5. Tour of the Shop Floor Interface

5. Tour of the Shop Floor Interface

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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.

The Shop Floor Interface runs in a web browser such as Chrome or Firefox, and typically on a Chromebox, Chrome sticks, or more ruggedized hardware.

Lock Screen

When you first access the Shop Floor Insight you’ll be presented with the lock screen.

Lock Screen

Scan your employee badge (printed in the “Printing Barcodes”) section.

After you scan your badge you’ll be logged in and presented typically with a time card view. If this is the first time you’ve clocked in there will likely be no time entries.

The defaults for the view you see, any filters applied depend on which Shop Floor Client Configuration record got applied. A Shop Floor Client Configuration is typically configured per scanning station, and sometimes for special roles.

Time Card View

The default view that you’re presented with is configurable, but is typically the time card view.

Time Card View

Different types of time will appear differently. In the above picture we see that Jobs can capture runtime, production orders can differentiate between setup time and runtime, and non-productive activity codes only capture time.

When a time card line is not yet clocked off it can optionally be automatically colored as a visual indicator.

The panels on the right-hand side will update based on the selected line in the view.

In the below example we’ve selected a clocked-in line to a single production order, and the Bill of Materials, Quality Inspections, Work Instructions, Tools, and Picture have all been updated.

Time Card

The Time Card view can be accessed anytime after unlocking by selected “Time Card” in the menu.

Time Card Menu

Recording Comments

To record a comment, select a time card line in the Time Card view. Choose “Comment” in the “Time Card” menu section.


A line comment screen will start, click “Add” to start recording a new comment.

Line Comments

When ready, choose “Register”. This will make the comment available for review in Business Central.

In Business Central time card line comments are made aware to a supervisor on the approvals screen, by having the line selected with details showing in the “Line Comments” panel on the right.

Time Card Approvals

In the Time Card view for an individual card, lines with comments are also bolded for easy identification of comments, and review in detail by choosing “Comment” under the “Manage” action.

Time Card

Take/ Un-Take and Supervisor Assignment

From either the Job or Production dispatch views you can take or un-take items.

When you take an item, it does not clock into it, does not change status, and does not start a time card line for you. Take will only categorize this item that you will work on it and provide visibility to others that you will work on it.

When a line is available to take the “Take” menu


When you ‘Take’ an item, the dispatch grid that you’re in will move that item into your own group. When an item you’ve taken is selected you can “Un-take” it to un-categorize it from yourself.

Dispatch Grid

This information is available for review in Business Central, or pre-assignment with the “Supervisor Assignment” screen. In Business Central, search for “Supervisor Assignment”.

Supervisor Assignment

Reviewing and pre-assigning items for both production order routings and jobs can be performed on this screen.

Shop Floor Supervisor Assignment

Job Dispatch View

The Job Dispatch list will show Job Tasks that have been filtered for the appropriate client configuration.

Job Dispatch View

The Filter section can be used to more easily find relevant job tasks. Once a job task is selected, different menu options become available, including the ability to take/un-take as well as the ability to Clock On (if you do not have an open time card line), or Clock Off (if you’ve already clocked on).

Filter Menu

When a line is selected, the menu options will update to indicate available actions, such as take/un-take, or Clock On, or Clock Off. The panels on the right-hand side will also update to information relevant to the selected Job Task.

See the section on recording job time for more details on capturing Shop Floor data for jobs.

Client Configuration specific filters can also be assigned in Business Central to restrict which job tasks are available to choose.

Production Dispatch View

The production dispatch view will list available released routings in the system. Like the Job Dispatch view the filter can be used to restrict the list, and additional filtering can be assigned on the appropriate Shop Floor Client configuration record.

Production Dispatch View

Like the job dispatch list, once a line is selected, menu actions and the panels will be updated to reflect details for the selected line.

More details on capturing Shop Floor data for Production Order routings are noted in a different section.

Production Scheduler

The production scheduler provides a graphical view of when production routings start and stop, categorized by their respective work or machine center. From this view a block can still be selected and clocked in/out like the other dispatch screens, as well as the side panels updating to reflect relevant details about the selected routing.

Production Scheduler
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