> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Use Work Order Templates
> Create and use reusable work order templates for recurring maintenance tasks like inspections, phase checks, and routine service items.
By following this guide, you will create reusable work order templates for common maintenance
tasks, manage template categories, use templates to quickly generate new work orders, and
maintain system-provided templates for standard inspections.
**Who should read this:** Directors of maintenance, maintenance planners, and maintenance
controllers who want to standardize recurring work and reduce work order creation time.
**Required permission:** `maintenance_ops` -- read to view templates, update to create and
modify custom templates. System templates (built-in) cannot be deleted.
**Regulatory basis:** 14 CFR Part 43 Appendix D defines the scope and detail of items to
be included in annual and 100-hour inspections. Templates help ensure that required
inspection items are consistently included in every work order, supporting compliance with
14 CFR 135 Subpart J maintenance program requirements.
## The Templates List
Navigate to **Maintenance > WO Templates** to see all available templates. The list shows:
| Column | Description |
| ------------- | ---------------------------------------------------- |
| Name | Template name (e.g., "100-Hour Inspection") |
| Category | Inspection, AD, Engine, Avionics, or Airframe |
| Aircraft Type | Specific aircraft type (blank = all types) |
| Est. Hours | Estimated labor hours for the task |
| Priority | Default priority: Routine, Urgent, or AOG |
| System | Badge indicating system-provided vs. custom template |
| Items | Number of pre-defined line items |
System templates (marked with a shield badge) are built-in templates that cannot be deleted.
They can be duplicated and customized as needed.
## Create a Template
### Open the new template form
From the Templates page, click **New Template**.
### Enter template details
* **Name** -- Descriptive name (e.g., "Annual Inspection -- King Air 350", "Phase 1 Check")
* **Description** -- Detailed scope of work that will be pre-populated on work orders
* **Category** -- Inspection, AD, Engine, Avionics, or Airframe
* **Aircraft Type** -- Optionally restrict this template to a specific aircraft type. Leave
blank to make it available for all aircraft.
* **Estimated Hours** -- Standard labor hours for this task
* **Priority** -- Default priority level: Routine, Urgent, or AOG
### Add template line items
Click **Add Item** to pre-define parts and materials commonly needed for this task. Each
item includes:
* **Description** -- What the item is
* **Part Number** -- Manufacturer part number (optional)
* **Quantity** -- Standard quantity used
* **Estimated Cost** -- Approximate cost per unit
Items are stored as a JSON array on the template and are automatically copied to any work
order created from this template.
For complex inspections, create comprehensive item lists that cover all required inspection areas
per 14 CFR 43 Appendix D. This ensures technicians have a consistent checklist and parts list for
every inspection of that type.
### Save the template
Click **Save**. The template appears in the list and is immediately available for use.
## Create a Work Order from a Template
### Open the work order creation form
Navigate to **Maintenance > Work Orders** and click **New Work Order**.
### Select a template
Click **From Template** and choose from the available templates. Templates are filtered by
category and aircraft type (if the aircraft is already selected).
### Review pre-populated fields
The work order form is pre-populated with:
* Title and description from the template
* Estimated hours
* Priority level
* All template line items added to the work order items
### Customize as needed
Adjust any pre-populated values for the specific work order. Add or remove line items,
change the description, or adjust the estimated hours.
### Complete the work order
Fill in the remaining required fields (aircraft, assigned technician, scheduling dates) and
create the work order as normal.
## Edit a Template
Open any custom template and click **Edit** to modify its details, items, or metadata.
Changes to a template do not affect work orders already created from it -- templates are
copied at creation time, not linked.
## Duplicate a Template
To create a variant of an existing template (including system templates):
1. Open the template
2. Click **Duplicate**
3. A new template is created with all the same details, prefixed with "Copy of"
4. Edit the duplicate to customize it for your needs
Duplicating system templates is the recommended way to create organization-specific versions of
standard inspections. Keep the system template as a reference and use your customized copy for
day-to-day work order creation.
## Template Categories
| Category | Typical templates |
| ---------- | -------------------------------------------------------------- |
| Inspection | 100-Hour, Annual, Phase checks, Progressive inspections |
| AD | Common AD compliance work packages |
| Engine | Hot section inspections, engine changes, borescope inspections |
| Avionics | Avionics upgrades, transponder checks, RVSM recertification |
| Airframe | Gear overhauls, structural inspections, paint and interior |
***
Create work orders using templates for consistent execution.
Link due items to templated work orders for recurring tasks.
Template estimated hours feed into billing estimates.
Ensure all required inspections use approved templates.