💡

How to Set Up Production in Fabritec?

Before any project can enter the factory floor, Fabritec must be configured with the full Production Setup.
This setup defines how your factory works — your stages, workstations, manpower, capacities, and operational rules.

Without correct Production Setup, Fabritec cannot track, schedule, route, or analyze production.

Below is the full workflow for setting up production correctly from start to finish.

✅ 1. Define All Production Stages

Go to: Production Setup → Production Stages → Add Stage

A Stage represents every step in your factory’s fabrication process.

For each stage, you must define:

Stage Name (Cutting, Welding, Painting, Galvanizing, etc.)

Description

Default Duration (HH:MM)

Color (for dashboards & tracking)

Requires Inspection (does this step need QC?)

Outsourced Stage (Galvanizing, Heat Treatment, etc.)

Why this step is critical:

Determines the sequence of item movement

Enables QC control points

Feeds all production analytics

Ensures no operator can bypass required stages

Example Stage Setup:

Welding: Duration 04:00, Requires Inspection = Yes

Cutting: Duration 02:00, Requires Inspection = No

✅ 2. Create Your Factory Workstations

Go to: Production Setup → Workstations → Add Workstation

A workstation represents a physical production point.

Set up each workstation with:

Workstation Code & Name

Default Stage (the stage performed here)

Type

Machine-Driven

Labor-Driven

Both

Capacity Type

Weight, Length, Area, Qty, Volume

Stream Type

Single (one item at a time)

Continuous (e.g., painting line)

Why this matters:

Determines where operators log tracking

Assigns tasks automatically

Affects productivity and load reports

Prevents incorrect stage updates

Examples:

CNC-01 → Machine-Driven, Stage: Cutting

WLD-Bay-03 → Labor-Driven, Stage: Welding

✅ 3. Add All Labor (Workers / Operators)

Go to: Production Setup → Labour → Add Labour

For each worker include:

Labor Code

Name / Native Name

Job Title (Welder, CNC Operator, Painter…)

Shift

Assigned Stages

Assigned Workstations

Why assigning is mandatory:

Workers can only track progress in allowed stages

Prevents wrong stage updates

Enables productivity reporting by operator

Ensures compliance and data accuracy

✅ 4. Define Your Departments

Go to: User Management → Departments

Typical departments include:

Cutting

Welding

Painting

Assembly

Planning

Shipping

Stock / Procurement

Departments help:

Route notifications

Organize supervisor responsibilities

Structure operator access

Filter dashboards

✅ 5. Configure User Roles

Go to: User Management → Roles

Roles define permissions.
Examples:

Role	Permissions
System Admin	Full configuration access
Production Manager	Manage routes, track progress, dashboards
Planning Engineer	Upload BOM, assign routes
Workstation Operator	Update production progress
QC Inspector	Approve/Reject QC stages
Supervisor	Edit/rollback stages, assign work

Assigning correct roles ensures secure and accurate workflow execution.

✅ 6. Add User Accounts and Assign Their Roles

Go to: User Management → Users → Add User

Fill:

Username (must be unique)

Phone, email

Department

Role

Profile image (optional)

This connects workers to Fabritec and activates tracking permissions.

✅ 7. Configure Categories & Capacity

Go to: Production Setup → Categories

Categories help organize items by type, such as:

Beams

Columns

Plates

Hot Rolled

Built-Up Sections

Accessories

For each category, assign:

Monthly Capacity (tons/month or units)

Production Type

Processing behavior

This is used by dashboards to evaluate:

Delays

Factory performance

✅ 8. Setup Measurement Preferences

Go to: Company Settings → Measurement Preferences

Set your factory units:

Length (mm/m)

Weight (kg/ton)

Area (m²)

Volume (m³)

Density

These units standardize all BOM, reports, and dashboards.

✅ 9. Review Company Profile

Go to: Company Profile

Complete:

Logo

Address

Country & City

Time Zone

Website

Email & Phone

This ensures all exported documents (packing lists, QC reports) display correct company branding.

✅ 10. Validate the Entire Production Setup

Before releasing any project to production, verify:

✔ All stages created
✔ All workstations mapped correctly
✔ All workers assigned to stages & stations
✔ All roles & departments configured
✔ Categories have capacities
✔ Measurement units verified

If any part of the setup is wrong, tracking, routes, and QC will not function correctly.

🚀 Your Production Setup Is Now Complete

Once this configuration is finished, your factory is ready to:

Create projects

Add buildings

Define phases

Upload BOM

Assign routes

Release to production

Start shop-floor tracking

Perform QC

Ship completed items

Production setup is the foundation of the entire Fabritec workflow.

📌

How to Create and Set Up Routes in Fabritec?

The Route is one of the most critical components of Fabritec’s production logic.
A Route defines the exact sequence of fabrication stages that every item (mark) must follow inside the factory — from the moment cutting begins until the final QC or shipping.

Without properly configured routes:

Operators cannot track progress

Items cannot move between stages

QC checkpoints will not activate

Production dashboards will show incorrect data

Below is the complete, detailed workflow for creating and setting up Routes in Fabritec.

✅ 1. Open the Routes Module

Navigate to:

Production Setup → Routes

This page shows all existing routes and allows you to add, edit, or duplicate routes.

✅ 2. Click “Add Route” to Create a New Route

You will be prompted to fill the Route master details:

Required fields:

Mark (Item or mark code the route applies to)

Category (Beam, Column, Plate, Pipe, Built-Up, etc.)

Operation Type (Manufacture / Cutting / Welding / Painting etc.)

Why these fields matter:

Mark determines which items follow this route

Category helps Fabritec apply correct capacity rules

Operation Type groups production types in dashboards

✅ 3. Add Production Stages to the Route (The Route Workflow)

This is the most important part.

You must define the exact sequence of stages the item will go through.

Example Route for a Beam:

Material Preparation

Cutting

Drilling

Assembly

Welding

Grinding

Painting

Ready for Shipping

How to add a stage:

Click Add Stage

Select stage from your predefined Production Stages

Save the order

Fabritec enforces this order during tracking — operators cannot skip ahead or enter a stage early.

✅ 4. Set QC Requirements (If Needed)

If a stage in the route has Requires Inspection = Yes, then:

After the operator completes the stage

Fabritec places the item into QC Pending

QC must Approve/Reject before item continues

This ensures route stages are compliant with factory quality standards.

✅ 5. Define Stage Sequence (Drag to Reorder)

Fabritec allows reordering stages.

Rules:

Stages must be in the correct production order

You cannot violate dependent stages (e.g., Painting cannot come before Welding)

Correct sequence ensures:

Clean progress flow

Accurate stage history

Correct QC checkpoints

✅ 6. Save the Route

Once stages are defined, click Save Route.

The route now becomes available for:

Phase BOM items

Planning assignments

Tracking and QC workflows

✅ 7. Validate Routes Before Releasing to Production

Before releasing a phase:

Check:

Are all marks assigned to a route?

Are stages in the right order?

Are QC-required stages correctly placed?

Does the route match the physical factory workflow?

Incorrect routes lead to:

Tracking errors

Operator confusion

Missing QC checkpoints

Delay in production

✅ 8. Release to Production

When you release the phase:

Fabritec automatically:

Connects Routes → Tracking → QC

Loads items into workstations

Applies sequence rules

Enables operators to start updating progress

The route is now live on the shop floor.

✅ 9. Operators Use the Route to Track Progress

Operators see only:

The stage they’re allowed to work on

The next stage based on the Route

Stage color and default duration

Any QC requirements

Fabritec enforces the route sequence to maintain data accuracy and prevent unauthorized updates.

📌 Full End-to-End Route Setup Workflow Summary

Open Production Setup → Routes

Click Add Route

Enter Mark, Category, Operation Type

Add production stages

Reorder stages to correct sequence

Ensure QC-required stages are set

Validate route accuracy

Release phase to production

Route becomes active in Tracking and QC

This creates a clean, accurate, factory-aligned production pipeline.

💡

How to Set Up Labour Workflow in Fabritec?

The Labour Setup Workflow in Fabritec defines who can work in the factory, where they can work, and what operations they are authorized to perform.
It is one of the most critical steps in preparing your factory for digital tracking and production control.

Without proper labour setup:

Operators cannot track progress

Workstations cannot receive tasks

QC and production records will be inaccurate

Supervisors cannot see true manpower performance

Below is the complete, detailed workflow for setting up labour in Fabritec.

✅ 1. Navigate to the Labour Setup Page

Go to:

Production Setup → Labour

This is where all worker profiles are created and managed.

✅ 2. Click “Add Labour” to Create a New Worker Profile

Each worker must have a unique digital identity in Fabritec.

You must fill:

Labour Code (unique worker ID, e.g., WLD-023)

Name

Native Name (optional)

Job Title (Welder, CNC Operator, Painter, Assembly Worker, etc.)

Shift (Morning / Night / Rotational)

These fields allow Fabritec to log work accurately and display worker insights in dashboards.

✅ 3. Assign the Labour to Production Stages

This is one of the most important steps.

You must select the specific production stages the worker is allowed to perform.
Examples:

A welder should be assigned only to Welding, Assembly, and Grinding stages

A CNC Operator should be assigned only to Cutting stages

A painter should be assigned only to Painting stages

Why this matters:

Operators cannot track a stage they are not authorized for

Prevents wrong updates in tracking

Ensures high production accuracy

Protects data integrity

If a worker is assigned incorrectly, they may see the wrong tasks on the shop floor.

✅ 4. Assign the Labour to Workstations

Next, select the workstations this worker is physically allowed to operate.

Examples:

WLD-023 → Welding Bay 1, Welding Bay 2

CNC-012 → CNC Machine 01, CNC Machine 02

PNT-005 → Paint Booth 1

Why this matters:

Only workers assigned to a workstation can update tracking in that station

Fabritec uses this assignment to control operator visibility

Prevents cross-department mistakes (e.g., cutters updating welding progress)

✅ 5. Labour Setup Automatically Controls Tracking Permissions

Once stages and workstations are assigned, Fabritec automatically:

✔ Filters which items the worker can see
✔ Shows only the correct stage(s) for that worker
✔ Prevents unauthorized progress updates
✔ Logs accurate time and performance metrics

This ensures each worker interacts only with the tasks relevant to their role.

✅ 6. Review and Validate Labour Assignments

Before production begins, supervisors should verify:

Are all welders assigned to welding stations?

Are CNC operators assigned to cutting stages only?

Are painters assigned only to painting booths?

Are QC inspectors excluded from operator workstations?

Incorrect setups cause:

Inaccurate tracking

Incorrect stage flow

Misleading KPIs

Production delays

✅ 7. Assign Labour to User Accounts (If Needed)

If the labourer will log into Fabritec:

Go to: User Management → Users → Add User

Then:

Select the labour profile

Assign a Role (usually “Workstation Operator”)

Link the user to the correct Department

This activates their ability to use the mobile/tablet interface for tracking.

✅ 8. Labour Becomes Available in Production Tracking

Once the setup is complete, labour will appear in operator screens:

Operators can:

Scan QR codes

Update stage progress

View assigned tasks

Log time and workstation usage

Supervisors can:

Track manpower performance

Monitor operator load

Evaluate daily output

📌 Full End-to-End Labour Setup Workflow Summary

Go to Production Setup → Labour

Click Add Labour

Enter worker details (code, job title, shift, name)

Assign worker to correct Production Stages

Assign worker to correct Workstations

Validate assignments (avoid wrong authorizations)

(Optional) Create user account & assign Role + Department

Worker is now active in the Tracking Module

Production data flows into dashboards

Your labour force is now fully mapped to the factory workflow.

💡

How to Manage Users in Fabritec?

User Management in Fabritec defines who can access the system, what they can do, and which departments they belong to.
It is a critical setup step because every production activity—tracking, QC, planning, shipping, dashboards—depends on the correct user roles and permissions.

Below is the complete workflow for managing users in Fabritec from start to finish.

✅ 1. Navigate to the User Management Module

Go to:

Main Menu → User Management → Users

From here you can:

Add new users

Edit user details

Assign roles

Link departments

Activate/deactivate accounts

✅ 2. Click “Add User” to Create a New User Account

Fabritec requires each user to have a unique username to ensure clean audit trails.

Required information:

Username (e.g., wld.ahmed, supervisor.moh)

Phone number

Email

Department

Role (permissions level)

Password (created by admin)

Profile photo (optional but recommended)

Every action inside Fabritec will be logged under this username.

✅ 3. Assign the User to a Department

Departments organize users and define operational visibility.
Typical departments include:

Production

Cutting

Welding

Painting

Assembly

Planning

Shipping

Stock / Procurement

Projects / Admin

Why department assignment matters:

Determines which screens the user will see

Controls notifications & workflow routing

Organizes user visibility in dashboards

Example:
A Welding Supervisor must belong to the Welding Department to receive welding-related alerts and dashboards.

✅ 4. Assign a Role to Define Access Permissions

Roles determine what the user can do inside the system.

Common roles include:

Role	Primary Permissions
System Admin	Full access to all settings and modules
Production Manager	Manage routes, stages, tracking, dashboards
Planning Engineer	Upload BOM, prepare revisions, assign routes
Workstation Operator	Track production progress
QC Inspector	Approve/reject QC stages
Supervisor	Edit/rollback stages, manage workers
Shipping Coordinator	Manage yard, dispatches, packing lists

Why this matters:

If the wrong role is assigned:

Users may see unauthorized data

Operators may not be able to update stages

QC may not have access to inspections

Shipping may not be able to create dispatches

Correct role assignment ensures workflow integrity.

✅ 5. Link the User to a Labour Profile (If They Are an Operator)

If the user is someone who performs production work (welder, cutter, painter, etc.):

Go to:
Production Setup → Labour → Select Labour → Link to User

This connects:

The user’s login

Their authorized stages

Their assigned workstations

Why this is critical:

Operators cannot update tracking unless linked to a labour profile.

✅ 6. Set Up User Permissions Through Role Rules

Each role contains specific permissions such as:

✔ Create / Edit projects
✔ View dashboards
✔ Update workstation progress
✔ Approve QC
✔ Manage shipping
✔ Edit production setup
✔ View only (read-only mode)

Admins can customize role permissions to match your factory workflow.

✅ 7. Activate or Deactivate Users When Needed

User lifecycle management includes:

Deactivating users who leave the company

Reactivating returning staff

Resetting passwords

Editing user details

Deactivated users lose access immediately but their historical logs remain intact for audit purposes.

✅ 8. Audit User Activity Through Logs

Fabritec keeps a full user activity history, including:

Stage updates

QC decisions

BOM uploads

Route assignments

Production overrides

Shipping actions

This provides complete accountability and compliance documentation.

📌 Full End-to-End User Management Workflow Summary

Open User Management → Users

Click Add User

Enter username, phone, email

Assign Department

Assign Role

(Optional) Link user to a Labour Profile

Configure permissions automatically through role

Activate account

Monitor user activity in system logs

10.

Deactivate/edit users when required

Your user is now fully configured and ready to interact with Fabritec’s modules.

💡

How to Update the Company Profile in Fabritec?

Your Company Profile in Fabritec is the central configuration that defines your company’s identity across the entire platform.
It controls what appears on:

Project reports

QC reports

Packing lists

Customer Dashboard

Email notifications

System header & branding

Updating your company profile ensures that all external documents and dashboards carry the correct branding and information.

Below is the complete workflow for updating the Company Profile in Fabritec.

✅ 1. Navigate to the Company Profile Settings

Go to:

Main Menu → Company Settings → Company Profile

This area allows you to configure all global company information.

✅ 2. Update General Company Information

Here you enter or modify the basic identity of the company.

Update the following fields:

Company Name

Slogan / Tagline (optional)

Country

City / Location

Address

Email Address

Phone Number

Website URL

Why this matters:

Appears on all exported documents (PDF, Excel)

Shown in Customer Dashboard header

Helps clients identify official communications

Improves professionalism and consistency

✅ 3. Upload or Update the Company Logo

Click Upload Logo to add the official company logo.

Fabritec automatically places this logo on:

Packing Lists

QC Reports

Production Reports

Customer Dashboard

PDF / Excel exports

✅ 4. Set the Timezone

Select your factory’s local timezone from the dropdown.

Timezone affects:

Production time logs

QC timestamps

Dashboard KPIs

Shipping records

Customer Dashboard timelines

Incorrect timezone settings lead to confusing timestamps in tracking and reports.

✅ 5. Configure Measurement Preferences (If Needed)

Although this sits in Company Settings, it's part of the overall company configuration.

Set or update units for:

Length

Area

Weight

Volume

Density

Examples:

Weight: Ton (t) or Kilogram (kg)

Length: Millimeters (mm) or Meters (m)

All BOM calculations, reports, dashboards, and capacity planning depend on the correct units.

✅ 6. Save Changes

Click Save to apply all updates.

Fabritec immediately updates:

PDFs

Excel exports

Dashboards

Customer-facing documents

System branding

No system restart is needed.

✅ 7. Validate the Updated Profile

After saving, verify that all documents reflect the correct new branding.

Check:

Packing List

QC Report

Customer Dashboard

Production Dashboard

Project Details Page

If the logo or information does not update, clear cache or re-download the document.

📌 Full End-to-End Company Profile Workflow Summary

Go to Company Settings → Company Profile

Update basic company information

Upload/update company logo

Enter address, phone, and website

Set the correct timezone

Adjust measurement units (optional but recommended)

Save the changes

Verify documents and dashboards show updated branding

Your company profile is now fully configured across Fabritec.

📌

How to Manage Preferences in Fabritec?

Fabritec’s Preferences control the foundational settings that affect all projects, production workflows, reports, dashboards, and customer-facing outputs.
These preferences ensure that the system behaves consistently according to your company’s operational standards.

Managing preferences correctly is essential before starting any project, because they impact:

Measurement units

Production capacities

Stage behavior

Dashboard calculations

Data formatting

Company-wide defaults

Below is the complete workflow for managing Preferences in Fabritec.

✅ 1. Navigate to the Preferences Section

Go to:

Main Menu → Company Settings → Preferences

Here you will find all system-level configuration options grouped into categories such as:

Measurement Preferences

Date & Time Preferences

Production Preferences

Notification Preferences

Capacity Preferences

Display & Layout Preferences

✅ 2. Configure Measurement Preferences (Most Important Step)

Measurement preferences define the units used across the entire Fabritec platform.

Set the following:

Length Unit (mm, cm, m)

Weight Unit (kg, ton)

Area Unit (m², ft²)

Volume Unit (m³, ft³)

Density Unit

Why this matters:

BOM calculations depend on these units

Weight totals in dashboards will show correctly

Packing lists and reports display standardized values

Cutting lists and NC outputs use correct measurements

Changing units after starting production is not recommended.

✅ 3. Set Production Preferences

These settings define how production behaves across all phases and routes.

Examples include:

Default stage durations

Workstation capacity behavior

Stream type defaults (single vs continuous)

Allow/disallow partial completion

Default QC behavior

Impact:

Planning calculations

Stage sequencing

Operator tracking workflow

Time estimates for dashboards

✅ 4. Update Capacity Preferences

Capacity preferences specify how Fabritec evaluates your monthly or weekly output.

These include:

Category-based capacity (tons/month or units/month)

Factory default capacity

Overload warning thresholds

Why it matters:

Dashboards show “Overloaded” indicators

Planning becomes more accurate

Managers can forecast delays and bottlenecks

✅ 5. Manage Notification Preferences

You can enable or disable system alerts for:

Phase delays

QC rejections

Production completion

Shipping readiness

Revision updates

Notification preferences improve:

Team communication

Customer update accuracy

Supervisor responsiveness

✅ 6. Configure Date & Time Preferences

These settings determine how timestamps appear in all modules.

You can configure:

Timezone (must match factory location)

Date format (DD/MM/YYYY or MM/DD/YYYY)

Time format (12h or 24h)

Affects:

Tracking timestamps

QC approval times

Dispatch logs

Dashboard charts

Incorrect timezone = Wrong production history.

✅ 7. Set Display & Layout Preferences

These settings define how Fabritec looks for your users:

Default dashboard views

Default sorting methods

Color themes (optional per environment)

Display grouping for phases, buildings, or routes

This ensures all users see consistent layouts across the system.

✅ 8. Save All Changes

Click Save after updating preferences.

Fabritec instantly applies the new settings across:

Projects

Phases

Routes

Tracking

Shipping

Dashboards

Customer views

✅ 9. Verify the Preferences Across the System

After saving, check that updates appear correctly in:

BOM imports

Phase timelines

Production dashboards

Packing lists

QC logs

Reports & KPIs

If changes don’t appear, refresh the browser or regenerate the document.

📌 Full End-to-End Preference Management Workflow Summary

Go to Company Settings → Preferences

Update measurement units

Configure production preferences

Set capacity limits

Adjust notifications

Configure timezone & date/time formats

Customize system display preferences

Save all changes

Verify updates across the platform

Your Fabritec environment is now standardized and ready for production workflow.

❓ How to Change Language in Fabritec?

(Full End-to-End Workflow Explanation Based on the UI Screens Provided)

Fabritec allows each user to change the system language from their profile settings with just a few clicks.
This affects the entire interface including menus, labels, buttons, dashboards, and module names — ensuring users can work in their preferred language.

Below is the full workflow for changing the language.

From any page in Fabritec:

Go to the top-right corner of the screen

Click on the user profile icon (Admin, Supervisor, Operator, etc.)

This opens the account menu.

✅ 2. Select “Change Language”

In the dropdown menu, click:

Change Language

A pop-up window titled “Change Language” will appear.
The interface dims in the background, showing the language selection modal (as in your screenshots).

✅ 3. Choose Your Preferred Language

Inside the language selector:

You will see a dropdown containing available languages, for example:

English (United States)

العربية (مصر)

Click the dropdown → choose your preferred language.

Fabritec will highlight the selected option.

✅ 4. Click “Save” to Apply the Change

After selecting the language, click the Save button.

Fabritec will immediately:

Reload the interface

Apply the new language across all modules

Update menus, labels, dashboards, and notifications

No logout is required — the change is applied instantly.

✅ 5. Verify the Updated Language

After the page refresh:

Check the following areas to confirm:

Sidebar menus (Projects, Dashboard, Production, QC, Shipping, etc.)

Buttons (Add Project, Save, Release to Production…)

Filters

Headers

Notifications

Everything should now appear in your selected language.

📌 Full End-to-End Workflow Summary

Click on your Profile icon (top-right).

Select Change Language.

Choose the desired language from the dropdown.

Click Save.

System reloads and applies the new language instantly.

Production Setup & User Management Workflow

✅ 1. Define All Production Stages#

For each stage, you must define:#

Why this step is critical:#

✅ 2. Create Your Factory Workstations#

Set up each workstation with:#

Why this matters:#

✅ 3. Add All Labor (Workers / Operators)#

Why assigning is mandatory:#

✅ 4. Define Your Departments#

Departments help:#

✅ 5. Configure User Roles#

✅ 6. Add User Accounts and Assign Their Roles#

✅ 7. Configure Categories & Capacity#

For each category, assign:#

✅ 8. Setup Measurement Preferences#

✅ 9. Review Company Profile#

✅ 10. Validate the Entire Production Setup#

🚀 Your Production Setup Is Now Complete#

✅ 1. Open the Routes Module#

✅ 2. Click “Add Route” to Create a New Route#

Required fields:#

Why these fields matter:#

✅ 3. Add Production Stages to the Route (The Route Workflow)#

How to add a stage:#

✅ 4. Set QC Requirements (If Needed)#

✅ 5. Define Stage Sequence (Drag to Reorder)#

Rules:#

✅ 6. Save the Route#

✅ 7. Validate Routes Before Releasing to Production#

✅ 8. Release to Production#

✅ 9. Operators Use the Route to Track Progress#

📌 Full End-to-End Route Setup Workflow Summary#

✅ 1. Navigate to the Labour Setup Page#

✅ 2. Click “Add Labour” to Create a New Worker Profile#

You must fill:#

✅ 3. Assign the Labour to Production Stages#

Why this matters:#

✅ 4. Assign the Labour to Workstations#

Why this matters:#

✅ 5. Labour Setup Automatically Controls Tracking Permissions#

✅ 6. Review and Validate Labour Assignments#

✅ 7. Assign Labour to User Accounts (If Needed)#

✅ 8. Labour Becomes Available in Production Tracking#

📌 Full End-to-End Labour Setup Workflow Summary#

✅ 1. Navigate to the User Management Module#

✅ 2. Click “Add User” to Create a New User Account#

Required information:#

✅ 3. Assign the User to a Department#

Why department assignment matters:#

✅ 4. Assign a Role to Define Access Permissions#

Why this matters:#

✅ 5. Link the User to a Labour Profile (If They Are an Operator)#

Why this is critical:#

✅ 6. Set Up User Permissions Through Role Rules#

✅ 7. Activate or Deactivate Users When Needed#

✅ 8. Audit User Activity Through Logs#

📌 Full End-to-End User Management Workflow Summary#

✅ 1. Navigate to the Company Profile Settings#

✅ 2. Update General Company Information#

Update the following fields:#

Why this matters:#

✅ 3. Upload or Update the Company Logo#

Recommended:#

✅ 4. Set the Timezone#

✅ 5. Configure Measurement Preferences (If Needed)#

Examples:#

✅ 6. Save Changes#

✅ 7. Validate the Updated Profile#

📌 Full End-to-End Company Profile Workflow Summary#

✅ 1. Navigate to the Preferences Section#

✅ 2. Configure Measurement Preferences (Most Important Step)#

Set the following:#

Why this matters:#

✅ 3. Set Production Preferences#

Impact:#

✅ 4. Update Capacity Preferences#

Why it matters:#

✅ 5. Manage Notification Preferences#

Notification preferences improve:#

✅ 1. Define All Production Stages

For each stage, you must define:

Why this step is critical:

✅ 2. Create Your Factory Workstations

Set up each workstation with:

Why this matters:

✅ 3. Add All Labor (Workers / Operators)

Why assigning is mandatory:

✅ 4. Define Your Departments

Departments help:

✅ 5. Configure User Roles

✅ 6. Add User Accounts and Assign Their Roles

✅ 7. Configure Categories & Capacity

For each category, assign:

✅ 8. Setup Measurement Preferences

✅ 9. Review Company Profile

✅ 10. Validate the Entire Production Setup

🚀 Your Production Setup Is Now Complete

✅ 1. Open the Routes Module

✅ 2. Click “Add Route” to Create a New Route

Required fields:

Why these fields matter:

✅ 3. Add Production Stages to the Route (The Route Workflow)

How to add a stage:

✅ 4. Set QC Requirements (If Needed)

✅ 5. Define Stage Sequence (Drag to Reorder)

Rules:

✅ 6. Save the Route

✅ 7. Validate Routes Before Releasing to Production

✅ 8. Release to Production

✅ 9. Operators Use the Route to Track Progress

📌 Full End-to-End Route Setup Workflow Summary

✅ 1. Navigate to the Labour Setup Page

✅ 2. Click “Add Labour” to Create a New Worker Profile

You must fill:

✅ 3. Assign the Labour to Production Stages

Why this matters:

✅ 4. Assign the Labour to Workstations

Why this matters:

✅ 5. Labour Setup Automatically Controls Tracking Permissions

✅ 6. Review and Validate Labour Assignments

✅ 7. Assign Labour to User Accounts (If Needed)

✅ 8. Labour Becomes Available in Production Tracking

📌 Full End-to-End Labour Setup Workflow Summary

✅ 1. Navigate to the User Management Module

✅ 2. Click “Add User” to Create a New User Account

Required information:

✅ 3. Assign the User to a Department

Why department assignment matters:

✅ 4. Assign a Role to Define Access Permissions

Why this matters:

✅ 5. Link the User to a Labour Profile (If They Are an Operator)

Why this is critical:

✅ 6. Set Up User Permissions Through Role Rules

✅ 7. Activate or Deactivate Users When Needed

✅ 8. Audit User Activity Through Logs

📌 Full End-to-End User Management Workflow Summary

✅ 1. Navigate to the Company Profile Settings

✅ 2. Update General Company Information

Update the following fields:

Why this matters:

✅ 3. Upload or Update the Company Logo

Recommended:

✅ 4. Set the Timezone

✅ 5. Configure Measurement Preferences (If Needed)

Examples:

✅ 6. Save Changes

✅ 7. Validate the Updated Profile

📌 Full End-to-End Company Profile Workflow Summary

✅ 1. Navigate to the Preferences Section

✅ 2. Configure Measurement Preferences (Most Important Step)

Set the following:

Why this matters:

✅ 3. Set Production Preferences

Impact:

✅ 4. Update Capacity Preferences

Why it matters:

✅ 5. Manage Notification Preferences

Notification preferences improve:

✅ 6. Configure Date & Time Preferences