Manufacton Mobile App

Overview

Manufacton has created a Mobile App specifically designed for Shop, Logistics, and Field users whose functions include one or more of the following:

• Completing work steps
• Time tracking
• QA/QC functions
• Pausing/Restarting orders
• Managing Shipments
• Managing Inventory
• Creating Field Requests
• Managing the Supply Chain

This article covers and makes reference to the following topics:

• Through what devices can I access Manufacton?
• Logging in
  • Choosing/Changing Your Role
• App Info & Setting
• Establishing and Managing "My Projects"
• Managing Production Orders in the Shop
  • Task Driven Workflows
    • Enter Work Time
    • Complete Work Step
    • Perform QA/QC
    • Pause/Restart
  • Order Driven Workflows
  • Search
  • QR Scanning
• Managing Logistics
  • Shipping Orders
    • Task Driven Workflows
    • Order Driven Workflows
  • Inventory Management
    • By Location
    • By Item
• Field Requests
  • Creating Prefab Requests
  • Creating Material Requests
• Managing the Supply Chain
  • Viewing Order information

 

Logging In

The same credentials to log into the web app are used to log into the mobile app.  A "Forgot Password" link is available in the mobile app as well.

Choosing/Changing Your Role

Upon initial login, the Manufacton Mobile app will ask the user to identify what their primary role is for the enterprise, Shop, Logistics, Field Requests, or Supply Chain.

Note:  Visibility of different roles is based on the Manufacton permission settings.
       If you are not seeing a needed role, contact your system adminstrator
       to enable the correct permissions.

At any time, a user can change their role to get access to either the Shop, Logistics, Field Requests or Supply Chain Manager.

1. Select the current role drop-down
2. Select either Shop or
3. Logistics or
4. Field Requests or
5. Supply Chain Manager as the new primary role

App Info & Setting

App Info & Settings can be accessed for the mobile app

1. Select the gears in the upper right of the mobile app
2. The App's Version is provided
3. The ability to Clear Cache for the app is provided
4. In the event the support or development team needs to investigate issues with the app, a Send Device Logs is provided
5. The ability to set the API Instance to which the app is pointed is also made available
   • This setting should always be set to "app" unless diagnostics or beta testing are being conducted.

 

Establishing and Managing "My Projects"

For Task-Driven Workflows, only orders that are both assigned to the user and part of a project that has been selected within the app will be returned.

Note:  It is critical that all projects for which a task is to be completed
       are included in the "My Projects" list on the app

To select those active projects:

1. Select the My Projects icon near the top-right of the mobile app or in the Quick Links section.
2. In the My Projects view:
   • Fifteen (15) of the 20 most accessed projects will be selected
   • Up to 20 projects can be selected at one time
3. If the project in the list of 20 is not showing one or more of the projects to be managed, it is possible to select the Manage My Projects button to get a list of all projects the user is a member of
4. Currently selected projects can be removed from the My Project  list (with the minus "-" option next to the project name) and additional projects can be added (with the plus "+" option next to the project name)

 

Managing Production Orders in the Shop

The Shop role in the mobile app is purpose-driven to support the most common tasks within Manufacton.  

The tasks can be initiated through several different approaches:

• Task-Driven
• Via Search
• Via Browse
• Via QR Scanning

It is important to note that the Mobile App for Shop is designed to focus on Production Orders that are in the Manufacturing stage.  Orders moved on to QA or Shipping, and orders in Planning, Coordination, or Detailing will not be available in the Shop role but can be viewed in the Supply Chain role.

Note:  Production Orders in other Stages CAN be accessed by scanning an order's
       QR label via the app regardless of which stage it is in.

Task Driven Workflows

Task-driven workflows (on the "My Tasks" tab within the app) are designed to work when a production order or a work step within a production order is assigned to the member logged into the mobile app.  The primary tasks are:

1. Entering Work Time
2. Completing Work Steps
3. Performing QA/QC Functions
4. Pausing/Restarting Production orders

Enter Work Time

Selecting the Enter Work Time task provides the user with a list of production orders for the projects they have selected, of which they are the owner of either the order or a work step within the order.

Selecting one of the orders provides a list of the Work Steps for which the user is an owner and allows them to either enter time directly or start a stopwatch to begin clocking their time.

Entering time directly or stopping the stopwatch will then enable the user to provide the necessary information to capture the time to complete the task.

There are two ways to enter work time:

1. Start (and then subsequently stop) a stopwatch for the work step
   • The stopwatch will turn "red" while it is running
2. Manually enter or adjust the time in which a work step was performed
3. If there are work step-specific documents available, they can be accessed by selecting the "document" icon
   
   
   
   When stopping a stopwatch, one piece of data is mandatory and several options are provided:
   
   
4. The Work Duration passes since starting the stopwatch
5. The Number of Workers active on the work step during the duration
6. The Total Work Time (Work Duration * Number of Workers)
   
   
   
   
7. If the data is correct and the work step is being paused or completed, the user can Add Recorded Time
8. If the work step is not being completed, the user can choose to Continue Timer and stop it later
9. If the work step has been turned on by mistake, the user can Cancel Timer
   
   If the option to Manually enter time has been selected:
   
   
10. A Work Duration is manually entered
11. The Number of Workers is entered
12. A Total Work Time is calculated
13. The user can Add Manual Time
14. The operation can be Cancelled
    
    

Note:  The Enter Work Time task does not enable the ability to mark that work
       step complete.

Complete Work Step

For work steps that have been completed, the Complete Work Step task provides the user a list of production orders for the projects they have selected, of which they are the owner of either the order or a work step within the order.

Once an order is selected, the list of work steps that the user owns will be available to mark as complete.

Note:  Work Steps that have incomplete QA/QC forms associated with them will
       not be able to be checked as complete until the QA/QC form is complete.

Perform QA/QC

The Perform QA/QC task provides the user a list of production orders for the projects they have selected, for which they are the owner of a work step that has a QA/QC form associated with it.

Once an order is selected, those work steps that have a QA/QC form associated with it will be available, and that form can be selected.

In the mobile app, QA/QC forms have the same workflow they have in the web app.  Please see the KB Article on QA/QC Forms for more information.

Pause/Restart

The Pause/Restart function enables a production order to be halted in the event there is a change order or other issue that needs to be resolved:

1. Select the "Pause" icon next to an order to Pause it
2. Select the "Restart" icon next to an order to restart it
   
   
   
   
3. In either case, a Message needs to be added to the order to complete the Pause/Restart
   
   

Notes:  
   o The Restart function may only be available to Project Administrators within 
     Manufacton - see the KB Article on Adding and Editing Users in Manufacton 
     for more information on setting-up Project Level Administrators.

   o To enable anyone to restart a paused order, A "Resume Orders By Everyone"
     option can be set in the company's security requirement.  See the KB
     Article to Modify Your security Requirements for more information.

Order Driven Workflows

Order-driven workflows (on the "Orders" tab within the app) are designed to enable a broad spectrum of tasks to be completed within a production order.

Selecting an order provides access to the most critical aspects of the shop and QA/QC team functions including access to:

1. Order Name
2. Project
3. Owner
4. Critical Dates
5. Planned v Actual Hrs
6. The Work Steps tab enables:
7. Stopwatch capabilities
8. Manual time entry
9. QA/QC form access
10. Work Step Completion
11. Work Step documents
12. Pause/Resume functions
13. Production Items
    • Notes
    • Documents
14. BOMs
15. Order level Documents
16. Notes
17. Filters

Search

A search can be initiated with the magnifying glass icon at the top of the app or from the Find Order button under Tools.

The Search function provides an area to enter a search string and an area to select any recently searched terms.

Note:  If an order opened via QR Scan, search, or from the Order's tab
       in the app, all of the "Order Driven workflow" functions 
       are available.

QR Scanning

A QR Scan can be initiated with the QR icon at the top of the app or from the Scan QR Code button under Tools.

Note: If an order opened via QR Scan, search, or from the Order's tab
      in the app, all of the "Order Driven workflow" functions 
      are available.

Managing Logistics

Logistics include both the management of shipments as well as inventory.  For shipping, there are:

1. Task driven option
   and
2. Order driven options
3. Inventory functionality enables functions around consumption and audits of material and prefab.

Shipping Orders

For shipping, access to view critical elements of the shipment as well as receive shipments is made available.

Task Driven Workflows

On the My Tasks tab, the option to:

1. Receive Items is available.  When selected,
2. A list of Shipping Orders for which the user is either the owner or recipient will be provided
   Once a shipping order is selected,
3. The option to Receive Items is made available
4. If the shipping order has multiple deliveries, the option to Bulk Receive Deliveries is available
   
   
5. A Receipt Method is required:
   • Leave Item Packaged (for future shipping)
   • Release To Inventory (for later use)
   • Mark As Immediately Consumed (not stored)
6. If fewer than expected items are received and need to be reordered the QTY Actual can be reduced from the expected total
7. An Issue explaining the short receipt must be entered if the QTY Actual is reduced

Note: Reducing the quantity received is an indication that those items
      are permanently lost or damaged and a new order production or
      material order is required to replace them.

      For more information on receiving partial shipments, see the KB
      Article on Creating / Managing Partial Shipments.

Order Driven Workflows

Selecting the Orders tab provides a complete list of all shipments for all projects in the current filter set.  Selecting any of those orders provides access to the critical data, documents, and notes within the order.  For orders that are "In Transit", the option to receive is also enabled, and the process as shown in the task driven workflow above can be followed.

Inventory Management

The Inventory function within the mobile app enables users to find and modify the quantity of prefab and material items in inventory either by Location or by Item.

By Location

When the By Location option is selected in Inventory Management, a list of locations is provided.  Those locations will also be project-specific (even for the common, company-based locations).

Once a location is selected, all the items in that location for that project are displayed, and the ability to Adjust Stock for the In Stock value is made available.

By Item

The By Item option provides a list of all items that are in inventory for the project set selected.

Once an item is selected

1. The project(s) and location(s) of that item are shown
2. The ability to adjust the In Stock value is provided and
3. The ability to change the Item which is being managed is available

Field Requests

The Field Requests role provides field teams with the ability to make and view requests easily from their mobile devices. 

1. Create Material Requests
2. Create Prefab Requests
3. View the status of your Material and Prefab Requests

Notes:

  1. The My Material Requests and My Prefab Requests are list views of the field 
     requests made by the logged in user. If you need to see requests by other 
     users, use the Supply Chain role. 
  2. Field Requests created in the mobile app will have a "Field Request" tag added. 
     This will allow the field request to be visible in the My Requests list views 
     and searchable in the web app.

Creating Prefab Requests

Creating a Prefab Request is as simple as filling out a form.

1. Apply Template, which will populate the form with predefined information. For more information, see the Order Template KB article.
2. Add Request Name
3. Select Project
4. Select Location
5. Select Owner
6. Choose the request's starting Stage
7. Enter Detail By Date or Manufacture by Date. This option changes based on the Stage selection
8. Enter Onsite Date
9. Add Items (See below for more information)
10. Add Documents (See below for more information)
11. Add Notes
12. After the required fields are filled in, select Submit Request

ADD ITEMS

To edit the Items list:

1. Add Item (See below to add the item)
2. Delete Item
3. Edit Item
4. Select Done to return to the Request form

Note:  If the list is empty, you will be asked to add and item before seeing the 
       list.

To add an Item to the list:

1. Enter the Item Name. This is only an option if the item is not an Assembly (or Part if this is a Material Request) from the catalog
2. Select an Assembly (or Part if this is a Material Request) from the catalog
3. Enter the needed Quantity
4. Add an Install Location
5. After the required fields are filled in, select Add Item

ADD DOCUMENTS

1. Choose Camera to take a picture
2. Choose Select File to add a file from the mobile device
3. Choose Add URL to add a link to a location on the internet
4. Choose Manufacton Form to add a form that will be editable after it is added to the list
5. After the documents are added, select Done to return to the Request form

 

Creating Material Requests

Creating a Material Request is as simple as filling out a form.

1. Apply Template, which will populate the form with predefined information. For more information, see the Order Template KB article.
2. Add Request Name
3. Select Project
4. Select Location
5. Select Owner
6. Enter Onsite Date
7. Add Items (See above for more information)
8. Add Documents (See above for more information)
9. Add Notes
10. After the required fields are filled in, select Submit Request

Managing the Supply Chain

The Supply Chain role provides Project and Field Management with visibility into the status of material purchases and offsite production.

1. Choose Production Status to view Production Orders
2. Choose Material Status to view Material Orders
3. Search for Production and Material Orders 
4. Scan a QR code to view Material or Production Orders

Viewing Order Information

Users can open orders to view and manage information

1. Order-level data, such as Stage, Status, Name, Project, Owner, and Location
2. Key Dates, which are editable for current and future stages
3. Production and Material Items
4. Notes, which are editable
5. Order History
6. Pause/Restart
7. View All Order Details will take the user to the Shop role to see more details about production. This is only available for orders in the Manufacturing stage.