---
title: " Workstation Dashboard User Manual"
space: "Manufacturing"
url: "https://support.aakvatech.com/Manufacturing-workstation-dashboard-user-manual"
updated: "2026-07-22"
---

# 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
1. Navigate to **Manufacturing > Workstations**.
2. Open a specific **Workstation** record.
3. 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:
```python
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**.