Lesson 1Approval and planning: authorisation rules, estimated labour, parts and toolsUnderstand how approval and planning steps in Coswin 8i use authorisation rules, labour estimates, and parts/tools planning to ensure only needed work is approved and resources booked 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 required fields for new work orders in Coswin 8i, like 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 aid correct 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 with Coswin 8i failure codes, separate symptoms from causes, and use standard defect lists so analysis, KPIs, and reliability checks use 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 aids assigning and scheduling technicians, with shift planning, skill/certification matching, and workload balance, keeping all related data fields correct 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 up audits and regular data checks in Coswin 8i to spot missing, wrong, or poor work order data, and fix issues via dashboards, exception reports, and user 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 require key steps, ensure full inspection records, and make technicians record 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 must be done before closing a work order in Coswin 8i, like root cause, fixes, comments, and downtime, to aid analysis, audits, and ongoing improvements.
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, with rules for linked or child orders, keeping history clear and repeated issues tracked right.
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 ensures data quality with validation rules, required fields, dropdowns, and standard codes, cutting free-text issues and ensuring steady, usable 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 record quality work requests in Coswin 8i, set required fields, and structure failure details 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 usedLook at how Coswin 8i tracks parts use and serials on work orders, including issued amounts, batch/lot numbers, and tracked parts, aiding traceability, 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 standards and record function tests in Coswin 8i, ensuring finished work is checked, recorded, and traceable for audits, safety, and compliance.
Defining test and acceptance criteriaRecording functional and safety testsLinking tests to checklists and tasksCapturing test results and sign‑offsTraceability for audits and warranties
