Lesson 1Approval and planning: authorization rules, estimated labor, parts and toolsUnderstand how approval and planning stages in Coswin 8i use authorization rules, labor estimates, and parts and tools planning to ensure that only justified work is released and that resources are reserved efficiently.
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)Discover how to configure mandatory fields for new work orders in Coswin 8i, including asset, priority, requester, and description, to ensure that planning, scheduling, and execution teams receive complete and reliable information.
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, labor hours, downtime)Learn which execution‑phase fields technicians must complete in Coswin 8i, including start and stop times, labor hours, downtime, and on‑site observations, to support accurate costing, KPIs, and resource analysis.
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, distinguish symptoms from causes, and apply standard defect lists so that analysis, KPIs, and reliability studies are based on consistent, 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 supports assignment and scheduling of technicians, including shift planning, skill and certification matching, and workload balancing, while keeping all related data fields accurate and up to date.
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 design audits and periodic data reviews in Coswin 8i to detect missing, inconsistent, or low‑quality work order data, and how to correct issues through dashboards, exception reports, and targeted 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 completionExplore how Coswin 8i checklists and mobile forms enforce mandatory steps, guarantee that inspections are fully documented, and ensure that technicians capture all required readings, measurements, 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 completed before closing a work order in Coswin 8i, including root cause, corrective actions, comments, and downtime, to support analysis, audits, and continuous improvement programs.
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 ordersDiscover how Coswin 8i manages escalations, rework, and reopened work orders, including rules for nested or child work orders, so that history remains clear and repeated failures are tracked and analyzed correctly.
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 standardized codesExplore how Coswin 8i enforces data quality through validation rules, mandatory fields, dropdown lists, and standardized codes, reducing free‑text variability and ensuring consistent, analyzable 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 high‑quality work requests in Coswin 8i, define mandatory input fields, and structure failure descriptions so that planners and technicians receive clear, actionable information that supports accurate diagnosis and prioritization.
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 usedExamine how Coswin 8i records parts consumption and serial tracking on work orders, including issued quantities, batch or lot numbers, and serialized components, to support traceability, costing, and inventory 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 define acceptance criteria and record functional tests in Coswin 8i, ensuring that completed work is verified, documented, and traceable for audits, safety requirements, and warranty or compliance needs.
Defining test and acceptance criteriaRecording functional and safety testsLinking tests to checklists and tasksCapturing test results and sign‑offsTraceability for audits and warranties
