Assign maintenance orders to a maintenance contract

To ensure your work orders and maintenance contracts are properly documented, you can assign a maintenance contract to a work order based on the contract under which the work order was created. The procedure differs for one-time and recurring work orders.

Procedure in the FM Portal for one-time orders

1. Path to the starting point: Technical Building Management - Maintenance - Order List

2. Open the order you want to link to the maintenance contract.

3. In the Administration section of the info area, select the maintenance contract to which you want to assign the order from the Contract dropdown menu.

4. Click Save in the toolbar.

The order is assigned to the contract.

Procedure in the FM Portal for recurring orders

Path to the starting point: Technical Building Management - Maintenance - Planning - Order Planning

1. Open the order plan from which the order is generated.

2. In the Administration section of the info area, select the maintenance contract to which you want to assign the order from the Contract dropdown menu.

3. Click Save in the toolbar.

The orders are regenerated and the contract is assigned to each of them.