Mobile Production Planning Tutorials

Overview

The Mobile App can be used to manage production planning tasks like the Tracker app.

The same set of settings are used for the Mobile and Tracker app. If features are disabled, they are not displayed (i.e. if a feature is explained here, and not on your interface, there is a setting for it).

💡These tutorials explain how to capture timekeeping and related tasks for production planning using the mobile app.

Navigation: BOS Mobile App > Login > Production (tile button)

Table of Contents

How to Display a List of Tasks

ℹ️ Production must be selected for the user as the Mobile App > Timekeeping Mode for these features to work.

Login to the Mobile App.
Tap Production (tile button).
A list of Active tasks that are assigned to you will be displayed for your default stage.
- Note: The default stage is selected on the staff tab of My Organisation on BOS Enterprise desktop.

How to Change the Stage

Login to the Mobile App.
Tap Production (tile button).
Tap the stage name (first block on the list).
Select a different stage from the dropdown list.
The active tasks for that stage are displayed.

How to Add an Image to a Job

Login to the Mobile App.
Tap Production (tile button).
Tap the applicable task.
Tap Add Image on the context menu.
Grant permission to use your camera if prompted.
Capture the image with your camera.
Type a name for the image on the popup.
Click Save (button).
- Note: Click Cancel (button) to discard the image.

How to Add a Note to a Job

Login to the Mobile App.
Tap Production (tile button).
Tap the applicable task.
Tap Add Note on the context menu.
Type a name for the note.
Type the note in the block provided.
Click Save (button).

How to Create an NCR

Login to the Mobile App.
Tap Production (tile button).
Tap the applicable task.
Tap Create NCR on the context menu.
Select a description from the dropdown list (e.g. type of NCR).
Type the quantity that the NCR applies to in the block provided.
Type a note (e.g. what happened) in the block provided.
Tap Keep (button).

How to View Details of a Task

Login to the Mobile App.
Tap Production (tile button).
Tap the applicable task.
Tap View Detail on the context menu.
Tap any of the tabs (e.g. Materials, Routing, Notes, Attachments, NCR) to see more information.

How to Start Timekeeping for a Task

Login to the Mobile App.
Tap Production (tile button).
Tap the applicable task.
Tap Start Timekeeping on the context menu.
On the popup:
1. Tap the Workstation name to select a different workstation (optional).
2. Tap the NCR details to change them if applicable.
3. Type a note in the block provided (optional).
4. Tap Start (button).

How to Change the Number of Team Members

Login to the Mobile App.
Tap Production (tile button).
Tap the applicable task.
Tap - Team + on the context menu.
- Tap the - (button) to decrease the number of team members.
- Tap the + (button) to increase the number of team members.
Tap Update Team (button).

How to Stop Timekeeping for a Task

Login to the Mobile App.
Tap Production (tile button).
Tap the applicable task on the list of Active Tasks.
Tap Stop Timekeeping on the context menu.
Complete these details on the popup form:
1. If applicable tap the block for the Completed Quantity and enter the completed quantity.
2. If applicable tap the block for the Spoilt Quantity and enter the completed quantity.
3. If applicable tap NCR and select an NCR from the dropdown list to link the timekeeping record to an NCR.
4. Tap the Status and select a new status (e.g. Complete or Part Complete).
5. Type a note in the field provided (optional).
Tap Stop (button).
1. - Note: Tap Cancel (button) to cancel all the changes and continue recording time.

How to Start Downtime for a Workstation

Login to the Mobile App.
Tap Production (tile button).
Tap Downtime (button).
Tap the name of the Workstation and choose a different workstation from the dropdown list if applicable.
Select a downtime reason from the dropdown list (if applicable).
Type a note (e.g. what went wrong).
Tap Start (button).

How to Stop Downtime for a Workstation

Login to the Mobile App.
Tap Production (tile button).
Tap the Downtime entry on the list of active jobs
Tap Stop Timekeeping on the context menu.
Add or edit the note if required.
Tap Stop (button).