Admin Manual

Key Tasks

Creating Jobs

1. Navigate to Jobs → Create New Job.
2. Enter Job details (Number, Customer, Due Date).
3. Add Parts (Number, Material, Quantity).
4. Add Operations to each part (Name, Cell, Est. Time, Sequence).

• Tip: Use Cmd/Ctrl + N for Quick Create menu.

Assigning Work

1. Go to Assignments page.
2. Select part from dropdown.
3. Select operator.
4. Click “Assign”.

• The operator will see this in their /work-queue immediately.

Managing Issues

1. Go to Issues page.
2. Review pending issues.
3. Approve (valid issue), Reject (not an issue), or Close (resolved).
4. Add resolution notes.

Data Export

Access: /admin/data-export (Admin only)

Large datasets can take 30-60 seconds.

• Included: All database records, metadata, tenant info.
• Not Included: File attachments (only paths), API secrets (only prefixes).
• Format: JSON or CSV. CSV is typically faster.

System Configuration

Go to Settings menu:

• Stages/Cells: Define workflow stages (Cutting, Bending, etc.).
  • QRM Settings:
    • WIP Limit: Max jobs allowed.
    • Enforce Limit: Blocks previous op from completing if full.
• Materials: Create material catalog.
• Resources: Track tools, fixtures, molds.
• Users: Manage operator and admin accounts.
• API Keys: Generate keys for integrations.
• Webhooks: Configure operation.started, operation.completed, etc.

Best Practices

✅ Set up workflow cells first before creating jobs. ✅ Create materials catalog before adding jobs. ✅ Review dashboard daily to catch issues early. ✅ Respond to issues quickly to keep production moving. ✅ Use due date overrides when customer dates change. ✅ Run Auto Schedule after adding new jobs to update the Capacity Matrix. ✅ Export data regularly for backups (monthly recommended).