🛠️ Quick Guide - Operations (Work Order)
The Work Order is the record of what the crew did in the field: on which fields, with which products, with which machine and which employee. It is how cost reaches the field and how input consumption is recorded. This guide shows what needs to exist before the first work order — and how the work order is organized inside.
Before you start, the farm structure must already be in place, especially Season Planting, which gives season, crop and field context to everything entered here.
📍 Location in the system
Menu: Operations
🧩 What to set up first
1. Work Order/Activity Type
Menu: Operations > Work Order/Activity Type
This is where the farm's activities are grouped, and it is the most important record in the area. It is not just a classification: it configures how the work order behaves. In it you define:
- The nature of the activity — planting, fertilizing, crop application, harvest, collection, irrigation, seed treatment or other. This flag changes what the system calculates.
- What the work order will require and display — field, equipment, contractor, employee, hour meter, rate. This is where you decide whether a field appears in the entry or not.
- Which short identifications are available — you can restrict them, so that an activity type only offers the identifications that make sense for it.
- The associated Checklist Template and report, plus the color that identifies the type on screens.
It's worth taking time over this record: most questions like "the work order is asking for too many fields" or "the calculation came out wrong" are solved here.
Application defaults
On a crop protection application activity type, you can save the values that usually repeat, and the work order brings them in ready:
- Application parameters — spray rate, captan and treated hectare, with separate values for ground and aerial application.
- Working conditions — wind speed, humidity, temperature and spray mix pH.
On the work order, this data appears on the Crop Protection Application tab. Filling in the default here saves you from retyping the same values on every work order.
The values are saved in two sets — ground and aerial — because the work order itself, when it is an application type, has an Application type field with the options Ground and Aerial. That field determines which set applies to that entry.
2. Short Identification (Subtype)
Menu: Operations > Short Identification (Subtype)
Also called Short Identification. It is a subgroup of the activity type — it serves to detail what was done within the same type. It goes on the work order header.
You can restrict which identifications each activity type offers: in the Work Order/Activity Type record you indicate the valid identifications for it, and the work order then shows only those. This reduces typing errors and keeps a standard across crews.
3. Team
Menu: Operations > Team
Defines who is responsible for the activity. Besides the person responsible, the team defines where work orders, checklists and maintenance plans are sent, and it can be linked to an entity when it is a contracted crew.
It's worth filling in the team contact: the WhatsApp number registered here is where the system sends the notice that a new work order has been created.
4. Employee/Operator
Menu: Operations > Employee/Operator
Whoever does the work — tractor drivers, operators, helpers. This record lets you register, in the execution, who actually did the job.
📋 Inside the Work Order
Menu: Operations > Work Order/Activity
The work order has a header and a set of tabs.
The header holds three pieces of information:
- Activity type — the Work Order/Activity Type set up earlier
- Team — who is responsible for the activity
- Short Identification — the subgroup of the activity type
The tabs:
| Tab | What it records |
|---|---|
| Field | Where the work was done. |
| Product and Service | What was applied in the activity. Besides products, services go here too — that's how a contracted aerial application, for example, shows up as an item on the work order. |
| Equipment and Employees | The plan: that the activity be done with a given machine and a given employee. Completely optional. |
| Crop Protection Application | The application parameters and conditions — spray rate, captan, treated hectare, wind, humidity, temperature and spray mix pH. It comes filled in with the defaults from the Work Order/Activity Type. |
| Execution | What actually happened — which machine, which employee, which day, what time. This is the tab that turns the plan into what was done. |
➕ Optional features
Agronomic Treatment
Menu: Operations > Agronomic Treatment
Lets you create a treatment: a list of products with their rates. Then, on the work order, you apply that treatment and the predefined products are imported at once, instead of being entered one by one. Useful when the same combination repeats during the season.
Checklist Template
Menu: Operations > Checklist Template
Where checklists are set up. Some companies require the crew to answer an operation checklist — and it appears to be filled in at the moment the execution is entered. The completed checklist is linked to that work order, and completed ones are available in Completed Checklists. Optional — see how to build the form in Checklist Template.
Agronomic Prescription
Menu: Operations > Agronomic Prescription
Records the agronomist's recommendation — product, rate, crop and season — tracking the quantity recommended, the quantity already used and the balance. It is an extra feature, not required, and rarely used in practice.
Spray Nozzle
Menu: Operations > Spray Nozzle
Where nozzles are set up with standardized flow rates and pressures, used in application activities. See also the guide on work orders in perennial crops, where this record is part of the workflow.
- What was done on each field, with which products, which machine and which employee
- How much each field and each season cost, which lets you get to the cost per hectare
- Whether what was executed matched what was planned, comparing the plan with the execution record
And, day to day, less typing for whoever enters the data: products and rates that repeat come ready from the treatment, and spray rate and application conditions come pre-filled from the activity type.
The work order is the heart of up.Operações, upCampo's operations module.
❓ Frequently asked questions
What do I need to set up to enter my first work order?
The Work Order/Activity Type, the Short Identification (subgroup of the type), the responsible Team and the Employees/Operators. The farm structure, including Season Planting, must already be in place. Prescription, checklist and nozzle are optional.
The work order is asking for fields I don't use. How do I remove them?
In the Work Order/Activity Type record. It defines which fields the work order requires and displays — field, equipment, contractor, employee, hour meter, rate. When you adjust the type, the entry screen changes.
What is the difference between the Equipment and Employees tab and the Execution tab?
The Equipment and Employees tab is the plan: it defines that the activity be done with a given machine and a given employee — and it is completely optional. The Execution tab is what actually happened: which machine, which employee, which day and what time.
I always enter the same products and rates. Can I avoid typing it all again?
Yes, with the Agronomic Treatment. You register the list of products with their rates once and, on the work order, apply that treatment — the products are imported at once.
What is the Short Identification (IDERES)?
It is a subgroup of the activity type, entered on the work order header. It serves to detail what was done within the same work order type.
How do I limit the short identifications that appear for an activity type?
In the Work Order/Activity Type record, indicating which identifications are valid for it. The work order then shows only those, which avoids wrong choices and keeps a standard across crews.
Do I have to type spray rate and application conditions on every work order?
No. Save the values as defaults in the Work Order/Activity Type for crop protection application — spray rate, captan and treated hectare (ground and aerial), wind, humidity, temperature and spray mix pH. The work order brings these values in ready, on the Crop Protection Application tab.
How do I record an aerial application?
On an application-type work order there is the Application type field, with the options Ground and Aerial — it is what identifies the aerial application and defines which parameters apply.
From there, how you organize it depends on how you want to see the cost. The options are:
- Enter it as a service on the Product and Service tab, when you want to account for the value of the contracted application
- Create a specific activity type for aerial application, separating that kind of service right at the grouping level
- Create a team for aerial application, when you want to track it by who is responsible
How do I require a checklist to be filled in at execution?
Set up the checklist in Checklist Template and link it to the Work Order/Activity Type. When the user enters the work order's execution, the checklist appears to be answered, and the answer is linked to that work order. All completed checklists are in Completed Checklists.
How do I let the team know a work order was created?
Register the WhatsApp number in the Team contact. The system sends a message to that number saying the work order was created.
How do I register a contracted crew?
In the Team record, linking the corresponding entity. To track the financial side of the service provided, use the Contractor Agreement.