Skip to main content

Production Tracking Location Planning

Setup a planning sequence for locations

Production Tracking > Configuration > PT Location Planning

Allow for a group to be a default

image.png

  • To create a Production Plan click "Add"
  • Add a "Code"
  • Add a "Description"
  • Click "Save"

image.png

By clicking "Save" the "Search Setup" Grid will become active

  • Click the "Add" button to start compiling your production flow.

image.png

The below window will pop up, here you will set up each step of the production flow.

  • Complete the fields required 

image.png

Working Hours

How Many hours work are there in a day

Days From Start

In how many days do you plan on starting this job
Grace Days Are you allowing any grace days for this job
Default Hours How many hours are you allowing for this job
Exclude Days
Do you work on weekends? If not, tick the boxes to exclude them from the day count. 
Task Colour
This will display as a progress bar to visually show how far along you are with the specific job. 
Sequence Number
Sequence planning allows one to estimate when certain tasks will take place.
Notes Add notes (Optional)

The estimated planning times will only become active when the first location is scanned

  • Click "Save"
  • Repeat the above steps for the full production flow

 

Email Setup for Production Tracking

Production Tracking > Configuration > PT Location Planning

  • Double click on the Production Flow you want to add an email notification to

image.png

  • Double click on the Process or click Edit to open up the line for the process you want to activate email notifications for 

image.png

Tick the box of the email you want to receive 

image.png

Milestone Triggers an email when the job hits a certain milestone
Email on Location Triggers an email when the job hits a certain Location or Bay
Inspection Required Triggers an email when an inspection is required, this will not stop the job from proceeding 
Email Overdue Triggers an email when the job falls behind schedule
  • Click on the Email Tab
  • Double Click on the people who are to receive the email notification 
  • Click "Save & Close"

image.png