Planning Stages

Overview

Production Planning assists organisations in managing all their production tasks. The Edit Stages interface lets you set up all the stages that jobs must go through. These stages are unique to each organisation.

Navigation Example

Main Menu > Production > Production Planning > Menu (button) > Edit Stages

List View

Buttons Explained

Button Description
NewCreates a new Stage.
Actions
  • Batch Update: 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 is set to ready from the lowest assembly, moving up the tree. The options are:
      • Complete
      • Part Complete
ResourcesChanges the number of resources (e.g. team members) to the number entered in the block.
SQL (Group and Task)Updates the Group and Task SQL generated descriptions for the stage selected in the dropdown list.
ShiftSelect a shift from the dropdown lists of shifts (as created for that organisation.) Multiple Shifts can be linked to a stage.
StatusCheckbox to change the status to Active if checked, or Inactive if unchecked.
TrackingChecks the stages for which tracking is required. Checked = Tracking required.
Buffer HrsThe time the workstation is not operational (e.g. while it is cleaned, or if waiting for ink/paint to dry).
Add Default StatusesAdds 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

Field Description
IDThe system-generated number for the stage.
StatusThe stage's status.
DescriptionThe stage's description.
CodeThe brief description for the stage.
TypeThe type of stage.
GroupThe stage's group.
Next Task TriggerThe status that activates the next task.
Groups (SQL)Indicates whether SQL automates Group descriptions.
Tasks (SQL)Indicates whether SQL automates task descriptions.
WorkstationThe name of the workstation.
ShiftsThe shifts allocated to the stage.
SetupCheckbox. If checked, Setup is tracked.
RunCheckbox. If checked, Run is tracked.
WashupCheckbox. If checked, Washup is tracked.
ResourcesThe number of resources (e.g. team members) used.
OrderA system-generated number indicating the sequence that stages should be completed in.
Date UpdatedThe date on which the stage was updated.
Updated byThe User who updated the stage.
Buffer HrsThe 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: Edit the record.
  • Delete: 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

Button Description
⬆️⬇️Navigates to the next or previous stage.
EditMakes the stage editable.
NewCreates a stage.
DeleteDeletes the stage.
SaveSaves any changes.
CopyCopies the stage to create a 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

Field Description
Status Bar
  • Status dropdown list: Sets the stage to Active or Inactive.
  • Status Note: Enter a status note.
  • Groups (SQL): Indicates that SQL automates or customises group descriptions.
  • Tasks (SQL): Indicates that SQL automates or customises task descriptions.
DescriptionType a description.
CodeType a code (abbreviated description) for the stage.
GroupSelect a group from the dropdown list.
TypeSelect 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 has multiple workstations available. Tasks are placed in a queue and from there allocated to the next available workstation.
Next Task TriggerSelect which completion status will set the stage to ready. The options are:
  • Part Complete: Partially Complete.
  • Complete: Complete.
Buffer HrsThe 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 three dots (...) 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

Report an issue with this page

For more useful feedback, select the text on the page you're reporting about, then click Feedback again — or continue without selecting anything.