Who is this for ?
MRO managers
kitting managers
aftermarket planners
anyone working service orders day to day
What you will learn:
ten common situations in the MRO app, and the steps to work through each one.
Scenarios at a glance
You want to | Start here |
See what repair work is left on an order | Service Order Book → Heatmap view |
Allocate a rotable part to a constrained equipment | Service Order Book → Heatmap view |
Keep your rotable pool healthy | Service Order Book |
Check a subcontractor will deliver on time | Service Order Book → PO 360 view |
Find an alternative plan with your production counterpart | Equipment 360 view |
Push covered service orders to repair, worst OTD risk first | Service Order Book |
Unblock a service order after kitting | Service Order Book → Gate 3 |
Escalate missing parts at the kitting gate | Service Order Book → Gate 2 |
Prioritize Asset On Ground orders | Service Order Book |
Rebalance weekly capacity across work centers | Capacity view |
1. Review the repair work left on an order
You want to see which sub-repairs remain, and make sure the shop is working on what the top-level equipment actually needs.
Open the Service Order Book and select the Heatmap view.
Then, depending on how complex the order is:
For simple orders
Add the Workscope column, hidden by default, and filter on Repair service orders.
Or open the service order's 360 view and look at the Repair Orders section.
For complex orders
Use the Tree view and look at the leaves of the tree: the service order parts appear there, and repair service orders are easy to pick out.
Or open the service order's 360 view, where the repair service order appears under Upstream Events.
💡The reason this matters: a shop working hard on a sub-repair that isn't holding up the top-level equipment is a shop missing its customer date for no good reason.
2. Allocate a rotable part to an equipment under constraint
You want to find a rotable that fits, and get the right people to agree on using it.
In the Service Order Book, use the Heatmap view to list service orders and spot the blocking parts.
Look for the 💡 lightbulb on red cells and open its tooltip. Rotable opportunities appear there, marked with a recycle icon and a quantity.
Open the service order's 360 view and leave a comment saying which rotable should be used.
💡 Rotables can appear two ways. Inside the lightbulb tooltip alongside the other Stock Improvement Opportunities, and also as a standalone Rotable tag on its own. Both point to the same thing.
3. Keep your rotable pool healthy
You oversee repairs on internal equipment so you can keep offering standard exchanges.
Open the Service Order Book and look for equipment carrying the rotable icon.
Select an equipment and check its buffer stock of rotables.
Once you have identified the rotable to use, create a ticket asking the storekeeper to allocate that part to the target service order.
4. Check a subcontractor will deliver on time
Open the Service Order Book.
Set the Subcontracted filter to Yes.
Select the subcontracted icon next to the service order number to open the purchase order 360 view.
Check the delivery date is earlier than the date your customer asked for.
5. Find an alternative plan with your production counterpart
You want a plan that works for both manufacturing and aftermarket, rather than one at the expense of the other.
Open the Equipment 360 view for a full picture of the equipment and everything attached to it.
Use the Plant dropdown, top right, to switch between plants and see the equipment as it stands at each one.
Check the Stock Transfer Orders to see what is already moving between your sites.
6. Push covered service orders to repair, worst OTD risk first
Open the Service Order Book and set Material Coverage to Covered, to find orders with everything they need.
Set the OTD filter to At Risk, to find orders in danger of missing their date.
Work the resulting list: these orders can move now, and they are the ones that hurt if they don't.
Prioritize them for repair and reassembly, and decide what needs reallocating, rescheduling or expediting.
💡These two filters together are the highest-value combination in the app. Covered means nothing is stopping you. At risk means it matters. Everything on that list is work you can start today that protects a customer date.
7. Unblock a service order after kitting
Parts can go missing after kitting: something broke, something was missed during analysis, an engineering decision came late.
Open the Service Order Book and set the current gate filter to Gate 3, after logistics.
Set Material Coverage to Blocked.
Use the Heatmap view to see which missing parts are attached to each service order.
Work with the reassembly operators to clear the blockers.
Follow the orders afterwards to confirm they are moving again.
8. Escalate missing parts at the kitting gate
Open the Service Order Book and select the Heatmap view.
Apply the Material Coverage filter to find orders with missing parts.
Set the gate filter to Gate 2, kitting.
Identify the missing parts and escalate them to your supply chain team.
Follow the escalations until the parts are secured.
9. Prioritize Asset On Ground orders
Open the Service Order Book.
Apply the Escalation Level filter to find Asset On Ground orders. The tier that means AOG is the one agreed with your customer.
Use the Heatmap view to see and simulate the required coverage date for these orders.
Prioritize them.
Check what prioritizing them does to your other orders, and adjust where resources go.
💡 Step 5 is the one people skip. An AOG order pulled forward takes parts and capacity from somewhere. Better to know where from than to discover it next week.
10. Rebalance weekly capacity across work centers
Open the Capacity view.
Use the work center filter to select the work centers that matter for your current priorities.
Look for capacity shortages that would stop you meeting them.
Edit the capacity allocations to move resource where it is needed.
Assumptions & limitations
Every scenario assumes your plant scope and filters are already set for your perimeter.
Gate numbering (Gate 2 kitting, Gate 3 after logistics) comes from the source article. Gate configuration is usually specific to each organization, so your own gate numbers and names may differ.
Escalation tiers, including which tier means Asset On Ground, are agreed between you and your customer. There is no universal rule.
Glossary
Term | Definition |
Asset On Ground (AOG) | An asset out of service and waiting on a repair, usually the highest priority a service order can carry. |
Capacity view | The MRO view showing workload against available capacity, by work center and by week. |
Gate | A stage in the repair process. Orders move from gate to gate as work progresses. |
Heatmap view | The Service Order Book view showing coverage as coloured cells, so shortages stand out. |
Rotable | A part that is repaired and returned to service rather than scrapped, and can be swapped between equipments. |
Service Order (SO) | An order to repair, maintain or overhaul an item. |
Standard exchange | Giving a customer a serviceable unit from your pool instead of waiting for their own unit to be repaired. |
Tree view | The view showing service orders as a hierarchy, useful on complex orders with many sub-repairs. |
Workscope | The kind of work a service order covers. A column in the Service Order Book, hidden by default. |