---
alias: tutorials-workspaces-manage-resource-maintenance
description: "Build a maintenance work queue with Begin, Perform, and Cancel actions, then record readings, complete a Checklist, and accept a Maintenance Activity Order."
---

# Manage Resource Maintenance from a Workspace

## Overview

In the [[tutorials-workspaces-view-assigned-equipment|Operator Workspace]] scenario, the operator processed `Chocolate Chips` on `Baker-01`, reviewed upcoming maintenance, and set the **Resource** to `Standby` for the exercise. This scenario continues that **Resource** handoff: an operations coordinator takes responsibility for maintenance on `Baker-01`, records sensor readings, and completes the maintenance instructions.

In this exercise, you will:

- Prepare a **Maintenance Activity Order** (MAO), its **Data Collection**, and its **Checklist**.
- Build a **Workspace** that automatically lists `Released` and `In Progress` **MAOs** assigned to `Maintenance Technician`.
- Give one **User** access to the maintenance **Workspace** using a shared **Workgroup** context.
- As the operations coordinator, select an order from the maintenance work queue and begin or perform it.
- Record readings, complete the **Checklist**, verify the recorded evidence, and accept the **MAO**.

## Before You Start

Complete [[tutorials-workspaces-workgroups-prerequisites]], including the working model and Maintenance Technician Security Features. Ensure you have:

- The production and quality **Workspaces** and shared **Workgroup** context from the [[tutorials-workspaces-view-assigned-equipment|Operator Workspace]] and [[tutorials-workspaces-hold-release-materials|Quality Workspace]] scenarios.
- A **Resource** ready for maintenance following the [[tutorials-workspaces-view-assigned-equipment|Operator Workspace]] scenario.
- Object types and measurement units available for the maintenance **Checklist**, **Data Collection**, and **Maintenance Plan**.

## Sequence of Steps

### 1. Prepare the Maintenance Checklist and Readings

Use your administrator account for steps 1 through 4. Create the instructions and measurements before associating them with the **MAO**.

1. Create a **Checklist** named, for example, `Baker Sensor Verification`, with **Scope** set to **Maintenance Management**. Confirm that its **Execution Mode** is **Long Running**.

    ![Screenshot showing the Baker Sensor Verification Checklist settings.](../images/scenario03_checklist01.png)

2. Add the following items in order. For each, set **Activity Type** to **Manual Task**, **Tracking Type** to **End**, and leave **Optional**, **Floating**, and **Executed Out of Order** disabled.

    | **Item** | **Instructions** |
    | --- | --- |
    | `Confirm Equipment` | Confirm that the maintenance order applies to Baker-01 and review the activity instructions. |
    | `Review Sensor Readings` | Review the reference and sensor temperatures recorded in the Data Collection for this order. |
    | `Record Maintenance Outcome` | Enter a summary of the training inspection and confirm that the readings have been recorded. |

    ![Screenshot showing the three Checklist items and their instructions.](../images/scenario03_checklist02.png)

3. On the **Parameters** tab of the last item, add a mandatory **Parameter** named `Work Summary`, with **Source** set to **Free** and **Type** set to **String**. Save the **Checklist**.

    ![Screenshot showing the mandatory Work Summary parameter.](../images/scenario03_checklist03.png)

4. Create two **Parameters**, named `Reference Temperature` and `Sensor Temperature`, with **Scope** set to **EDC_SPC**, **Data Type** set to **Decimal**, and the same temperature units (`ºC`).

    ![Screenshot showing the Reference Temperature Parameter settings.](../images/scenario03_parameter01.png)

5. Create a **Data Collection** named, for example, `Baker Sensor Readings`, using an available **Type**, **Scope** set to **General**, and **User Interface** set to **Classic**.

    ![Screenshot showing the Baker Sensor Readings Data Collection settings.](../images/scenario03_datacollection01.png)

6. Add both **Parameters**, with **Sample Type** set to **Free text** and **Calculation** set to **None**. Set the minimum and maximum sample counts to `1`, and the minimum and maximum readings per sample to `1`. Set instrument capture behavior to **None** for manual entry.

    ![Screenshot showing the temperature Parameters and instrument capture settings.](../images/scenario03_datacollection02.png)

    ![Screenshot showing the sample and reading counts set to one.](../images/scenario03_datacollection03.png)

7. Save the configuration, complete the **Change Set** approval process, and make the **Checklist** and **Data Collection** Effective.

    === "Checklist"

        ![Screenshot showing the Effective Baker Sensor Verification Checklist with three mandatory items and the Work Summary parameter.](../images/scenario03_checklist04_effective.png)

    === "Data Collection"

        ![Screenshot showing the reference and sensor temperature Parameters with one sample and one reading configured.](../images/scenario03_datacollection04_effective.png)

The **Checklist** records completion of the instructions and the work summary. The **Data Collection** stores the temperature readings separately on the maintenance order.

!!! info
    For more information, see:

    - [[user-guide-create-checklist]].
    - [[user-guide-create-parameter]].
    - [[create-data-collection]].
    - [[tutorials-howto-seteffectiveaversionedentity]].

### 2. Create and Associate the Maintenance Plan

#### 2.1. Create the Maintenance Plan and Activity

1. Create a **Maintenance Plan** named `Baker Sensor Check` with **Scope** set to **Maintenance Management**, and select **Create**.

    ![Screenshot showing the Baker Sensor Check Maintenance Plan settings.](../images/scenario03_maintenance_plan01.png)

2. Add an activity named `Verify Temperature Sensor` with these settings:

    | **Setting** | **Value** |
    | --- | --- |
    | **Type** | Standard |
    | **Schedule Type** | Adhoc |
    | **Expected Duration** | 1 |
    | **Execution Role** | `Maintenance Technician` |
    | **Approval Mode** | Auto Approval |
    | **Maintenance Type** | Inspection |
    | **Release Mode** | Auto Release |
    | **Acceptance Mode** | Manual Acceptance |
    | **Execution** | **Manual Begin and Complete** |
    | **Checklist** | `Baker Sensor Verification` |
    | **Data Collection** | `Baker Sensor Readings` |

    === "General Data"

        ![Screenshot showing the General Data settings for the Verify Temperature Sensor activity.](../images/scenario03_maintenance_plan02.png)

    === "Execution"

        ![Screenshot showing the Execution settings for the maintenance activity, with Baker Sensor Verification and Baker Sensor Readings assigned.](../images/scenario03_maintenance_plan03.png)

Save the activity, request approval, and set the **Maintenance Plan** to Effective.

#### 2.2. Associate the Plan with a Resource

1. On the **Maintenance Plan** page, select **Associate with** > **Resource**. Select `Baker-01` and select **Next**.

    ![Screenshot showing Baker-01 selected for the Maintenance Plan association.](../images/scenario03_maintenance_plan04.png)

2. In **Activities**, select `Baker-01` and verify that `Verify Temperature Sensor` is listed as an Adhoc activity. Select **Next**.

    ![Screenshot showing Verify Temperature Sensor selected for Baker-01.](../images/scenario03_maintenance_plan05.png)

3. In **General Data**, set `Maintenance Technician` as the **Owner Role**, then select **Associate**.

    ![Screenshot showing Maintenance Technician selected as the Owner Role.](../images/scenario03_maintenance_plan06.png)

4. Confirm that the **Maintenance Plan Instance** was created successfully. Open it and verify that its **Resource** is `Baker-01` and its **Owner Role** is `Maintenance Technician`. You will request the Adhoc activity in step 5.

    ![Screenshot showing successful creation of the Maintenance Plan Instance.](../images/scenario03_maintenance_plan07.png)

    ![Screenshot showing the Maintenance Plan Instance for Baker-01.](../images/scenario03_maintenance_plan08.png)

!!! info
    For more information, see:

    - [[user-guide-create-maintenance-plan]].
    - [[user-guide-associate-with-resource]].

### 3. Build the Maintenance Workspace

The **Workspace** displays a **Query** of maintenance orders so the technician can see the **Resource**, activity, and schedule without selecting a **Resource** first. **Begin**, **Perform**, and **Cancel** use the selected order. **Perform** opens the standard maintenance execution page for the **Data Collection** and **Checklist**.

#### 3.1. Create the Maintenance Work Query

1. Open **Administration** > **Queries** and select **Create**.
2. Enter `ResourcesWithActionableMaintenanceOrders` as the **Name**.
3. Set **Entity Type** to **Maintenance Activity Order**.
4. Select **Create**.
5. Expand **Filters** and select **Add Filtering Field**.
6. Select `ExecutionState`, set the operator to **in**, and select `Released` and `In Progress`.
7. Add a second filter for `OwnerRole` directly on the **MAO**.
8. Set its operator to **is equal to** and select `Maintenance Technician`.
9. Join the filters with **AND**.
10. Save and execute the **Query**.

![Screenshot showing the created Query](../images/scenario03_query.png)

#### 3.2. Add the Query Widget

1. Create a **UI Page** named `Maintenance & Reliability`, with **UI Type** set to **Page**, **Scope** set to **Workspace**, and **Layout** set to **Desktop (1920 x 1080)**.
2. Drag a **Query** widget onto the canvas.
3. Open its settings and name it `Maintenance Work Queue` on **General**.
4. On **Query Setup**, select `ResourcesWithActionableMaintenanceOrders` as the **Query**.
5. Set **Selection mode** to **Single**.
6. Select **Save and Close**.
7. Resize the widget to make the order, activity, **Resource**, state, and schedule readable.

#### 3.3. Add the Maintenance Actions

1. Add three **Button** widgets beside or below the queue.
2. Configure their **General** and **Setup** settings using the table below.

    | **Widget Name** | **Text** | **Action Type** | **System Action** |
    | --- | --- | --- | --- |
    | `Begin Maintenance` | Begin | System Action | `MaintenanceActivityOrder.Begin` |
    | `Perform Maintenance` | Perform | System Action | `MaintenanceActivityOrder.Perform` |
    | `Cancel Maintenance` | Cancel | System Action | `MaintenanceActivityOrder.Cancel` |

    ![Screenshot showing the Begin button configured with the MaintenanceActivityOrder.Begin system action.](../images/scenario03-begin-button-setup.png)

3. Leave **Action Button** unassigned.
6. Select **Save and Close** for each widget.
7. Open the **Links** diagram, drag the queue and all three Button blocks to the canvas.
8. Connect **Maintenance Work Queue** > **Changed Selection** to **Begin Maintenance** > **order**.
9. Open this connection's converter settings and add **Load Entity**.
10. Set **Levels to load: (Static)** to `1` and save the connection.
11. Repeat the connection and converter configuration from **Changed Selection** to the singular **order** input on **Perform Maintenance** and **Cancel Maintenance**.
12. Keep the default **Page** > **WorkgroupId** to **GetWorkgroupData** > **Workgroup Id** link.
13. Save the **UI Page**.
14. Complete its **Change Set** approval process and ensure the finished revision is **Effective**.

!!! info
    For more information, see:

    - [[user-guide-queries]].
    - [[user-guide-uipage-widgets-query]].
    - [[user-guide-uipage-widgets-button]].
    - [[user-guide-uipages-converters]].
    - [[user-guide-cancel-maintenance-activity-order]].

### 4. Give Access to Workspaces

Before assigning access, verify that the shared **Workgroup** is Active, has **Scope** set to **Workspace**, and includes the relevant **Resources** and inspection **Step**/**Facility** assignment.

1. Create a separate **User**, named `Operations Coordinator`, with Primary Role set to `Maintenance Technician`. Also define a password.

    ![Screenshot showing the Operations Coordinator User settings.](../images/scenario03_user_settings01.png)

2. Open the **Roles** subsection. Assign the MES OAuth Scope **Role** and the `Operator` and `Quality Engineer` **Roles**. Keep the feature configuration from the [[tutorials-workspaces-view-assigned-equipment|Operator Workspace]] and [[tutorials-workspaces-hold-release-materials|Quality Workspace]] scenarios on the `Operator` and `Quality Engineer` **Roles**.

    ![Screenshot showing MES, Operator, and Quality Engineer selected for assignment.](../images/scenario03_user_settings02.png)

3. Create an **Employee** and associate its **User** field with the `Operations Coordinator` **User**. This association is required to begin a **MAO**.
4. Verify that `Maintenance Technician` has the Security Features listed in [[tutorials-workspaces-workgroups-prerequisites#maintenance-workspace|Maintenance Workspace]], including `UIPage.Show`, `MaintenanceActivityOrder.Show`, `MaintenanceActivityOrder.Request`, `MaintenanceActivityOrder.Begin`, `MaintenanceActivityOrder.Perform`, `MaintenanceActivityOrder.Complete`, `MaintenanceActivityOrder.Accept`, and `MaintenanceActivityOrder.Cancel`.

5. On the `Maintenance Technician` **Role**, select **Workspaces** > **Manage**, assign `Maintenance & Reliability`, and make it the default **Workspace**. Select **Update**.

6. In the **Workgroups** subsection for the new **User**, assign `Quality Control Areas` with the `Maintenance Technician` **Role** and make this combination the default. Use this single **Workgroup**/**Role** assignment for the exercise. Select **Update**.

    ![Screenshot showing the default Quality Control Areas and Maintenance Technician assignment.](../images/scenario03_user_settings04.png)

The other **Role** memberships supply permissions, including membership in the **Security Role** of the `Quality Review` **Reason**. The **Workgroup** assignment supplies the menu context for **Maintenance & Reliability**.

!!! info
    For more information, see:

    - [[tutorials-howto-assign-workspace-to-role]].
    - [[tutorials-howto-give-user-workspace-access]].
    - [[tutorials-howto-manage-user-workgroups]].
    - [[user-guide-create-employee]].

### 5. Request and Begin Maintenance from the Queue

Switch to `Operations Coordinator` for the remaining steps. The **Maintenance Plan Instance** and the released order connect the **Resource** handoff from the [[tutorials-workspaces-view-assigned-equipment|Operator Workspace]] scenario to the maintenance queue.

#### 5.1. Request the Maintenance Order

1. Sign in as `Operations Coordinator`.
2. Open the `Baker-01` **Resource** page, open **Maintenance**, and select `Verify Temperature Sensor` under **Adhoc** in **Activities**. This activity belongs to the plan instance created in Step 2.

    ![Screenshot showing Verify Temperature Sensor on the Resource Maintenance tab.](../images/scenario03_perform03.png)

3. Select **Request** from the top action bar.
4. Set **Schedule Date** to the intended time for the exercise.
5. Set execution by **Role** to `Maintenance Technician`.
6. Enable **Approve Maintenance Activity Orders** and **Release Maintenance Activity Orders**.

    ![Screenshot showing the Request Maintenance Activity wizard with scheduling, state transition, and execution Role settings.](../images/scenario03_perform04.png)

7. Select **Request**.
8. Record the generated **MAO** name and confirm that its **Execution State** is **Released**.

#### 5.2. Select and Begin the Order

1. Open **Home** > **Quality Control Areas** > **Maintenance & Reliability**.
2. Confirm that **Maintenance Work Queue** loads without a Resource selection and lists the released `Verify Temperature Sensor` order for `Baker-01`.
3. Select the order number link in **Order** to open its **MAO** page.
4. Confirm its **Resource**, **Owner Role**, **Checklist**, and **Data Collection**. Keep this tab open for the acceptance step, then return to the **Workspace**.
5. Select the order row in the queue.

    ![Screenshot showing a Released maintenance order for Baker-01 selected in the automatic work queue.](../images/scenario03-work-queue-released.png)

6. Select **Begin**.
7. Review the **MAO** and any offered **Resource** state transition in the wizard.

    ![Screenshot showing the Begin Maintenance Activity Order wizard and its Resource state transition field.](../images/scenario03_perform05.png)

8. Select **Begin** to confirm.
9. Refresh the **Workspace** or query results and verify that the order becomes **In Progress**.

    ![Screenshot showing the maintenance order in the In Progress state in the work queue.](../images/scenario03-work-queue-in-progress.png)

The queue displays the team's Released and In Progress orders. If it is empty, check the order's execution state and assigned `OwnerRole`, then refresh. The **Workgroup** assignment controls menu access, while the **Query** filters the displayed orders.

!!! info
    For more information, see:

    - [[user-guide-request-maintenance-activity-order]].
    - [[user-guide-begin-maintenance-activity-order]].
    - [[user-guide-maintenance-activity-order-page]].

### 6. Record Readings and Complete the Checklist

1. In **Maintenance Work Queue**, reselect the **In Progress** order and select **Perform**. Confirm that the standard maintenance execution page opens for the correct order and `Baker-01`.
2. Open **Data Collection**. For this inspection, enter one sample named `Sample 1` for each **Parameter**, with one reading per sample. Use, for example, `80` °C for both `Reference Temperature` and `Sensor Temperature`, with both **Parameters** configured in step 1.

    ![Screenshot showing the Data Collection reading entry screen.](../images/scenario03-readings-entry.png)

3. Confirm the readings and select **Save**. Switch to **Checklist**; changes are also saved when moving between the sections of the execution page.

    ![Screenshot showing the Baker Sensor Verification Checklist during execution.](../images/scenario03-checklist-execution.png)

4. Check the **Resource** associated with the order and select the completion icon beside `Confirm Equipment`.
5. For `Review Sensor Readings`, open **Data Collection** > **Preview** and review both saved readings, then return to **Checklist** and mark that item complete.

    ![Screenshot showing Reference Temperature and Sensor Temperature readings of 80 degrees Celsius in the Data Collection preview.](../images/scenario03-readings-preview.png)

6. In `Record Maintenance Outcome`, enter a **Work Summary**, such as `Sensor readings recorded. Inspection complete.`, and select the completion icon for the item.

    ![Screenshot showing the recorded Work Summary.](../images/scenario03-work-summary.png)

7. Confirm that all three mandatory items are complete and that the completion indicator for the **Checklist** section is shown.

    ![Screenshot showing all three Baker Sensor Verification items complete.](../images/scenario03-checklist-complete.png)

The **MAO** remains **In Progress** until you complete the order.

!!! info
    For more information, see [[user-guide-perform-maintenance-activity-order]] and [[user-guide-perform-checklist]].

### 7. Complete and Accept the Maintenance Order

1. Select **Complete** from the top action bar of the maintenance execution page, after all required readings and **Checklist** items are complete.
2. Review the completion date and any **Resource** state transition offered by its configured State Model.

    ![Screenshot showing the Complete Maintenance Activity Order wizard with an end date and Resource state transition.](../images/scenario03_perform13.png)

3. Select **Complete** in the wizard to finish the operation.
4. Return to the **MAO** tab opened in step 5 and select **Refresh**.
5. Confirm that **Execution State** is **Waiting For Acceptance**.

    ![Screenshot showing the maintenance order in Waiting For Acceptance with Accept available on its action bar.](../images/scenario03-waiting-for-acceptance.png)

6. Select **Accept** from the top action bar.
7. Review the date and **Resource** state transition, then select **Accept** in the wizard.

    ![Screenshot showing the Accept Maintenance Activity Order wizard for the completed maintenance work.](../images/scenario03-accept-order.png)

8. Confirm that the **MAO** has **Execution State** set to **Closed**.

    ![Screenshot showing the accepted maintenance order with Closed execution state.](../images/scenario03-order-closed.png)

9. Return to **Maintenance & Reliability** and refresh the queue. Confirm that the closed order no longer appears.

    ![Screenshot showing the maintenance work queue with no remaining eligible orders after the order is accepted.](../images/scenario03-work-queue-empty.png)

!!! info
    For more information, see:

    - [[user-guide-complete-maintenance-activity-order]].
    - [[user-guide-accept-maintenance-activity-order]].
    - [[user-guide-maintenance-activity-order-page]].

Watch the maintenance walkthrough in the following video:

![type:video-tag](../videos/scenario03_manage_resource_maintenance_from_workspace.mp4)

## What You Learned

You continued the **Resource** handoff from the [[tutorials-workspaces-view-assigned-equipment|Operator Workspace]] scenario by opening a maintenance work queue that lists the team's Released and In Progress orders automatically.

You connected a **Query** selection to **Begin**, **Perform**, and **Cancel** actions, gave one **User** access to the maintenance **Workspace**, and used the standard maintenance execution page to record readings and complete a **Checklist**. You then completed the order, accepted the work from the **MAO** page, and verified that it left the queue.