In FieldEx, work orders define the type of job being performed. By categorising work orders correctly such as Preventive Maintenance, Corrective Repairs, or Internal Transfers, planners ensure that jobs follow the right checklist, schedule, and business workflow.
This article explains:
The four most common work order types used by Planners
How to configure new types to suit your operation
How job order templates link to each type
What Are Work Order Types?
Work Order Types classify jobs in FieldEx based on their operational purpose. Each type helps standardize:
Templates (pre-filled jobs)
Team responsibilities
Status transitions
Reporting and filtering
Understanding Work Order Types
Here are the most frequently used types in FieldEx:
Type | Purpose | Common Use Case |
Preventive Maintenance (PM) | Scheduled servicing to reduce future faults | Monthly inspections, filter replacement, routine checkups |
Corrective Maintenance (CM) | Reactive jobs triggered by faults, failed inspections, or breakdowns | Fix leaking pump, replace broken component, urgent repair |
Installation / Site Visit / On-Demand Service | General field service calls not tied to a maintenance plan | Initial equipment setup, customer call-out, ad-hoc service |
Warehouse Transfer / Internal Job | Logistics or internal technical operations | Move equipment between sites, calibrate tools, internal testing |
Why Work Order Types Matter
Using the right type ensures:
Correct checklists and templates are applied
Maintenance reports are segmented properly
KPIs like breakdown rate vs planned service are measurable
Auto-triggers (e.g. follow-ups, billing) behave as expected
How to Create New Work Order Types
Path: Setup > Modules > Job Order > Picklists > Type
Navigate to Setup > Modules > Job Order > Picklists > Type.
Click Create new Type, and input the name of the Work Order Type.
Specify which Job Order statuses apply to this type.
Statuses in the right-hand box will be displayed in the status picklist when this Work Order Type is selected.
Click Save to complete the setup.
Tip: Align each work order type with a distinct business workflow. For example, use “Preventive Maintenance” for all recurring service jobs and “Corrective Maintenance” for reactive repair calls. This improves reporting clarity and helps technicians understand job expectations. |
Linking to Job Templates
Each work order type can be connected to job templates, which preload checklists, asset filters, and other details.
Path: Settings > Modules > Job Templates
Create or edit a template and assign it to a specific work order type
This ensures consistency when the same type of job is created across many sites or assets.
Real-World Scenarios
Use Case: PM → A company sets “Quarterly Engine Inspection” as a PM type linked to a checklist with condition scoring and part usage
Use Case: CM → A failed inspection triggers a “Corrective Repair” job for pump seal replacement
Use Case: Transfer → A Planner logs “Internal Transfer” to track movement of assets from Workshop A to Workshop B
Use Case: On-Demand → A customer calls in for an urgent site visit; Planner uses “Ad-Hoc Service Call” type
Why This Matters
Reduces repetitive data entry when creating job orders.
Prevents manual errors in assigning teams and statuses.
Ensures technicians follow standard operating procedures.
Enables filtered analytics such as time-to-complete by job type.