How to create a work report from a work order

The work orders are the pre-work assignment and the work reports corresponds to the post-work report. In other words, the work order is pre-job and the work report is post-job.

https://itcons.app/wp-content/uploads/2024/08/workorderVideo.mp4

The flow of use

To create a work report linked to a work order:

1.- Access to the work order

2.- Click on Create Part

3.- Subsequently, the work order automatically goes to the status in execution.

And the work report created can be consulted from the order form

4.- When sending the work report the user is asked if he/she wants to complete the work order related to the work report. The user can choose between:

• Just send. The work report is sent but the work order is still in execution.
• Submit and complete the work order. The work report is sent and the work order is completed at the same time.

If you do not want to leave it up to the user to complete the work orders, you can deactivate this option in the work order type configuration:

Aspects to consider

1.- No se puede crear un parte hasta que se asigne a un proyecto y a un usuario. Mientras estas condiciones no se den el botón "CREAR PARTE" permanece inhabilitado.

2.- El modelo de parte que se carga tras pulsar en "CREAR PARTE" depende del modelo definido en la configuración del tipo de orden de trabajo. En caso de que el tipo de orden de trabajo tenga definido un solo modelo de parte lo carga automáticamente. En caso de que el tipo de orden de trabajo tenga dos modelos de parte de trabajo definidos solicitará al usuario que escoja que modelo desea usar.