Audience:
Beginner users of Elevated Signals
Estimated Time:
2 minutes
Overview
This tutorial shows you how to create and open a work order so you can start tracking production right away.
Before You Start
You must be a Member or Admin in Elevated Signals.
Have a Work Order Type that fits what you're trying to create—if not, talk to your admin or consult the docs.
(Optional) Check if there’s a Bill of Materials involved so you’re not caught off guard mid-way.
Step 1: Start a New Work Order
Get set up to launch a new Work Order.
Click Work Orders in the left sidebar
Select the Work Orders submodule
Press + New Work Order to start building
✅ Pro Tip: If your team uses naming conventions, align your title early on to avoid edits later.
Step 2: Fill Out the Work Order Form
Time to enter the key details for your new Work Order.
Select a Work Order Type from the dropdown
(Optional) Choose a Bill of Material if one is relevant
Set the Bill of Material Multiplier (defaults to 1)
Add a Name for the Work Order (optional)
(Optional) Add a Description to give your team more context
Click Create—the Work Order will be saved and appear at the top of your list in an unopened state
✅ Pro Tip: BOM multipliers directly relate to how your BOM was built. Check with your team if you're unsure how it scales.
🗒️ Note: Work Order Names are optional—if you skip this, the system will use the Work Order Type name instead.
Step 3: Open the Work Order
Now that it’s created, let’s move the Work Order into an "Opened" state.
Click on the newly created Work Order at the top of the list
In the Work Order menu, click the Actions dropdown and select Open Work Order
Fill out the Open Work Order form with the correct Date and Location
Click Open to activate the Work Order—it’s now ready to be worked on
✅ Pro Tip: If the Location field is pre-filled, it was set up in the Work Order Type settings. You can still change it here if needed.
🗒️ Note: The Work Order remains inactive until it’s officially opened.
Troubleshooting
Problem: Can’t see the + New Work Order button
Fix: You might not have the right permissions. Only users with Member or Admin roles can create Work Orders.
Problem: A Work Order Type or Bill of Materials is missing from the dropdown
Fix: It may have been archived. Check with your admin or review the setup under the appropriate module.
Problem: Location field is blank when opening a Work Order
Fix: The Location wasn’t preset in the Work Order Type. You’ll need to manually select it or update the Type settings.
What’s Next?
Adding an Inventory Input →
Adding an Inventory Output →