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In Bold, work orders record interventions on assets. They can be corrective, responding to a failure or incident, or preventive, resulting from a planned inspection. You can create and prepare the work order from Maintenance. If the technician works from a tablet or shared work center, they can also create it from work mode.

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Before you start

  • Create the asset and causes you will use.
  • Define reusable actions if you want the technician to follow standardized checks or tasks.
  • To work in work mode, select an active employee.
  • Check that the technician has access to maintenance and the items they can record as consumed materials.

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Create the work order from management mode

Path: Maintenance > Work orders > Add new
1

Create the work order

Select the work order type, asset, and main cause. You can also enter the owner, code, and notes they should read.
2

Add planned work

Add the actions the technician must complete. You can add a predefined action, write its instructions for this intervention, and mark it as required.
3

Record execution

Add consumed materials and time for the employees involved.
4

Review and complete

Check causes, actions, time, and materials before closing the work order.
From the Actions column, open a record to view its details or change it. The work order contains these tabs:
  • Information: shows basic work order data and lets you add additional causes. For example, for an electrical failure on a forklift, you can record the electrical fault as the main cause and a broken plug as an additional cause.
  • Consumed materials: lets you add items and quantities of spare parts or consumables.
  • Actions: gathers the tasks needed for maintenance. It shows status, whether the action is required, type, owner, theoretical time, dates, result, instructions, and execution notes. The Req. column indicates whether it is required (Yes/No); to change it, use the padlock button in the Actions column.
  • Time entries: records time spent on maintenance.
  • Comments: lets you add and delete formatted comments with attachments.
  • Costs: shows spare part and labor costs.

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Work from work mode

Path: Work mode > Maintenance Work mode organizes work orders into My work orders, All work orders, and New work order. My work orders shows work orders whose main owner is the active employee. In All work orders, you can find other work and assign yourself to it.

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Create a work order on the shop floor

1

Select New work order

Open the New work order tab.
2

Describe the intervention

Select the work order type, asset, and cause. Code and notes are optional.
3

Create the work order

Click Create. The active employee becomes the main owner and the work order opens in My work orders.

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Execute the work

1

Open the work order

Find it in My work orders or All work orders. You can hide work orders that have not started or are finished, and search by code, asset, or cause.
2

Start recording time

Click Start, Resume, or Assign me, depending on the work order status. Bold opens a time record for the active employee.
3

Read instructions

Open Information to read the work order notes.
4

Record actions

In Actions, read the instructions and complete planned tasks or add an action. Depending on its type, record a confirmation, a yes/no result, a number, text, a selection, an image, a file, or a signature drawn on screen. You can add optional execution notes. Actions marked Required must be completed before finishing the work order. If you make a mistake, click Undo on the completed action and complete it again.
5

Record materials

In Materials, select the consumed item, enter the quantity, and click Add material.
6

Stop time when you interrupt work

Click Stop to close your time record. You can resume the work order later.
7

Leave comments

In Comments, add observations about the intervention. They are recorded with the date and active employee.
8

Finish the work order

When the intervention is complete, click Finish and confirm closing. If required actions remain incomplete, Bold identifies them and takes you to Actions.
Work mode does not let you undo completion. While the work order is completed, you cannot add time records, materials, or actions. To reopen it, go to Maintenance > Work orders, open the completed work order, and use Undo finish.

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Recommendations

  • Use stable causes to analyze recurrence.
  • Add actions before starting if you want the technician to follow a checklist.
  • Use Stop when interrupting work so recorded time reflects the actual intervention.
  • Review materials and results before finishing.