{"id":13496,"date":"2023-07-05T17:33:27","date_gmt":"2023-07-05T23:33:27","guid":{"rendered":"https:\/\/limblecmms.com\/?p=13496"},"modified":"2025-05-30T13:03:49","modified_gmt":"2025-05-30T19:03:49","slug":"work-order-template","status":"publish","type":"post","link":"https:\/\/limblecmms.com\/blog\/work-order-template\/","title":{"rendered":"How to create a maintenance work order template"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Any maintenance manager knows that requests for maintenance work can be chaos. Without a good process in place, these requests almost never come with the necessary details.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Work order templates that can be customized to any need within your organization help you get the job done efficiently. Coupled with solid protocols for managing them, work order templates are the basis of a smooth maintenance function.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We will explore how to leverage maintenance work order templates at your organization and provide a downloadable version to get you started. Let\u2019s go!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]<\/p>\n<h2><b>What is a work order template?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A <\/span><a href=\"https:\/\/limblecmms.com\/blog\/work-order\/\"><span style=\"font-weight: 400;\">work order<\/span><\/a><span style=\"font-weight: 400;\"> is a document (paper or digital) that records the details of a maintenance task. A work order <\/span><i><span style=\"font-weight: 400;\">template,<\/span><\/i><span style=\"font-weight: 400;\"> in short, is a blank work order. It can function as a form or series of questions that gather the information the maintenance team needs to complete the work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Work order templates can come in many forms including paper, electronic such as fillable spreadsheets, word processing documents or PDFs, or within an online work order platform or software.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Efficient <\/span><a href=\"https:\/\/limblecmms.com\/blog\/work-order-management\/\"><span style=\"font-weight: 400;\">work order management<\/span><\/a><span style=\"font-weight: 400;\"> offers huge benefits \u2014 and that starts with the work request itself. Requestors know what to do when issues arise, technicians have a better idea of what is expected of them, and managers can supervise multiple maintenance requests simultaneously.<\/span><\/p>\n<h2><b>Benefits of using work order request forms?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">While it sounds simple, the importance of a work order form or template cannot be overstated. Work order templates are extremely useful in streamlining maintenance requests. By ensuring your team has all the information they need from the get-go, they can:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simplify the process for requestors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduce the need for follow-up questions and communications<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Shorten troubleshooting time<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enable quicker response and resolution times<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Streamline creation of purchase orders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ensure work is assigned to the most appropriate team members<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enable reporting on maintenance work efficiency<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If designed well and used thoughtfully, a good work order template can enable quick resolution and thorough oversight, and will assist in documenting the entire work order process.\u00a0<\/span><\/p>\n<h2><b>What goes in a work order form template?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Since work orders are so critical to the smooth functioning of a maintenance organization, it is important to develop a <a href=\"https:\/\/limblecmms.com\/blog\/standard-operating-procedure-sop\/\">Standard Operating Procedure (SOP)<\/a> that all parties know how to use. Explore our <a href=\"https:\/\/limblecmms.com\/resources\/\">free maintenance templates &amp; checklist library<\/a> to download one of our free work order templates that suits your needs, or read on to build your own in excel or google docs.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row content_placement=&#8221;middle&#8221; css_animation=&#8221;fadeInDown&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1699310630716{margin-top: 30px !important;margin-bottom: 50px !important;padding-top: 50px !important;padding-bottom: 50px !important;background-color: #dde4e8 !important;border-radius: 20px !important;}&#8221;][vc_column width=&#8221;2\/3&#8243; css=&#8221;.vc_custom_1699310302582{padding-left: 25px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title    vc_custom_1711111939470\" ><h3 class=\"separator_off\" >Free Work Order Template<\/h3><p class=\"subtitle\" >Free customizable work order template with best practices gained from thousands of customers that will help you standardized work orders.<\/p><\/header><a  href=\"https:\/\/limblecmms.com\/resources\/maintenance-work-order-form\/\"  target=\"_self\"  title=\"Download Now\"  class=\"tt_button tt_primary_button btn_primary_color  button-center button-action-link icon_right\" ><span class=\"prim_text\">Get the Template<\/span><span class=\"fas fa-angle-right iconita\" ><\/span><\/a>[\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_single_image source=&#8221;external_link&#8221; css=&#8221;.vc_custom_1711111892704{padding-bottom: 10px !important;}&#8221; custom_src=&#8221;https:\/\/limblecmms.com\/wp-content\/uploads\/Maintenance-Work-Order-Template-Image-1-768&#215;994.png&#8221;][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]<span style=\"font-weight: 400;\">A standard work order template has information for three parties involved; the person requesting the work, the person authorizing the work, and the technician performing the task. Here are the most important fields all work order templates should have:<\/span><\/p>\n<h3><b>Work requester\u2019s name and contact information<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Having the requester\u2019s details at the ready is incredibly important. It allows your team to keep them up to date on their request (important for good service), but to also have a quick method for asking follow-up questions to gather additional information if needed.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The contact information in this section and the two following will depend on your company\u2019s preferred method of communication but may include:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Phone number for calls or texts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email address<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Usernames for any productivity apps your organization uses for communication<\/span><\/li>\n<\/ul>\n<h3><b>Work approver\u2019s name and contact information<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Large maintenance teams can have multiple layers of supervision. Tracking and routing a request through approvals creates accountability within the team. It also allows managers a line of sight into the work being requested, helping to avoid unnecessary work requests.<\/span><\/p>\n<h3><b>Assigned worker\u2019s name and contact information<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">A maintenance task may be assigned to a single technician or to a team. Regardless, this is the party who will receive questions related to the task. Documenting the assigned worker also creates accountability and is a necessary detail in the work history for later follow-up.<\/span><\/p>\n<h3><b>Description of the work being requested<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">A golden rule of maintenance is that you can\u2019t provide a solution if you don\u2019t identify the problem. Knowing exactly what kind of work is required before assigning resources helps shorten resolution time. This is why the job description is the most crucial part of any work order template.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Depending on the type of work your team or organization performs, there are many prompts you may want to include in this section.\u00a0 Some options to consider are:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Narrative description of the issue or request<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Any applicable error codes\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Troubleshooting already attempted<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Other specific information to your field or type of equipment<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Work requesters won\u2019t always have the same technical knowledge as your maintenance team. Your job description section should be designed in a way that helps them express their concerns. Include helpful information prompts for your requesters or more specific Q &amp; A checklists that will help you diagnose a problem.\u00a0\u00a0<\/span><\/p>\n<h3><b>Asset location and ID<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Maintenance teams have to carry out repairs and upkeep on dozens, if not hundreds, of individual equipment pieces. Sometimes, the equipment is spread out over different locations as well. If the maintenance team is unable to identify which asset requires work, it causes significant delays and wasted resources.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your maintenance team needs to quickly identify an asset and its location. Using serial numbers and barcodes has proven to be an efficient way of locating assets requiring maintenance. Every work order should contain the information allowing the technician to identify the right asset as quickly as possible.<\/span><\/p>\n<h3><b>Other Relevant dates<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Timing is one of the most important aspects of a work order process. Knowing when a work order is submitted, assigned, and resolved can help you track service delivery, report on productivity, and make improvements to your process.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, this small detail is easy to overlook. Not including necessary dates in your work order can have disruptive outcomes. Depending on your process and the milestones you want to track, you may want to add date fields for:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Work order submission<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Work due or expected completion<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Received by maintenance team<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Work approved by maintenance manager or supervisor<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Work order assigned to technician<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Repair, resolution, or closing of the work order<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">One of the most essential is a clearly stated due date. Without defining this expectation, tasks can become backlogged, project management becomes difficult, or expectations may not be communicated or met, causing negative ramifications for every party involved.<\/span><\/p>\n<h3><b>Priority or urgency\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Not all maintenance tasks are created equal. Some will demand more urgent attention than others. For example, any maintenance team would agree it\u2019s more vital to fix faulty brakes on a bus before replacing its flickering cabin light.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Stating the urgency level of a task on a work order helps managers prioritize tasks. You can create your own level system but most organizations follow a three- to five-tiered priority system, with Tier 1 tasks receiving the most immediate attention. All the involved parties should be in agreement on the task\u2019s priority level once it enters the workflow.<\/span><\/p>\n<h3><b>Required materials and parts<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Nothing is more frustrating for the technician <\/span><i><span style=\"font-weight: 400;\">and<\/span><\/i><span style=\"font-weight: 400;\"> requester than needing to leave the jobsite halfway through a repair to fetch extra parts. Unfortunately, this is all too common when work order templates don\u2019t include details about parts or materials. If the assets are in remote locations, this can seriously delay the maintenance workflow.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Materials and parts needed for a job should be included on your organization\u2019s maintenance work orders and cross-checked against the job description by the technician and approver to ensure nothing is overlooked. Another option is equipping all technicians with <\/span><span style=\"font-weight: 400;\">maintenance kits<\/span><span style=\"font-weight: 400;\"> containing all the necessary tools to fulfill their duties.<\/span><\/p>\n<h3><b>Images and other supplementary information<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">A picture is worth a thousand words. And in the case of job orders, having images depicting the issues described in the job description makes planning much easier. Your organization\u2019s work order template should allow additional media to be added whenever possible.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Of course, this is easier to do with a digital work order template or software such as a <a href=\"\/cmms\/\">Computerized Maintenance Management System (CMMS)<\/a>. This is one way digitizing your maintenance process can provide huge gains in efficiency.<\/span><\/p>\n<h3><b>Completion notes<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If you wish to be thorough, include space for completion notes in your work order template. This section is to be filled in by the technician and can be very useful for future maintenance tasks on the same asset.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The technician should include final details about what caused the problem, methods used to fix it, and any future issues that could arise with the asset. When the completed work order is filed, it can always be referenced down the line.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row content_placement=&#8221;middle&#8221; css_animation=&#8221;fadeInDown&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1699310630716{margin-top: 30px !important;margin-bottom: 50px !important;padding-top: 50px !important;padding-bottom: 50px !important;background-color: #dde4e8 !important;border-radius: 20px !important;}&#8221;][vc_column width=&#8221;2\/3&#8243; css=&#8221;.vc_custom_1699310302582{padding-left: 25px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title    vc_custom_1742844344590\" ><h3 class=\"separator_off\" >Free CMMS Buyer's Guide<\/h3><p class=\"subtitle\" >Discover everything you need to know about CMMS in this comprehensive guide. Begin your maintenance journey now!<\/p><\/header><a  href=\"https:\/\/limblecmms.com\/resources\/cmms-buyers-guide\/\"  target=\"_self\"  title=\"Download Now\"  class=\"tt_button tt_primary_button btn_primary_color  button-center button-action-link icon_right\" ><span class=\"prim_text\">Get the Guide<\/span><span class=\"fas fa-angle-right iconita\" ><\/span><\/a>[\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_single_image source=&#8221;external_link&#8221; css=&#8221;.vc_custom_1742844361862{padding-bottom: 10px !important;}&#8221; custom_src=&#8221;https:\/\/limblecmms.com\/wp-content\/uploads\/CMMS-Buyers-Guide-Image.webp&#8221;][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2><b>Different types of <\/b><b>work order<\/b><b> templates<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Depending on the nature of the task, maintenance teams may require different information, and therefore different work order templates. These include the following:<\/span><\/p>\n<h3><b>Repair work order<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">These include both scheduled and unscheduled tasks. Repair work orders \u2014 these may also be called service tickets \u2014 are created when low-priority assets malfunction or become completely obsolete. Technicians can work on either replacing or fixing the asset according to its priority level.<\/span><\/p>\n<h3><b>Emergency work order<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Certain assets can pose a threat to safety when they malfunction. Think back to our earlier example of faulty brakes on a passenger bus. These tasks need to be addressed immediately and require an emergency work order.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By their very nature, the tasks in emergency work orders are of the highest urgency. That\u2019s why, in some cases, maintenance teams might even skip creating the work order and go straight to completing the task.<\/span><\/p>\n<h3><b>Preventive maintenance (PM) work order<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Rather than waiting for problems to arise, maintenance teams should independently create PM work orders to carry out routine tasks. Cleaning out a building&#8217;s HVAC system or segregating a facility\u2019s organic and inorganic waste are examples of tasks that need PM work orders. Following a regular schedule of issuing PM work orders keeps your maintenance team\u2019s productivity high.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your maintenance team carries out a variety of tasks, you should consider having multiple work order templates for each kind.<\/span><\/p>\n<h2><b>Build your work order template in a CMMS and streamline the process<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A CMMS system like <\/span><a href=\"https:\/\/limblecmms.com\/\"><span style=\"font-weight: 400;\">Limble<\/span><\/a><span style=\"font-weight: 400;\"> helps you build online work order templates to suit all your organization\u2019s needs. Not only that, a CMMS will help streamline the process of managing work orders with easy to use <\/span><a href=\"https:\/\/limblecmms.com\/cmms\/work-order-software\/\"><span style=\"font-weight: 400;\">work order software<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To learn more, <\/span><a href=\"https:\/\/limblecmms.com\/demo-request\/\"><span style=\"font-weight: 400;\">request a demo<\/span><\/a><span style=\"font-weight: 400;\"> or start a <\/span><a href=\"https:\/\/limblecmms.com\/get-started\/\"><span style=\"font-weight: 400;\">free trial<\/span><\/a><span style=\"font-weight: 400;\">.<\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]Any maintenance manager knows that requests for maintenance work [&hellip;]<\/p>\n","protected":false},"author":77,"featured_media":29403,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[739],"tags":[],"class_list":["post-13496","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-maintenance-operations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Maintenance Work Order Template [Free Downloadable]<\/title>\n<meta name=\"description\" content=\"Learn what should be in a maintenance work order template and why, as well as their benefits and how to get the most out of them.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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