Lesson 1Approval and planning: authorisation rules, estimated labour, parts and toolsUnderstand how approval and planning stages in Coswin 8i use authorisation rules, labour estimates, and parts plus tools planning to make sure only proper work released and resources saved well.
Configuring approval levels and rolesBudget, cost center and capex checksEstimating labor hours and skill levelsPre‑planning parts, tools and servicesStatus codes for planning and approvalLesson 2Work order creation: mandatory fields (asset, priority, requestor, description)Find out how to set must-have fields for new work orders in Coswin 8i, including asset, priority, requester, and description, so planning, scheduling, and execution teams get full, reliable info.
Default values and auto‑population rulesValidating asset and location referencesPriority matrices and risk‑based fieldsCapturing requester and contact channelsStandardizing problem descriptions and titlesLesson 3Execution: on-site data capture fields (start/stop times, labour hours, downtime)Learn which execution fields technicians must fill in Coswin 8i, including start/stop times, labour hours, downtime, and site notes, to support proper costing, KPIs, and resource checks.
Recording start, stop and pause timesCapturing labor hours by person or teamLogging operational and repair downtimeDocumenting on‑site findings and risksReal‑time updates from mobile devicesLesson 4Work order classification: failure codes, symptom vs cause, standard defect listsUnderstand how to classify work orders using Coswin 8i failure codes, tell symptoms from causes, and use standard defect lists so analysis, KPIs, and reliability studies based on steady, comparable data.
Designing failure, cause and remedy code setsSeparating symptom, cause and action fieldsUsing standard defect lists by asset classLinking codes to reliability and KPI reportsGovernance for adding or changing codesLesson 5Assignment: scheduling technicians, shift planning, and skill matchingLearn how Coswin 8i helps assign and schedule technicians, including shift planning, skill and certification matching, and workload balance, keeping all related data fields right and current.
Assigning technicians and work teamsShift calendars and availability rulesSkill, trade and certification fieldsBalancing workload across resourcesRescheduling and reassignment trackingLesson 6Audits and periodic data reviews: methods to detect bad or missing dataLearn how to set audits and regular data reviews in Coswin 8i to spot missing, wrong, or poor work order data, and fix issues using dashboards, exception reports, and targeted feedback.
Defining data quality KPIs and thresholdsBuilding exception and completeness reportsSampling work orders for manual reviewCorrecting historical data and backfillingFeedback loops and user coaching actionsLesson 7Checklist and mobile data capture: enforcing mandatory checklist completionSee how Coswin 8i checklists and mobile forms make sure must-do steps done, inspections fully recorded, and technicians capture all needed readings, measures, and confirmations before closing work.
Creating task checklists and inspection formsDefining mandatory checklist questionsRecording readings and measurement limitsUsing mobile apps for offline data captureBlocking closure when checks are incompleteLesson 8Closure: final fields required (root cause, corrective actions, comments, downtime)See which final fields needed before closing work order in Coswin 8i, including root cause, fixes, comments, and downtime, to support analysis, audits, and steady improvement.
Root cause and corrective action fieldsRecording functional and total downtimeTechnician comments and work notesVerifying checklist and test completionCustomer acceptance and sign‑off dataLesson 9Escalation and rework handling: reopen rules and nested work ordersFind out how Coswin 8i handles escalations, rework, and reopened orders, including rules for nested or child work orders, so history stays clear and repeat failures tracked proper.
Defining escalation triggers and pathsReopen rules and status transitionsCreating child and follow‑up work ordersLinking rework to original failuresReporting on repeat and chronic issuesLesson 10Ensuring data quality: validation rules, mandatory fields, dropdowns and standardised codesSee how Coswin 8i enforces data quality with validation rules, must-have fields, dropdowns, and standard codes, cutting free-text issues and ensuring steady, checkable maintenance records.
Field validation and conditional rulesMandatory versus optional field designDropdown lists and controlled vocabulariesStandard code tables and reference dataHandling legacy and migrated data issuesLesson 11Work request initiation: required input fields and failure reporting best practicesLearn how to capture good work requests in Coswin 8i, set must-have input fields, and structure failure descriptions so planners and technicians get clear, useful info for diagnosis and priority.
Configuring mandatory request header fieldsCapturing location, asset and requester detailsWriting clear problem and symptom descriptionsAttaching photos and documents to requestsUsing request templates for recurring issuesLesson 12Parts consumption and serial-tracking: parts issued, batch/lot numbers, quantity usedCheck how Coswin 8i records parts use and serial tracking on work orders, including issued amounts, batch or lot numbers, and serial parts, to support tracking, costing, and stock control.
Issuing parts directly to work ordersRecording quantity, unit and cost dataCapturing batch, lot and expiry detailsTracking serialized components by assetReconciling stock and work order usageLesson 13Testing and validation: acceptance criteria and functional test recordsUnderstand how to set acceptance criteria and record functional tests in Coswin 8i, ensuring finished work verified, documented, and traceable for audits, safety, and warranty or compliance.
Defining test and acceptance criteriaRecording functional and safety testsLinking tests to checklists and tasksCapturing test results and sign‑offsTraceability for audits and warranties
