Planning Stages

List View

Buttons Explained

• New: Creates a new Stage.

• Actions: 

  • Batch Update: Allows users to change all the selected records when Update (button) is clicked. The options are:

    • Status: Checkbox to change the status to Active if checked, or Inactive if unchecked.

    • Group: Adds the stages to the Group selected on the dropdown list.

    • Set to Ready: Sets the stage to Complete (Comp), Partially Complete (P/Comp),  Assembly Partially Complete (ASM P/Comp), or Assembly Complete (ASM Comp), based on the selection on the dropdown list.

    • Tracking: Checks the stages for which tracking is required. Checked = Tracking required.

    • Workshift: Allows users to select a shift from the dropdown lists of shifts (as created for that organisation.)

    • Team: Changes the number of Team numbers to the number typed in the block.

    • SQL (Group and Task): Updates the Group and Task SQL generated descriptions for the stage selected in the dropdown list. 

  • Add Default Statuses: Adds the Default Statuses to the selected stages.

• Menu:

  • Refresh: Refreshes the display.

  • Edit Task Description (SQL): Opens a SQL editor and allows users to customise or automate the task description.

  • Layout & Grid

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Fields Explained

• ID: The system-generated number for the Stage.

• Status: The current Status of the Stage.

• Description: The Description of the Stage.

• Code: The Code for the Stage.

• Group: The Stage's Group.

• Set to Ready: Selects which Status will set the Stage to Ready. The options are:

  • Comp: Complete.

  • P/Comp: Partially Complete.

  • ASM Comp: Assembly Partially Complete.

  • ASM P/Comp: Assembly Complete.

• Type: The Type of Stage.

• Tasks (SQL): A checkbox to indicate whether SQL is used to automate Task descriptions.

• Workstation: The name of the Workstation.

• Work Shift: The name of the Workshift.

• Setup: A checkbox, that if checked indicates that Setup is tracked.  

• Run: A checkbox, that if checked indicates that Run is tracked.

• Washup: A checkbox, that if checked indicates that Washup is tracked.

• Team: The number of team members.

• Order: A system-generated number indicating the sequence that stages should be completed in.

• Date Updated: The date on which the stage was updated.

• Updated by: The User who updated the stage.

• Menu (...): A sub-menu that can also be accessed by right-clicking the line.

  • Edit: Allows users to Edit the record.

  • Delete: Allows users to Delete the record.

  • Move Up: Moves the record one line up.

  • Move Down: Moves the record one line down.

Edit View

Buttons Explained

• ⬆️⬇️: Navigates to the next or previous stage.

• Edit: Makes the stage editable.

• New: Creates a new stage.

• Delete: Deletes the stage.

• Save: Saves any changes.

• Copy: Copies the stage to create a new stage.

• Menu: 

  • Refresh: Refreshes the display.

  • Edit Task Description (SQL): Opens a SQL editor and allows users to customise or automate the Task Description.

  • Layout & Grid

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Header Explained

• Status Bar:

  • Status dropdown list: Allows users to set a Status for the stage.

  • Status Note: Allows users to type a status note.

  • Updated: Displays the Date the Stage was updated or created.

  • by: Displays the name of the User who updated the Stage or created.

• Description: Allows users to type in a description.

• Set to Ready: Allows users to select which completion status will set the stage to ready. 

• Code: Allows users to type a code (abbreviated description) for the stage.

• Group: Allows users to select a Group from the dropdown list.

• Type: Allows users to select a Type from the dropdown list.

• Team: Allows users to type in the number of team members.

• Groups (SQL): A checkbox to indicate SQL is used to automate or customise group descriptions. Only available if Groups are enabled under Settings. added

• Tasks (SQL): A checkbox to indicate SQL is used to automate or customise task descriptions.

Fields Explained: Buttons

• Add Status (button): Allows users to add a Status to the stage.

• Arrow on Add Status (button): Allows users to add all the Default Statuses to the stage.

Fields Explained: Columns

• ID: The system-generated number for the Status.

• Colour: An editable field for the Statuses' colour. 

• Status: An editable field for the Description of the Status.

• Default: The Status Group that this status belongs to.

• Order: A number indicating the sequence in which Statuses are filled. It is important to order the Statuses correctly.

• Menu (...):  A submenu that can also be accessed by right-clicking a line item.

  • Move Up: Moves the status one line up.

  • Move Down: Moves the status one line down.

  • Delete: Deletes the status.

Fields Explained: Workstation

ℹ️ This field is displayed when the Type is set to Production

• Workstation: A dropdown list of Workstations for users to select one.

• Work Shift: A dropdown list of Work Shifts for users to select one.

• Tracking: Checkboxes that indicate if the stage components are tracked.

Fields Explained: Supplier

ℹ️ This field is displayed when the Type is set to Outwork

• Supplier: A dropdown list of Suppliers for users to select one and add it by clicking Add (button).

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Timekeeping

• Reference: Production Planning and Tracker Settings

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking