Learning Path: Shop Foremen

Your role

You run the shop. You assign work, approve timecards, manage parts requests, and make sure PMs stay on schedule. This path takes about 60 minutes.

Start here

1. First-Time Login Guide – Set up your account
2. Navigating the CLUE Dashboard – Understand the home screen and widgets
3. Creating and Managing Work Orders – The full WO lifecycle
4. Assigning Work Orders – Assign jobs to your mechanics
5. Work Order Permissions and Approval Workflows – Override status, approve timecards and parts
6. Reviewing Team Timecards – Batch approve your team's hours
7. PM Statuses Explained – Understand upcoming, overdue, and good standing
8. PM Work Order Scheduling and Status Controls – Schedule, defer, or cancel PM work orders
9. Reviewing Inspection Issues – Triage issues from daily inspections
10. Resolving Inspection Issues – Close issues or create work orders from them

When you need it

• Managing Parts Orders – Track what is on order and what has arrived
• Managing Deferred Maintenance – Defer non-critical items to the next PM
• Labor Utilization Report – Track billed vs. unbilled mechanic hours
• Warranty and Certificate Tracking – Check warranty before approving costs