Using Labels on Workboards
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Using Labels on Workboards
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Labels can be added to Work Orders to provide additional details or add filtering capabilities. Labels can be used to show relevant work orders on Workboards. See Work Order Labels for more information on how to add labels to work orders.
By default, workboards will show all work orders, no matter what labels are applied. However, it is possible to customize which labels are shown and how they are ordered.
View, Hide, and Order Labels on Workboards
From the workboard screen, click on the "LABEL SETTINGS" button to allow options to view, hide, and order labels.
- Click on the eye icon to make labels viewable or hidden.
- If a work order has only one label and it is marked as hidden, the work order will not appear on the workboard.
- If a work order has more than one label and at least one is marked as visible, it will appear on the workboard.
- Drag and drop labels to order them.
- By default, labels are ordered by creation date.
- Labels will be ordered based on the status of the "Order by Label Priority" switch.
- Save or Cancel your preferences.
- Click "Reset Settings" to clear all preferences.
Hide Unlabeled Work Orders
If you want your workboard to show only work orders that have labels, click the eye icon to hide the "Unlabeled" label. This allows you to set up workboards where only specific labels are wanted to be visible!
Difference between Labels and Filters
- Filters appear in many places throughout the steelhead software, where you can select which items you would like to see.
- Filters are put onto a search entry to narrow it down, and can stack on each other:
- Labels are attached to specific work orders, parts, customers, or workboards to notify users of specific attributes of the item.
Order by Label Priority
Customized label order settings can be enabled or disabled using the “Order by Label Priority” switch.
- Switch on: Labels are arranged matching the order in “LABEL SETTINGS”.
- Switch off: Labels are arranged by their respective work order deadline.
Warning:
Hidden and unhidden label selections will apply to the workboard whether “Order by Label Priority” is toggled on or off. Always make sure that label preferences are used correctly to avoid accidentally omitting jobs from lists.
Deadline Editing:
A Sales Order (SO) can have multiple Work Orders (WO) on it and those parts on the WOs could have different deadlines, therefore when you update a SO deadline you will also have to update the WO deadline (and the other way around).
In other words:
- WOs can differ from SO deadline because one SO can have many WOs and each WO can have different processes.
- The only time the WO will have the same deadline as the SO is if you set the SO deadline when creating the SO in order entry.
Work Order Priority Badges
Work orders may be prioritized in the Prioritization module. Prioritized work orders display a badge indicating their global priority status.
To adjust work order priority:
- Go to the "Prioritization" page.
- Drag and drop work orders into the desired priority order.
- Save changes.
- Workboards will reflect the adjusted global priorities.
Part Group and Work Order Labels:
Part Group Labels are available on the workboard Work Parts menu.
To add a new label to parts on a work order from the Work Parts page, click the ^ icon next to Move Parts, then select Group/Serialize Parts.
In the dialog box that opens, you can add the work order parts to an existing part group and assign a part count to the group. The tag icon next to the part count allows you to select an existing label or create a new one.
To create a new label, click the + icon, type a name, select a color to associate with the part group, and click Save. The new label will then be available in the dropdown list.
Select the label and click Save. The label will now travel with the work order group through the remainder of the process.
Work Order Part Grouping On a Work Order:
To create a part group and add labels to a work order, there are a few steps to follow. For example, if two parts (with different part numbers) on a work order are hot and you don’t want to label the entire work order, you can group and label just those parts. Here's how:
Group the Parts:
- Click the downward arrow next to Move Parts, then select Group/Serialize Parts.
- Add a new group to the list, input the two parts, and apply a label using the instructions for above for adding labels from the Work Order Parts Detail page.
Label Behavior:
Once a label is applied to a part group, it will appear wherever that group is shown—including on the workboard. The label will follow the group as it moves through the the parts associated process.
Impact on Workflow:
- This does not affect the part’s ability to be racked or how it's treated in processing. However, the label makes it more visible on invoices and in other parts of Steelhead.
- If you reference the work order, you’ll notice that you can add labels directly to the part group here as well. Note: If no group has been created, you won’t be able to add a label to the part number (PN) individually.
- Labels can exist at both the work order level and the part group level.
- They are not attached to the sales order (SO) itself. However, you can add a work order label directly from the sales order screen. This allows you to add labels to work orders without needing to open the work order itself.
Attached is a tutorial on how to group parts:
Attached is a tutorial on how to serialize parts:
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