# Scope

First, select the relevant asset. You are then presented with a 3D model of the asset (if available), and a list of the work orders. The_image_displays_the_scope

In this article:

# Work orders

The work order list shows all open work orders for an asset and the work order status.

The work order list shows all open work orders for an asset and the work order status. You can drag and drop a work order to another list heading to change its operations. To view the work order and its operation, click the expand icon.

  1. Priority: The color indicates the priority of the work order. Work orders with top priority are listed first. The_image_displays_the_work_order_colors

  2. ID: The metadata in the source determines the work order ID.

  3. Description: The description field of the event.

  4. Readiness: This indicates the readiness of the work order, defined by the readiness rules.

  5. Material readiness: This allows you to see the material status of the work order. The_image_displays_the_material_readiness

  6. Health check: Work orders are compared to closed work orders to identify their status. A heart icon in different colors indicates the number of issues related to the work order: The_image_displays_how_hearts_illustrates_the_number_of_issues_related_to_the_work_orders.

The following criteria are covered:

  • This work order is not released
  • This work order is a replacement, and is expected to require materials
  • This work order has no hours in its operations, review is required
  • This work order has not been reviewed
  • This work order has a different material bill than the previous work order

Hover over the heart icon to see further details.

  1. Tag list: The tag list shows a predefined list of fields from the work order.

  2. Action button: The action button displays possible actions depending on the data available for the work order.

When opening the detail view of work orders, the cost is displayed in the top of the window. Note: the displayed cost is for material and services only.

# Creating a scope

Click Add list + to access the data. You can also add a New list and apply your filters to the data. To move work orders between lists, drag and drop them to the header of a list. Download the work order list to export it as an excel file, or line walk sheet. To save a list as a favorite, click More options icon, and select Add to favorites. Note: your favorite lists are only visible to you.

# Suggestions

Maintenance Planner suggests which work orders that you can either add to your scope or remove.


  • Green light bulb: for items that are suggested to be added.
  • Red light bulb: for items that are recommended to be removed. Hover over the light bulb icon to see more details.

You can create a list of work orders and click on Suggestions tab to see the suggestions for the selected scope.

The suggestions are based on parameters from the list below. Click the tool icon to change the parameters. You may filter on the following:

  • Backlog
  • Approaching LLAFD (Latest allowed finish date)
    • You may also adjust “Days away from being past deadline” as you wish
  • Resource optimization
    • You may also define what trade you want to focus on. Note that this is limited to the trades included in the Scope list.
  • Proximity: considers radius of 3 meters
  • Top systems
    • You may adjust the number of systems based on man-hours
  • Shortfall optimization
    • Generates a mapping table between all Static Revision Codes and Systems (considering all history of work orders for a particular site). You can choose one or more SRCs to optimize, as well as maximum duration of execution phase to generate a list of suggestions.
    • A mapping between assets that can be affected if an asset is shut down to be worked on is also stored. Maintenace planner recommends items based on this list via this algorithm.
  • You can also identify work orders in proximity to your construction work. Superimpose a model to enable this option.

Note that for each of the items in the list above you may adjust the importance of the selected aspect by dragging the white circle to either left (less important) or right (more important).

To approve adding or removing a work order from your scope based on suggestions, simply click on the work order. You will be prompted to approve the suggestion, and then presented with the changes in a new window where you confirm or discard your changes.

The work order is then moved as requested.

# Risks

The Risks section is divided into three:

  • Active Risks
  • Defective Equipment
  • IANs (Inspection, Anomaly, and Notification)

You may also filter the risks by using Add list +. You can filter on risk type and source. Select New list to create your own list that you may filter.

# Risk symbols

The icons below symbolises the different risks in the 3D model:


Last Updated: 1/15/2021, 9:01:33 AM