Example of a work order business process

A workflow process can be created to handle a work order. An enterprise has configured the system to route all new preventive maintenance work orders that are generated through the preventive maintenance work order generation cron task into a workflow process.

The first step is to evaluate the priority of the work order, as follows:

• If the preventive maintenance work order is high priority or has a null value in the Priority field, it is routed to a work planner for immediate review and approval.
• If the preventive maintenance work order has a low priority, it is routed to a Stop node and exits the process.

All preventive maintenance work orders then go through a financial approval process. Work orders with an estimated total cost of less than $500 are automatically approved. The maintenance supervisor must review and approve work orders with an estimated total cost of more than $500.

After a work order passes the financial approval process, it must be assigned to a work group, as follows:

• If the preventive maintenance work order is for a vehicle, the system assigns it to the fleet maintenance group.
• If the preventive maintenance work order is for a building or location, the system assigns it to the facilities maintenance group.
• The system assigns all other preventive maintenance work orders to the maintenance group.

After the system assigns the work order to a maintenance group, the work order exits the workflow process.

The following diagram illustrates one way that you might map the preceding scenario.