Skip to main content

​
Overview

The SASCOP BME SubTec dashboard is your central hub for managing projects, work orders, production tracking, and reporting. This guide will help you navigate the interface efficiently.

​
Accessing the Dashboard

After successful login, you’ll be automatically redirected to the main dashboard:
core/views/dashboard.py
@login_required
def index(request):
    """Dashboard principal"""
    context = {
        'modulo_actual': 'dashboard'
    }
    return render(request, 'core/dashboard.html', context)
All dashboard pages require authentication. Unauthenticated users will be redirected to the login page.

​
Dashboard Layout

The dashboard consists of several key sections:

Top Navigation Bar

Access main modules and user settings

Sidebar Menu

Quick links to frequently used features

Main Content Area

Display data tables, forms, and reports

Status Indicators

Real-time system statistics and alerts

​
1. PTE Management (Propuestas Técnico-Económicas)

1

Access PTE Module

Navigate to Operaciones > PTEs from the main menu
2

View PTE List

The PTE index displays key metrics:
operaciones/views/pte.py
@login_required(login_url='/accounts/login/')
def index(request):
    total_ptes = PTEHeader.objects.filter(estatus__in=[1,2,3,4]).count()
    total_otes = OTE.objects.count()
    total_produccion = Produccion.objects.count()
    
    ptes_activo = PTEHeader.objects.filter(estatus=1).count()
    ptes_en_proceso = PTEHeader.objects.filter(estatus=2).count()
    ptes_terminado = PTEHeader.objects.filter(estatus=3).count()
    ptes_cancelado = PTEHeader.objects.filter(estatus=4).count()
3

Filter and Search

Use the filters to narrow down PTEs by:
  • Status (Pendiente, Proceso, Entregada, Cancelada)
  • Type
  • Responsible person
  • Year
  • Client

​
2. Work Orders (OTE - Órdenes de Trabajo)

OTE Overview

Work orders track the execution phase of approved proposalsKey Features:
  • Create new work orders
  • Track progress by steps
  • Monitor timelines and deadlines
  • Manage reprogramming
Navigation Path: Operaciones > Órdenes de Trabajo

​
3. Production Tracking

1

Access Production Module

Go to Operaciones > Producción
2

Select Site and Period

Choose the work site and month/year for tracking
3

Record Daily Production

Enter production volumes in the grid interface
Production data is locked once daily reports are closed. Contact your supervisor to reopen locked periods.

​
4. Catalogs and Configuration

Manage types and classifications for:
  • PTEs (nivel_afectacion=1)
  • Work Orders (nivel_afectacion=2)
  • Line Items (nivel_afectacion=3)
  • Production (nivel_afectacion=4)
  • Clients (nivel_afectacion=5)
Configure work sites:
  • Embarcaciones (Vessels)
  • Plataformas (Platforms)
  • Patios (Yards)
  • Intercom sites
Manage measurement units:
  • m² (square meters)
  • kg (kilograms)
  • pza (pieces)
  • And custom units
Master catalog of work concepts:
  • Ordinary concepts (Anexo C)
  • Extraordinary concepts (PUEs)
  • Pricing and descriptions
Navigation Path: Catálogos > [Select Catalog]

​
Search and Filter Features

​
DataTable Interface

Most list views use DataTables for powerful data management:

Search

Global search across all columns

Sort

Click column headers to sort

Pagination

Navigate large datasets efficiently
Example from PTE DataTable:
operaciones/views/pte.py
def datatable_ptes(request):
    draw = int(request.GET.get('draw', 1))
    start = int(request.GET.get('start', 0))
    length = int(request.GET.get('length', 10))
    search_value = request.GET.get('search[value]', '')
    
    ptes = PTEHeader.objects.filter(estatus__gt=0)
    
    if search_value:
        ptes = ptes.filter(
            Q(descripcion_trabajo__icontains=search_value) |
            Q(oficio_pte__icontains=search_value) |
            Q(id_responsable_proyecto__descripcion__icontains=search_value) 
        )

​
Advanced Filters

1

Open Filter Panel

Click the “Filtros” button above the data table
2

Select Filter Criteria

Choose from available filters (varies by module)
3

Apply Filters

Click “Aplicar” to update the table view
4

Clear Filters

Click “Limpiar” to reset all filters

​
User Menu

Access your user menu in the top-right corner:

Mi Perfil

View and edit your profile information

Configuración

Access system settings and preferences

Ayuda

Access help documentation

Cerrar Sesión

Log out of the system

​
Keyboard Shortcuts

Use these keyboard shortcuts to navigate faster:
  • Ctrl + H: Return to dashboard
  • Ctrl + S: Save current form
  • Esc: Close modal dialogs
  • Tab: Navigate form fields

​
Mobile Navigation

SASCOP BME SubTec is optimized for desktop browsers. Mobile access may have limited functionality.
For mobile users:
  • Use landscape orientation for better visibility
  • Touch gestures work for most interactions
  • Some advanced features require desktop access

​
Status Indicators

​
PTE Status Colors

StatusColorDescription
PENDIENTEYellowAwaiting processing
PROCESOBlueCurrently in progress
ENTREGADAGreenCompleted and delivered
CANCELADARedCancelled
SUSPENDIDAGrayTemporarily suspended

​
Work Order Progress

Progress is calculated based on completed steps:
operaciones/views/pte.py
detalles = PTEDetalle.objects.filter(id_pte_header_id=pte.id)
total_pasos = detalles.count()
pasos_completados = detalles.filter(estatus_paso__in=[3,14]).count() 

progreso = 0
if total_pasos > 0:
    progreso = (pasos_completados / total_pasos) * 100

​
Quick Actions

Create New PTE

Path: Operaciones > PTEs > NuevoQuickly create a new technical-economic proposal

Create Work Order

Path: Operaciones > OT > NuevoGenerate a work order from an approved PTE

Record Production

Path: Operaciones > ProducciónEnter daily production data

View Reports

Path: ReportesAccess reports and analytics

Managing Proposals

Learn how to create and manage PTEs

Executing Work Orders

Track and complete work orders

Recording Production

Enter and validate production data

Generating Reports

Create and export reports

Build docs developers (and LLMs) love

Get started for freeTalk to us