Workboards

        Workboards


        Article summary

        Workboards are customizable screens that you can set up to meet the needs of a particular function, department, Stations, or employee. Workboards allow you to visualize where Work Orders are in your plant at any given time.

        Each Card on a workboard can represent a Process Node or station, or a combination of several nodes or stations. Sensor measurments that can be accepted at these nodes or stations may be displayed as well. See more about Setting Up Workboards and Workboard Labels.


        Working Parts on Workboards

        The Work Parts Dialog on Workboards provides operators with information needed to complete jobs.

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        How to Work Parts

        1. From a workboard card, click the "Work Parts" button for the parts that you want to work on.
        Station-Specific or Part-Specific Instructions

        Station-specific or Part-specific instructions or files (including pictures) can be added to stations or Part Numbers, respectively; these will appear when working the parts on a workboard.

        1. Enter in required inputs and deplete Inventory, as needed.
        2. Click the "Move Parts" button to step the parts to the next process node.

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        Domain Settings for Work Parts

        There are now three Domain Settings that grant customization options for the Work Parts dialog appearance. These options include:

        • Automatically Scroll Images -
          • Turn this setting on to automatically page through images on the Work Parts dialog, so that you can see all the needed information on images with zero clicks required
        • Hide Inventory Section
          • This option removed the inventory section on the Work Parts dialog and Work Order pages
          • This is useful for if you don't deplete inventory on individual work orders.
        • Default Image Sizes
          • Choose Small, Medium, or Large so that you can either see images more clearly, or reduce scrolling

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        "Treatments Not At This Node"

        The "treatments Not At This Node" text lists treatments that have been chosen for the parts, but are not applied to them when the parts are at the current node.

        • For example - if parts receive "Blasting" and "Red Paint" treatments, the "Red Paint" treatment would not be available if parts are at the "Blasting" node

        Inventory Depletions on Work Parts

        • "CONFIGURE" will open a popup menu for the Work Order number that includes options to add items, and select Inventory Type, Inventory Item, and Recipe Node
        • "SCAN BATCH" opens a camera for scanning QR codes
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        "Used" Button Notifier

        In this image you can see the button marking that the inventory line item has been used. This will highlight automatically but can be manually marked with details specified later on.


        Moving Multiple Parts on Workboards

        1. On any workboard card, click the "Toggle Multiselect" icon. When multiselect is on, checkboxes will appear next to parts that may be moved together.
        2. Check the boxes and click the "Move Selected" button at the top of the card.
        3. You may now move the parts as you would from the work order screen.
        What options are there for moving multiple parts?

        Options for moving multiple parts include Step, Rework, Transfer, Exit, and Complete.

        There is also a setting for requiring all parts to be completed before they are shipped. This is called Block Partial Shipments, and can be enabled when creating Orders (Both WO and RO). This will show extra data such as Total Part Quantity here in Workboards.

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        Got lots of parts?

        Use the "Group Like Parts" button to quickly organize parts by work order, process, station, whether they can be moved together, and other options.
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        Assigning Locations and Adding Images or Other Files to WOs, ROs, or Part Numbers from Workboards

        You can assign a location or add files to Work Orders, Received Orders, or Part Numbers.

        1. Click on the "Work Parts" button from any workboard tile
        2. Select from the following options:
          1. Quality Hold
          2. Group/Serialize Parts
          3. Assign Location - assigns the parts being worked to a specific location
          4. Upload PN File - assigns a file to the part numbers being worked
          5. Upload PN/Process Node File
          6. PN/Process Node Description
          7. Upload WO File - assigns a file to the work order containing the part numbers being worked
          8. Upload RO File - assigns a file to the received order containing the part numbers being worked

        Once the file is uploaded, it will be available to view on the part number, workboard, or received order. If you upload an image and check the "Display Image?" box, the image will display on the work order, part number, and workboard slide out.

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        Navigating Between Workboards

        Use the "View Previous" or "View Next" arrow buttons at the top of the workboard pages to quickly move between several workboards. This feature can be very useful for operators or managers who want to quickly review several areas, processes, operators, or stations.

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