# Workshop Settings
The **Workshop Settings** page is where you configure how your workshop operates, the booking types you offer, the bays you have, the parts you stock, the labour rates you charge, and the technicians who do the work.
To open it, go to **Workshop > Settings** in the sidebar.
> **Permissions:** Workshop access is required for the always-visible tabs. Part Categories, Labour Rate Cards, Technicians, and Skills each require an additional permission. If a tab is missing, ask your administrator.
## Tabs at a glance
The page is organised into nine tabs. The first five are visible to all workshop users; the last four are permission-gated.
| # | Tab | Permission | What it controls |
| - | ------------------------------------------- | ---------------------------------- | -------------------------------------------------------------- |
| 1 | [Booking Types](#booking-types) | Workshop access | The categories of work you accept (MOT, Service, Repair, etc.) |
| 2 | [Job Card Categories](#job-card-categories) | Workshop access | Categories that classify job cards |
| 3 | [Bays](#bays) | Workshop access | The named bays in each depot |
| 4 | [Parts](#parts) | Workshop access | The parts catalogue and stock levels |
| 5 | [Job Card Statuses](#job-card-statuses) | Workshop access | The workflow statuses cards move through |
| 6 | [Part Categories](#part-categories) | `Workshop.Lookups.PartCategories` | Hierarchical part classifications |
| 7 | [Labour Rate Cards](#labour-rate-cards) | `Workshop.Lookups.LabourRateCards` | Cost and charge rates for labour |
| 8 | [Technicians](#technicians) | `Workshop.Technicians` | The technicians on your team |
| 9 | [Skills](#skills) | `Workshop.Lookups.Skills` | Skill definitions used for qualifications |
System rows on some tabs are locked and cannot be deleted. They are marked with a lock icon next to the name.
***
## Booking Types
Booking Types describe the categories of work you accept, for example, **MOT**, **Service**, **Repair**, **Diagnostic**, or **Pre-Delivery Inspection**. Each booking and job card refers to a booking type, which drives the colour shown in the [Diary](/documentation/workshop/workshop-ops/diary.md) and the default duration shown when scheduling.
### Columns
| Column | Description |
| ---------------------------- | ------------------------------------------------------------------------------ |
| **Name** | The booking type name. Locked system rows are marked with a lock icon. |
| **Colour** | A swatch showing the colour used in the Diary and on booking cards. |
| **Default Duration Minutes** | The default booking length suggested when creating a new booking of this type. |
| **Active** | Whether the booking type is available for new bookings. |
### Adding a booking type
1. Click **New Booking Type**.
2. Enter the **Name**.
3. Pick a **Colour**.
4. Enter the **Default Duration** in minutes.
5. Make sure **Active** is enabled.
6. Click **Save**.
***
## Job Card Categories
Job Card Categories classify the work on a job card. Categories carry a default priority that is suggested when a new card is created in that category.
### Columns
| Column | Description |
| -------------------- | ----------------------------------------------------------------- |
| **Name** | The category name. |
| **Colour** | A swatch shown alongside the category on job cards. |
| **Default Priority** | The default priority for new cards: Low, Medium, High, or Urgent. |
| **Active** | Whether the category is available for new cards. |
***
## Bays
Bays are the physical work positions in your workshop. Each bay belongs to a depot and is the unit you schedule against in the [Diary](/documentation/workshop/workshop-ops/diary.md) day view.
### Columns
| Column | Description |
| ---------- | ----------------------------------------------------------- |
| **Name** | The bay name (for example, "Bay 1", "MOT Bay", "Wash Bay"). |
| **Depot** | The depot the bay belongs to. |
| **Colour** | A swatch used in the diary to identify the bay. |
| **Active** | Whether the bay is available for scheduling. |
### Adding a bay
1. Click **New Bay**.
2. Enter the **Name**.
3. Select the **Depot** the bay belongs to.
4. Pick a **Colour**.
5. Make sure **Active** is enabled.
6. Click **Save**.
> **Tip:** Disable a bay rather than deleting it if it is temporarily out of action. Existing bookings against the bay are preserved.
***
## Parts
The **Parts** tab is the parts catalogue, every part you stock or sell, with its current quantity on hand, default costs, and reorder behaviour.
### Columns
| Column | Description |
| --------------------------- | --------------------------------------------------- |
| **Part Number** | The part identifier. |
| **Description** | What the part is. |
| **Manufacturer** | The part's manufacturer. |
| **Category** | The part category, where defined. |
| **Unit of Measure** | How the part is counted (each, litre, metre, etc.). |
| **Quantity on Hand** | Current stock. |
| **Default Unit Cost** | Default cost price applied to job card lines. |
| **Default Unit Sale Price** | Default sale price applied to job card lines. |
| **Active** | Whether the part is available for new lines. |
### Row actions
| Action | Description |
| ----------------- | ------------------------------------------------------------- |
| **Open** | Opens the part detail page (see [Part detail](#part-detail)). |
| **Adjust Stock** | Opens the stock adjustment dialog. |
| **Stock History** | Opens the read-only stock movement history. |
| **Edit** | Opens the part form. |
| **Delete** | Removes the part from the catalogue. |
### Adding a part
1. Click **New Part (Catalogue)**.
2. Fill in the form. Required fields include **Part Number**, **Description**, and **Unit of Measure**.
3. Set defaults for **Default Unit Cost**, **Default Unit Sale Price**, **Reorder Level**, and **Lead Time Days** as needed.
4. Click **Save**.
### Adjusting stock
The **Adjust Stock** dialog applies an immediate change to the part's quantity on hand:
1. Click the **Adjust Stock** action on the part row.
2. Select a **Reason** from the dropdown.
3. Enter the **Quantity Change**, signed, positive to add stock, negative to remove.
4. Click **Save**.
The change is recorded in the part's stock history with the reason, the date, and the user who made it.
### Part detail
Click the **Open** action (or the part number) to open the part detail page. The detail page has tabs:
* **Overview** --- the full part record including manufacturer part number, reorder level, lead time days, and timestamps.
* **Stock History** --- a list of every stock adjustment with date, quantity change, reason, and user.
* **Suppliers**, **Usage**, **Pricing** --- placeholders for upcoming features.
> **Tip:** Set a **Reorder Level** and **Lead Time Days** for parts you stock so you can later identify stock that needs ordering.
***
## Job Card Statuses
Job Card Statuses define the workflow your job cards move through. Each status belongs to one of four **buckets** that drive how the status behaves and where cards appear in the Kanban view.
### Buckets
| Bucket | Behaviour |
| ------------- | ---------------------------------------------------------------------------------------- |
| **Open** | Card is being actively worked. Cards in any **Open** status appear first in Kanban view. |
| **OnHold** | Work is paused. Cards remain editable. |
| **Closed** | Work is finished. Most edits are blocked unless the card is reopened. |
| **Cancelled** | Card has been cancelled. |
### Columns
| Column | Description |
| ------------------- | ---------------------------------------------------------------- |
| **Name** | The status name. Locked system rows are marked with a lock icon. |
| **Colour** | A swatch shown on cards in this status. |
| **Bucket** | Which bucket the status belongs to. |
| **Locks Editing** | If enabled, cards in this status are read-only. |
| **Requires Reason** | If enabled, moving a card into this status prompts for a reason. |
| **Active** | Whether the status is available for new transitions. |
### Adding a status
1. Click **New Job Card Status**.
2. Enter the **Name** and pick a **Colour**.
3. Select the **Bucket**.
4. Optionally enable **Locks Editing** or **Requires Reason**.
5. Click **Save**.
***
## Part Categories
Part Categories are a hierarchical classification for parts in the catalogue. A category may have a parent category and an optional default VMRS code that links the category to industry-standard maintenance codes.
> **Permissions:** Requires `Workshop.Lookups.PartCategories`.
### Columns
| Column | Description |
| --------------------- | ---------------------------------------------------------------------------------------------- |
| **Name** | The category name. |
| **Parent** | The parent category, or "—" if top level. |
| **Default VMRS Code** | The Vehicle Maintenance Reporting Standards code used as a default for parts in this category. |
| **Colour** | A swatch shown alongside the category. |
| **Active** | Whether the category is available for new parts. |
***
## Labour Rate Cards
Labour Rate Cards define the cost and charge rates used for labour lines on job cards. You can have multiple rate cards (for example, **Standard**, **Out of Hours**, **Trade**) and one is marked as the default.
> **Permissions:** Requires `Workshop.Lookups.LabourRateCards`.
### Columns
| Column | Description |
| ------------------ | -------------------------------------------------------- |
| **Name** | The rate card name. |
| **Cost Rate** | Internal cost per hour. |
| **Charge Rate** | The rate charged to the customer per hour. |
| **Effective From** | Start date for the rate, or "—" if no start. |
| **Effective To** | End date for the rate, or "—" if open-ended. |
| **Is Default** | A star indicates the default rate card. |
| **Active** | Whether the rate card is available for new labour lines. |
### Adding a rate card
1. Click **New Labour Rate Card**.
2. Enter a **Name**.
3. Enter the **Cost Rate** and **Charge Rate**.
4. Set the **Currency Code**.
5. Optionally set **Effective From** and **Effective To** dates.
6. (Optional) Enable **Is Default** to make this the default rate.
7. Click **Save**.
To change which rate card is the default, click the star action on a non-default row.
***
## Technicians
The **Technicians** tab manages the people who carry out the work. Each technician has a display name, employee number, and home depot. The skills they hold are managed from the [Technician Skill Matrix](/documentation/workshop/workshop-ops/job-cards.md#technician-skill-matrix), opened from the row action.
> **Permissions:** Requires `Workshop.Technicians`.
### Columns
| Column | Description |
| ------------------- | ----------------------------------------------------------- |
| **Display Name** | The technician's name as shown across the workshop. |
| **Employee Number** | An optional reference identifier. |
| **Depot** | The technician's home depot. |
| **Active** | Whether the technician can be assigned to new labour lines. |
### Row actions
| Action | Description |
| ---------------- | ------------------------------------ |
| **Skill Matrix** | Opens the technician's skill matrix. |
| **Edit** | Opens the technician form. |
| **Delete** | Removes the technician. |
### Adding a technician
1. Click **New Technician**.
2. Enter the **Display Name**.
3. Enter the **Employee Number** if you use one.
4. Select the **Depot**.
5. Make sure **Active** is enabled.
6. Click **Save**.
***
## Skills
Skills are the qualifications and competencies you track against technicians. Each skill has a category (such as **Apprentice**, **Intermediate**, **Advanced**, or **Master**) and may require a formal qualification.
> **Permissions:** Requires `Workshop.Lookups.Skills`.
### Columns
| Column | Description |
| -------------------------- | ----------------------------------------------------------------------------------- |
| **Name** | The skill name. Locked system rows are marked with a lock icon. |
| **Category** | The skill category. |
| **Requires Qualification** | If enabled, the skill expects a formal qualification with optional expiry tracking. |
| **Active** | Whether the skill is available for new assignments. |
### Adding a skill
1. Click **New Skill**.
2. Enter the **Name**.
3. Select the **Category**.
4. (Optional) Enable **Requires Qualification** to track qualification dates and expiry on the [Technician Skill Matrix](/documentation/workshop/workshop-ops/job-cards.md#technician-skill-matrix).
5. Click **Save**.
***
## Related articles
* [Workshop overview](/documentation/workshop/workshop-ops.md)
* [Diary](/documentation/workshop/workshop-ops/diary.md)
* [Bookings](/documentation/workshop/workshop-ops/bookings.md)
* [Job Cards](/documentation/workshop/workshop-ops/job-cards.md)
* [Settings: Workshops](/documentation/settings/workshops.md) --- the separate page for managing workshop *locations* linked to fleets.
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