Track and Manage Work Orders

You can use the mobile application to view, track, and manage your work orders if you've been assigned a job role your enterprise uses for production supervisor work.

You can also collaborate with other stakeholders through email to act further on the work orders.

The following examples explain a few scenarios and what actions you can take in those scenarios. The following examples are discussed:

  1. Searching for work orders and sending them through email.

  2. Releasing work orders using quick swipe action.

  3. Reviewing operation, component, and resource details.

  4. Reviewing customer information of work orders.

Searching for Work Orders and Sending Them Through Email

You're reviewing the production status of your manufacturing plant shop floor as a production supervisor. Your production manager wants a report on a work order status which is reserved against a particular customer. The final assembly of the work order is serialized. Follow these steps to complete the task using the mobile application:

  1. Sign in to the Supervisor Mobile Application using your production supervisor credentials.

  2. Use your mobile camera to scan the bar coded serial number of the final assembly of the work order you want to report on.

  3. Click the barcode scanner icon beside the Search field on the global header to upload the barcode.

    The search is automatically executed once you upload the barcode.

  4. On the Work Order Details page, click the Actions menu and select the Email icon.

  5. Select the work orders you want to send to the manager and click Done.

  6. Select the email client of your choice and enter the recipient's email and click Send.

    The Subject field is automatically populated with the work order details you're sending to the client.

You have successfully completed the task.

Releasing Work Orders Using Quick Swipe Action

You're monitoring the production status on your shop floor. The production operator informs you that a particular resource wasn't functioning for the past one week and now is back into operation. Follow these steps to quickly release the work orders affected by this operation, which were put on hold.

  1. Sign in to the Supervisor Mobile Application using your production supervisor credentials.

  2. Select the infotile On Hold from the key metrics on the Overview page.

  3. On the Work Orders List page, select a work order you want to release.

    On the Work Order Details page, you can review the following information:

    • Work order status

    • Completion status

    • Assembly item

    • Item description

    • Customer information

  4. Swipe left on the work order name. The Release action is displayed for the work order.

    You can also release a work order from selecting the option in the Actions menu.

  5. Tap or click the Release action and click OK.

    You can navigate to the Work Orders List page and repeat the quick swipe action for multiple work orders.

You have successfully completed the task.

Reviewing Operation, Component, and Resource Details

As a production supervisor you can track the work orders of your manufacturing plant which are starting today and are reserved against a sales order. Follow these steps to review various aspects of a work order and drill down to details.

  1. Sign in to the Supervisor Mobile Application using your production supervisor credentials.

  2. Select the infotile Starting Today from the key metrics on the Overview page.

  3. On the Work Orders List page, select a work order that you would like to review.

    On the Work Orders Details page, you can review the following information:

    • Work order status

    • Completion status

    • Assembly item number

    • Item description

    • Customer information

    • Work order description

    • Work order type

    • Serialized indicator

    • Current operation

    • Quantity

    • Start date

    • Completion date

  4. Click the Operations tab. It shows a list of operations for the work order you have selected. Click any of the attributes to drill down further.

    On the Work Order Operations Details page, you can review the following information:

    • Operation sequence

    • Operation code

    • Operation name

    • Scheduled start date

    • Scheduled end date

    • Work center of the operation

    • Count point indicator

    • Serialized indicator

    • Operation type

      If the operation type is specified as outside processing, you're able to view the operation details of the outside processing item and also the in-progress quantity for the operation.

    You can drill down further from the Operations Details page to serial numbers, components, and resources specific to the operation.

  5. Select the Components tab on the Work Orders Details page. Here you find the following information:

    • Component item number

    • Component item description

    • Component issue status

    • Operation sequence

    • Operation code

    • Operation name

  6. Select the Resources tab on the Work Orders Details page. Here you find the following information:

    • Resource name

    • Applied quantity

    • Total quantity

    • Operation sequence

    • Operation code

    • Operation name

    • Work center

You have successfully completed the task.

Reviewing Customer Information of Work Orders

As a production supervisor you can review the customer reservation details for any work order in your manufacturing plant. Follow these steps to review the assembly details for a work order completing on the current date.

  1. Sign in to the Supervisor Mobile Application using your production supervisor credentials.

  2. Select the infotile Completing Today from the key metrics on the Overview page.

  3. On the Work Orders List page, select a work order that you would like to review.

  4. Click the drill-down arrow beside the customer name displayed on the Work Order Details page. You're directed to the Customer Reservation page. Here you can view the following details:

    Note: The Customer field is visible only for work orders which have one or more sales orders reserved against them.
    • Customer name

    • Quantity reserved

    • Sales order number

    • Due date

  5. On the Work Order Details page, the Item Structures section provides you the following information:

    • Work order item

    • Version

    • Subinventory

    • Locator

    • Tolerance

  6. On the Reservations page, you can also find the following information, if the work order is serialized.

    • Item serial number

    • Operation sequence

    • Operation code

    • Operation name

    • Dispatch status

    • Work center

You have successfully completed the task.