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Production – How to add a work step to the production plan?
Production – How to add a work step to the production plan?
Maximilian Geiger avatar
Written by Maximilian Geiger
Updated over a year ago

This article explains how you can add a work step to production plan:

  1. Go to Production within the side menu.

  2. Click on Edit Production Plan.

  3. Open your work steps by clicking on Unscheduled.

  4. The dropdown shows the different work step lists you have defined within the feature Work steps.

  5. Add a work step to the scheduler via drag and drop. Any time work steps are dropped in the scheduler, your plan will be validated. Invalid plans will be displayed with error information on the problems the plan has and how to solve them. To avoid these problems, the scheduler provides recommendations for optimal work step allocation while dragging. By dropping your work steps in the highlighted blue areas you ensure your plan is always valid.

  6. Publish your changes by clicking on Commit.


Note

  • Saving: When adjustments are made, they are automatically saved. When you close the production planner with uncommitted changes and come back, the changes are still there and not deleted.

  • Undo: Click on the trash icon to undo your latest changes.

  • Errors: A small bug icon indicates whether the changes can be committed or in case there are some errors. All errors have to be solved bevor you can commit.

  • Dependency planning: By activating dependency planning, all work steps that belong to a job are planned on the next possible slot, depending on the step you're currently planning.

  • Search: You have the possibility to search work steps in each list. You can search by the following posibilites:

    • ID of the Job

    • Kind of work step, e.g. cutting

    • Category of Job, e.g. flyer

  • Empty list: In case your work step list is empty, make sure the list meets the right conditions. For more information and how to edit a smart list, follow the article smart lists.

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