Shop Floor Insight

Windows Server Requirements

Date: April 13, 2021
By: Insight Works
Categories: Install Guide

Date: February 18, 2021
By: Insight Works
Categories: Application Usage, Videos

Learn how to perform time card line rounding for shift breaks in Shop Floor Insight.

Date: February 18, 2021
By: Insight Works
Categories: Application Usage, Videos

Learn about the automatic filler time functionality in Shop Floor Insight.

Date: February 18, 2021
By: Insight Works
Categories: Application Usage, Videos

Watch this video to learn how to use other paycodes when calculating overtime using Shop Floor Insight.

Date: December 21, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we will look at the time card approval process and specifically the time card worksheet.

Date: December 21, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to configure line rounding of the first time card line.

Date: December 8, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to configure the time card line rounding for job tasks.

Date: December 8, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to automatically assign work and machine centers using Shop Floor Insight.

Date: December 8, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to work with dispatch list filtering using a simple floor layout example.

Date: November 20, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we will look at how shop floor workers can change the work center or machine center by simply scanning a barcode.

Date: November 20, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to work with quality inspection feature of Shop Floor Insight when recording output.

Date: November 20, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to print a production order job card.

Date: November 20, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to record a comment in Shop Floor Insight.

Date: November 3, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how use colors to identify the status of jobs within Shop Floor Insight.

Date: November 3, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how use and configure the available shop floor activities in Shop Floor Insight.

Date: November 3, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to use the client configuration cards in Shop Floor Insight.

Date: October 29, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to use links within Shop Floor Insight to access documents, drawings, websites and other items.

Date: October 28, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video, we'll demonstrate how to create a relationship between supervisors and employees.

Date: October 9, 2020
By: Insight Works
Categories: Application Usage, Videos

In this video you'll learn how to record output using Shop Floor Insight.

Date: October 6, 2020
By: Insight Works
Categories: Application Usage, Videos

Learn how to record consumption using Shop Floor Insight.

Date: September 28, 2020
By: Insight Works
Categories: Application Usage, Videos

Learn how to filter production orders in Shop Floor Insight.

Date: September 28, 2020
By: Insight Works
Categories: Application Usage, Videos

Learn how to add a new employee to Shop Floor Insight and then print a barcoded badge that can be used to log into the application.

Date: July 28, 2020
By: Insight Works
Categories: Application Usage

This document explains what to do whenever a user gets a “Company Not Licensed” error message in Shop Floor Insight.

Date: July 28, 2020
By: Insight Works
Categories: Application Usage

As shop employees use the Shop Floor Insight application, time cards will be created. Before these can be posted, someone needs to approve the time cards.

Date: July 28, 2020
By: Insight Works
Categories: Install Guide

This document demonstrates how to perform an upgrade of the Shop Floor Insight service.

Date: July 28, 2020
By: Insight Works
Categories: Application Usage

It is possible to configure Shop Floor Insight to record a quality inspection directly from the Shop Floor Insight application when a production order routing line is modified in the production schedule of the Shop Floor Insight application.

Date: July 28, 2020
By: Insight Works
Categories: Configuration

This article describes how to troubleshoot error messages in the Shop Floor Insight application that stem from misconfigurations of the Shop Floor Insight service config file. In some cases, the error messages will state “(400) Bad Request” and in other situations the error message will not reference this.

Date: July 28, 2020
By: Insight Works
Categories: Configuration

This article’s objective is to help users troubleshoot “(401) unauthorized” error messages in the Shop Floor Insight application.

Date: July 28, 2020
By: Ahtasham Naseer
Categories: Application Usage

This document describes how to address a situation where some shop floor employees “lose” their time cards when these employees go to log off their shift.

Date: June 3, 2020
By: Insight Works
Categories: Application Usage

Version 15 of Business Central has a new “Role Explorer” page which allows users to quickly see an overview of all the lists and features available for the selected role (these are also referred to as “profiles”).

Date: June 3, 2020
By: Insight Works
Categories: Application Usage

It is possible to configure Shop Floor Insight in such a way that whenever a user captures output, he can automatically record a quality inspection at the same time.

Date: June 3, 2020
By: Insight Works
Categories: Application Usage

These barcodes for the production order operations can be printed by searching for “Shop Floor Production Order” report.

Date: June 3, 2020
By: Insight Works
Categories: Application Usage

There is a new feature in version 7.5 of the Shop Floor Insight extension which replaces the “Round Time as Time is entered” setting in previous versions. This new feature is called the “Shop Floor Line Rounding Rules” list.

Date: April 24, 2020
By: Insight Works
Categories: Application Usage

Shop Floor Insight provides users with the ability to print barcodes associated with specific job tasks. This article will explain the steps required to print these barcodes.

Date: March 18, 2020
By: Insight Works
Categories: Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base, Using the Knowledge Base

Date: March 11, 2020
By: Insight Works
Categories: Configuration

When a work shift starts at midnight, special consideration needs to be made for employees that that clock into Shop Floor Insight early because that time falls on a different date.

Date: February 27, 2020
By: Insight Works
Categories: Configuration

Shop Floor Insight requires language settings to be configured in the NAV or Business Central on prem service.

Date: February 27, 2020
By: Insight Works
Categories: Application Usage, Configuration

Shop Floor Insight supplies an example Production Order Job Card report that supplies barcodes that can be used for collecting manufacturing time. These steps describe how to configure Business Central to use this sample report.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

Time is typically exported to payroll systems through a CSV file. Payroll systems tend to not want time details, and instead tend to prefer having time rolled up per employee, per paycode.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

This section is a very high-level overview of posting time and shop floor data. Shop Floor Insight provides options to change production order costing, and optionally apply overtime costs to production orders.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

This is a very high-level overview of calculating overtime. Refer to the setup guide, task-oriented manuals, and your recorded training session (if available) from your Insight Works representative.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

Shop Floor Insight provides an optimized approval screen for reviewing, editing, and approving multiple time cards at once, as well as the ability to approve cards one by one.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

Time Cars can get closed in a few different ways. When a time card is closed an automatic “Preparation” step is performed on the card itself.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

To record time to a Business Central Job and Job Task each Shop Floor Employee needs to either connect to a Business Central “Resource” directly, or to a Business Central “Employee” which is in turn associated with a Business Central “Resource”.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

Scanning Routing Barcodes: Use the production order barcodes printed from the “Printing Barcodes” section of this document.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

This section will overview the main areas of the Shop Floor Interface. Advanced usage, configuration, and process can be discussed in detailed documentation and additional training.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

The Shop Floor interface is primarily driven by barcodes. For this quick guide it’s recommended to identify the data you’d like to explore the system with and print off the appropriate barcodes.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

This quick start guide is ordered as close as possible to this sequence to provide information on approaches for capturing shop floor data, validating and approving, adjusting time (typically for overtime), posting time, and exporting.

Date: February 24, 2020
By: Insight Works
Categories: User Guide

The Shop Floor Insight Business Central app alters three role centers and introduces a new role center called “Shop Floor Insight Approver”.

Date: February 21, 2020
By: Insight Works
Categories: User Guide

This document is intended as a quick user guide for getting Shop Floor Insight to work with Business Central. This is not a comprehensive user guide and does not cover all configuration or usage options.

Date: February 20, 2020
By: Insight Works
Categories: Install Guide

Once you have the Business Central side configured and have installed the Shop Floor interface then you can proceed to smoke test the system and confirm functionality.

Date: February 20, 2020
By: Insight Works
Categories: Install Guide

This component is intended to be run on-premise. This component will install a windows service that will provide an HTLM based barcoding interface optimized for Shop Floor Data collection.

Date: February 20, 2020
By: Insight Works
Categories: Install Guide

If you are in a time zone that is not UTC, then you should also configure the time zone hours offset for use with the Business Central SaaS web service.

Date: February 20, 2020
By: Insight Works
Categories: Install Guide

Client configurations provide scanning station specific configuration. Scanning stations are often configured to provide a restricted list of routings for work within the physical proximity of work and machine centers.

Date: February 20, 2020
By: Insight Works
Categories: Install Guide

Make sure that your user has special function permissions before you proceed with configuration documented in this section, otherwise you might not be able to see any employees that you create.

Date: February 18, 2020
By: Insight Works
Categories: Install Guide

Shop Floor Work Centers connect to existing Business Central Work Centers or Business Central Machine Centers. These are used for capturing information for Production Orders, such as recording productive time to production orders, rework time, recording manual output, recording manual consumption, and using the scheduling feature.

Date: February 14, 2020
By: Insight Works
Categories: Install Guide

This section only provides very basic setup of shifts and does not go into detailed usage of shifts in the system. The Setup Wizard will import a rapidstart file that will automatically create an example shift 'MF8'.

Date: February 14, 2020
By: Insight Works
Categories: Install Guide

Configure your paycodes before you configure your activity codes. Activity codes provide the ability to categorize time collected on the Shop Floor.

Date: February 14, 2020
By: Insight Works
Categories: Install Guide

Paycodes need to be defined before Shop Floor Activities. Paycodes must match the paycodes in your payroll system by name if you plan on exporting time from Shop Floor Insight to your payroll system or calculating overtime.

Date: February 14, 2020
By: Insight Works
Categories: Install Guide

Shop Floor Insight provides the ability to fine tune functional permissions with both standard Business Central permission sets, as well as with a 'Function Permissions' feature.

Date: February 14, 2020
By: Insight Works
Categories: Install Guide

Registration of the app is necessary for all Business Central cloud use of Shop Floor Insight. The app must be installed before registration is possible. Make sure to install the app on your Business Central tenant prior to requesting registration.

Date: February 14, 2020
By: Insight Works
Categories: Install Guide

Shop Floor Insight is available in Microsoft AppSource for Business Central SaaS. For on-premise installations of Business Central a ".app" file will be provided to your Microsoft Partner or Insight Works representative to install.

Date: February 14, 2020
By: Insight Works
Categories: Install Guide

This document is intended as a quick install guide for getting Shop Floor Insight to work with Business Central. This is not a comprehensive install guide and does not cover all configuration or setup options.

Date: December 13, 2019
By: Insight Works
Categories: Application Usage

Shop Floor Insight can automatically change the status of a routing step to “In Progress” when a machine operator starts recording time against a production order.

Date: December 13, 2019
By: Insight Works
Categories: Application Usage

With Shop Floor Insight work instructions can be displayed on the production order, including comments specific to an operation on the production order.

Date: December 13, 2019
By: Insight Works
Categories: Application Usage

Shop Floor Insight enables users to assign production orders to Shop Floor employees. Dispatch lists can then be filtered in a number of different ways to show specific production orders.

Date: December 13, 2019
By: Insight Works
Categories: Application Usage

Shop Floor Insight gives users the ability to schedule recurring shift patterns. Recurring patterns are quickly and easily configured with the shift schedule configuration list and can be applied to groups of employees and individual employees.

Date: December 13, 2019
By: Insight Works
Categories: Application Usage

Production dispatch lists are used as a primary means of clocking onto production orders or viewing outstanding work. When there are hundreds of rows displayed it can be difficult to identify specific items. Shop Floor Insight streamlines processes by only displaying the list of production orders that are relevant.

Daily Time Report for Payroll Administrator

Date: December 10, 2019
By: Insight Works
Categories: Application Usage

Shop Floor Insight includes an Excel friendly daily/weekly time summary report to help payroll administrators using employee groups. This report complements the existing Bi-Weekly and Semi-Monthly reports.

Configurable Business Central Payroll Export for ADP and other Payroll Solutions

Date: December 10, 2019
By: Insight Works
Categories: Application Usage

Shop Floor Insight has supported configurable CSV exports to popular Payroll Systems such as ADP, Ceridian, Serenic and countless others. These exports are often tweaked to meet site-specific requirements or custom formats.

Cleaning up Barcodes in Business Central

Date: December 10, 2019
By: Insight Works
Categories: Application Usage

Barcode entries are a fast and effective way of embedding multiple pieces of information into a single, small, barcode. Barcode entries are used to hold mapping for people, production orders, jobs, and more. Over time these entries can grow in volume, especially on installs that have a very high throughput of barcodes, and generally need cleanup to keep scanning speed fast.

Color Coding Time Cards

Date: December 9, 2019
By: Insight Works
Categories: Application Usage

Color-coded visual cues are a great way to help identify which time card lines are open (not yet clocked off), as well as whether the setup time or runtime has been clocked-in. Check out how Shop Floor Insight makes time card management easier.