The Work Order prints submodule within the Configuration module allows Fracttal One users to create, edit, and customize the print formats of work orders. This tool provides the necessary flexibility to adjust the documents generated by the system, tailoring them to the specific requirements of each company.
Prerequisites
To access and operate this functionality, the user must:
Have access to the Configuration module
Be an administrator profile
Have the addon
Configuration and execution of custom formats in Work Order Prints
To start configuring and customizing work order (WO) print formats, follow the steps below within Fracttal One:
Access the Work Order Prints submodule
Log in to Fracttal One and go to the Configuration module in the main menu.
Within Configuration, select the Work Order Prints menu to access the submodule that allows you to create and edit WO print formats.
Create a custom format
Once inside the Work Order Prints submodule, click the (+) icon to create a Custom Format.
A window will appear where you can assign a name to the new print format. This name will be used to identify the format within the system.
Template selection
After assigning the name, a default version of the document will be presented with a basic template that includes all standard fields.
From this template, you can begin customizing the different elements that will compose the WO document.
Field customization
One of the most notable customization options is the addition of your company’s logo at the top of the document. The system allows you to move the logo, providing flexibility to adapt it to your corporate aesthetics and design.
Logo: You can add up to two logos at the top of the document. The system will allow you to move the logo to the desired location, adapting it to your company’s design.
If at any time you wish to remove the image, you can also do so easily. Additionally, the logo can be hidden if you prefer, by clicking the visibility icon.
ISO Code: Depending on regulatory or internal needs, the ISO code can be enabled for display.
Custom fields: You can define the fields that will appear in the document, such as:
General data: Basic WO information such as number, date, and priority.
Request information: Details of the work request, including description and responsible party.
Task details: Includes subtasks, assigned resources, and execution dates.
Attachments: You can add attachments related to the task or work request, and these will be shown in the print format.
Signatures: Fields for electronic or physical signatures can be included, depending on process requirements.
Section organization
The sections within the document are fully customizable. You can rearrange the sections of general data, request information, and task details according to your company’s needs.
Sections can also be grouped into blocks, and the presentation order can be customized, except for the Work Order section, which remains in a predetermined location.
Color customization
Each section can be highlighted using custom colors.
You can choose colors, making the document visually more organized and aligned with your company’s identity.
Signature management
The print format also allows the inclusion of up to 6 signatures. For each signature, the user can:
• Add or remove signature blocks.
• Define the description or label associated with the signature (for example: Responsible Technician, Supervisor, Client, etc.).
• Arrange the position of the signatures within the format. Configured signatures will be shown in the preview according to the defined structure, allowing you to validate their correct placement before saving the format.
Completion and format generation
Once you have made all customizations, click Save to save the format.
The system will process the format and it will be ready for use.
Notes:
Predefined formats cannot be edited.
Changes made only affect the visual presentation of the document.
- Access and actions are available only to the administrator user.