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      Prioritization Overview
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        Prioritization Overview

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          Article summary

          The Prioritization dashboard is used to rank work within your shop. Assigning rank to Part Accounts will quickly tell operators the order in which to process jobs.

          Part Transfer Account:

          A Part Transfer Account (PTA or Part Account) is an account (id) that represents the unique state of a Parts' movement. Parts can be added to an existing Account if its state is identical to that of the already existing PTA.

          From your Steelhead homepage, select (or use the Search bar to find) the Prioritization tile.
          Prioritization Tile.png

          Prioritization Main Page

          On the Prioritization page, you will see a list of all Stations that have Parts which you can prioritize.

          The table includes:

          • Station name
          • Unprioritized Parts: Count of how many parts in that station have not been prioritized
          • Prioritized Parts: Count of how many parts in that station have been given priority
          • Edited At: Date and Time when the Prioritization of that Station has been edited
          • Edited By: Name of User who edited the Prioritization of that Station
            Prioritization Dashboard.png
          In order for Parts to be given the ability to prioritize:

          Users may select which Stations can have prioritizable Parts.

          • From the Stations dashboard, click the checkbox in the Prioritizable column next to the corresponding Station
            Select the Prioritizable Checkbox
          • When creating a new Station, select the Prioritize Parts By Station checkbox
            New Station Prioritizable.png
          • Within the Station page, select or deselect the Prioritizable checkbox
            Individual Station Prioritizable.png

          Sorting

          Select a Column Heading to sort the table by that column. Click the heading again to switch from Ascending to Descending order.

          • The column sorting will stack on each other; sorting by one column does not cancel out the sorting of any other columns

          Prioritization Dashboard - Filter by Column.png

          Across the top of the page are options to filter what is displayed in the table.
          Prioritization Dashboard - Select Column Filters.png

          Priority Version

          If you have multiple Priority Versions, use this button to select the Priority Version you want displayed

          • You also have the option to delete the selected Version

          Prioritization Dashboard - Select Priority Version.png

          Workflow Control

          Use Workflow Control to limit the range of available parts you would like to prioritize.

          • You can choose to view Only Routed Parts
            • Checking this box will give you all the parts that have a current route associated with them.
          • Use the Filter Parts Between Tags dropdown options to further focus only on the work that is at or between the selected tags. If a tag is not specified, all parts before or after the defined start or end tag will be included.
            Prioritization Dashboard - Workflow Control.png

          Deadline

          Select a date to see jobs with deadlines at or earlier than the selected date.
          Prioritization Dashboard - Deadline.png

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