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Work order plans - guide

Work order plans are reusable templates for creating work orders across sites, assets, or subassemblies. They support one-time or recurring schedules, enabling efficient recurring maintenance, bulk creation, and standardized workflows. Plans generate work orders automatically based on defined scope and recurrence, copying key details like priority and materials, and are managed in the legacy planning app with required permissions and feature flags.

Overview

Work Order Plans (formerly called Work Order Sequences) let you create reusable templates that generate multiple work orders across sites, assets, or subassemblies. This is useful for:

  • Recurring maintenance (for example quarterly inspections or monthly checks)

  • Bulk work order creation (for example generating the same work order across multiple turbines)

  • Standardized workflows (for example consistent commissioning procedures)

Plans support both one-time execution and recurring schedules with flexible recurrence patterns.

Accessing Work Order Plans

  1. In the main menu, go to Work Orders → Work Order Plans.

  2. You must have the accessWorkorders permission.

  3. Your company must have the WORKORDER_RECURRENCE feature flag enabled.

Note: Work Order Plans are currently available only in the legacy planning application, not the new execution app.

Creating a Work Order Plan

Step 1: Basic setup

  1. Click + New Plan.

  2. Configure the plan details:

    • Name: Use a descriptive name (for example Quarterly Turbine Inspection).

    • Sites: Select the sites the plan applies to.

    • Assets (optional): Select specific assets.

    • Subassemblies (optional): Select specific subassemblies.

Tip: You can select multiple sites/assets/subassemblies. The plan will generate work orders for each selected item.

Step 2: Add work order templates

  1. Click + Add Template.

  2. For each template, configure:

    • Name: The work order name (used for generated work orders)

    • Priority: Urgent, High, Medium, or Low

    • Work Order Type: Select from your configured types

    • Activity Category (optional)

    • External Work Order ID (optional): Custom ID prefix

    • Description (optional)

    • Bill of Materials (optional): Planned inventory items needed

You can add multiple templates to a single plan (for example separate templates for different phases of work).

Step 3: Configure recurrence (optional)

Choose one of the following recurrence options.

One-time execution

  • Recurrence type: None

  • Work orders are created once when you click Start Plan.

Interval-based recurrence

  • Recurrence type: Interval

  • Configure:

    • First occurrence date: when the first iteration should be created

    • Frequency: how often the plan repeats (for example every 3 months)

    • Frequency unit: Days, Weeks, Months, or Years

    • Max occurrences (optional): limit the total number of iterations

    • Last occurrence date (optional): end date for the plan

    • Earliest start offset: how early work can start relative to the occurrence date

    • Latest finish offset: completion deadline relative to the occurrence date

    • Action when unable to complete:

      • Do nothing: continue with the next iteration

      • Skip next: skip the next scheduled iteration

      • Stop: deactivate the plan

Managing Work Order Plans

View all plans

  • Go to Work Orders → Work Order Plans.

  • Use the search bar to filter by name.

  • Plans display:

    • Plan name

    • Status (Draft, Active, Paused, Completed)

    • Next run date (for recurring plans)

    • Current iteration count

Edit a plan

  1. Open a plan from the list.

  2. Update settings (name, scope, templates, recurrence).

  3. Click Save.

Warning: Editing an active recurring plan does not change work orders that have already been created.

Start a plan

  1. Open the plan configuration.

  2. Click Start Plan.

  3. One-time plans: work orders are created immediately.

  4. Recurring plans:

    • Status changes to Active

    • First batch of work orders is created

    • The next run date is calculated

Delete a plan

  1. Click the delete (trash) icon next to the plan.

  2. Confirm deletion.

Note: Deleting a plan does not delete work orders already created from it.

Understanding work order creation

How work orders are generated

When a plan runs, work orders are created using the following logic:

  1. Scope calculation

    • If subassemblies are selected: one work order per subassembly per template

    • Else if assets are selected: one work order per asset per template

    • Else if sites are selected: one work order per site per template

  2. Work order properties

    • Name, priority, and type are copied from the template

    • Linked to the relevant site/asset/subassembly

    • Kanban status is set to In Backlog

    • Planning dates are set using recurrence offsets (if configured)

    • Iteration number is tracked for recurring plans

  3. Bill of materials

    • Planned inventory items are copied into each generated work order

Tracking generated work orders

  • Work orders created from a plan are linked back to that plan.

  • You can identify them in the work order list by iteration number.

  • Once created, work orders operate independently (editing the plan does not update them).

Recurring plans: how it works

Scheduling logic

  1. First execution: when you start a plan, work orders are created for the first occurrence.

  2. Next run calculation: the system calculates the next occurrence date automatically.

  3. Background job: a scheduled job runs daily to check for plans due to execute.

  4. Planning dates

    • Earliest start: occurrence date minus earliest start offset

    • Latest finish: occurrence date plus latest finish offset

Example: quarterly inspection

  • First occurrence: January 1, 2025

  • Frequency: every 3 months

  • Earliest start: 7 days before

  • Latest finish: 7 days after

Result

  • Iteration 1: created Jan 1; earliest start Dec 25; latest finish Jan 8

  • Iteration 2: created Apr 1; earliest start Mar 25; latest finish Apr 8

  • Iteration 3: created Jul 1; earliest start Jun 24; latest finish Jul 8

  • And so on.

Pausing and resuming plans

  • Plans can be paused manually (status → Paused).

  • Paused plans do not create new work orders.

  • Resume by setting the status back to Active.

Permissions required

  • Create plans: createWorkorder

  • View plans: readWorkorders

  • Edit/start plans: updateWorkorder

  • Delete plans: deleteWorkorder

  • Minimum access to use the feature: accessWorkorders

Known limitations

  1. No offline support: plans cannot be created or managed offline.

  2. Legacy-only: available in the legacy planning app, not the new execution app.

  3. Background job dependency: recurring plans rely on a daily scheduled job.

  4. No retroactive changes: edits do not affect already-created work orders.

  5. Work Order Sequences are deprecated and replaced by Work Order Plans.

Troubleshooting

Plan not creating work orders

  • Confirm the plan status is Active (not Draft or Paused).

  • Verify the next run date has passed (for recurring plans).

  • Confirm scope selection: sites/assets/subassemblies are selected.

  • Confirm the background job is running.

Recurrence not working

  • Verify WORKORDER_RECURRENCE feature flag is enabled.

  • Confirm first occurrence date is set.

  • Check that the next run date is being calculated.

Missing permissions

  • Users need accessWorkorders at minimum.

  • Creating/editing requires createWorkorder and updateWorkorder.

  • Contact your system administrator to update permissions.