How to create a work order type?

Work order types allow you to classify the work orders and apply specific behaviors through configuration. To create a work order type, follow these steps:

1. Go to Settings | Work | Work Order Types;
2. The list of work order types will be displayed;
3. Click on the Create button.

The work order types are divided into three main sections:

1. Default values - the values configured in this section will be automatically filled in on the work order form when the user selects this work order type.
2. Work order assignment - the system can automatically assign the work order to one or more technicians according to the following rules:
   • Assign to the WO creator - if selected, the work order will automatically be assigned to the technician who created it;
   • Assign to WO responsible - if selected, the work order will automatically be assigned to the responsible;
   • Assign to workshop managers - if selected, the order will be assigned to all workshop managers;
   • Assign to workshop technicians - if selected, the order will be assigned to all technicians who are not responsible for the workshop;
3. Costs - section relating to work order consumption:
   • Use average cost price - if selected, when moving to the first state in which costs can be recorded, an automatic consumption of the parts defined in the Spares section of the asset associated with the work order will be carried out.

If the employee is only the workshop manager, they will not be assigned to the work order.

When assigning (automatically or manually), the employee must always be the technician of the work order workshop.