EcofyxOperational area
Maintenance
Ready-to-use application
Maintenance and service orders
Open service orders, schedule preventive maintenance, record emergencies and validate completion.
What this template is designed to organize
Open service orders, schedule preventive maintenance, record emergencies and validate completion.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Work order
Key fields:
- Asset or equipment
- Location or department
- Maintenance type
- Priority
- Problem or requested scope
- Responsible technician
- Service start
Preventive maintenance
Key fields:
- Asset or equipment
- Scheduled date
- Responsible technician
- Work performed
- Readings and conditions found
- Parts, consumables and adjustments made
- Asset condition
Corrective and emergency maintenance
Key fields:
- Asset or equipment
- Failure date and time
- Criticality
- Symptom and operational impact
- Immediate containment
- Diagnosis and identified cause
- Responsible technician
Post-maintenance checklist
Key fields:
- Linked work order
- Asset or equipment
- Release checks
- Measurements and test results
- Restrictions or recommendations
- Operational acceptance
- Operator or requester who received the asset
How this template organizes the routine
Open service orders, schedule preventive maintenance, record emergencies and validate completion. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Track service orders, preventive work, corrective work and releases by equipment.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Maintenance and service orders
Track service orders, preventive work, corrective work and releases by equipment.
Available filters
StatusEquipmentOwner
Visible dashboard columns
- Equipment
- Location
- Status
- Priority
- Due date
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Work orders this month
Preventive maintenance this month
Emergency maintenance this month
Critical priority
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Open work order
- Record preventive maintenance
- Record corrective maintenance
- Complete post-maintenance checklist
- Update work order
Attention points
Check these alerts to identify records that may need follow-up.
- Critical maintenance
- Maintenance deadline overdue
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Work order workflow
Open→Awaiting materials→In progress→Testing→Completed→Cancelled
- Start serviceOpen → In progress
- Wait for materialsOpen → Awaiting materials
- Resume serviceAwaiting materials → In progress
- Send to testingIn progress → Testing
- Complete work orderTesting → Completed
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Maintenance and service orders template for?
Open service orders, schedule preventive maintenance, record emergencies and validate completion.
Which forms are included in this template?
Work order, Preventive maintenance, Corrective and emergency maintenance, Post-maintenance checklist.
How are records organized in Ecofyx?
Data is organized in the Maintenance and service orders dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is available as an optional extension of the internal flow. The planned entry form is “Work order”.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Maintenance and service orders
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.