Workstation Dashboard User Manual

1. Overview

The Workstation Dashboard in ERPNext provides an overview of related transactions and master records associated with a workstation. It enables users to efficiently manage manufacturing processes by linking key documents such as BOMs, Work Orders, and Job Cards.

2. Key Features

Centralized Access: View all related transactions from a single dashboard.
Quick Navigation: Jump to key transactions like BOM, Routing, and Operations.
Restricted Actions: Disables the creation of specific documents from the dashboard to enforce process control.
Customizable Transactions: Allows adding or modifying related transactions as needed.

3. Pre-Requisites

Before using the Workstation Dashboard, ensure the following:

The Workstation doctype is properly configured.
BOMs, Routings, and Operations are created and linked to workstations.
Users have the necessary roles and permissions to access related transactions.

4. Step-by-Step Usage

Step 1: Accessing the Workstation Dashboard

Navigate to Manufacturing > Workstations.
Open a specific Workstation record.
The Dashboard will display related transactions.

Step 2: Viewing Transactions

Click on any item under Master (e.g., BOM, Routing, Operation) to view details.
Click on items under Transaction (e.g., Work Order, Job Card) to track progress.

Step 3: Understanding Disabled Create Buttons

The following documents cannot be created directly from the dashboard:
- BOM
- Routing
- Operation
- Work Order
- Job Card
These restrictions enforce structured workflows and prevent unauthorized modifications.

5. Script Customizations

The dashboard behavior is controlled by the following script:

from frappe import _

def get_data():
    return {
        "fieldname": "workstation",
        "transactions": [
            {"label": _("Master"), "items": ["BOM", "Routing", "Operation"]},
            {"label": _("Transaction"), "items": ["Work Order", "Job Card"]},
        ],
        "disable_create_buttons": ["BOM", "Routing", "Operation", "Work Order", "Job Card"],
    }

Modify the transactions list to add more linked documents.
Adjust the disable_create_buttons list to enable or disable document creation.

6. Troubleshooting (Common Errors and Resolutions)

Error	Cause	Solution
Dashboard not showing transactions	No linked records exist	Ensure BOMs, Routings, or Job Cards are associated with the workstation
Unable to create a Work Order	Creation disabled in the script	Remove "Work Order" from `disable_create_buttons` in the script
Permission denied error	Insufficient user permissions	Assign necessary roles in User Permissions

7. User Roles and Permissions

Required Roles:

Manufacturing User: Can access the dashboard and view transactions.
System Manager: Can modify dashboard settings and script.
Production Planner: Can manage Work Orders and Job Cards.

Permissions Matrix

Action	Manufacturing User	System Manager	Production Planner
View Dashboard	✅	✅	✅
Access Transactions	✅	✅	✅
Modify Script	❌	✅	❌
Create Work Orders	❌	✅	✅

8. Key Notes

Ensure that all necessary transactions are linked to a Workstation for full dashboard functionality.
Modify the script carefully to prevent breaking workflow constraints.
Review user permissions periodically to maintain security and access control.

This manual provides a comprehensive guide to using and configuring the Workstation Dashboard in ERPNext. For further assistance, contact the System Administrator or refer to ERPNext Documentation.

Manufacturing