Workflow Overview
User-facing workflow guides grouped by the main page or navigation area where the task usually starts.
Overview
These workflow guides are organized around the page where a user usually begins the task, so the library stays easy to scan when you already know which part of the platform you are in.
Start with the product area you are in now, then choose the workflow card that best matches the job you need to complete.
Browse by Starting Area
Machines
Start from Machines and use these guides to continue with confidence.
Add a Machine
Follow the setup flow to register a machine and make it available across the platform.
Configure a Machine
Adjust the machine setup so it reflects the real operating environment.
Monitor a Machine Live
Monitor a live machine session and react quickly to changes in status.
Run Data Acquisition (PDA)
Capture detailed machine activity and production events using the PDA workflow.
Review Machine History
Review historical machine behavior to support analysis and troubleshooting.
Manage Alert Rules
Create or refine alert conditions so operators are notified at the right time.
Orders & Products
Start from Orders & Products and use these guides to continue with confidence.
Create a Product
Create a product record that can be used in planning, orders, and reporting.
Create a Production Order
Build a production order with the details needed for planning and execution.
Planner
Start from Scheduler and use these guides to continue with confidence.
Assign Machine Shifts
Place shift structures on machines so planning and execution stay aligned.
Plan Machine Assignments
Use the planner to distribute work deliberately across available machines.
Versus
Start from Versus and use these guides to continue with confidence.
Workspace
Start from Kanban and use these guides to continue with confidence.
Admin Panel
Start from Admin Panel and use these guides to continue with confidence.
Manage Halls
Maintain hall records so machine layout and planning context stay accurate.
Manage Shift Definitions
Maintain shift definitions so schedules and execution rules remain consistent.
Manage Operators
Keep operator records current so planning and reporting reflect the right people.
Create Timeline Reasons
Create timeline reasons so analysis and reporting stay actionable.
Upload Orders Through the ERP Planner
Review and process ERP uploads before they become production work.
Last updated 2 weeks ago
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