Workshop board
Every part that lives inside a motor, seen on its own: on the shelf, installed, out on a job, back dirty, waiting on the table, in rework, at the vendor, or written off — one board, eight cells, and a part moves between them by itself as the facts change.
Where: capsule → Fleet → Workshop (/workshop). If the entry is missing, your group has not been granted the Maintenance section — see Roles & access.
Who can do what
| Role | On the board |
|---|---|
| Viewer | Open the board, filter by location, category and cell, search |
| Operator | + Disassembled, Inspection done, Send to vendor, Returned from vendor, Scrap |
| Manager | + the same as Operator — nothing extra here |
| Admin | + nothing extra here — a part is never deleted, only scrapped with a reason |
At a glance
The board lists every part that a motor is built from — rotors, stators, bearing sections and the rest of the tree under a motor category — not the motors themselves. A motor's own row lives in Items; the board is what the shop sees when it opens the case.
- Cell — a dropdown in the table's own header: pick one of the eight cells to narrow the board to it, each option carrying its own live count under the current filters.
- Location and Category — two more dropdowns beside it, narrowing the list to a shop, a yard, or one branch of the parts tree.
- Search — serial, asset ID or name.
- Columns — the gear: show or hide columns; the choice is remembered for you.
A click on a row highlights it; click its name, click the row again, or press Enter to open the part's own item card (Choose how a row click behaves) — its full history, certificates and installs live there; the board is a view over it, not a second record.
The eight cells
A part's cell is computed from what is actually true about it right now — where it is, what is installed where, whether an inspection is due — not from a field someone sets by hand.
| Cell | Meaning |
|---|---|
| In | On the shelf: in the shop, not installed anywhere, its last inspection still valid |
| Attached | Installed in a motor that is itself at the yard or in the shop |
| Field | Installed in a motor that is out on a job |
| Dirty | The motor it is installed in is back from the job, and the part has not been taken apart from it yet |
| Evaluate | Removed from its motor (or its inspection has come due) and waiting for a look on the table |
| Scrap | Written off — shown here for 30 days after the fact, then it drops off the board |
| For rework | Inspected as needing repair, or its follow-up work order is open, and it has not shipped to a vendor yet |
| Rework | At the vendor's site on an open work order |
Disassembled
A part in Dirty or Attached moves to Evaluate by coming out of its motor. Disassembled opens the same removal dialog as the motor's own item card — pick a reason and, if the part goes somewhere other than where the motor sits, a destination — and the part reappears on the board in Evaluate as soon as it is out.
Inspection done
A part in Evaluate is on the table. Inspection done records what the look found, and the outcome decides where the part goes next — the same three doors as closing a work order with a result:
- Good — a passing certificate is recorded (the category's after-job inspection trigger picks the certificate type unless you choose one), and the part goes back to In.
- Need repair — a failing certificate is recorded if a type applies, a follow-up work order opens on the part, and it moves to For rework.
- Non-repairable — the part is retired on the spot, reason Damaged beyond repair, and drops to Scrap.
Leave Certificate type on Use the category's default unless the part needs a specific one; a part whose category has no default and no type chosen here is asked for one before a Good result can be saved.
Send to vendor
A part For rework with its follow-up work order still open ships out with Send to vendor: the part moves to the vendor's site and the board shows it Rework until it comes back. A part For rework with no open work order shows Open item instead — there is nothing to send until a work order exists.
Returned from vendor brings a part back from Rework: it returns to the place it left from, same as the vendor-trip buttons on the work order's own card. The trip back also happens on its own when the vendor's invoice is booked or the work order is closed — the button is there for the day the part comes back before either of those.
Scrap
Scrap is open on a part In or For rework whose condition rules it out without a table inspection — write-off by decision, not by result. It retires the part with reason Damaged beyond repair, the same door the Non-repairable inspection outcome uses, and cannot be undone from the board.
Updated 2026-09-20
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