SM Production Suggestions

Step 1 Create a Class for Production Suggestions

1. Navigate to the Service Manager Setup (e.g. Main Menu > Workflow > Service Manager > Menu (button) > Service Manager)

2. Click Edit (button) and create a class like this example:

   1. Description = Production Suggestions

   2. Code = Suggest

   3. Projects = Unchecked

   4. Components = Unchecked

   5. Contacts = Internal (internal should be selected so that all items can be linked, otherwise only items linked to a specific customer or supplier can be selected).

   6. Item Categories = 

      1. Right click the column and select View/Edit Item Categories from the context menu.

      2. Move the categories that contain the applicable items from the Available to the Selected section.

   7. Transactions = leave blank

   8. Messages = 

      1. Right click the column and select View/Edit Messages from the context menu.

      2. Move the applicable messages from the Available to the Selected section.

   9. SP for Detail = If you have a custom stored procedure paste its name in the block provided, otherwise copy the name from any other SP and paste it next to the new class.

Step 2 Complete the Setup for the Class

1. Click on the other tabs and complete the details as needed (e.g. by adding default statuses and responses).

2. See SM Setups for information on the other tabs.

Step 3 Activate the General Setting

1. Navigate to General Settings (e.g. Main Menu > Setup > Settings > General (tab)).

2. Type Tracker in the search block.

3. Click the Value column next to the setting Tracker > Enable Item Suggestions (Select SM Class) and select the class you created in Step 1 (e.g. Production Suggestions).

4. Select Production Planning from the dropdown list in the Value column for the settingTracker > Timekeeping: Mode.

   • Note: If the settings are not there, click Add/Update (button) and add the settings to the list.

Step 4 Click the yellow lightbulb in the Tracker App

• Once Steps 1 to 3 are completed, and the Tracker App is restarted, a yellow lightbulb will appear next to active jobs. 

  1. To add a suggestion, click the lightbulb and select a category (if more than one has been added to the class).  

  2. Enter a Reference and the details of the suggestion.

  3. Click Save (button).

• The suggestion will appear as a service ticket of the class created in Step 1.

• The linked item's status will be changed to Review. The item that is linked is the finished good (output) on the applicable Work Order.

Step 5 Follow up on Service Tickets

1. Navigate to the Service Manager (e.g. Main Menu > Workflow > Service Manager)

2. Select the class created in Step 1 from the dropdown list next to Class (e.g. Production Suggestions).

3. Review and process the tickets listed there.

Step 6 Follow up on Items

1. Navigate to Items (e.g. Main Menu > Items > Items > Menu (button) > Default).

2. Select Review from the dropdown list next to Status.

3. Edit any of the items and change their statuses back to Active once the review is complete.

Related Topics

• Reference: Edit Views

• Reference: List Views

• Reference: Notifications

• Reference: Overview & Settings

• Reference: Projects

• Reference: Reports

• Reference: Setups

• Reference: Timekeeping

• Tutorials: Assets

• Tutorials: Timekeeping