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You will need to set up operations for your company before using them. |
Summary
Assuming that you have set up operations for your company, in this article we will walk through how operations work on a practical level.
The idea is that orders for buildings will be Submitted by users in your TSA account. These buildings will have certain operations assigned to them (See How to Set up Operations?). When employees complete the production statuses of the building these operations will then be marked as complete. Later you can generate a report on what operations each employee has completed within a given timeframe.
When are Operations Generated for Each Building?
Operations are generated for a building when the order for that building is processed. If a Review is requested on the order and the building is changed you will also have the option to recalculate the operations when the order is processed again.
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Find the order for the building within Manage Orders and click View Order
Click on the serial number of the building
This will open up the Details page for the building and we can view the operations section
Also you will notice there are several columns that are blank for each operation. These will be filled out as we assign the operations or the operation is completed when a building production status is updated.
How do Operations Get Assigned to Users?
Lets navigate to Manage Throughput (Alpha) or Manage Production
For the order that we have just processed lets click on the Manage Workflow icon
Open the Operations Timeline tab and here we can view the Production Status timeline for the building with associated operations listed within the specified Production Status
Here we can assign the operation to a user. However if we choose not to assign a user, the user who completes the production status will automatically be assigned to the operation
To see this in action - Generate the work order for the building and click on the QR code for the building
In this case I would update the production status to Ready to Deliver
You can see the operation is being assigned to me as the Office_Admin Test. Keep in mind I am still able to edit the operation because my user is an office_admin user. Employee user cannot edit the operation
How do I Get a Report of Completed Operations?
Navigate to Process Payables > Operations
Select a date to start the report from and then select the user you would like to generate a report for (you can also select multiple users)
Click Generate Preview
Now you can view each operation that has been completed by the specified user from the data specified to the current day
There are several things that you can do once the report is generated
Click Process
This will clear the report within The Shed App and generate an excel sheet that will download to your computer. We suggest storing these reports in a dedicated folder for future reference as you will not be able to generate this report again once clicking process
Click Cancel
This will close the report but will not clear the report from The Shed App. You will be able to generate the same report again
Click Modify
This allows you to modify the amount of the Operations Cost
Click Skip
This navigate to the report the next user without changing anything
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