Setting Up Workboards

Workboards provide an easy way to visualize what Work Orders are at each Process Node at any given time.

Workboards can be created by adding stations, node types, or directly adding process nodes.

Creating Workboards

1. To create a Workboard, start by creating a new folder.
   The folder is typically named according to the process the parts are moving through—for example, "Powder Coat." The purpose of the folder is to help organize multiple Workboards related to different stages or variations of the same process. For instance, a shop might have several lines where parts are powder coated, and each line can have its own Workboard within the "Powder Coat" folder.

2. Once your folder is created, you must create a new Workboard.
   Click + New Workboard. A dialog box will appear where you can name the Workboard and select the folder it should be listed under.
   For example, if you have an "Anodizing" folder and multiple anodizing lines, you could name the Workboard Anodizing Line 1.

When creating the Workboard, you can configure the Workboard settings.

Show Part Number Description: If toggled on, this setting will display the part number description on the Workboard card.

Show Work Order Count: If toggled on, this setting will display the number of Work Orders on the Workboard card. This is used as a quick indicator of how much work is associated with a specific step in your process.

Enable Scanner Racking: If toggled on, this setting will allow an operator to scan Work Order QR codes in consecutive order and associate them with a rack by scanning the rack's QR code.

3. Configuring Workboard Folders with Labels. The final step in configuring Workboard folders is to associate each Folder and Workboard with a Label.

How to Configure Labels. From the Steelhead Home Screen, click on the Domain tile. Once in the Domain, go to Settings, then use the search bar to type "Labels."

Toggle on the following Domain setting Enable Workboard Labels and Workboard Folder Labels. This settings allow you to associate users with specific Workboard folders and Workboards. This setting helps reduce visual clutter for operators by displaying only the information relevant to them once configuration is complete.

Creating and Managing Labels. Under Part Numbers, Processes, & Treatments, click the Go to Labels icon.

See image to locate the field described above:

You will now see a list of all existing labels in Steelhead. To create a new label, click + Add Label.

For example, to associate a Workboard folder named Powder Coat, you might create a label called Paint/Powder. Labels can be configured to apply to specific areas within Steelhead. In this case, select Workboard Folder. To customize the label color, click the color box next to the label name and choose your preferred color. Once complete, click Save.

Applying Labels to Folders and Assigning Users. Return to the Workboards page.

On your desired folder, click the Tag icon.

Locate the label you created (e.g., Paint/Powder) and check the box next to it. Your screen will split, allowing you to associate specific Operators with that label. Click Save. Only Steelhead Users with the associated label will be able to view this folder.

Note: If a folder does not have a label assigned, it will be visible to all operators.

Folder and Workboard Customization Tips. Folders can be reordered by clicking the up/down arrows on the far right side of the folder. Any Workboards not associated with a folder will be visible to all operators unless a label is applied. You can further customize your Workboard folders by applying labels directly to each Workboard and assigning them to specific users. This adds another layer of filtering to streamline the operator’s experience.

Editing and Managing Workboards. Each Workboard inside a folder can be modified as follows:

• Rename the Workboard by clicking the edit pencil icon.
• Archive or Unarchive a Workboard by clicking the downward arrow button.
• Move the Workboard to a different folder by clicking the folder with a plus (+) icon, selecting the new folder, and saving.
• Tag a Workboard by clicking the tag icon.
• Reorder the Workboard sequence by dragging it using the hand icon.

See the image below for the location of these icons:

Adding Workboard Cards

1. Click into your desired Workboard.
2. Click the +New Card button.
3. In the popup dialog, you'll see a variety of ways to create a card—such as by Stations, Node Types, Nodes by Tag, or Nodes by Process. Each card can be uniquely filtered and created based on the selected option.
   1. To add Stations to the workboard, select them from the Stations dropdown list. Any parts moved into the selected station will appear on the corresponding workboard card. Only 1 station can be assigned per card.
   2. To add Node Types, select them from the Node Types dropdown list. Any part moving through the selected node type, associated with any process, will appear on the workboard card when it arrives at that node location. The options of node types are
      1. Racking: will display any parts that are at any racking node
      2. Unracking: will display any parts that are at any unracking node
   3. Add Process Nodes by Tag allows you to filter node selections by their unique associated process node tags. This card will update as parts move into the node with the specified tag.
   4. To add process nodes, click Select Process to open a dropdown list of all available processes. The process tree will then display on your screen. Select the nodes you want to include. Each node selection will create a unique card. This is the most commonly used method, as it narrows the workboard card to a specific step in a process. For example, a receiving workboard would have unique cards for the receiving step, while another workboard could be created for process preparation.
      1. When you select multiple nodes, you are able to toggle the "combine to single card". Ex: you could select the receiving node across 5 processes, and if they are not shared nodes, combining them to a single card would allow you to move all received parts from the same spot.
      2. If you select a node that is a shared node (meaning the same step is in multiple processes) the created card will display parts that are at that node, irregardless of which process they are going through.
4. You can assign a location to the workboard card. This is useful for further filtering work orders, especially if multiple stations perform the same task at different locations. Using this, only parts that are at that node, and that location will appear on the workboard card.
5. After selecting a process and its nodes, you can further filter parts by enabling Add Bound For Routes to All New Process Node Cards. This helps reduce the number of parts shown on a card and is especially useful when multiple lines run the same process in conjunction with station routing.
6. At the top of the page, you'll see three toggles:

• Show Full Part Location Paths: When enabled, it shows the full detail of a part's location. For example, instead of just "Door1," you'll see "Calumet.Shipping.Door1."
• Combine to Single Card: Creates one card for multiple selections. For example, if you select multiple nodes from a process tree, this toggle combines them into a single card.
• Super Card: When enabled, this defaults to the Combine to Single Card setting. A Super Card is typically used for conveyor or automated line processes where parts move through several treatments without leaving the line. It displays all associated steps, and when processing is complete, parts are exited via the Move Parts dialog. Name the card and select the associated station. This helps facilities track job cost more efficiently.

11. Confirm the number of cards to be created, then click the Create [x] Cards button.
12. The new cards will now appear on the workboard.

By default, your chosen part number image will also appear on workboard cards, as shown below:

Editing Workboard Cards

Workboard cards can be rearranged, renamed, edited, or archived.

1. Click the "Edit Cards" button on the top right of the workboard screen.
2. Additional icons will now appear at the top of each card.
   1. Use the pencil icon to rename or edit the cards.
      1. Editing cards is the same as creating cards - see instructions above.
   2. Use the arrow icons to move the cards to the left or right, relative to the other cards.
   3. Use the archive icon to archive the card and remove it from the workboard.
3. When finished, click the "Stop Editing Cards" button to toggle off the editing icons on each card.

Workboard Filters

On a workboard, there is a Filters: + button located on the top left of the screen, just below the workboard name. Click the + icon to open the Add Filter dialog. In the first dropdown, you’ll see options such as Customer, Treatment, Part Group, Part Number Group, Part Number, Sales Order, Work Order, and Process. Select the category you want to filter by. Once selected, use the second field (with the magnifying glass icon) to filter by a specific value. This will remove all work orders from your workboard that do not match the selected filter. It's a great tool for narrowing down work orders and quickly finding what you need.

Workboard Group By:

Next to the filter option in the top left of the screen, just below the workboard name, select the upward arrow icon with two merging lines. A dialog box will appear with options such as Rackable, Movable Forward, Movable Backward, Work Order, Part Number, Process, Location, Station, Current Treatment, Scheduled, Preparation, and Powder.

To apply a filter, check the box next to the desired option. Once selected, your work orders will be grouped based on the chosen filter. For example, if you group by Work Order, all parts within the same work order will be grouped together on your workboard card. This feature helps categorize work orders based on the selected criteria. The checkbox next to Group By: allows you to toggle the grouping on or off after a selection has been made. To make the Group By: filter "sticky," click Save. This will set your current grouping selection as the default when you leave the workboard and return later. If you make changes to the selection, an arrow icon will appear next to the Save button. Clicking this icon will revert the settings back to the previously saved state.

Search All:

Located next to the workboard name is a dialog box with a magnifying glass icon and the word Search.... This allows you to search the entire workboard by work orders, sales orders, part numbers, customers, treatments, processes, and locations.

The Search All tab includes a dropdown menu that lets you filter by each of these criteria, if desired. This feature can be used to find specific parts being processed and reduce the number of jobs displayed on your workboard.

Scan Job Tag Button:

The Scan Job Tag button will open the camera, allowing you to scan a job tag QR code. Once scanned, it will display the part number and work order details.

The Scan Parts To Rack button allows you to scan multiple work order job tag QR codes and assign the parts to a rack. Once assigned, the rack will move the work orders through production together and in sequence.

Manage Inventory Button:

The Manage Inventory button opens the Inventory Management dialog box. Within this dialog, you’ll be able to deplete inventory items.

Selecting Inventory Type:

• Start by selecting an Inventory Type using the Select Inventory Type... dropdown.
• Once clicked, a list of inventory items will appear. You can also type keywords to filter this list.
• After selecting an inventory type, the bottom half of the dialog will display all recent inventory depletions for that type.

Depleting Inventory:

• If the inventory item you want to deplete is listed, click the downward arrow on the right side of the item.
• A Deplete Inventory Item dialog box will open for the selected item.
• You can further filter by a specific Inventory Item or Inventory Batch.
• Once selected, click Deplete Item to proceed to the depletion dialog.

Using QR Codes:

• If your inventory items have QR codes, click the SCAN BATCH button (top right corner).
• This opens the camera; scan the QR code to pull up the item and deplete against it.

Deplete Inventory Item Dialog
Within the Deplete Inventory Item dialog, you can:

• Choose whether to Auto Deplete in bulk or select a specific batch.
• Filtering by batch displays all associated batches for the selected item.
• This is a great way to track exactly which materials have been applied to specific parts.

Depletion Options:

• Use Amount Remaining or Amount Used to control how the depletion is recorded.
• Choose the Depletion Unit (defaults if preset on the inventory item).
• Enter the quantity to deplete.

Assigning to Work Orders:

• If you’re working on a specific work order, search and select it to associate inventory cost.
• To assign multiple work orders:
  • Click + Add Work Order to add a new line.
  • Use + Add Recent Work Orders to populate all that match the treatment and have not yet been depleted.
  • Remove unnecessary work orders using the trash can icon.
• Assign depletion quantities:
  • Manually enter amounts for each work order, or
  • Click = Set Equal to distribute evenly.

Advanced Depletion Methods:

• Deplete By Part Count: Depletes based on the percentage of parts assigned to each work order.
• Deplete By Predicted Usage: Uses preset usage estimates per part number.

Depleting to a Station

• Open the Deplete To Station section.
• Click Select... to choose from a list of stations, or search by name.
• Once a station is selected, choose one of the following:
  • Add More To Station – Adds/mixes additional inventory with what's already there.
  • Drain & Refill – Completely replaces the current inventory in the station.

Marking as Scrap:

• If an inventory item has expired, select the batch and check Mark Depletion As Scrap?
• Use the Comments box to record any relevant notes about the depletion.

Additional Information:

• From the Steelhead home screen, click on the Workboards tile.
  Search tip: Use the search bar located at the top of the Home tab to help find the tile. As you type keywords like "Workboard," tiles that do not match the letters you’ve entered will automatically disappear from the screen.

• Once inside the Workboards tile, you will see a blue hyperlink labeled "View All Parts Transfers."

• Inside this link, you will see the most recent 50 part transfers processed through your plant, displayed in chronological order based on their timestamp. This page is helpful in the case you move parts, and they don't appear on the next workcard that you expect them to. From here you can see exactly were they went and potential what went wrong. For example may a station was not selected, so the parts did not appear in you next station card.