Navigate to Users / Profile and click the Add User button.
Enter the user's First Name, Last Name, and a unique Email Address.
Assign a Role (e.g., Administrator, Manager, Operator) to define their system permissions.
Select their primary Location and Area for targeted reporting and access.
Click Save. The system will automatically send an email to the user with instructions to set up their secure password.

Deleting a User

When a user no longer requires access:

Locate the user in the User List within the Users module.
Click the Delete (trash) icon next to their entry.
Confirm the action in the confirmation dialog.
The user is marked as Deleted. They will lose all access immediately, but their historical data and audit logs are preserved for your records.

Roles & Permissions

Roles determine what modules and actions each user can access. Standard roles include:

Administrator Full access to all modules, system settings, and user management.

Manager Access to operational modules and reporting, with approval authority.

Operator Can view equipment status and perform assigned tasks/requests.

Suppliers

Maintain supplier records to support requests and purchasing workflows.

Create, edit, and delete supplier entries.
Keep supplier contacts and references up to date.
Export supplier lists when needed.

Inventory

The Inventory module provides real-time visibility and control over your factory's stock levels, from specialized parts to consumable supplies.

Stock Management

In Stock: View current quantities available across all areas.
On Order: Track items that have been purchased but not yet received.
To Reorder: Automatically identifies items that have fallen below your set minimum stock levels.

Common Actions

Consume Items: Log the usage of parts against specific equipment or work orders.
Print Barcodes: Generate and print Barcode or QR labels for easy scanning and identification.
Audit/Adjust: Manually adjust stock levels after physical counts to maintain accuracy.

Requests

The Requests module manages the complete procurement cycle, ensuring every item needed for production is tracked from discovery to inspection.

Creating a New Request

To start a request for parts, tools, or services:

Navigate to the Requests module and click Create Request.
Select the target Location and Area.
Add items by searching the Inventory or typing in details for new items.
Specify Quantity, Priority, and any required GL Codes or Notes.
Click Submit to begin the workflow, or Save Draft to finish later.

The Requests Workflow

Requests move through several statuses based on your team's workflow:

Step 1: Requested

Initial submission; awaiting initial review or authorization.

Step 2: Authorized

Verified by local management before moving to final approval.

Step 3: Approved

The request is green-lit for purchasing.

Step 4: Ordered

A purchase order has been generated and sent to the supplier.

Step 5: Received

Items have arrived on-site and are ready for inspection.

Step 6: Closed

Final inspection complete; items are in stock or consumed.

Work Orders

Keep your facility running smoothly by scheduling and tracking maintenance tasks, repairs, and preventive operations.

Create Work Orders: Generate tasks for specific equipment or locations.
Maintenance Types: Categorize as Preventive, Corrective, or Breakdown maintenance.
Track Progress: Monitor status from Open to In-Progress and Completed.
History: Review all past maintenance performed on any specific asset for reliability analysis.

Reports

Transform raw operational data into actionable insights through specialized reporting modules.

Production Reports

Analyze efficiency, OEE, downtime reasons, and output trends by day, week, or month.

Inventory Reports

Track stock movement, consumption rates, and valuation across all locations.

Equipment

Monitor all factory floor assets. Each machine includes a digital profile for real-time tracking.

Equipment Hub: A bird's-eye view of all machine statuses (Online, Offline, In Maintenance).
Machine Insight: Detailed performance data, sensor readings, and efficiency metrics.
Sensors: Manage IoT devices and data streams connected to your machines.

Charts & Settings

Fine-tune the platform to match your operational requirements.

Visual Charts: Real-time visualization of production lines and equipment performance.
System Settings: Configure global units, notification preferences, and integration keys.
Locations & Areas: Organize your facility hierarchy for localized management.