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28. Lifecycle transactions, maintenance scheduling, and accountable work

A maintenance note is not a lifecycle transaction. Every task has a definition, applicability decision, planned work package, execution, findings, material movements, measurements, release decision and resulting configuration or condition state. Care,…

Concept & directionLNK

A maintenance note is not a lifecycle transaction. Every task has a definition, applicability decision, planned work package, execution, findings, material movements, measurements, release decision and resulting configuration or condition state. Care, wash, repair, modification, restoration, software deployment and decommissioning reuse this transaction spine while retaining their distinct intent and authority requirements.

#28.1 Work package state machine

StateEntry evidencePermitted exits
candidatetrigger, task definition, target and provisional due calculationnot-applicable, planned, deferred
plannedapproved scope, applicability, prerequisites, resources, facility and schedulereleased-to-work, superseded, cancelled
released-to-workcurrent configuration, permits, isolation, parts/tools/data and authorized performersin-progress, suspended, cancelled
in-progressstart receipt, as-found capture and active custodysuspended, inspection-hold, completed-work, aborted
inspection-holdfinding, nonconformance or independent-inspection requirementrework, concession, completed-work, rejected
completed-worksteps, actual parts/materials/software, measurements, deviations and as-left staterelease-review, rework
release-reviewrequired inspections/tests, open-item review, approvals and operating limitationsreleased, conditional-release, rejected
releasedauthorized release receipt and resulting configuration/conditionclosed, reopened by new finding
closedrecords complete, inventory/cost/waste reconciled and next-due initializedsuperseding correction only

#28.2 Maintenance requirement and due engine

Table
Maintenance requirement and due projection
MaintenanceRequirement {
  requirementId, revision, authority, taskDefinitionRef,
  applicabilityExpression, initialThresholds[], repeatIntervals[],
  intervalBasis: calendar | distance | cycles | hours | launches |
                 landings | pressureEvents | energyThroughput |
                 componentMeter | condition | event,
  tolerance, escalationPolicy, terminationCondition,
  supersessionPolicy, complianceEvidenceRequirements[]
}

DueProjection = evaluate(requirement, target, configuration,
                         meterLineage, eventHistory, condition,
                         deferrals, knownAt, evaluatorVersion)
  • Meters are independent typed histories. Replacing an odometer, battery, controller or component never resets prior readings.
  • A requirement may use several thresholds; the earliest applicable due boundary controls unless the rule explicitly combines them.
  • Missing meter history produces unknown or a conservative declared rule, never a silently estimated exact value.
  • Deferral is an authorized record with basis, limits, compensating actions, expiry and follow-up; it is not an edited due date.
  • A superseded task remains resolvable for work performed under its revision; projections explain which revision now applies.

#28.3 Execution step contract

Step areaRequired record
instructionprocedure identifier/revision, step ID, warnings/cautions, applicability and required qualification
preconditionisolation, safe state, environmental condition, access, permits and independent hold points
performerprincipal, role, qualification/authorization, employer/team, start/end and delegation
tool/equipmentasset identity, calibration/serviceability, setup, software version and custody
materialpart/lot/batch/substance, quantity, source, expiry, certificates, removed disposition and waste
observationas-found/as-left measurements, method, instrument, uncertainty, configuration and evidence
deviationapproved deviation or unplanned variance, impact assessment, authority and corrective action
completionstatus, skipped/not-applicable rationale, timestamp, signature/proof and linked findings

#28.4 Finding, defect, damage, failure, and cause graph

Observed condition, requirement violation, functional failure, damage event and causal hypothesis are different records. A root-cause analysis may be revised without changing the original crack photograph, power-loss event or test result. Repair records link what was addressed; they do not erase the finding.

RecordMinimum contentAllowed relation
ConditionObservationtarget, property, method, result, uncertainty, time/configuration and evidencesupports finding; updates projection
Findingrequirement/expected state, observed deviation, severity, status and dispositionconcerns item/function; foundBy task
FailureEventlost/degraded/unintended function, phase, symptoms, detection, response and consequencemayContributeTo incident; affects capability
DamageEventcause event if known, location/geometry/material, extent and propagation concernresultsIn condition/finding
CausalAssertioncandidate cause/mechanism, evidence, alternatives, confidence semantics and reviewersupports/disputes cause; never overwrites event
RepairDefinitionapproved method, limits, inspection, life limit and approval basisaddresses finding/damage
RepairExecutionactual preparation/material/process/cure/measurements/NDT/releaseimplements definition; creates configuration

#28.5 Cost, inventory, sustainability, and warranty ledgers

LedgerRequired context
inventory movementitem/material identity, quantity, from/to custody/location, reason, valuation basis and receipt
laborwork package/step, role, time basis, rate source, currency and approval; private personnel detail scoped
external serviceprovider, purchase order, scope, tax, invoice, warranty and evidence artifacts
warranty claimcoverage instrument, defect/failure, configuration, evidence, submitted/accepted/denied and recovery
environmental flowmaterial/energy/waste quantity, method, boundary, factor/source, allocation and uncertainty
asset value effectappraisal input relation only; maintenance spend never automatically equals value increase
Table
No accounting by note parsing
Money, inventory, warranty recovery and environmental claims are typed records with exact quantities and parties. A mechanic's narrative may explain them but cannot substitute for a balanced transaction or source document.