job, steps/checklist, parts, tools, permits, skills, estimates. Schedule & Assign : Allocate teams/technicians, align with availability and site windows.
Execute : Technician completes tasks, captures readings, photos, signatures (online/offline). Close : Record cause/remedy codes, time, parts, and final cost; verify quality.
Analyse : Review KPIs (MTBF/MTTR), SLA performance, and improvement actions.
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What’s in CARL Work Plans

Preventive Maintenance (PM)

Planned work performed at time or meter intervals to prevent failures.

  • When to use: For critical assets where failure risk/cost is high; OEM-recommended tasks.

  • Carl Support:
    • Time/meter/seasonal PM plans with auto WO generation.
    • Reusable job plans, checklists, and required parts lists.
    • Calendar & crew scheduling; workload levelling across sites.
    • Compliance evidence (photos, readings, signatures) and audit trail.

Why manage maintenance in CARL?

Single source of truth: Requests, approvals, permits, work evidence, and cost in one place.
Mobility-first: Techs work offline; capture barcodes, photos, readings, and signatures on site
Compliance & safety:LOTO/permits, checklists, and full audit history for inspections & ISO standards.
Insights: SLA dashboards, MTTR/MTBF, and backlog/overdue views to drive reliability.
Integration: ERP (PO/costing), BMS/SCADA, GIS, and IoT keep data synchronized across systems.