Audience:
Facility Admins and Production Leads
Estimated Time:
5–10 minutes
Overview
Learn how to set up a work order type that fits how your team really works. Getting it right from the start means smoother tracking and more consistent data.
Before You Start
You must have the Admin or Member role
Be familiar with your facility’s standard production workflows
(Optional) Review your current list of work order types before creating a new one
Step 1: Navigate to Work Order Types
To start building a new type, head into the Work Orders module.
Click on the Work Orders module in the left-hand nav
Select Work Order Types from the submenu
🗒️ Note: If you don’t see Work Order Types, check your role permissions
Step 2: Start a New Work Order Type
Launch the form to define your new work order type.
Select + New Work Order Type in the top-right of the screen
A side panel will slide out with the setup form
🗒️ Note: Your progress won’t be saved until you click “Create” at the end
Step 3A: Set Up Core Work Order Details
Start by completing the general setup details at the top of the form.
Enter a clear, descriptive Name for your work order type
Use the checkboxes to enable key behaviors like:
Archive remaining plants when the work order is closed
Show processing loss, and select the related Inventory Products if applicable
Configure other optional rules such as:
Whether to allow adding/removing records or equipment after close/lock
How inputs and outputs behave by default
Whether outputs default to existing inventory or create new
Choose a Default Printer Job Template if needed
Select any Required Records or Related Records, and enable the “Record PDFs follow Related Record Order” option if needed
✅ Pro Tip: Use Required Records to enforce SOP compliance — the work order can’t close until the record is completed
🗒️ Note:
Related Records append an In-Progress copy of the selected schema when the work order is created
Required Records keep the work order open until that record is added
If “Record PDFs follow Related Record Order” is checked, the final PDF will follow the order of the listed related records first, then by creation time. If unchecked, all records appear in creation order
Step 3B: Set Up Inputs, Outputs, and Destruction Categories
Choose what types of materials and plant actions are tied to this work order.
Set the Inventory Input and Output Categories — this controls what items can be brought into or produced from the work order
Toggle options for:
Plant Inputs — when plants are used to start the work order
Plant Outputs — when new plants are created
Plant Destruction — if this process terminates plants
✅ Pro Tip: You can enable all three plant options or just the ones your workflow needs — it’s fully flexible
🗒️ Note:
If the Inventory Categories/Products section is left blank, all inventory products can be added as inputs, outputs, or destruction items
These settings define the scope of what’s allowed — double-check with your team for process alignment
Step 3C: Set Up Location Changes and Save
Finish off by defining location rules and saving your work.
Use the Location Changes section to restrict or allow specific output and destruction locations
Click the Create button when you’re done
✅ Pro Tip: Keep it flexible — use broader location settings if workflows vary
✅ Pro Tip: When a batch is moved to a Work Order Location or during closure, that movement is tied to the Work Order — to undo it, return to that specific Work Order
🗒️ Note:
The selected locations act as filters for where inventory can be sent or destroyed
Changes to Work Order Type settings only affect new and open work orders of that type — not closed ones
Troubleshooting
Problem: Your work order type is missing from the list
Fix: Ensure it was successfully created and not archived
Problem: Can't undo a location move tied to a work order
Fix: Open the original work order where the movement happened and undo the change from there
Problem: Updates to a work order type aren’t applying
Fix: Edits only apply to newly created or currently open work orders of that type — closed work orders won’t reflect changes
What’s Next?
Add Inventory Inputs