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The Machines drop-down will bring you to a Machines view page. On this page you can select a location in the users system and also add a machine.
The "locations" drop down menu will let the user select a location in the system. If the "VIEW" button is clicked, it will only show the machines in that selected location. To add a new machine, click the "+ADD NEW MACHINE" button. Clicking this button will redirect the user to a "Create Machine" page.
On this page, The user will be allowed to enter a name for the machine, select a machine type that the user would have to have been put into the system already, enter a machine number, select a system that would have to have been put into the system already, enter notes, select a location, and finally check the "Active" check box to tell the system if the machine is being used or not. The "Back" button will take the user back to the Machines view page.
Clicking the "CREATE" button will take the user to a "EDIT MACHINE" page. This page has a "Machine" section, "PARTS" section, "JOB PlANS" section, and a "History" section. The "Machines" section will have the information that the user just entered. Pressing the "SAVE" button will take the user back to the Machines page. The "BACK TO MACHINES" button will take the user back to the Machines page. The "PRINT BARCODE" button will take a user to a page that will let the user print a bar code.
Now we move onto the "Parts" section of this page. This section has three buttons at the top; "ADD NEW PART", "SAVE CHANGES", and "CANCEL CHANGES." When you click "ADD NEW PART", a row will be created where you can enter a "Part". A "Sort" number will be automatically given. A user can change the "Sort" number to any number a user wants. The column "Active" will also be automatically set to true, but the user can easily switch it to false. In order to get the the newly added part to stay in the "Parts" section grid, the user needs to press the "SAVE" button. A user can add as many parts at one time as they want. The "SAVE" button can save more than one part at a time. The "CANCEL CHANGES" button will get rid of any rows that were added that have not been saved.
Now that a part is in the "Parts" section, the user can see that two more buttons have appeared; "DELETE" and "ATTRIBUTES". The "DELETE" button will delete that part from the grid. The "ATTRIBUTE" button will bring up a pop up window of the attributes of that part.
From this page the user can select a job plan template that was just created and use it on this machine. The user can fill out the remaining information and then press the "CREATE" button. This will bring you to the Edit Job Plan view page. This page information can be found under the machines link. The user can change the job plan schedule, add attachments, and add questions to this job plan. The job plan templates that the user created and applied to this machine will automatically bring in the attachments and questions to this job plan. The user can still add more attachments and questions to the job plan. If the user were to update or modify the job plan template, any machine job plan that use that job plan template will automatically be updated as well.
The "Job Plan" section is next. A user can add as many job plans as they desire. To add a new job plan, click on the "ADD NEW JOB PLAN" button. This will redirect the user to the "Create Job Plan" page. On this page you can select a job plan template that would have to have been created by the user already. Otherwise you can just add the name the user wants and fill in the Description/Frequency text box as seen below on the left. After the user clicks the "CREATE" button, the user will be directed to the page below on the right. As you can see, The first section of this page contains the information that was just entered into the page before. The "SAVE" and "BACK TO MACHINE" buttons work exactly like the previous buttons earlier on this page.
The above picture is the next section on the "Edit Job Plan" page. In this section the user can change the start date and time by pressing on the calendar or clock icon. The user can also do the same thing for the end date and end time. The next thing the user can do is decide who they want to assign this job plan to. That choice will be up to the user creating the job plan. The last thing in this section is to set if the user would like this job plan to have a repeat. When the user clicks on the drop down menu, choices of "never", "Daily", "Weekly", "Monthly", and "Yearly" show up.
The next section is the "ATTACHMENTS" section. To add an attachment, click the "SELECT FILE..." button which will allow the user to upload PDFs to this section. The attached files in this section will sync over to the mobile app.
The image above shows the last section on the "Edit Job Plan" page. In this section the user can add job plan questions to a job plan that is for a machine. To add a new questions, first click the"ADD NEW QUESTION" button. Enter the question in the question column. Next the user has to select the question type which includes "YesNo" ,"Textbox", "Text", "Header". The required column will default to true. The sort will automatically be set to the next number, but the user can change it to any number. The next column is a follow up question that the user can enter. This column does not need to have a value in it, it is optional. The active column will default to true. If the user makes the questions not active, the question will not show up when doing the job plan. Scroll back up to the top of the page and press the "SAVE" button which will bring you back to the "Edit Machine" page.
The "History" section is the final section on the "Edit Machine" page. When a work order is completed, they will show up this section. Inspection work order and Corrective Action work orders will both show up on this grid. Scroll back to the top and press the "SAVE" button which will take the user back to the "Machines" page.