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Forms, Task Templates, Maintenance Plans and Work Orders Explained

Maintenance+ uses a set of connected building blocks to help your team manage maintenance against assets.

The core building blocks are:

  1. Maintenance Forms

  2. Task Templates

  3. Maintenance Plan Templates

  4. Assets

  5. Work Orders

  6. Assigned Tasks

  7. Maintenance History

Understanding how these pieces fit together will help you configure Maintenance+ correctly.


The simple flow

Maintenance Form

Task Templates

Maintenance Plan Template

Asset

Work Order

Assigned Tasks

Review and Close-Out

Maintenance History


1. Maintenance Forms

What is a maintenance form?

A maintenance form is the checklist or inspection form that captures what needs to be completed during maintenance.

It defines the questions, checks, fields and sections that users complete when carrying out maintenance.

Example

A maintenance form for a vehicle service may include:

  • Asset details

  • Safety checks

  • Engine checks

  • Hydraulic checks

  • Electrical checks

  • Fluid checks

  • Defects found

  • Photos or supporting evidence

  • Final sign-off

Simple explanation

The maintenance form defines what needs to be checked or recorded.


2. Task Templates

What is a task template?

A task template turns sections of a maintenance form into assignable tasks.

This allows you to split one maintenance form into smaller pieces of work.

Why does this matter?

Maintenance is often completed by more than one person.

For example, one person may complete the mechanical checks, another person may complete the electrical checks, and a supervisor may review the completed work.

Instead of giving everyone one large form, task templates let you assign the right section of work to the right person or team.

Example

One maintenance form may be split into these task templates:

  • Mechanical inspection

  • Electrical inspection

  • Hydraulic inspection

  • Safety inspection

  • Supervisor review

Each task template can be assigned separately, while still contributing to the same maintenance work order.

Simple explanation

Task templates define who does which part of the form.


3. Maintenance Plan Templates

What is a maintenance plan template?

A maintenance plan template defines the planned maintenance schedule for an asset type or maintenance process.

It sets out what maintenance needs to happen and when.

Example

A maintenance plan template may include:

  • 250-hour service

  • 500-hour service

  • Annual inspection

  • Pre-use inspection

  • Major service interval

Each interval can include the task templates required for that maintenance event.

Simple explanation

The maintenance plan template defines when maintenance should happen and which tasks are required.


4. Assets

How do assets fit in?

Once the maintenance plan template is created, it can be attached to an asset.

This tells Aquipa that the asset needs to follow that maintenance plan.

Example

A maintenance plan template for a specific type of machine can be attached to each asset of that type.

Once attached, Aquipa can help track maintenance requirements for that asset.

Simple explanation

The asset is what the maintenance is performed on.


5. Work Orders

What is a work order?

A work order is the live maintenance job.

It is where the planned or ad hoc maintenance work is created, assigned, completed, reviewed and closed.

A work order may be created from a maintenance plan or created manually for ad hoc maintenance.

Example

A work order may be created for:

  • A scheduled 500-hour service

  • An annual inspection

  • A defect repair

  • An ad hoc maintenance request

  • A follow-up task after a failed checklist item

Simple explanation

The work order is the actual maintenance job being managed.


6. Assigned Tasks

What are assigned tasks?

Assigned tasks are the specific pieces of work given to users or teams within a work order.

These tasks are usually based on the task templates configured earlier.

Example

A single work order may include:

  • Mechanical inspection assigned to Technician A

  • Electrical inspection assigned to Technician B

  • Final review assigned to Supervisor C

Each person completes their assigned task, and the results contribute to the overall work order.

Simple explanation

Assigned tasks are the work each person needs to complete.


7. Review and Close-Out

What happens after tasks are completed?

Once assigned tasks are completed, the work can be reviewed.

A Maintenance Manager or Supervisor can check the completed work, review comments and evidence, confirm whether anything needs follow-up and approve the task if it is complete.

Once all required tasks are complete and reviewed, the work order can be closed.

Simple explanation

Review and close-out confirms the maintenance work has been completed and accepted.


8. Maintenance History

What happens after the work order is closed?

Once the work order is closed, it becomes part of the asset’s maintenance history.

This helps your team understand:

  • What maintenance was completed

  • When it was completed

  • Who completed the work

  • What checklist results were recorded

  • What comments or evidence were added

  • Whether any issues were found

Simple explanation

Maintenance history is the permanent record of completed work against the asset.


Summary

Maintenance forms define what needs to be checked. Task templates split the form into assignable sections.

Maintenance plan templates define when maintenance should happen. Work orders manage the live maintenance job.

Closed work orders become part of the asset’s maintenance history.

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