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!
You can also hide icons on the homepage, here is a video about that.
Difference between Labels and Filters
- Filters appear in many places throughout the steelhead software, while labels are used much less often.
- Filters are put onto a search entry to narrow it down, and can stack on each other:
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.
- Easily add labels to a Part Group from a Work Order part details section, or a Work Parts page.
- Part Group labels are organized from Part Number labels in Watch Tower, Workboards, Work Orders.
To add a new label to a work order, click the "add" icon, select the label name and color, and click "save." The label will now be available to choose from the drop down list.
- Additionally, labels exist on a work order and part group level.
- They are not attached to the SO itself, you can add a work order label from the sales order screen.
- This way you do not have to go into the work order to add labels.
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