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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.

  1. 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.
  2. Location and Category — two more dropdowns beside it, narrowing the list to a shop, a yard, or one branch of the parts tree.
  3. Search — serial, asset ID or name.
  4. 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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