The settings reviewed in this section are only the basic settings needed to get the system technically operational. Insight Works recommends registration and training to take advantage of the advanced configuration available in the system.

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. They can also optionally be connected to specific Shop Floor Employees for roles such as Supervisors, Quality Inspections, or other types of roles that might need to have individual specific configuration instead of scanning station specific configuration.

Client Configurations affect the behaviour of the Shop Client. IP Filtering rules are used to determine which configuration and employee gets when scanning into the client. Configuration data is cached in the Shop Client. The browser must be refreshed for changes to take effect.

There are typically four types of Client Configurations.

• A default Configuration
  • Handles general cases and desktop usage.
• A Configuration per Scanning Station that is configured to the Work Centers in the proximity of that Scanning Station.
  • Configuration for specific employee roles
  • Most often Quality Inspectors when they move between different stations.
• Configuration for overview screens
  • For example, “Today’s Production Orders” in a common area.

The system will first look for any override that is set on the employee. If there is none then the IP filters will apply to the scanning station and find the first match, going by ranking order.

You will need to know the IP address as seen by Shop Floor Insight. If you don’t know the IP address of the scanning station, contact the network administrator for your installation location.

A default configuration is often imported automatically when using the Shop Floor Insight wizard.

For configurations that should be automatically assigned to scanning stations, choose “IP” for the “Filter Type”, and put in the IP address in the “Filter” section.

If you plan on recording manual consumption or manual output then also change “Consumption Batch Name” and “Output Batch Name” in the “Production Order” section. For the output batch name this must be a different batch than the batch configured on the Shop Floor Setup screen.  The output batch defined on the Shop Floor Setup screen is used when the time cards are posted.

When setting “Output Batch Name” on a Shop Floor Client Configuration ensure that you correctly set “Output Entry” to either “Any Operation” (if you are recording output to intermediate operations), or “Last Operation” if you are only recording finished goods output on the last operation. Output Entry determines where output can be recorded. It is separate from the Auto-Finish Operations setting, which controls the Finished status of production order routing operations.

It is also important to review the “Register Output To” setting on the Shop Floor Setup page and make sure it is set to “Output Journal”, which is the correct setting for most scenarios most of the time as this will record intermediate and finished goods output directly into the output journal allowing posting of inventory faster than time card processes, and allow item tracking information such as lot and serial numbers to be recorded.  The Output Batch on the Shop Floor Client configuration will only be used when “Register Output To” is set to “Output Journal”.

If the Shop Floor Setup setting is set to “Time Card Line” or “Time Card Line Unless Last Operation” (these settings are intended for very specific processes) then make sure to consider the “Output Entry” setting on all of the Shop Floor Client Configurations are considered (the setting should likely be changed to “None” unless you allow over-output or exception-based output).

Recommended smoke test or “quick start” settings for the “Time” section:

Change “Time Entry Mode” to “Auto”.

Change “Inactivity Log Out Time (Seconds)” to 60.

Change “Time Entry Unit of Measure” to “Hours” (or the unit of measure configured on your work centers).

Define a color in “Open Line Color”, such as “yellow”.

Define a color in “Time Entry Color”, such as “lime”. This will be used to distinguish between a line created for setup time and a line created for runtime.