Work Orders¶

A Work Order is a concrete unit of scheduled, trackable work — either production work for one Manufacturing Order item, or maintenance work on an asset. Work Order Templates standardize how a recurring Work Order type is set up, and Job Cards record shop-floor checks and sign-offs against a Work Order.

Accessing Work Orders¶

Open the Planning sidebar and select Work Orders for the order list, or Work Order Templates to manage templates.

Work Order Templates¶

Click New Template and fill in:

The template list shows each template's name and its default routing (or "—"). Use the row's Delete action to remove a template.

Creating a Work Order¶

From the Work Orders list, click New Work Order, choose a Type, and fill in the rest:

Manufacturing (the default):

The selected item's SKU is shown for confirmation before saving.

Maintenance:

You can also raise a Maintenance Work Order directly from an asset's own Maintenance Plans card, or from the fleet-wide Maintenance page — see Maintenance — or report an unplanned issue straight from the asset's page, see Reporting an unplanned issue.

The order list shows each Work Order's number (click to open its detail page), linked MO or Asset, SKU, status, Priority, and routing progress. Use the search box to filter by WO number, MO number, SKU, or asset name.

Description & Priority¶

Every Work Order can carry a free-text Description and a Priority (Low / Medium / High / Critical) — both shown on the detail page and editable there alongside its other details. Reported issues fill these in automatically; you can add or adjust them on any Work Order.

Status values¶

How routing gets attached¶

A Manufacturing Work Order automatically gets a routing (a sequence of steps from a Workflow Template) if one can be resolved, in this order of preference:

1. A routing set directly on the Manufacturing Order item.
2. The routing on the Manufacturing Order's template, if it has one.
3. The default routing on the Work Order Template you chose when creating the Work Order.

A Maintenance Work Order only picks up a routing from its Work Order Template's default routing, if one was chosen — there's no Manufacturing Order to inherit from.

If none of these apply, the Work Order is created successfully with no routing — this is a normal state, not an error, and shows as No routing configured on the detail page.

Completing a Maintenance Work Order¶

Marking a Maintenance Work Order Completed — either by finishing the last step of its routing, or by setting its Status directly if it has no routing — automatically records the maintenance against its linked Maintenance Plan (the same effect as clicking Log Performed on the plan) and clears any related overdue alert. A Maintenance Work Order with no Maintenance Plan attached simply closes, with nothing further to record.

Tracking routing progress¶

Open a Work Order to see its details (SKU or Asset/Maintenance Plan depending on its type, planned quantity, scheduled dates) and, if it has a routing attached, its progress through that routing's steps.

Each step shows its position, name, type, and status (Pending, Active, Completed, or Skipped). The one active step is highlighted:

• If it's a Task step, a Complete Step button lets you mark it done and move the routing on to the next step.
• If it's any other step type (Decision, Parallel Split, Parallel Join, Rework Loop), the routing shows as Blocked with a message explaining that this step type isn't yet automated — it requires a future release to advance automatically.

If the routing has finished every step, its status shows as Completed. A Routing Blocked badge appears next to the Work Order's own status whenever the routing is stuck on a non-automated step.

Users with edit access can also update the Work Order's Planned Line, Planned Machine, and Status directly from the detail page.

Scheduling a Work Order¶

Users with edit access can set a Work Order's Scheduled Start and Scheduled End from its detail page, alongside Planned Line/Machine/Status. Both dates are shown on the detail page once set, and together they're what place the Work Order on the Gantt Chart — a Work Order missing either date won't appear there.

Actual dates & Linked Runs¶

Once shopfloor production starts, a Work Order's Actual Start and Actual End are derived automatically from the line runs linked to it — they're not set by hand. A run is linked to a Work Order from the run's own edit dialog on its production line; once linked, it shows up in the Linked Runs table on the Work Order's detail page (line, start, end, batch ID, status), and the Work Order's Actual Start/End update to reflect the earliest linked run's start and the latest one's end. Use a row's Unlink action to remove a run that was linked in error.

Dependencies¶

A Work Order can declare that it Depends on another Work Order, or that it Blocks another — these relationships are what draw the arrows between bars on the Gantt Chart.

From a Work Order's detail page, click Add Dependency and choose:

The Dependencies card lists everything this Work Order depends on and everything it blocks, each with the other Work Order's number and status. Use a row's Unlink action to remove a dependency that's no longer needed.

Job Cards¶

Job Cards are shop-floor checklists attached to a Work Order — use them to record checks, measurements, or sign-offs for a specific step of production.

From a Work Order's detail page, click New Job Card and fill in:

Each Job Card in the list shows its name (a link to open and fill it in), current stage (Maker, Checker, Approver, or Issuer), and status. Job cards awaiting input take you to the fill screen when clicked; completed ones open in a read-only view. Use the row's Delete action to remove a job card that's no longer needed.

If the Work Order has a Planned Line or Machine set, opening a Job Card first prompts a QR scan to confirm you're at the right equipment — see QR-Scan Reconciliation.

Attachments¶

Every Work Order has its own Attachments section for uploading drawings, GTPs, and other documents — see Attachments for how to use it.