Service Workbench

Work Orders for Service, Maintenance or Installations

    You can create work orders for products that require service/installations or maintenance by using the Service Workbench:
  • Navigate to the Maintenance app > Service Workbench

  • On the Planner sub-tab, you can track the capacity planning overview of the selected work center, a resource group or a resource.
  • To create a new work order, click the “+Work Order” button located on the top right corner.
  • Page navigates to the scheduler tab as shown

  • Only the Products which are allowed for creating work orders will be listed.
  • The work order product should have a Routing, Version, BOMs, Process, Process Cycles and Operations created.
  • Use the Search by Product option which lists the Products, the search box gives control to search any nonlisted product.
  • Select the Product and on the right-hand side specify the Quantity.
  • By dragging the pointers on the time scale specify what time is required to complete the work order.
  • Click on the Schedule WO button on the bottom of the screen.
  • This will take to the work order screen.

  • If the work order being created is associated with a sales order, it is auto-populates.
  • Start and Finish the Operations and Actions under Worksheet, any drawings, plans, videos can be seen under Drawings.
  • Resource are allocated to the work order under Resources.

View and modify the process schedule – Scheduler

  • On the scheduler subtab of the Service Workbench, view the Gantt chart of work orders, work centers, and resources upon selecting the view.


  • To view the Gantt chart in various views like Time, Day, Week, Month and Year view, select the view options from the section above the Gantt chart.
  • To reschedule the work order associated with the individual operation, simply drag and drop it the available new date/time. The changes are reflected in the work order record.
  • To mark the percentage of progress of each work order, select the slider icon and drag it to display the progress.
  • To make further changes to the work orders, double-click the work order you will be presented with a job execution page
  • Click the work order, on the Job Execution, make the necessary changes and click the “Save” button.

Starting a work order – Builder

  • To carry out the work order click on the Builder subtab of the Service Workbench.

  • Click the “Start” button to carry out the maintenance order.
  • Click on the work order under each process cycle to carry out the job execution of each Action/Task associated with the work order.
  • Once in the Worksheet tab of Job Execution, you can track the Actions/Tasks that are already filled in and create a new Action/Task.
  • To carry out the Action/Task, select the action/task and click the “Start” button. Once the action/task has been started you can pause, finish and stop the Action/Task.


  • To create an action/task for a specific work order, click the “New” button.
  • To make further changes to the Action/Task select the down arrow on the right-hand side and click the “Edit” button.
  • Click the “Save” button after making necessary changes.
  • Click the “Previous” and “Next” button to view or start the Action/Tasks.
  • To view the drawings of the action/task click the Drawings tab.
  • The Time Tracking tab lets you track the time and duration of each Action/Task.
  • Click the Resources tab to allocate the resource for the selected Action/Task.


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