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 + button 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 + button becomes active once at least one pending spot matches your filter.

   📷 Screenshot: Trouble Spots page with filters applied, showing a filtered pending list and the + button in the top-right.

3. Click the + 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. Use something a field user will recognise at a glance (for example, "Block 4 powdery mildew — 17 Apr").
   • Assign to — optional. Open the Assign to dropdown and tick the users who should work this order. 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. If all goes well, you'll see a success message.

What to check afterwards

• Open the new work order from the Work Orders page to confirm the right spots are in it. 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 clicking +. 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.