# Work Order Creation to Completion – Work Order Lifecycle

**URL:** <https://forum.cybermetrics.com/t/work-order-creation-to-completion-work-order-lifecycle/98>\
**Category:** Faciliworks 8i\
**Created:** [January 23, 2026, 2:13pm UTC](https://forum.cybermetrics.com/t/work-order-creation-to-completion-work-order-lifecycle/98 "2026-01-23T14:13:58Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![aavila](https://avatars.discourse-cdn.com/v4/letter/a/a6a055/32.png) [@aavila](https://forum.cybermetrics.com/u/aavila)\
**Post date:** [January 23, 2026, 2:13pm UTC](https://forum.cybermetrics.com/t/work-order-creation-to-completion-work-order-lifecycle/98/1 "2026-01-23T14:13:59Z")

</div>

**Purpose**  
To establish a consistent, repeatable process for creating, managing, and completing Work Orders (WOs) in FaciliWorks 8i to ensure accurate maintenance records, reliable KPIs, and effective preventive maintenance execution.

**Scope**  
Applies to all facility maintenance personnel responsible for creating, executing, or closing work orders, including technicians, supervisors, and maintenance managers.

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## 1. Accessing Work Orders

**Navigation Path:**  
Work Orders → Work Order Manager

The Work Order Manager is the central hub for creating new WOs and managing existing ones.

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## 2. Determine Work Order Type

Before creating a new WO, confirm whether one already exists.

- **Existing WO:** Use filters to locate and update the record.

- **New WO:** Select **New** to begin WO creation.

_Avoid duplicate work orders to preserve asset history and reporting accuracy._

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## 3. Asset Selection (Required)

- Select the **Asset ID** from the Asset lookup window.

- Ensure the correct asset is selected to maintain accurate maintenance history and performance data.

_No asset selection = no valid reporting or trend analysis._

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## 4. Task Assignment Decision

Determine whether the WO impacts a Preventive Maintenance (PM) schedule.

- **PM-related work:** Select the **Scheduled PM Task**.

- **Corrective/Reactive work:** Select a **Repair Task**.

_Incorrect task selection may cause PM schedule drift or inaccurate compliance metrics._

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## 5. Task ID Verification

- Confirm that the **Task ID** is visible and selected.

- If not visible, select **Show All** and choose the correct task from the Task lookup.

_This step ensures PMs close correctly and schedules update as intended._

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## 6. Work Order Detail Entry

Complete all applicable fields, including:

- Work description

- Priority level

- Assigned technician

- Scheduled and required dates

Populate relevant tabs:

- **Labor:** Actual time worked

- **Parts:** Parts issued or consumed

- **Notes:** Observations, findings, or corrective actions

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## 7. Work Order Execution Status

- **Not complete:** Print or electronically distribute the WO to the technician.

- **Ready to close:** Proceed to completion steps.

_Leaving WOs open preserves flexibility; closing WOs locks in performance data._

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## 8. Work Order Completion (Critical Step)

To properly complete a WO:

1. Enter actual labor hours

2. Record parts used

3. Verify maintenance completion date

4. Select **Completed**

5. Save the record

_Incomplete closures result in inaccurate KPIs and unreliable maintenance analytics._

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## 9. Operational Impact

Proper adherence to this SOP directly supports:

- PM compliance and scheduling accuracy

- Asset reliability analysis

- KPI calculation (MTTR, MTBF, PM vs CM ratios)

- Audit readiness and cost tracking

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## 10. Responsibilities

- **Technicians:** Execute work and document labor, parts, and findings

- **Supervisors:** Verify task accuracy and WO completion quality

- **Maintenance Managers:** Monitor KPIs and enforce SOP compliance