User Guide

Configure Output Clock on Behavior

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.

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.

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.

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.

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.

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”.

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.

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.

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.

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.

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”.

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.