<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=22923&amp;fmt=gif">

Kanban board for Work Orders

The Kanban board is used for handling and completing work orders within teams on the EAM Mobile Client. For example, your company may set up teams of workers with different skills to work on specific work orders, or you may have groups of professionals such as electricians, mechanics, or plumbers, which work on the same types of jobs / work orders, or groups may be divided geographically on a site if you have multiple production facilities on one company address.

Other option to schedule maintenance work orders: Planning Board


A work order can go through certain work order stages in the process from creation through processing to completion. If your company uses the Kanban board, you must set up kanban stages to be related to work order stages in Dynamics 365 for Finance and Operations > Enterprise Asset Management.
In the table below, we show examples of how work order stages and kanban stages can be related. Your company may use other terms for work order stages, but the kanban stages are predefined, and you can only select the five kanban stages presented here:

Work Order Stage Kanban Stage
New None
Estimated To-do
Scheduled Buffer
In progress In progress
Ended Finished

 

The figure below shows the Kanban board screen. Notice that the screen is divided in four columns = four kanban stages: To-do, Buffer, In progress, and Finished.

Kanban Stage Description
To-do All workers in a group or work team can see all work orders. If workers are not divided into groups or work teams, all workers who are set up as mobile workers, will be able to see all work orders in this column. If the worker is related to one or more functional locations, work orders from those functional locations will be shown.
Buffer When a worker has moved a work order to the buffer, it is no longer visible to the other workers in the group. This means that the worker puts the job on his or her personal to-do list.
In progress The worker has started working on the work order.
Finished The worker has completed the work order.

 

During the processing of a work order, the worker moves the work order from one stage to the next, and work order data are automatically updated in Dynamics 365 for Finance and Operations.

01-01-kanban

Researching on Mobile EAM functionality? You can find more information about Maintenance Planning, Creating Service Requests and more features here

Subscribe to our Newsletter

More articles

The Total Productive Maintenance (TPM) Concepts and Benefits
Routine and preventative maintenance models can boost your company's overall production and...
Asset Management on Microsoft Dynamics®
Enterprise Asset Management versus Asset Management on Microsoft Dynamics® 365 for Finance and...
Preventive Maintenance: All you need to know
More and more often we can hear about Preventive Maintenance. But what exactly it means? Is it...
Join Us in Orlando for User Group Summit 2019!
We would like to invite you to join us for the annual User Group Summit North America event...
Microsoft Asset Management Transition: What You Need To Know
You asked and we answered!  In November 2018, we were proud to announce that Microsoft acquired...
Preventive Maintenance & Sequences
  How do you know when your equipment needs maintenance? Do you trust your gut or follow...
What is Preventive Maintenance?
Preventive maintenance is a systematic maintenance strategy where work is carried out with...
Creating an Effective Maintenance Plan: What should you include?
Effective maintenance planning is essential to the overall maintenance environment. The...