Workboard Troubleshooting

Send Parts to Location

If you would like to assign parts to a specific destination using Workboards, there are multiple ways to do this:

• First, ensure that your Workboards are associated with process nodes or stations. Refer to the Workboard Card Setup for more information.
• One method is to assign a destination directly through the Work Order. Click on the Work Order from the Workboard. Once inside the Work Order, click the downward arrow next to Move Parts, then select Assign Location.
  
• Within the popup dialog, select the Assign New Location checkbox. A list of all available locations will populate. Scroll through the list, select a location, and click Save.
• A location can be assigned through the Move Parts button. Once a location is assigned, it will follow the Work Order as it moves through the process. You can also change the To location before moving the parts to the next node in the process.
  

Common Reasons Parts Don’t Show on a Workboard

If a Workboard is not receiving parts from a Work Order, here are some things to check:

• Make sure the parts are being applied to the correct Workboard card. Confirm that the location on the Workboard card matches the location listed on the Work Order.
• Verify that the correct process node is associated with the Workboard card.
• Refer to the Setting Up Workboards article for full configuration instructions.

Cannot add Work Order to Treatment Station

If you would like to add a Work Order to a treatment station using Workboards but are not able to, here are some things you could try:

• It is possible something was missed in order entry, such as a treatment that should be associated with this station.
  • To remedy this, please select the "work parts" button on the work board for your WO.
• It may show that there are Spec measurements you have to collect before moving parts.
  • Try collecting those and then moving the parts.
  • If you choose the Work Order Part Numbers at the top, the measurements needed to be collected will be the first items to show up.
  • Any greyed out areas shown have already collected measurements.

Workboard Part Grouping

In order to create a part group and add labels onto it, there are a few steps to accomplish. For example, if two parts (of different Part Numbers) in a Work Order are hot and we don't want to add a label to the entire Work Order. The first thing to do is put that part into a group as follows:

• We can add a group to the list, then put the two parts in there and add a label directly.
  • Now this way, everywhere that that part group will be seen (including on the Workboard) it'll have that specific label as it gets moved.
  • This won't affect its ability to be racked, won't affect about the way it is treated, but it will be more easily visible on invoicing and in other places.

Timer not permitted on Workboard

If you are not able to add timers onto a Workboard, here are some things you could try:

• Make sure that your Workboard has:
  • A Treatment
  • A Treatment Station
  • Or the ability to add one of these

Once a treatment or treatment station has been added, ensure that it has a valid Labor Rate.

This is similar to how treatments applied to inventory items will need a station before being visible.

When to Input Grouped Parts' Data

If you would like a way for the timer and temperature to populate all Part Numbers in the tank that they are processing at one time rather than clicking on every single one to start the timer and record the temperature, here are some things to try:

• If the parts are on a rack, you can take all measurements at once.
• If they are not on a rack each part measurement needs to be taken separately.

Below you can see a menu that allows you to rack these parts, and any others that can be put on the same rack or load.

To rack the parts properly, press the button showing a person and a gear which takes you to the work parts screen. Once there, select the parts you want to rack and then select the button to rack them:

Failure to Complete Parts

If you see an error when you press "complete parts" on a packing slip, here are some things to try:

• Your parts may have been moved to invoicing from somewhere besides the Shipping Dashboard.
  • This may be caused by the presence of extra Nodes that don't do anything, removing them may help.
  • Similarly, extra or unneeded Workboards may cause this too:
    

Correct Rework Details

If you would like to edit the faults that have been specified on a rework, here are some things you could try:

When you're transferring parts for rework, there's the option to select which previous part transfer caused the rework. The part transfer has a user's ID associated with it, and unless the part transfer is deleted, it cannot be removed.

• This is why assigning a second operator responsibility for a transfer-causing rework is a major challenge.
• The best answer might be to download the rework report as a spreadsheet and remove the person's name.
  • This would allow you to edit and 'track' your record, as well as any corrective actions that were taken.
  • This is an option if you know that a user is not at fault for rework, even if it was their transfer that was identified.

Add Pictures to Quality Checks on Workboards

If you would like to add pictures to the work boards when the operators are doing quality checks:

• The easiest option is to add pictures from the tablet as Part Number files, copy the images to the clipboard, and paste the image to Spec Field Parameter description markdown for the Part Number.
• These images will be visible on the Workboard for the operators measuring the items.
• The height and width of the image can be adjusted by decreasing the max-height and max-width values.

Missing orders on a Workboard

If some of your Customers' orders don’t show up on a Workboard or Dashboard even though they are active in a Process:

• It is possible that the reason some of the orders are not showing up is because they are not in Receiving yet.

  • They might still be in a Node which has no Dashboard Card.
  • Once these Parts are moved into a Node which is linked to a Dashboard Card, they will be visible in Dashboards:
    

• It's also possible that the node associated with your process isn't selected to show in the Ready for Final Inspection Work Card.

  • For the location not showing, it should still be if you have one selected.
  • It doesn't show in this screenshot because it's in shipping.
  • However if you have multiple parts you need to click Show/Hide Details button to get all the information to show.
    

Faulty Invoice Completion

If parts won't move out of ready to invoice but are shown as fully invoiced, here are some things you could try:

• These are showing up because the WO they are in is in the Invoicing node.
• These invoices were created before a fix was published in the beginning of December 2023 that auto completes parts after they've been invoiced.
  • To fix this, click the icon to the right of the Price, which will complete these parts.
    

This has also been documented to happen to Invoiced Purchase Orders in the Invoicing Dashboard that do not say "fully invoiced", and in that case may have a different root cause, but should be just as easy to fix:

• This happens when parts have been invoiced, although they were put on a Part Group afterward.
  • As a result Steelhead is seeing it as another group of Parts.
• The Parts should be transferred to where they should be like normal, so they no longer show up in Invoicing.