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Work Order Procedures

May 19, 2026 8:30 AM - 4:00 PM (CDT)

Description

Work Order Procedures
May 19, 2026 (T 8:30am - 4:00pm)
MREA Maple Grove, MN

OVERVIEW

Welcome & Introductions

- Participant introductions
- Workshop objectives and outcomes
- Why this matters: linking operations, finance, and accountability

The Big Picture: Why Work Orders Matter

- Work orders as the financial behavior of the cooperative
- Safety, reliability, affordability perspectives
- Balance sheet vs. income statement impact
- Cost causer = cost payer concept
- How plant investment drives rates

Work Order Foundations

- Work order vs. service order
- When a work order is required
- Core components:
• Materials
• Labor
• Overhead
- Lifecycle: open → build → close

Interactive Discussion:
- How does your cooperative currently decide what becomes a work order?

Assemblies, Staking Sheets & Asset Creation

- Assembly units and plant accounting
- Staking sheets:
• Design vs. as-built
- Assemblies → assets conversion
- Risks of missing or inaccurate data

Activity:
- Staking Sheets – connecting the dots

Materials & Inventory

- Inventory → job → asset flow
- Pick lists and charge-out processes
- Salvage and reuse
- Inventory controls and write-offs

Discussion:
- Where do materials get lost in your process?

Labor, Time Entry & Overhead Allocation

- Capital vs. expense labor
- Timekeeping best practices
- Overhead components and allocation
- Financial impact of miscoding

Planned vs. Unplanned Work Orders

Planned Work Orders:
- New Services
• Service extensions, new connects
- System Improvements
• Larger capacity, upgrades, conversions, service upgrades
- Work Plan Identified Replacements
• Known replacements (planned, scheduled)
• Unknown replacements (anticipated but not specifically identified yet)

Unplanned Work Orders:
- Outages
• Immediate response, reliability-driven
- Storms
• Emergency restoration, FEMA considerations
- Inspection Work
• Findings leading to corrective action

- Service Order driven
• Lights, repairs, other

Discussion:
- Where do your biggest process gaps occur—planned or unplanned work?
- How does each type impact financial accuracy and rates?

Closing the Work Order: Where It All Comes Together

- Work order closing process

- Reconciling a work order – who is responsible for what, what needs to be verified
- WIP → plant → depreciation
- Alignment between field, accounting, and GIS
- Common errors and breakdowns

Wrap-Up & Action Planning

- Key takeaways
- Identify 1–2 process improvements
- Final Q&A

INSTRUCTOR
TeriLynn Wallis

WHO SHOULD ATTEND
Support staff to the top operations positions, engineering, staking, GIS/mapping, accounting (payroll, accounts payable, closing of work orders, asset management), inventory and warehouse staff, purchasing and procurement, team members that take new service requests.

HOTEL
Holiday Inn & Suites Arbor Lakes
11801 Fountains Way
Maple Grove, Mn 55369
763-425-3800

Booking Link

Event Policies
MREA Event Cancellation Policy (Link to Full Policy) updated 12.19.2025

MREA Event Code of Conduct (Link to Full Policy)
MREA is committed to providing a safe, productive and welcoming environment for all participants and staff in MREA meetings, conferences, training programs, and events both online and in-person. All Event participants including but not limited to attendees, speakers, exhibitors, staff, students, guests and vendors, are expected to abide by this MREA Event Code of Conduct, and this code applies to all space and situations in which MREA meeting-related activities are being conducted, including virtual meetings and those sponsored by organizations other than MREA but held in conjunction with MREA Events. Participation constitutes agreement to comply with the Code of Conduct as a condition of attendance.

2026 Late Registration
All events in 2026 will be subject to a $50 late registration fee for anyone that registers 2 weeks prior to the published event dates.

Pricing

$673 Education member
$773 Non-education member

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Contact Information

Minnesota Rural Electric Association | MREA
Name: Karen Miller
Phone: (763) 424-7245
Email: karen@mrea.org

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Work Order Procedures

May 19, 2026 8:30 AM - 4:00 PM (CDT)

Description

Welcome & Introductions

The Big Picture: Why Work Orders Matter

Work Order Foundations

Assemblies, Staking Sheets & Asset Creation

Materials & Inventory

Labor, Time Entry & Overhead Allocation

Planned vs. Unplanned Work Orders

Closing the Work Order: Where It All Comes Together

Wrap-Up & Action Planning

Pricing

Contact Information

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Booth Information

Additional Information

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Registration Protection

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