TotalApp Docs

Work Orders

Create, release, start, and complete production orders with a strict Pending → Released → In Progress → Completed lifecycle.

Overview

The Work Orders screen is the primary control surface for all manufacturing operations. Every production job starts and ends here — from initial planning through material reservation, active production, and final completion. Work orders enforce a strict one-way lifecycle so that status transitions are always intentional and auditable.

Every work order is linked to a real product record in Manufactured Products by a unique SKU-backed productId — never a free-text name. This keeps a work order from ever being created against a product that doesn't exist (or no longer exists) in the catalog.

Strict Lifecycle

Work orders move through Pending → Released → In Progress → Completed in one direction only. Cancelled orders are a side-exit available at any pre-completed stage.

Detail Modal

A three-tab detail view gives instant access to the BOM component requirements, routing operations, and labor/notes — all from a single click on any row.

Filter & Search

Status pill bar, priority dropdown, and full-text search let planners instantly narrow the list to the orders they need to act on.

Dual Style

Supports both dark Workstation and light Enterprise visual styles, switchable from Settings → Appearance → Screen Style without a page reload.

CSV Export

Export the currently filtered list to a CSV file with a single click. Column headers and the filename are localised — Turkish users get is-emirleri.csv, English users get work-orders.csv.

Full i18n (EN + TR)

Every label, status badge, column header, placeholder, and button is fully translated into English and Turkish. The active locale is picked up automatically from Settings → General → Language.

Operator Assignment

Assign one or more operators to a work order at creation time using a live checkbox list drawn from the employee roster. Assigned operators appear in the Labor & Notes tab of the detail view.

Skeleton Loading

A skeleton table replaces the list while data is being fetched — no disorienting blank screens or spinner-only states while the initial load completes.

Prerequisites

Before creating a work order, make sure the product exists in the Manufactured Products catalog (or use the in-form "+ New" shortcut to create it without leaving the Work Order form), ensure at least one Active BOM exists for the product in the Bill of Materials screen, and at least one Production Line has been configured. All three are loaded dynamically into dropdowns in the Create Work Order form — if a dropdown is empty, set up those records first.

Quick Start

  1. Switch to Manufacturing Mode via the mode badge in the top header.
  2. Verify at least one Active BOM exists in the Bill of Materials screen for the product you want to produce, and at least one Production Line is configured.
  3. Open Work Orders in the sidebar and click Create Work Order.
  4. Fill in the product name, quantity, priority, scheduled dates, select the production line from the dropdown, and optionally select the BOM and assign operators. Click Create WO.
  5. The new order appears in Pending status. Click the unlock icon to release it — this reserves raw materials.
  6. When production begins, click the play icon to transition to In Progress.
  7. Once finished, click the checkmark icon to open the Complete dialog. Enter the actual completed quantity and confirm.

Add Record Mode

If you prefer a right-side slide-in panel instead of a centred modal, go to Settings → Appearance → Add Record Mode and switch to Panel. The Create Work Order form will appear from the right edge without covering the table.

Work Order Lifecycle

Work orders follow a one-way state machine. Action buttons that are not valid for the current status are automatically hidden from the row. This prevents accidental status skips.

Pending Released In Progress Completed

Any order in Pending, Released, or In Progress can be moved to Cancelled — completed orders cannot be cancelled or modified.

Status Badge colour Available actions What happens
Pending Grey Release · Cancel Work order created, awaiting material reservation confirmation.
Released Blue Start · Cancel Materials reserved; order is authorised to begin production.
In Progress Amber Complete · Cancel Active production underway; actual start time stamped automatically.
Completed Green View only Finished goods produced; actual end time stamped. Completed quantity recorded.
Cancelled Red View only Order voided; materials reservation released back to stock.

Creating a Work Order

  1. Click Create Work Order in the top-right action bar.
  2. Select the Product from the dropdown (required — the Save button stays disabled until a product is selected). The list is populated from the Manufactured Products catalog, shown as "Name (SKU)".
  3. Set the Quantity — the number of finished units to produce.
  4. Choose a Priority: High, Medium, or Low. High-priority orders sort to the top of the WO Queue tab in Production Scheduling.
  5. Set the Scheduled Start and Scheduled End dates. These populate the Gantt chart in Production Scheduling.
  6. Select the target Production Line from the dropdown. Available lines are loaded dynamically from the manufacturing configuration — only configured lines appear.
  7. Optionally select a Bill of Materials from the dropdown. Only Active BOMs are listed — Draft and Obsolete BOMs are excluded from this dropdown.
  8. Optionally check one or more operators in the Assign Operators section. The operator list is drawn live from the employee roster in the HR module.
  9. Add optional Notes — customer references, special handling requirements, or quality notes.
  10. Click Create WO. The order is created in Pending status and appears at the top of the table.

Product Not in the List Yet? Create It Without Losing Your Draft

If the product you need isn't in the dropdown, click the + button next to it instead of cancelling the form. This takes you straight to Manufactured Products with its Add Product form already open. Save the new product and you're returned to this Create Work Order form exactly as you left it — every other field intact, with the new product pre-selected in the dropdown.

A Product Must Be Selected

The product field is backed by a real catalog reference (productId), not free text — a work order can no longer be created without picking a product from the dropdown. If you save without selecting one, the Save button stays disabled and an inline message asks you to pick a product from the list.

Material Shortage Warning

If raw material stock in the Warehouse module falls below the BOM-required quantity when you release an order, an alert is automatically created in the Shop Floor Monitor. The order can still be released, but the shortage must be resolved before production can safely begin.

Completing a Work Order

When an In Progress work order reaches the end of production, click the checkmark icon in its row. A Complete Work Order dialog opens.

  • Planned Quantity — the original target quantity, shown read-only for reference.
  • Completed Quantity — editable field; enter the actual number of units produced. Defaults to the planned quantity. The Mark Complete button stays disabled if this field is empty.

After confirming, the order moves to Completed status, the actual end time is recorded, and the completed quantity is stored for downstream reporting in the OEE Dashboard and Production Counters.

Partial Production

If fewer units than planned were produced (e.g. material shortage mid-run, quality rejects), enter the actual count in the Completed Quantity field. The difference between planned and completed is visible in OEE reports as a yield loss.

Work Order Detail View

Click the eye icon on any row to open the full detail modal. The modal has three tabs, each covering a different dimension of the work order.

Tab 1 — Materials / BOM

Lists every component in the BOM with three quantity columns and a status badge:

  • Required — total quantity needed for the work order target, including scrap rate inflation.
  • Reserved — quantity already reserved in the warehouse for this order.
  • Issued — quantity physically issued to the production floor so far.
  • Status badgeComplete (all issued), Partial (some issued), or Pending (nothing issued yet).

Tab 2 — Operations

Shows the routing sequence — the ordered list of manufacturing steps this product requires. Each row shows:

  • Step number — the sequence order (1, 2, 3, …).
  • Operation name — e.g. "Stamping", "Assembly", "QC Inspection".
  • Workstation — the machine or area assigned to this step.
  • Planned duration — expected run time in minutes.
  • Status — Pending / In Progress / Done.

Tab 3 — Labor & Notes

Shows the operators assigned to this work order (selected at creation time from the employee roster), any linked sales order number for traceability, and the free-text notes entered at creation. Notes are editable at any lifecycle stage from this tab.

Checking Component Availability

Open the Materials / BOM tab before releasing an order to verify all required components have Reserved quantities. If any row shows Pending in the status column, cross-check inventory in the Warehouse module before proceeding.

Filtering, Search & Export

The Work Orders screen provides three complementary ways to narrow the visible list:

  • Status pill bar — one-click filter for All, Pending, Released, In Progress, Completed, or Cancelled. The count badge on each pill shows how many orders are in that state.
  • Priority dropdown — filter by High, Medium, or Low. Combine with the status filter to find, for example, all High-priority Released orders waiting to start.
  • Search box — matches against both the work order number (e.g. WO-2025-0001) and the product name. The search is case-insensitive and updates live as you type.

Use the Refresh button in the toolbar to reload the latest data from the server without a full page reload. This is useful when another user on a different machine has updated an order.

Exporting the Filtered List

Click Export in the top toolbar to download a CSV file containing exactly the rows currently visible — the export respects the active status filter, priority filter, and search term. No hidden rows are included. The downloaded filename matches your language setting: work-orders.csv in English, is-emirleri.csv in Turkish. Column headers are also translated into the active language.

Language Support

Work Orders is fully localised in English and Turkish. All of the following adapt automatically when you change the language in Settings → General → Language:

  • All button labels (Create WO, Mark Complete, Export, Refresh, Cancel, etc.)
  • Status badge text (Pending, Released, In Progress, Completed, Cancelled)
  • Table column headers (WO Number, Product, Quantity, Status, Priority, Sched. Start, Sched. End, Line, Actions)
  • Form field labels, placeholders, and section titles in both the Create and Detail modals
  • Tab labels in the detail view (Materials / BOM, Operations, Labor & Notes)
  • Filter pill labels and the priority dropdown options
  • Date formatting — dates appear in the locale-appropriate short format (e.g. Jun 1, 2025 in English, 1 Haz 2025 in Turkish)
  • Export filename and CSV column headers

Multi-Select & List Style

The work orders table has a checkbox column: a "select all" checkbox in the header, and a per-row checkbox in each line. Once at least one row is selected, a selected-count bar appears above the table with a ✕ Clear button to deselect everything at once.

Appearance Follows List Style

The selection checkboxes and the overall table layout are driven by the same List Style setting used across My Workspace list screens (Settings → Appearance). That single setting controls the checkbox shape (circle or square), whether a check icon is drawn inside a selected checkbox, the corner rounding of the table (sharp or rounded), and the row layout itself — table rows or a card-based grid. Switching to card layout replaces the table with individual work order cards, each carrying its own selection control in the same shape and style. Any change you make in Settings → Appearance applies instantly here, with no page reload required.

Settings & Customisation

Setting Location Effect on Work Orders
Screen Style Settings → Appearance Switches between dark Workstation (ghost buttons, neon accents) and light Enterprise (white cards, filled primary buttons).
Add Record Mode Settings → Appearance "Modal" (default) opens Create WO as a centred dialog; "Panel" slides it in from the right edge.
List Style Settings → Appearance Controls the table's checkbox shape (circle/square), check-icon visibility, corner rounding (sharp/rounded), and row layout (table rows vs. cards).
Language Settings → General Switches all Work Orders text between English and Turkish, including status badges, date formats, and the CSV export filename and column headers.
Enable Manufacturing Mode Settings → App Modes Adds all Manufacturing screens (including Work Orders) to the left sidebar.
Manage Screens Sidebar → ⊕ icon Toggle the Work Orders screen on or off from the sidebar navigation independently of other MFG screens.

AI Assistant

A collapsible AI Assistant panel lives on the right edge of the screen. Click the tab (Sparkles icon) to open it, or the in its header to close it. The panel keeps its own chat history, and offers a new chat button to start a fresh conversation, a fullscreen toggle for a larger reading area, and an Attach Knowledge option to ground its answers in your My Knowledge library — your own sources, or anything a colleague has shared tenant-wide.

Ask it about work order status breakdowns (how many are Pending, Released, In Progress, Completed, or Cancelled), schedule risk (which orders are at risk of missing their scheduled end date), throughput optimisation (suggestions for improving production throughput), and priority triage (which high-priority orders need attention right now).

Opening the panel does not cover the work orders table. The main content area shrinks to make room on the right edge of the screen, so the table remains visible (at a narrower width) while you continue chatting with the assistant. Closing the panel smoothly restores the table to full width.

Frequently Asked Questions

Can a work order reference a Draft BOM?
No. Only Active BOMs appear in the BOM dropdown when creating a work order. Draft and Obsolete BOMs are intentionally hidden to prevent accidental use of unverified or superseded recipes. Open the Bill of Materials screen and change the BOM status to Active before creating the work order.
Can I type a product name instead of picking one from the dropdown?
No. The product field is a dropdown backed by the Manufactured Products catalog, not a free-text field — this guarantees every work order points to a real, existing product. If the product you need isn't listed yet, use the "+ New" button next to the dropdown to create it inline without losing the rest of your draft.
Can I delete a product that's linked to an existing work order?
Not if the work order is still active. Manufactured Products blocks deleting a product referenced by any work order that isn't Completed or Cancelled, so you can't accidentally leave an in-progress order pointing at a deleted product. Complete or cancel the work order first, or keep the product and mark it Discontinued instead of deleting it.
How is the work order number format determined?
Numbers are auto-generated as WO-{YEAR}-{SEQUENCE} (e.g. WO-2025-0007). The sequence is derived from the total count of work orders in the store at creation time. Numbers are never reused, even if a work order is cancelled — this preserves an unbroken audit trail.
Can I edit a work order after it has been released?
You can update the Notes field at any lifecycle stage via the Labor & Notes tab in the detail view. The Product Name, Quantity, and Production Line fields become read-only once the order moves past Pending status, because downstream systems (material reservations, Gantt scheduling, OEE counters) have already consumed those values. To change core fields, cancel the order and create a new one.
The Production Line dropdown is empty — what should I do?
The Production Line dropdown is populated dynamically from the manufacturing configuration. If it is empty, check that production lines have been set up in the Manufacturing Overview screen. You can still create a work order without selecting a line, but assigning a line is recommended for accurate Gantt scheduling and OEE reporting.
How do I export only In Progress orders?
Click the In Progress pill in the status filter bar to show only those orders, then click Export. The CSV download will contain only the filtered rows — the export always mirrors exactly what is visible in the table at the time you click.
Is Work Orders available in Turkish?
Yes — Work Orders is fully localised in both English and Turkish. Change the language in Settings → General → Language and every label, status badge, column header, date format, and even the CSV export filename will switch instantly. No page reload is needed.