Workboards

Workboards are customizable screens that you can set up to meet the needs of a particular function, department, Station, 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 measurements 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.

How to Work Parts

1. From a workboard card, click the "Work Parts" button for the parts that you want to work on.

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

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.

"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.

Print Travelers from Workboards

There is a button on Racking and Super Rack Workboards to print a WO traveler directly from the Workboard.

Scan Travelers on Workboards

There is a button on workboards to scan a WO traveler to auto open/filter the parts on the work board

• If the QR code only matches ONE part on the workboard then the work parts page will auto open.
• If the QR code matches multiple parts, then the workboard will be filtered to show only those parts.
• This will assist users in finding of parts on crowded work boards.

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.

Assigning Locations and Adding Images or Other Files to WOs, SOs, or Part Numbers from Workboards

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

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

Once the file is uploaded, it will be available to view on the part number, workboard, or sales 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.

By default, your chosen part number image will also appear on workboard cards, as shown below:

See also this video on serializing parts:

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.

Workboard missing Treatment Station

If stations should be showing but aren't, it's possible that your workboard did not include the appropriate process node to show the correct workboard card, try attaching it according to Setting Up Workboards.

Contract Review on Workboards

Using Contract Review Option to Workboards​

• Can create a Workboard Card to hold the parts that are currently at the Contract Review node​.
• Open Work Parts OR click on yellow icon to view the Contract Review.​
• Parts will not be able to move past the Contract Review node if it has failing nodes.

Edit Specs on Contract Review

1. Click [EDIT SPECS]​.
2. View, add, and archive specs​.
3. View, add, archive, and edit spec field params​.
4. Filter by Recipe Node, Location, and Quick Params​.
5. Create location-based spec field params​.

Allow For Grouped Spec Inputs on Workboards:

Users may enter spec measurements for multiple parts on one panel.

They can also temporarily group parts on a workboard card and enter measurements for all parts that need measurements:

1. Find/Create a workboard.
2. Find/Add a card with numerous parts that have spec requirements at this stage.
3. Select either Group Like Parts or Toggle Multiselect on the card or global filters.
4. Observe that the parts are now in collapsed dropdowns with one at the top that says: "More Measurements Required".
5. Click on the "Enter Specs" button.
6. Enter the spec measurements for the parts When you close the panel, the parts should be moved into other groupings and be ready to move.
7. Repeat steps 1-4.
8. Use the multiselect toggle to select multiple parts.
9. Click on the "Enter Specs" button in the red row at the top of the card.
10. Repeat steps 6-7.