This document is a work order request form. It has sections for:
- Requestor information: Name, phone number, and email
- Request details: Date of request, location (address, building, room number, affected equipment/asset/system)
- Request description
- Type of issue (with checkboxes for automotive, grounds, plumbing, custodial, HVAC, security, furniture, painting, electrical, pest control, safety, and an “other” field)
- Best times for service and Desired completion date
- Urgency (low, medium, high checkboxes)
- For use by maintenance department: Accepted by, date, and assigned work order number.
The templates available in the FMX Checklist & Template Library have been created by our customers and employees to help get you started using FMX's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace, jurisdiction, and individual circumstances.
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Free Download: Customizable Maintenance Work Order Template
This free, customizable work order form template gives your team the foundation it needs to successfully prioritize and execute every maintenance task. Get it in place for your team today!
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Maintenance Work Order Form Template
Provide field technicians and contractors with a simple form for tracking work completed, labor hours, costs, and inventory usage.
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Work Request
Simplify every maintenance work request, streamline work order management and discover the role of work requests in facility management.
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Automate your PMs and inspections with FMX
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Solution overviewImport This Checklist into FMX
You can import this checklist as an Instruction Set in the Planned Maintenance feature (required) using a simple spreadsheet. Refer to the instructions below for steps to follow.
Don't have the Planned Maintenance feature?
Keep your operations running smoothly with a reliable preventive maintenance and inspection system.
Explore more capabilitiesKey capabilities
- Asset record storage
- Scheduling calendar
- Inspection checklists
- Floorplan visualization
- Automated reporting
How to import this procedure into FMX
1. Download and prepare the import spreadsheet.
Download the planned maintenance import spreadsheet, which is pre-filled with everything that you need for this checklist.
2. Import the spreadsheet into FMX.
- Log in to your FMX site at [sitename].gofmx.com.
- Navigate to the “Bulk Imports” tab on the left-hand menu. (Note: You must enable Bulk Importing within User Type settings to complete these steps.)
- Click on the “Import” button at the top right of the page.
- Enter a name for your import in the “Title” field.
- Click on the paperclip icon in the “Template” section to upload your completed import file.
- Click the “Save” button to complete your import.
- When your import has been completed, a green “Success!” banner message will appear at the top of your screen.
If you'd like to make adjustments to the new instruction set, follow these instructions:
- Click on the “Planned Maintenance” tab in the left-hand menu.
- Click the “Instruction Sets” tab near the top of the screen.
- Find your new instruction set in the list, and click the “Edit” button.
- Make any adjustments that you need and click the “Save” button at the end of the form.
3. Schedule planned maintenance tasks using this new instruction set.
- Click on the “Planned Maintenance” tab in the left-hand menu.
- Click on the “New task” button in the upper right-hand corner of the grid view.
- Fill out the planned maintenance task form with the required information and add your new instruction set. For more information about your options, see the Creating Planned Maintenance Tasks article in our Support Center.
Having trouble with the bulk import?
If there are any errors on the import, such as typos or mismatched records, FMX will steer you in the right direction by pinpointing the column, row, and cell of the error. See more information about how to fix bulk import errors in the Support Center.
Looking for advanced configuration?
For more information on other build import options, including scheduling the Planned Maintenance tasks and back-filling previous data, see the Bulk Importing Planned Maintenance Tasks and Instruction Sets article in our Support Center.