Executing Work Orders - SASCOP BME SubTec

Overview

Work Orders (OTE - Órdenes de Trabajo de Ejecución) represent the execution phase of approved PTEs. This guide covers creating, tracking, and completing work orders.

Understanding Work Orders

What is an OTE?

A work order is an executable document that includes:

Work scope and location
Timeline and schedule
Resource allocation
Progress tracking by steps
Production tracking
Financial information

Work Order Types

Initial OT

Type ID: 4Original work order created from a completed PTE

Reprogramming

Type ID: 5Extension or modification of an existing work order

Creating Work Orders

Option 1: From Completed PTE

See Managing Proposals - Creating Work Orders from PTEs

Option 2: Manual Creation

Navigate to OT Module

Go to Operaciones > Órdenes de Trabajo > Nuevo

Fill Basic Information

Required fields:

operaciones/views/ote.py

@require_http_methods(["POST"])
@login_required
def crear_ot(request):
    orden_trabajo = request.POST.get('orden_trabajo')  # Required
    oficio_ot = request.POST.get('oficio_ot')
    id_tipo_id = request.POST.get('id_tipo')  # 4 or 5
    descripcion_trabajo = request.POST.get('descripcion_trabajo')
    
    ot = OTE.objects.create(
        orden_trabajo=orden_trabajo,
        oficio_ot=oficio_ot,
        id_tipo_id=id_tipo_id,
        descripcion_trabajo=descripcion_trabajo,
        estatus=1,  # Active
        id_estatus_ot_id=5  # ASIGNADA
    )

Set Work Site

Configure location based on frente (work front):

Tierra / Patio

Frente 1, 3: Select patio

Embarcaciones

Frente 2, 6: Select vessel

Plataformas

Frente 4, 7: Select platform

Intercom

Frente 5: Select intercom site

Configure Dates

Set timeline:

Fecha Inicio Programado: Planned start date
Fecha Término Programado: Planned end date
Plazo Días: Duration in days

Financial Information

Enter amounts:

Monto MXN: Amount in Mexican Pesos
Monto USD: Amount in US Dollars

For Reprogramming Only

If creating a reprogramming (Tipo 5):

Select OT Principal: Parent work order
Enter Número de Reprogramación: Sequence number

Submit

Click Guardar to create the work order

Steps are automatically created based on work order type and client

Work Order Status Management

Status Types

Status	ID	Description	Use When
ASIGNADA	5	Assigned to team	Initial status
EN PROCESO	6	Work started	Execution begins
PAUSADA	7	Temporarily paused	Work stopped
COMPLETADA	10	Finished	All work done
CANCELADA	11	Cancelled	OT terminated

Changing Status

Open OT Details

Click on work order in the list

Click 'Cambiar Estatus'

Status change button in actions menu

Select New Status

Choose from dropdown

Add Comment

Explain reason for change

Set Completion Date

For COMPLETADA status, system auto-sets fecha_termino_real

operaciones/views/ote.py

@registrar_actividad
def cambiar_estatus_ot(request):
    ot_id = request.POST.get('ot_id')
    nuevo_estatus_id = request.POST.get('nuevo_estatus_id')
    
    ot = OTE.objects.get(id=ot_id)
    ot.id_estatus_ot_id = nuevo_estatus_id
    
    # Auto-set completion date
    if int(nuevo_estatus_id) == 10:  # COMPLETADA
        ot.fecha_termino_real = datetime.now()
    
    ot.save()

Managing Work Order Steps

Step Status Flow

PENDIENTE (1)

Initial status - not started

EN PROCESO (2)

Work in progress

COMPLETADO (3)

Step finished successfully

Updating Step Progress

operaciones/views/ote.py

@require_http_methods(["POST"])
@login_required
@registrar_actividad
def cambiar_estatus_paso_ot(request):
    paso_id = request.POST.get('paso_id')
    nuevo_estatus = request.POST.get('nuevo_estatus')
    comentario = request.POST.get('comentario', '')
    
    detalle = OTDetalle.objects.get(id=paso_id)
    detalle.estatus_paso_id = int(nuevo_estatus)
    detalle.comentario = comentario
    
    # Auto-set completion date
    if int(nuevo_estatus) == 3:
        detalle.fecha_entrega = timezone.now()
    
    detalle.save()

Each step completion date is automatically recorded for tracking purposes.

Attaching Files to Steps

Click File Icon

On the step you want to attach evidence to

Paste File URL

Enter the URL of uploaded document (Google Drive, SharePoint, etc.)

Save

File link is stored with the step

operaciones/views/ote.py

@registrar_actividad
def guardar_archivo_ot(request):
    paso_id = request.POST.get('paso_id')
    url = request.POST.get('archivo')
    
    paso = OTDetalle.objects.get(id=paso_id)
    paso.archivo = url
    paso.save()

Progress Tracking

Progress Calculation

Work order progress combines time and step completion:

operaciones/views/ote.py

# Step progress (30% weight)
detalles = ot.detalles.all()
total_pasos = detalles.count()
pasos_completados = detalles.filter(estatus_paso_id=3).count()
progreso_pasos = (pasos_completados / total_pasos) * 100

# Time progress (70% weight)
today = date.today()
if ot.fecha_inicio_programado and ot.fecha_termino_programado:
    plazo_total = (ot.fecha_termino_programado - ot.fecha_inicio_programado).days
    dias_transcurridos = (today - ot.fecha_inicio_programado).days
    progreso_tiempo = (dias_transcurridos / plazo_total) * 100

# Combined progress
progreso_final = (progreso_tiempo * 0.7) + (progreso_pasos * 0.3)

Progress Formula

Final Progress = (Time Progress × 70%) + (Step Progress × 30%)This weighted formula ensures realistic progress tracking even if steps are completed early or late.

Viewing Progress

Progress Bar

Visual indicator in OT list

Percentage

Numeric value displayed

Days Remaining

Countdown to deadline

Reprogramming Work Orders

When to Reprogram

Timeline Extension

Original deadline cannot be met - extend the work period

Scope Change

Additional work identified that wasn’t in original OT

Resource Reallocation

Different resources or site configuration needed

Creating a Reprogramming

Create New OT

Go to Operaciones > OT > Nuevo

Select Type 5

Choose “Reprogramación” as the OT type

Link to Parent OT

operaciones/views/ote.py

if str(ot.id_tipo_id) == '5':  # Reprogramming
    ot_principal_id = request.POST.get('ot_principal')
    num_reprogramacion = request.POST.get('num_reprogramacion')
    
    if not ot_principal_id:
        return JsonResponse({
            'exito': False,
            'detalles': 'Must select parent OT'
        })
    
    ot.ot_principal = ot_principal_id
    ot.num_reprogramacion = num_reprogramacion

Set New Dates

Enter extended timeline

Submit

Reprogramming is created and linked to original OT

Progress tracking automatically includes all reprogramming in the OT family.

Work Site Management

Primary Work Site

Based on the Frente selection:

operaciones/views/ote.py

# User selects frente (work front)
id_frente_input = request.POST.get('id_frente')

if id_frente_input == 1:  # Tierra
    ot.id_patio = request.POST.get('id_patio')
else:
    # Set appropriate site field
    ot.id_embarcacion = request.POST.get('id_embarcacion')
    ot.id_plataforma = request.POST.get('id_plataforma')
    ot.id_intercom = request.POST.get('id_intercom')

Yard Phase Configuration

For offshore work requiring yard preparation:

Enable Yard Phase

Check “Requiere Fase de Patio”

Select Yard

Choose patio for preparation work

Set Yard Dates

ot.requiere_patio = True
ot.id_patio = request.POST.get('id_patio_fase')
ot.fecha_inicio_patio = request.POST.get('fecha_inicio_patio')
ot.fecha_fin_patio = request.POST.get('fecha_fin_patio')

When yard phase is active, production tracking requires selecting the specific site (yard or final location).

Importing Annex Data

Excel Import Process

Prepare Excel File

Format must include columns:

ANEXO
PARTIDA
CONCEPTO
UNIDAD
VOLUMEN PTE
P.U. M.N.
P.U. USD (optional)

Upload File

Click Importar Anexo button on OT details page

System Validation

operaciones/views/ote.py

# Validate units exist
unidad_id_resuelto = unidades_lookup.get(norm_unidad_txt)
if not unidad_id_resuelto:
    errores_validacion.append({
        'OBSERVACIONES_SISTEMA': f"Unidad '{raw_unidad}' no existe"
    })

# Validate concepts in catalog
key_busqueda = (norm_codigo, norm_concepto, unidad_id_resuelto)
producto_encontrado = catalogo_map.get(key_busqueda)

if not producto_encontrado:
    errores_validacion.append({
        'OBSERVACIONES_SISTEMA': 'NO ENCONTRADO en catálogo'
    })

Review Errors

If validation fails:

Download error report
Fix issues in Excel
Re-upload

Confirm Import

Valid records are imported as PartidaAnexoImportada

Only one active import per OT. New imports replace previous ones (es_activo flag).

Adding Individual Items

To add concepts not in the Excel import:

Search Master Catalog

Use the search function to find concepts

Select Concept

Click to add to OT annex

System Creates Link

operaciones/views/produccion.py

@require_http_methods(["POST"])
def vincular_partida_ot(request):
    id_ot = request.POST.get('id_ot')
    id_concepto = request.POST.get('id_producto')
    
    importacion = ImportacionAnexo.objects.filter(
        ot_id=id_ot, es_activo=True
    ).first()
    
    concepto = ConceptoMaestro.objects.get(id=id_concepto)
    
    PartidaAnexoImportada.objects.create(
        importacion_anexo=importacion,
        id_partida=codigo_partida,
        descripcion_concepto=concepto.descripcion,
        volumen_proyectado=0,  # To be updated
        precio_unitario_mn=concepto.precio_unitario_mn,
        precio_unitario_usd=concepto.precio_unitario_usd
    )

Filtering and Searching Work Orders

By Type

Filter Initial OTs (4) or Reprogramming (5)

By Status

ASIGNADA, EN PROCESO, COMPLETADA, etc.

By Site

Filter by work location

By Year

Filter by year from oficio or start date

By Client

Filter by client organization

By Responsible

Filter by project manager

Best Practices

Update Progress Daily

Keep step status current for accurate tracking

Document Changes

Use comments to explain status changes

Attach Evidence

Link all deliverables and documentation

Monitor Deadlines

Check dias_restantes regularly

Validate Imports

Always review Excel import errors

Plan Reprogramming

Create reprogramming early if deadlines at risk

Recording Production

Track production volumes for work orders

Managing Proposals

Create PTEs that generate work orders

Getting Started

Common Tasks

Administration

​Overview

​Understanding Work Orders

What is an OTE?

​Work Order Types

Initial OT

Reprogramming

​Creating Work Orders

​Option 1: From Completed PTE

​Option 2: Manual Creation

Tierra / Patio

Embarcaciones

Plataformas

Intercom

​Work Order Status Management

​Status Types

​Changing Status

​Managing Work Order Steps

​Step Status Flow

​Updating Step Progress

​Attaching Files to Steps

​Progress Tracking

​Progress Calculation

Progress Formula

​Viewing Progress

Progress Bar

Percentage

Days Remaining

​Reprogramming Work Orders

​When to Reprogram

​Creating a Reprogramming

​Work Site Management

​Primary Work Site

​Yard Phase Configuration

​Importing Annex Data

​Excel Import Process

​Adding Individual Items

​Filtering and Searching Work Orders

By Type

By Status

By Site

By Year

By Client

By Responsible

​Best Practices

Update Progress Daily

Document Changes

Attach Evidence

Monitor Deadlines

Validate Imports

Plan Reprogramming

​Related Topics

Recording Production

Managing Proposals

Build docs developers (and LLMs) love

Overview

Understanding Work Orders

Work Order Types

Creating Work Orders

Option 1: From Completed PTE

Option 2: Manual Creation

Work Order Status Management

Status Types

Changing Status

Managing Work Order Steps

Step Status Flow

Updating Step Progress

Attaching Files to Steps

Progress Tracking

Progress Calculation

Viewing Progress

Reprogramming Work Orders

When to Reprogram

Creating a Reprogramming

Work Site Management

Primary Work Site

Yard Phase Configuration

Importing Annex Data

Excel Import Process

Adding Individual Items

Filtering and Searching Work Orders

Best Practices

Related Topics