Excel template · Planning & Scheduling
Standardise how corrective work moves through your site
A best-practice corrective maintenance process flow (from identification to close-out) in an editable template you can adapt to your organisation.
Corrective maintenance process flow
Who and when
Who this is for and when to use it
This template is for maintenance managers, planners and CMMS or process owners defining or cleaning up how corrective work is managed. It's the right tool when every crew handles work orders differently and jobs keep skipping steps or skipping planning entirely, when you're implementing planning & scheduling and need the underlying work management process defined first, or when you're configuring or re-implementing your CMMS and need an agreed process to build it around.
The case
Why it matters
When there’s no agreed process for corrective work, everything becomes urgent, planning gets bypassed, and the schedule never survives contact with Monday morning. The symptoms show up everywhere, but the root cause is that nobody has defined how work should flow.
This process flow gives you the best-practice sequence from identification through prioritisation, planning, scheduling, execution and close-out. Agree on it once, and every crew, planner and supervisor works the same way.
What's inside
What you get
- A best-practice corrective maintenance work order process, mapped end to end
- An editable Microsoft Excel template: adapt the text to your organisation's terminology and systems
Step by step
How to use it
- Review the flow against how work actually moves through your site today. Mark the differences. Each one is a conversation.
- Adapt the template to your terminology, roles and CMMS statuses.
- Agree the process with your planners, supervisors and operations. The process only works if everyone follows the same one.
- Publish it, train against it, and hold the line on it. Our article Without planning and scheduling you will fail provides additional guidance.
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