Follow-up on Work Orders

When to Use Follow-Up Work Orders

• Additional repairs or inspections are identified during maintenance
• Issues found that cannot be resolved within the original work order
• Preventive actions or recommendations need to be scheduled

How to Create a Follow-Up Work Order

1. Open the completed or active work order that requires follow-up.
2. Select the Create Follow-Up Work Order action (usually available on the work order card or actions menu).
3. The system creates a new work order, linking it to the original as a follow-up.
4. Review and edit the follow-up work order details:
5. Update description, priority, and scheduling as needed
6. Add required items, resources, and tasks
7. Link to the original work order for traceability
8. Save and release the follow-up work order for execution.

Key Features

• Automatic Linking: The follow-up work order is linked to the original, providing traceability and reporting.
• Customizable Details: You can edit all fields in the follow-up work order to match the required actions.
• History Tracking: Both the original and follow-up work orders maintain a history of related maintenance activities.
• Reporting: Use filters and reports to track open, completed, and related follow-up work orders.

[!NOTE] There are fields (hidden by default) on the work order page where you can view the number of follow-up work orders that have been created:

• Follow Up Orders
• Follow Up Order to

You can personalize the page to display these fields for better tracking and reporting of follow-up activities.

Follow-Up Work Orders for Round Orders

When working with round orders (work orders that cover multiple assets or locations), you can create follow-up work orders separately for each asset:

• After completing a round order, review each asset or location for additional maintenance needs.
• Use the Create Follow-Up Work Order action to generate a new follow-up work order for a specific asset within the round order.
• Each follow-up work order is linked to the original round order and the relevant asset, ensuring clear traceability and targeted maintenance.
• This approach allows you to address unique issues for each asset, improving maintenance accuracy and asset reliability.

[!TIP] Use separate follow-up work orders for each asset in a round order to ensure all identified issues are tracked and resolved individually.

Follow-up work orders in Dynaway EAM help ensure that all maintenance needs are addressed, supporting asset reliability and regulatory compliance.