Work orders are the prior assignment of work and the work reports correspond to the post-work report. In other words, the work order is prior to the work and the work report is after work.
The usage flow #
To create a work report linked to a work order:
1.- Access the work order
2.- Click on Create Part
3.- Subsequently, the work order automatically moves to the execution status.
And you can consult the work report created from the order sheet
4.- When sending the work report The user is prompted if they want to complete the work order related to the work report . Being able to choose between:
- Send only. It is sent on work report but the work order is still in execution.
- Submit and complete the work order. The work order is sent work report and at the same time the work order is completed
If you do not want to leave the completion of work orders in the hands of the user, you can disable this option in the work order type configuration:
Things to consider #
1.- A ticket cannot be created until it is assigned to a project and a user. Until these conditions are met, the "CREATE TICKET" button remains disabled.
2.- The part model that is loaded after clicking on “CREATE PART” depends on the model defined in the work order type configuration. If the work order type has only one part model defined, it loads it automatically. If the work order type has two part models, it loads the part model automatically. work report defined will prompt the user to choose which model they want to use.
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