Work Order Compliance - Work Order

Work Order Compliance - Work Order

Compliance notes in NEXGEN allow users to note items relevant to compliance on a work order record, such as LOTO assets or outages, all in one spot. This is useful for noting whether a work order has the potential to impact things such as safety or business, as well as for data recording purposes. For more information on our compliance flags and their logic, please see Compliance Flags Overview - Advanced Features.

Navigating to a Work Order

To navigate to a work order for which you would like to add compliance-related notes:
  1. From the main task bar, click Maintenance > Work Order.
  2. Select an existing work order record or create a new one using the +New button at the top left of the module.
    1. If you are creating a new work order, click "Save" after entering all its details. Compliance notes can only be added when a work order has been created, not during its creation.

Editing Work Order Compliance Details

Compliance details can be found in the Action menu of an existing work order. To get to Compliance:
  1. Click "Action" at the top right of the module.
  2. Click "Compliance."
  3. A pop-up will appear where you can fill out the compliance details. Fill them out as needed.
    1. The drop-down menus will only be editable if their respective checkboxes are marked; e.g. you can only note the safety impact level if "Safety" is checked off.
  4. Click "Save" to save your changes.
    1. A note in red will be visible on the work order to let users know at a glance if something includes safety assets, involves a LOTO, etc. 




Compliance Definitions

Below are descriptions of the various details that can be entered in the Compliance pop up.
  1. Unplanned Outage: An unexpected shutdown or halted service
  2. Planned Outage: A planned shutdown or halted service
  3. LOTO: Used to indicate whether the asset on the work order requires Lock Out Tag Out procedures
  4. Down Time: The duration of the shutdown or halted service
  5. Safety: Used to indicate a Safety Impact occurred on the work order
    1. Safety Impact drop-down: Used to indicate the degree of Safety Impact
  6. Business Impact: Used to indicate a Business Impact occurred on the work order
    1. BI (Business Impact) Level: Used to indicate the degree of Business Impact



    • Related Articles

    • Delete a Work Order Template - Work Order

      NEXGEN users have the ability to create new work orders from existing templates. If they eventually find that they have no more need for some of their templates, they also have the ability to delete them. Please note that only users with the "Delete" ...

    • Create a New Work Order - Work Order

      Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...

    • Work Order Statuses - Work Order

      The work order status is a label that specifies the current stage of work for the work order. This keeps everyone in the loop about the progress of the work being performed. See below for information about work order statuses, including a list of ...

    • Create a Work Order from a Template - Work Order

      Creating work order from a template saves the end user time because the user has less fields to fill in at the time of creating a work order. Work Order templates can be pre-loaded with checklists, notes, assets, resources, and more. Work Order ...

    • Create a Work Order Template - Preventive Maintenance

      Work order templates can make the process of creating work orders fast and easy. To make a template, go to the Preventive Maintenance module and create a PM. Once you save the PM as a template, you can create work orders with certain information ...