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.

Adding Workboard Cards

1. Click the "New Workboard Card" button.
2. To add Stations to the workboard, select them from the "Stations" drop down list.
3. To add Node Types to the workboard, select them from the "Node Types" drop down list.
4. To add process nodes, select the process that includes the nodes from the drop-down list. Then, select the nodes you want to include from the process tree.
5. If needed, choose the location for the card.
6. Confirm the number of cards to be created. Then, click the "Create [x] Cards" button.
7. The 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 Part Grouping

In order to create a part group and add labels onto it, there are a few steps accomplish. For an 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.
• If you go back to the received order, you'll notice we can put labels on the part group directly here as well.
  • However, if there's no group created here you'll not be able to edit that option or add a label to the PN.

For more information, here are some tutorial videos:
https://www.loom.com/share/b463977fee5346a981fc040f43d96c00
https://www.loom.com/share/4dad2a61532a4588aa59eddda01fe6d4