Overview
Every Work Order Template (Route) has a profile page with tabs for General details, Tasks, Work Orders, and Digital Twin. The Work Orders tab shows every work order generated from that template — plus upcoming ones that haven't generated yet — in a table or calendar view, with a clear status for each so you can assess compliance without leaving the page.
Accessing the Work Orders Tab
Steps:
From the navigation, go to Maintenance → PM Manager, then click the Work Order Templates tab.
If your account uses the Lube Management layout instead, go to Lubrication Routes → Route Setup & Templates — you'll land on the Route Setup tab, which shows the same list.
Click the Work Orders tab, alongside General, Tasks, and Digital Twin.
A short description at the top explains that the list covers work orders generated from this template. Dynamic routes show an additional notice specific to dynamic scheduling.
How to Filter and Sort by Status
Steps:
On the Status column, open the filter.
Check any combination of Open, Overdue, Completed, Scheduled, or Ignored, then click Apply.
Click Clear Filters (shows a count of active filters) to remove them.
Click the Status column header to sort — sort order runs Overdue, Open, Scheduled, Completed, Ignored.
The table also includes Number, Description, Shift (shift-based routes only), Due Date, Completed On, and Board columns.
How to Use the Calendar View
Steps:
In the Work Orders tab header, click Calendar view (next to Table view).
Browse work orders by month — the calendar defaults to showing the current month through one year ahead.
Click a generated work order's event to open it.
Drag a work order's event to a new date to reschedule its due date.
NOTE: Your view choice (Table or Calendar) is saved in the page URL, so refreshing the page keeps you on the same view.
Understanding the Calendar View
Calendar events are color-coded the same way as the table: Open (blue), Overdue (red), Completed (green), and Scheduled/projected (orange, with a small "Due" label).
The calendar has its own status filter and search box — separate from the table's, so your filter selections don't carry over between views.
Ignored or closed work orders are read-only if opened.
Dragging an event to reschedule updates the work order's due date directly.
Use Cases
Quick compliance check — A maintenance user opens a route's Work Orders tab and filters to Overdue to see what's falling behind, without navigating to a separate work order list.
Planning ahead — A supervisor switches to Calendar view to see upcoming Scheduled occurrences alongside completed work, to understand how the route's recurrence will play out over the next few months.
Adjusting a due date — A user drags a work order's calendar event to a new day instead of opening it and editing the due date field manually.
Best Practices
Use the Status filter instead of scanning manually: With five possible statuses, filtering to just Overdue or Open narrows things down faster than reading every row.
Check Scheduled events before assuming a date is fixed: Since they're projections, a Scheduled event's date can shift if the route's recurrence settings change before it actually generates.
Use Calendar view for date-based planning, Table view for status auditing: Each view surfaces different things — the calendar for when work lands, the table for filtering and sorting by status.
Troubleshooting
Issue: I don't see a Work Orders tab on this route.
Solution:
Confirm you're on a route's (Work Order Template's) profile page, alongside the General, Tasks, and Digital Twin tabs.
Issue: Clicking a calendar event does nothing.
Solution:
This is expected for Scheduled (projected) events — there's no real work order yet, so there's nothing to open. Wait until the route generates it, or check Table view for real work orders.
Issue: My table filter isn't reflected in Calendar view (or vice versa).
Solution:
This is expected — Table view and Calendar view keep separate filter and search state.
Summary
The Work Orders tab on a route's (Work Order Template's) profile page lists every work order generated from that template, plus upcoming Scheduled occurrences, in a Table or Calendar view. Each work order shows one of five color-coded statuses — Overdue, Open, Completed, Scheduled, or Ignored — filterable and sortable in the table, or visualized month-by-month in the calendar, where you can drag events to reschedule due dates.