Knowledge Base
Admin

Work Orders

Edit

What this page is for

The Work Orders page is the master list of every job the system tracks β€” repairs, production runs, internal maintenance, projects, leave, OT, and more. From here you can find any work order, create a new one, or jump into any single WO to drive it through its workflow.

Open it from Work Orders in the left menu (clipboard icon).

The two tabs

Work Orders

A scrollable card grid β€” one card per work order β€” with a search and filter strip across the top:

  • Search box β€” Search WO Number, Subject, Description, Customer… (debounced; 300 ms)
  • Filter Status β€” multi-select; every status (DRAFT, TEMPLATE, RELEASED, IN_PROGRESS, COMPLETED, CLOSED, CANCELLED) is selectable
  • Sort β€” newest first, oldest first, by target date, etc.
  • My WOs only β€” toggle to see only WOs you created or are assigned to
  • All Users dropdown β€” WO_ADMIN only β€” filter by the user who created them

Each card shows:

  • WO Number β€” clickable, opens the work order's processing page (processWorkOrder.xhtml)
  • Status chip β€” DRAFT, RELEASED, IN_PROGRESS, COMPLETED, CLOSED, CANCELLED, TEMPLATE
  • Type pill β€” REPAIR, PRODUCTION, INTERNAL, PROJECT, LEAVE
  • Target Date β€” colour-coded if overdue
  • Subject β€” one-line headline
  • Description β€” clamped multi-line
  • Customer and Created by

The small icons in the corner of each card:

  • ℹ️ Info β€” opens a side summary panel with the WO's metadata
  • ⭐ Star β€” toggles email/chat notifications for this WO (on means filled yellow star)
  • πŸ—‘ Trash β€” only on DRAFT and TEMPLATE cards (and only for users with manage rights) β€” deletes after a confirm

Creating a new work order

Click Create New Work Order (top toolbar button). A dialog opens with a Create Mode toggle:

  • From Template (default) β€” pick a saved TEMPLATE WO; the new WO inherits its line steps and assignees. You can filter the template list by type.
  • Blank (restricted to users with the right permission) β€” start from nothing; you'll build the steps yourself once the WO is created.

You'll be asked for:

  • Type of Work β€” for blank mode, pick one of PRODUCTION, REPAIR, INTERNAL, PROJECT, LEAVE
  • Subject β€” a one-line headline (e.g. Inverter Diagnostic & Repair)
  • Customer β€” pick or create
  • More fields (description, target date, priority) lower down

Click Create and the new WO opens directly in processWorkOrder.xhtml as a DRAFT.

Schedules

The Schedules tab is for recurring work orders that the system spawns automatically (e.g. a monthly maintenance check). Visible only to users with the schedule-manage permission.

Each schedule row shows:

  • Name β€” what the schedule is called
  • Template WO β€” the TEMPLATE this schedule clones from each run
  • Interval β€” every N days, weeks or months
  • Next Run / Last Run
  • Auto-Release β€” if on, the spawned WO is released straight to the floor
  • Active β€” toggle to pause/resume the schedule
  • Errors β€” count of recent spawn failures
  • Actions β€” edit, delete

The scheduler runs daily at 00:05 β€” schedules whose Next Run has passed spawn one DRAFT WO from their template (and release it if Auto-Release is on).

Tips

  • The list is lazy-loaded β€” searching and filtering re-queries the server, they don't just hide cards.
  • A WO's number (WO-000123) is generated when the row is first persisted as DRAFT; you can't choose it.
  • DRAFT and TEMPLATE WOs can be deleted; everything else has to be CANCELLED.
  • The star notification toggle drives email + system-chat alerts for activity on that WO β€” useful when you've handed work off but still want to know when it lands.

Related articles