---
title: "Configuring Work Orders"
slug: "configuring-work-orders"
updated: 2026-08-26T08:12:47Z
published: 2026-08-26T08:12:47Z
canonical: "learn.servitly.com/configuring-work-orders"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.servitly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Work Orders

Work Order management takes place in the DPS directly from the [Action List](/v1/docs/action-list-widget) widget through a new embedded panel, *Work Orders*.

![](https://cdn.document360.io/6759e9c9-3ce3-49df-965a-7231d2d9a10a/Images/Documentation/image-AODFY5WD.png)

Other than configure the [Actions](/v1/docs/actions) to let your DPS users manage Work Orders, you must:

1. Place the Action List widget in a thing view, for instance, you can add the *Maintenance* tab.
2. Configure the [User Permissions](/v1/docs/user-permissions#maintenance):
  1. `READ_WORK_ORDER`: Required to display the Work Orders panel.
  2. `WRITE_WORK_ORDER`: Required to edit any work order property (e.g., Service ID, Transport document, Start/End date).
  3. `WORK_ORDER_MANAGER`: Required to change the Work Order status, including *APPROVED* or *REJECTED*. Generally, this permission is assigned to Service Managers.
  4. `WORK_ORDER_EXECUTOR`: Required to change the Work Order status to *EXECUTION* and *COMPLETED*. Generally, this permission is assigned to Technicians.

The Work Orders section is only visible to users having the `READ_WORK_ORDER` permission. When entering the details of a Work Order to change any property, the `WRITE_WORK_ORDER` permission is required.

Note that the Work Orders panel is present only when in the context of a thing. If the Action List is placed in a general page, the panel won’t be displayed.

## Work Order Settings

In the Console *Actions* page, by clicking on the *Work Order Settings* link present in the page footer, you can configure some options related to Work Order management.

![](https://cdn.document360.io/6759e9c9-3ce3-49df-965a-7231d2d9a10a/Images/Documentation/image-TH6BLOBT.png)

### Work Order Report

In the *Report* section you can configure how the PDF report is generated for completed work orders.

- **Cover Template**: The template you can use to customize the PDF cover page.
- **Main Details Template**: The template generating the PDF fragment displaying the machine details.
- **File Name**: The placeholder-based text to be used as a file name when generating PDF reports.
- **Include notes**: If selected, the report will include not only the actions but also the technician’s notes.
- **Include spare parts**: If selected, in the report a list of all spare parts referenced by performed actions will be included.