Mobile: Production Planning

List View

• Active Jobs: Only displayed if timekeeping has been started for a task. Lists the details for that task (see Tasks below) and includes the start time and duration. Active Jobs are displayed regardless of the stage being viewed.

• Stage: 

  • Displays the current or default stage. 

  • Provides a dropdown list to select a different stage.

  • The default stage for each user is specified on the Edit Staff form (My Organisation > Staff (tab) > double-click a name).

• Search: Searches the list of tasks.

• Tasks:

  • A status circle which is colour-coded to match the status colour. Displays the first letter of the status.

  • The code of the transaction type (e.g. WO) and the transaction number.

  • The name of the customer.

  • The customer's contact person (unless the customer is Internal).

  • The description of the output item (the item that must be made).

  • The task that is required.

  • The expected duration in hours and the quantity that should be made in this format: Required / Completed / Outstanding. 

  • If a job is active, it is also listed under tasks and the time started and duration is displayed in green.

• Downtime (button): 

  • Opens an interface where a downtime reason can be selected, and downtime started for the workstation. Downtime reasons are created from the Timekeeping module's Menu (button) > Edit Downtime Codes lookup list on the desktop app.

  • Provides a note field.

  • If started, the downtime is displayed under Active Jobs and can be stopped in the same way a timekeeping record is stopped.

Context Menu: Active Tasks

ℹ️ This context menu is only available for active tasks.

• • Edit Timekeeping: Allows a note to be inserted or edited.

  • Stop Timekeeping: Opens an interface with the following options:

    • Stop (button): Stops the timekeeping and removes the record from the mobile app. After this button is clicked, the record can only be viewed from the desktop app.

    • Cancel (button): Cancels the stop command and allows the timekeeping to continue.

    • Completed Quantity: Allows users to type in the completed quantity (the caption is determined by a setting).

    • Spoilt Quantity: Users can type in the spoilt quantity (the caption is determined by a setting).

    • NCR: The work order's NCR status which is a clickable field to link or unlink the timekeeping to an NCR.

    • Status: The status of the task (e.g. Part Complete or Complete).

    • Note: A field to type a note.

  • View Detail: See topic below.

  • Add Image: See topic below.

  • Add Note: See topic below.

  • Create NCR: See topic below.

  • - Team +: Displays the number of team members. The + - buttons can be used to add or remove team members.

  • Update Team: Updates the number of team members. If more than 30 seconds have elapsed, the current timekeeping record is stopped, and a new one is started with the updated number of team members. This process happens automatically in the background.

Context Menu: Tasks

ℹ️ The context menu appears when an entry is tapped or left-clicked. Each option is explained below under its own heading.

• • Start Timekeeping

  • View Detail

  • Add Image

  • Add Note

  • Create NCR

Start Timekeeping

Buttons Explained

• Start: Starts the timekeeping.

• Cancel: Cancels the timekeeping record.

Fields Explained

• Workstation: 

  • The name of the selected workstation. 

  • The field is clickable and provides a list of workstations to select from including a search option to find a specific workstation. 

• NCR: 

  • Displays whether the task is linked to an NCR. 

  • The field is clickable and users can select NCR Pending or Not linked to NCR from the list.

• Note: Field to type a note.

View Detail

Buttons Explained

• Close: Closes the interface. 

Header Explained

The following fields are displayed on the left:

• Transaction Code and Number (e.g. WO 644).

• The output (item that is being created).

• Customer name.

• Qty: The quantity required.

The following fields are displayed on the right:

• The Date of the transaction.

• The Due Date for the order (finished goods).

Tabs Explained 

• Materials: Lists the materials needed, including the quantities.

• Routing: Lists the tasks needed to complete the job. 

• Notes: Displays any notes that were added to the transaction or linked transactions.

• Attachments: Displays links to any attachments.

• NCR: Only displayed if there is a linked NCR. Displays details about the NCR.

Add Image

• Opens an interface where an image can be captured using a camera. 

• The user must give permission to use the camera.

•  If no camera is attached, or permission is not granted an image can be uploaded by clicking Choose image or the Picture Icons in the left corner.

• Users are prompted to add a name for the image and to Cancel or Save the image.

Add Note

Opens an interface where a note can be entered.

Create NCR

ℹ️ Opens an interface to create an NCR. If an NCR is created for a work order, the number and customer name is displayed in red.

Buttons Explained

• Keep: Saves the changes

• Cancel: Discards the changes.

Fields Explained

• Description: Provides a dropdown list of NCR topics for selection.

• Qty: Field to enter the quantity that was spoilt.

• Note: Field to enter a note about the NCR.

Related Topics

• Reference: Mobile App Approvals

• Reference: Mobile App Deliveries

• Reference: Mobile App Inventory

• Reference: Mobile App Production (Work Orders)

• Reference: Mobile App Service Manager

• Reference: Mobile App Settings, Login, Troubleshooting

• Reference: Mobile App Timekeeping

• Tutorials: Mobile App Login & Password

• Tutorials: Mobile App Approvals

• Tutorials: Mobile App Deliveries

• Tutorials: Mobile App Inventory

• Tutorials: Mobile App Production

• Tutorials: Mobile App Production Planning

• Tutorials: Mobile App Service Manager

• Tutorials: Mobile App Timekeeping