Creating a work order

Platform: Portal

Work orders are created from the Trouble Spots page — you filter the list down to the pending spots you want covered, then use the New work order button (the clipboard icon in the top-right, just to the right of Export) to turn that filtered set into a work order.

Before you start

• You're signed in to the portal with permission to manage trouble spots in your organisation.
• The trouble spots you want to include have already been reported in the field. (Work orders only group existing spots — they don't create new ones.)
• You know who should be assigned (optional — you can leave the work order unassigned and add people later).

Steps

1. In the portal, open Trouble Spots from the left-hand menu.

   📷 Screenshot: Portal left nav with Trouble Spots highlighted.

2. Filter the pending trouble spots list down to the set you want to group — by vineyard, block, type, reported date, or any combination. The New work order button sits in the top-right action cluster, to the right of Export, and shows the count of pending spots that currently match your filter. It stays greyed out (disabled) until at least one pending spot matches.

   📷 Screenshot: Trouble Spots page with filters applied, showing the filtered pending list and the New work order button (clipboard icon) with its count badge in the top-right, next to Export.

3. Click the New work order button. An inline panel opens headed "Create Work Order from N filtered pending spots" (where N is the count that match your current filter).

   📷 Screenshot: Create Work Order inline panel open with name, assignees and deadline fields.

4. Fill in the fields:

   • Work order name — required, but already pre-filled with a suggested name based on your current filter (a single selected type, vineyard or block, plus today's date — for example, "Powdery Mildew – Block 4 – 2026-05-29"). Edit it to whatever a field user will recognise at a glance, but don't blank it — the name is still required.
   • Assign to — optional. Open the Assign to dropdown and tick the users who should work this order; a count badge shows how many you've selected. You can leave it unassigned and add assignees later from the work order's detail page.
   • Deadline — optional. Pick a date by which the work should be done. Deadlines are displayed to field users on mobile and flagged red once overdue.

5. Click Create. The work order is created with the full set of spots matching your filter at that moment, and you're taken straight to its detail page to confirm the spots and edit assignees.

   📷 Screenshot: Work order detail page open immediately after creation, showing its spots and assignees.

What to check afterwards

• On the work order's detail page (where Create lands you), confirm the right spots are in it and adjust assignees if needed. You can return to it any time from the Work Orders page. See Assigning and tracking a work order.
• Check that assigned users can see the work order on their mobile app. (They'll need to pull-to-refresh the Work Orders screen.)

Tips

• Filter carefully before creating. The work order captures the spots that match your filter at the time you create it. New trouble spots reported later — even ones that would match the same filter — don't automatically join an existing work order.
• A spot can be on more than one work order. If you need to re-slice a batch of spots a different way, you can create a second work order over the same or overlapping set.
• Unassigned is fine. You don't need to decide who'll do the work at creation time. Create the work order, then assign it once the schedule's clear.