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:

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

    • Next Task Trigger:  By default, the next Status in an Assembly will be set to ready from the lowest assembly, moving up the tree. The options are:

• Complete

• Part Complete

• • • Resources: Changes the number of resources (e.g. team members) 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. 

    • Shift: Allows users to select a shift from the dropdown lists of shifts (as created for that organisation.) Multiple Shifts can be linked to a Stage.

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

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

    • Buffer Hrs: The time the workstation is not operational (e.g. while it is cleaned, or if waiting for ink/paint to dry). 

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

• Menu:

  • Refresh: Refreshes the display.

  • Edit Group Description (SQL): Opens a SQL editor to customise or automate the group description.

  • Edit Task Description (SQL): Opens a SQL editor 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 stage's status.

• Description: The stage's description.

• Code: The brief description for the stage.

• Type: The type of stage.

• Group: The stage's group.

• Next Task Trigger: The status that activates the next task.

• Groups (SQL): A checkbox to indicate whether SQL is used to automate Group descriptions.

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

• Workstation: The name of the workstation.

• Shifts: The shifts allocated to the stage.

• 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.

• Resources: The number of resources (e.g. team members) used.

• 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.

• Buffer Hrs: The number of hours the stage is idle (e.g. for paint to dry). Named Wait Hrs under Batch Update.

• Menu (...): A submenu 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

All the stages use these fixed statuses: 

1 Pending - Previously named 'New Job'

2 Planned

3 Ready

4 Busy

5 Part Complete

6 Complete

Pending and Complete Tasks are excluded from Planning and Scheduling. 

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 Group Description (SQL): Opens a SQL editor to customise or automate the Group description.

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

  • Layout & Grids

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Fields Explained

• Status Bar:

  • Status dropdown list: Sets the stage to Active or Inactive.

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

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

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

• Description: Allows users to type a description.

• 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 one of these types from the dropdown list:

  • Production: The stage is used in production.

  • Outwork: The stage is outsourced.

  • Queue: The stage is used in production and there are multiple workstations available for the stage. Tasks are placed in a queue and from there allocated to the next available workstation.

• Next Task Trigger: Allows users to select which completion status will set the stage to ready. The options are:

  • Part Complete: Partially Complete.

  • Complete: Complete.

• Buffer Hrs: The number of hours between jobs (e.g. if a machine must be cleaned, or ink must first dry).

• Supplier (Outwork only): Provides a dropdown list of suppliers to select the suppliers that can perform the outwork.

  • Select the Supplier then click Add (button) to add the supplier to the list.

• Workstation (Production / Queue only): Provides a dropdown list of workstations to select ones at which the work is done.

  • Select the Workstation then click Add (button) to add the workstation to the list.

    • Note: A stage can have multiple workstations, but a workstation can only be added once.

• Shifts (Production only): Click the ellipses to add shifts for which the stage is operational.

• Resources (Production only): The number of resources (e.g. team members) required to operate the stage.

• Tracking: (Production only and optional) Choose from:

  • Setup

  • Run

  • Washup

Related Topics

• Reference: Board

• Reference: Dashboard

• Reference: Gantt

• Reference: Jobs

• Reference: Kanban Board

• Reference: Materials

• Reference: Outwork

• Reference: Tasks

• Reference: Timekeeping

• Reference: Planning Stages (this page)

• Reference: Production Planning Settings 

• Setup Guide: Production Planning

• Tutorials: Board

• Tutorials: Dashboard

• Tutorials: Gantt

• Tutorials: Jobs

• Tutorials: Materials

• Tutorials: Outwork

• Tutorials: Tasks

• Tutorials: Timekeeping

• Understanding Production Planning