👨‍🏭Job (Plan and Assign Maintenance Tasks)

Documentation for creating, assigning, and monitoring jobs and maintenance tasks for each asset type.

Overview

The Job section within the Work Assist module is designed to manage and track maintenance, inspection, or operational activities linked to specific assets. Jobs can be created, assigned, prioritized, and monitored for completion. This feature allows supervisors and technicians to plan daily maintenance tasks efficiently and ensures accountability in aerospace, manufacturing, and industrial environments.

Navigating the Job Tab

1

Open the Assets page

Open the Work Assist → Assets page.

2

Select Asset Type and Asset

Select an Asset Type and Asset to view related job records.

3

Open the Job tab

Click on the Job tab at the top of the page to access the job management view.

The Job page includes:

  • A Search Bar to quickly find jobs.

  • A Job Filter Dropdown (My Jobs / All Jobs) to toggle between personal and global job lists.

  • A Filter Panel to filter jobs by Status or Priority.

  • A Create Job button to add a new job record.

Creating a Job

1

Click Create Job

Click Create Job.

2

Fill in the job form

A form window will open — fill in the following details:

  • Name* → Enter the job title (e.g., “Hydraulic Press Maintenance”).

  • Job Type* → Select the job type (e.g., inspection, repair, or maintenance).

  • Asset Type* → The selected asset type will auto-populate.

  • Asset* → Select the specific asset (machine or equipment).

  • Workflows* → Choose one or multiple workflows linked to this job.

  • Assign Job → Select the technician or operator responsible for executing the job.

  • Select Template → Choose a predefined custom field template if required.

  • Priority* → Choose between Low, Normal, High, or Urgent.

  • Note → Add any relevant remarks or safety instructions.

3

Finalize

Click Create to finalize the job.

Job Management Features

After a job is created, it appears in the job list with the following visible details:

  • Job Title and Priority Tag — Highlights the task and its urgency (Normal, High, or Urgent).

  • Completion Status — Displays the job progress percentage.

  • Assigned To — Shows the assigned technician or operator.

  • Linked Asset — Displays the associated asset or equipment.

  • Location and Status — Indicates where the job is scheduled and its current stage (Not Started, In Progress, Completed).

Each job record can be accessed for detailed task execution, updates, and completion tracking.

Filtering and Viewing Jobs

To simplify job tracking, use the available filters:

  • My Jobs → Displays only jobs assigned to the logged-in user.

  • All Jobs → Shows every job created under the selected asset type.

  • Filter Options → Filter jobs based on Status (Not Started, In Progress, Completed) or Priority (Low, Normal, High, Urgent).

This helps managers and technicians focus on active, urgent, or overdue tasks.

Notes

Tip: Use “High” and “Urgent” priorities only for time-sensitive or safety-critical maintenance activities.

Note: If a job is associated with an asset, that asset cannot be deleted until the job record is completed or removed.

Example Use Case

Hydraulic Press — Routine Maintenance (expand)

A supervisor creates a job named “Hydraulic Press — Routine Maintenance.” The job is linked to the asset “Hydraulic Press HP200” under the asset type “Hydraulic Press Type.” The supervisor assigns the job to a maintenance technician, selects the workflow “Weekly Lubrication Process,” and sets the priority to Normal. Once the technician completes the workflow, the job status automatically updates to Completed.

Best Practices

  • Always link each job to a specific workflow for clear step-by-step execution.

  • Regularly review job statuses to maintain operational transparency.

  • Use filters to prioritize time-sensitive or critical maintenance tasks.

  • Keep job notes detailed to ensure smooth handovers between shifts or teams.

PreviousAsset — Register and Configure Equipment UnitsNextWorkflow (Design Digital Work Instructions)

Last updated

Was this helpful?