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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.
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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.
NOTE: The operation amount is a sum of all operations of the same type that have been added to the building. If for example the building has a door and a building model with the same operation “Framing”. The “Framing” operation amount will be a sum of both of these operations
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 for Inspection
You can see the operation that was not assigned 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 Users with the employee role cannot edit the operationoperations
How do I Get a Report of Completed Operations?
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