Adding & Completing Compliance Items (Maintenance Tracking) in Work Orders

Once Compliance Items are created for an aircraft, they can be easily pulled into Work Orders for tracking, execution, and compliance recordkeeping.

This article walks through the key workflows related to Compliance Items inside the Work Order module.

Adding Compliance Items to a Work Order

To bring in recurring maintenance items from the Compliance Module:

Open a Work Order for the aircraft
Click the Compliance tab on the left
Select the checkboxes next to the items you want to add
Click the yellow "+ Add Selected Items to Work Order" button in the top right

Each selected Compliance Item will become its own Work Order Line Item, maintaining its connection back to the original compliance record.

📘 You can confirm the link by opening a line item and checking the Compliance field in the item details. A pop-out icon will let you jump directly to the associated Compliance Item.

Completing Compliance Items within a Work Order

Once the Work Order has been completed:

Go to the Compliance tab inside the Work Order
Click Manage Completion Dates in the top right
For each Compliance Item, enter the new completion date
Click Save

This step updates the Compliance Item's last-complied date and recalculates the next due based on its configured intervals.

💡 Use the All Items button to apply a single completion date to all Compliance Items on the W.O., typically the W.O. completion date.

Updating Part/Serial Number Info on a Life-Limited Component After Completing a Work Order

If the Compliance Item is a Component type with a Part Number and Serial Number:

That part number will automatically pull into the Parts tab of the Work Order line item
To link the installed part to an existing Serial Number Component Record (e.g., to associate an 8130):
1. Open the Work Order Line Item > Parts tab
2. Double-click the part
3. Enter the Serial Number under Install Info > Serial Old
4. Click Save

If that serial number already exists in EBIS, the media tab will appear and allow users to view associated 8130s or documents.

⚠️ Updating the part’s serial number from the W.O. does not automatically update the original Compliance Item. Be sure to go back and manually update the serial number if a new component was installed.

Creating Historical Inspection Records Automatically or Manually

Automatically:

Completing a Compliance Item through a Work Order will automatically create a new inspection record on that item
This record includes the date, Inspected By, and associated Work Order number

Manually:

Go to the Compliance Item > Scroll to the Inspections section
Click Add Inspection
Toggle on Historical
Set an Inspection Date that matches an existing Meter Reading date
Enter relevant notes and click Add and Close

⚠️ If the inspection date doesn’t match a Meter Reading record, the system will not allow the historical entry to be saved.

Setting a Compliance Item as a Continued Item from a Work Order

If a customer defers a compliance item during maintenance:

Go to the Items tab of the Work Order
Open the relevant Line Item
Set the item’s Status to the configured Continued status

This marks the item as incomplete and adds it to the aircraft’s Continued Items list, where it can be pulled into future W.O.s. It also allows the item to bypass the standard validations which require a completion date to be entered in the New Date field.

📘 Continued Compliance Items retain their link to the original W.O. and compliance history, ensuring traceability even across deferred visits.

Keywords: Work Order Compliance, EBIS Continued Items, Part Serial Tracking, Inspection History Audience: Maintenance Coordinators, Technicians, Admins Article Type: Workflow How-To