Shop Floor Insight

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Release Notes containing updates to Shop Floor Insight.
Release Notes: Shop Floor Insight
Daily Time Report for Payroll Administrator
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.
Shift Scheduling with Shop Floor Insight
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.
Routing Step with Shop Floor Insight
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.
Color Coding Time Cards
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.
Production Order Assignment with Shop Floor Insight
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.
Streamline Processes with Work Instructions
With Shop Floor Insight work instructions can be displayed on the production order, including comments specific to an operation on the production order.
Cleaning up Barcodes in Business Central
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.
Configurable Business Central Payroll Export for ADP and other Payroll Solutions
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.
Production Dispatch Lists that Boost Efficiency
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.
How to use the Shop Floor Production Order job report as your default production order job card report
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.
How to Print Barcodes for Job Tasks in Shop Floor Insight
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.
How to automatically round time card line entries
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.
How to Print Barcodes for Production Order Operations
These barcodes for the production order operations can be printed by searching for “Shop Floor Production Order” report.
How to record a quality inspection when output data is captured
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.
How to display the Shop Floor Insight Approver role in the "Explore All" page
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”).
Shop Floor employees are having their shifts end prematurely
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.
How to record a quality inspection when a scheduler item is moved
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.
How to ensure supervisors only see time cards of their workers for approval
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.
Fix a "Company not licensed" error message in Shop Floor Insight
This document explains what to do whenever a user gets a “Company Not Licensed” error message in Shop Floor Insight.
Adding a New Employee & Printing a Barcoded Badge
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.
Filtering Production Orders on the Dispatch List in Shop Floor Insight
Learn how to filter production orders in Shop Floor Insight.
How to Record Consumption
Learn how to record consumption using Shop Floor Insight.
How to Record Output
In this video you'll learn how to record output using Shop Floor Insight.
The Supervisor / Employee Relationship
In this video, we'll demonstrate how to create a relationship between supervisors and employees.
Using Links in Shop Floor Insight
In this video, we'll demonstrate how to use links within Shop Floor Insight to access documents, drawings, websites and other items.
Client Configuration Cards
In this video, we'll demonstrate how to use the client configuration cards in Shop Floor Insight.
Shop Floor Activities
In this video, we'll demonstrate how use and configure the available shop floor activities in Shop Floor Insight.
Line Coloring
In this video, we'll demonstrate how use colors to identify the status of jobs within Shop Floor Insight.
How to Record a Comment
In this video, we'll demonstrate how to record a comment in Shop Floor Insight.
Printing a Production Order Job Card
In this video, we'll demonstrate how to print a production order job card.
Quality Inspections when Recording Output
In this video, we'll demonstrate how to work with quality inspection feature of Shop Floor Insight when recording output.
Changing the Work or Machine Center by Scanning a Barcode
In this video, we will look at how shop floor workers can change the work center or machine center by simply scanning a barcode.
Dispatch List Filtering
In this video, we'll demonstrate how to work with dispatch list filtering using a simple floor layout example.
Automatically Assign Work and Machine Centers
In this video, we'll demonstrate how to automatically assign work and machine centers using Shop Floor Insight.
Time Card Line Rounding for Job Tasks
In this video, we'll demonstrate how to configure the time card line rounding for job tasks.
Line Rounding of First Time Card Line
In this video, we'll demonstrate how to configure line rounding of the first time card line.
Time Card Approval Process and Worksheet
In this video, we will look at the time card approval process and specifically the time card worksheet.
Include Other Paycodes for Overtime Calculations
Watch this video to learn how to use other paycodes when calculating overtime using Shop Floor Insight.
Automatic Filler Time Functionality
Learn about the automatic filler time functionality in Shop Floor Insight.
Time Card Line Rounding for Shift Breaks
Learn how to perform time card line rounding for shift breaks in Shop Floor Insight.
Output to License Plate
Production Order Analysis, Investigation, and Reporting Options in Business Central
How to use the Shop Floor Production Order job report as your default production order job card report
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.
Shop Floor Insight Language Configuration
Shop Floor Insight requires language settings to be configured in the NAV or Business Central on prem service.
Clock In Early to Midnight Shift using Shop Floor Insight
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.
Configure OAuth for Shop Floor Insight 7.8
Fields Included in Shop Floor Insight’s Search Field
The following fields are included in Shop Floor Insight’s (version [...]
Access and Configure Service-to-Service Authentication in Shop Floor Insight
Configure Shop Floor Insight for automatic time splitting scenarios
Shop Floor Client Configuration Cards Recommendations
Configure OAuth Service-to-Service Connections in Shop Floor Insight
Upgrading Shop Floor Insight Quality Inspections to use Quality Inspector
De-Select a License Plate in the Shop Floor Insight Web Client
Shop Floor Insight 7.12 with Quality Inspector and Job Tasks
Modify the Shop Floor Insight Client Credentials
Developer guide to Custom Shop Floor Insight badges and Printing Shop Floor Insight employee badges outside of Business Central
Shop Floor Insight Security and Compliance Information
Shop Floor Time Card Validation Rules
Shop Floor Setup page
Allocating Internal Labor Costs Using Projects and Shop Floor Insight
How to Change the Date Format on the Shop Floor Insight client
Example Line Rounding Rule for Lunch Breaks
1. Before you Begin with Shop Floor Insight
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.
2. Installing Shop Floor Insight
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.
3. Registering Shop Floor Insight
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.
4. Configure Special Permissions in Shop Floor Insight
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.
5. Configure Paycodes in Shop Floor Insight
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.
6. Configure Activity Codes in Shop Floor Insight
Configure your paycodes before you configure your activity codes. Activity codes provide the ability to categorize time collected on the Shop Floor.
7. Configure Shifts in Shop Floor Insight
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'.
8. Configure Shop Floor Employees in Shop Floor Insight
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.
9. Configure Work Centers in Shop Floor Insight
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.
10. Configure Client Configuration in Shop Floor Insight
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.
11. Configure Time Zone in Shop Floor Insight
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.
Install and Configure Shop Floor Insight (SaaS)
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.
13. Print Barcodes and Smoke Test in Shop Floor Insight
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.
How to do an upgrade to the Shop Floor Insight Windows service
This document demonstrates how to perform an upgrade of the Shop Floor Insight service.
Shop Floor Insight Communication App Requirements
Set Up Facial Recognition
Install and Configure Shop Floor Insight (On Prem)
How to Print Non-Productive Activity Codes (such as Lunch and Break) in Shop Floor Insight
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.
1. Before You Begin with Shop Floor Insight
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.
2. Navigating Business Central in Shop Floor Insight
The Shop Floor Insight Business Central app alters three role centers and introduces a new role center called “Shop Floor Insight Approver”.
3. Process Overview in Shop Floor Insight
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.
4. Printing Barcodes in Shop Floor Insight
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.
5. Tour of the Shop Floor Interface
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.
6. Capture Shop Floor Data for Production Orders in Shop Floor Insight
Scanning Routing Barcodes: Use the production order barcodes printed from the “Printing Barcodes” section of this document.
7. Capturing Job Time in Shop Floor Insight
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”.
8. Closing Time Cards in Shop Floor Insight
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.
9. Approving Time Cards in Shop Floor Insight
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.
10. Calculate Overtime in Shop Floor Insight
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.
11. Posting Shop Floor Data in Shop Floor Insight
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.
12. Export Time in Shop Floor Insight
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.
Configure Output Clock on Behavior
In Shop Floor Insight version 7.6 and newer, recording output [...]
Add a Non-Productive Activity Code
Shop Floor Insight: Use the Mobile Interface Without a Phone
Shop Floor Insight: Shop Floor Native Phone Client
Shop Floor Insight's Published Events
Group Time Cards in Shop Floor Insight
How to Report on Operators that did not Clock Off with Shop Floor Insight
Shop Floor Work Type Rules
Creating Multiple Time Cards with the Time Card Creation Wizard
How to Record Consumption
Learn how to record consumption using Shop Floor Insight.
Filtering Production Orders on the Dispatch List in Shop Floor Insight
Learn how to filter production orders in Shop Floor Insight.
Adding a New Employee & Printing a Barcoded Badge
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.
How to Record Output
In this video you'll learn how to record output using Shop Floor Insight.
The Supervisor / Employee Relationship
In this video, we'll demonstrate how to create a relationship between supervisors and employees.
Using Links in Shop Floor Insight
In this video, we'll demonstrate how to use links within Shop Floor Insight to access documents, drawings, websites and other items.
Client Configuration Cards
In this video, we'll demonstrate how to use the client configuration cards in Shop Floor Insight.
Shop Floor Activities
In this video, we'll demonstrate how use and configure the available shop floor activities in Shop Floor Insight.
Line Coloring
In this video, we'll demonstrate how use colors to identify the status of jobs within Shop Floor Insight.
How to Record a Comment
In this video, we'll demonstrate how to record a comment in Shop Floor Insight.
Printing a Production Order Job Card
In this video, we'll demonstrate how to print a production order job card.
Quality Inspections when Recording Output
In this video, we'll demonstrate how to work with quality inspection feature of Shop Floor Insight when recording output.
Changing the Work or Machine Center by Scanning a Barcode
In this video, we will look at how shop floor workers can change the work center or machine center by simply scanning a barcode.
Dispatch List Filtering
In this video, we'll demonstrate how to work with dispatch list filtering using a simple floor layout example.
Automatically Assign Work and Machine Centers
In this video, we'll demonstrate how to automatically assign work and machine centers using Shop Floor Insight.
Time Card Line Rounding for Job Tasks
In this video, we'll demonstrate how to configure the time card line rounding for job tasks.
Line Rounding of First Time Card Line
In this video, we'll demonstrate how to configure line rounding of the first time card line.
Time Card Approval Process and Worksheet
In this video, we will look at the time card approval process and specifically the time card worksheet.
Include Other Paycodes for Overtime Calculations
Watch this video to learn how to use other paycodes when calculating overtime using Shop Floor Insight.
Automatic Filler Time Functionality
Learn about the automatic filler time functionality in Shop Floor Insight.
Time Card Line Rounding for Shift Breaks
Learn how to perform time card line rounding for shift breaks in Shop Floor Insight.
This section contains troubleshooting articles for Shop Floor Insight.
401 Error Messages in Shop Floor Insight
This article’s objective is to help users troubleshoot “(401) unauthorized” error messages in the Shop Floor Insight application.
Troubleshoot Shop Floor Insight Issues
How to troubleshoot "(400) Bad Request" errors in Shop Floor Insight
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.
Shop Floor Insight: Error Messages and Fixes
Resolve URL ACL Issues
Troubleshoot SSL Certificate
Shop Floor Insight Production Go-Live Checklist
Troubleshoot Zero Run Time Entries on Shop Floor Time Cards
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