Planning the Day
Chapter 3 — Work Orders

Creating work orders

Complete & Continue Next Lesson Learn More

LESSON INFO

Audience

  • Operators and supervisors who need to open a Work Order for a task such as rebanding, scrapping, or another exception.
  • Team leads who want to assign an urgent task with a due date and tracking.

Prerequisites

  • You can navigate to Scheduling → Work Orders.
  • You have permission to create a Work Order (Operator or Admin).
  • You can identify the inventory item(s) the task applies to.

Skills you'll build

  • You can decide when a task should become a Work Order.
  • You can complete the 3-step Creation Wizard: Order Details, Link Items, Review & Save.
  • You can attach supporting files during creation.
  • You can confirm the Work Order was created with the correct linked items.

LESSON OUTLINE

Concept

  • A Work Order captures a task your own team originates. Example: an operator notices a coil that needs rebanding before it ships, or a supervisor wants a piece scrapped.
  • Work Orders support 3 categories: Scrapped, Rebanding, Other.
  • A Work Order must reference at least one inventory item. Step 2 blocks progress until you've linked at least one.

Step 1: Order Details

  1. From the Work Orders grid, select New.
  2. Choose Category: Scrapped, Rebanding, or Other.
  3. Set Priority (Low / Medium / High).
  4. Select Customer and Assignee (defaults to you).
  5. Set Due Date (required) and, optionally, Scheduled Date.
  6. Enter a Description explaining the task.
  7. Optional: expand the Attachments panel and stage any files. They save with the Work Order when you select Save & Close.
  8. Select Next once Category, Priority, and Due Date are filled.

Step 2: Link Items

  1. Use the Available Items pane (filterable by Item ID, Heat, Customer, Location) to find the item(s).
  2. Move items into Linked Items using the arrow buttons: move selected, move all, remove selected, remove all.
  3. Confirm at least one item is linked before selecting → (Next).

Step 3: Review & Save

  1. Confirm the Order Details summary and the Linked Items count.
  2. Select Save & Close.
    • Themis-Trace auto-generates the Order ID and writes a "Created manually" audit row.

Verification

  • Confirm the new Work Order appears in the grid with status Open.
  • Open it and confirm the linked item count and any attachments you staged.

COMMON ISSUES

    • If the wizard was in progress, Themis-Trace shows a confirmation dialog with Cancel, Discard & Close, or Save & Close. Nothing is lost unless you choose Discard.