Shop Health
Shop Health
Give supervisors and maintenance leads one place to review what needs attention before opening individual records.
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Explanation only
Typical flow
How this page fits into the work
- 1
Review current exceptions at the start of the shift.
- 2
Open the record that needs attention and assign or update the work.
- 3
Return to the dashboard to confirm the exception has cleared.
Capabilities
What this page supports
Summarize open tickets, preventive maintenance demand, machine status, and recent activity.
Surface overdue and due-soon work without requiring a separate spreadsheet.
Open the underlying ticket, machine, PM, or production record from the summary.
Keep tenant-scoped operational information together for daily review.
Maintenance
Tickets
Turn an equipment issue into assigned, traceable work from the first report through closeout.
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Explanation only
Typical flow
How this page fits into the work
- 1
An operator or authorized user reports the issue.
- 2
Maintenance investigates, updates status, and documents the repair.
- 3
The ticket is resolved or closed and remains searchable.
Capabilities
What this page supports
Record the affected machine, problem description, severity, status, notes, and media.
Assign work and retain the technician and operator updates made during the repair.
Track open, waiting, resolved, and closed work without losing the original request.
Preserve the completed ticket in the machine's service history.
Maintenance
Preventive Maintenance
Schedule recurring machine care and retain evidence that the work was completed.
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Explanation only
Typical flow
How this page fits into the work
- 1
Define the maintenance interval and instructions.
- 2
Work the due PM from the schedule or machine record.
- 3
Complete it and let the next due date advance from the schedule.
Capabilities
What this page supports
Create recurring PM schedules with due dates, warning windows, instructions, and ownership.
Review upcoming, due, overdue, completed, and inactive schedules.
Record completion notes and the person who performed the work.
Keep PM activity attached to the correct machine for later review.
Maintenance
Machines
Use a machine profile as the shared record for maintenance, capacity, media, and work history.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create the machine profile and identify its location and ownership.
- 2
Add capabilities, PM schedules, media, and kiosk access as needed.
- 3
Use the profile as the long-term equipment record.
Capabilities
What this page supports
Store machine code, department or cell, location, status, notes, and media.
Review active tickets, preventive schedules, and closed history in context.
Define production capabilities and scheduling availability for machine matching.
Provide a machine-specific kiosk or QR path for floor reporting.
Maintenance
Inspection Tools / Calibration
Track inspection equipment status and calibration evidence alongside production quality records.
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Explanation only
Typical flow
How this page fits into the work
- 1
Register the inspection tool and its calibration interval.
- 2
Record each calibration or verification event.
- 3
Review current status before releasing inspection work.
Capabilities
What this page supports
Register gauges and inspection tools with identifying and calibration details.
Record calibration events, due dates, status, and supporting notes.
Review due or expired equipment before it is used for inspection.
Export calibration history for customer or audit review.
Maintenance
AI Helper
Use account-aware assistance for supported maintenance questions while protecting restricted security and credential topics.
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Explanation only
Typical flow
How this page fits into the work
- 1
Ask a supported operational or maintenance question.
- 2
Review the response against the machine, ticket, or PM record.
- 3
Record the final human-approved action in the appropriate workflow.
Capabilities
What this page supports
Help users interpret maintenance information and prepare clearer work notes.
Keep assistance within configured tenant permissions and supported data boundaries.
Block sensitive credential, authentication, billing, and security-setting requests.
Support the human decision process without replacing required approvals or records.
Shop Floor
Machine Access
Give floor users a direct path to the machine record and the work associated with it.
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Explanation only
Typical flow
How this page fits into the work
- 1
Select or scan the machine at the work area.
- 2
Review its current status or submit the needed update.
- 3
Maintenance receives a machine-linked record for follow-up.
Capabilities
What this page supports
Open a machine from a tablet, kiosk, list, or machine-specific link.
Review status, open work, PM demand, and approved media without searching unrelated records.
Submit an issue against the correct machine from the point of use.
Keep floor reporting tied to the same machine history used by maintenance.
Shop Floor
Operator Kiosk
Provide a simplified tablet-friendly workspace for common floor actions without exposing full administration.
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Explanation only
Typical flow
How this page fits into the work
- 1
Choose the operator or employee identity required by the shop.
- 2
Select a machine, job, stage, or general shift action.
- 3
Submit the update and return the kiosk to the shared starting point.
Capabilities
What this page supports
Submit machine-specific maintenance requests and update permitted operator information.
Open job or stage work that is ready for floor execution.
Use employee identification for time and work attribution.
Support shared-device use with a focused set of authorized actions.
Shop Floor
Job Time Clock
Capture actual labor time without forcing an employee to stop one assignment before starting unrelated concurrent work.
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Explanation only
Typical flow
How this page fits into the work
- 1
Select employee identity and the work being performed.
- 2
Clock in, then record other allowed concurrent assignments independently.
- 3
Clock out the intended active row and retain the elapsed-time record.
Capabilities
What this page supports
Clock into general shifts, jobs, stages, machines, or supported combinations.
Allow the same employee to hold more than one valid job or machine clock-in when the work requires it.
Prevent duplicate clock-in to the same active stage while preserving separate work sessions.
Give administrators correction notes, filtering, and export tools for review.
Production
Customers
Keep the production customer's company, contacts, addresses, parts, quotes, orders, and jobs connected.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create the customer and confirm contact and shipping information.
- 2
Attach or create the customer's parts and quote activity.
- 3
Use the profile as the starting point for repeat work.
Capabilities
What this page supports
Store company details, customer code, contacts, phonebook information, notes, and shipping addresses.
Associate parts with the customer that owns or orders them.
Start a part, quote, or job from the customer context.
Review active work and customer history without reconstructing the relationship each time.
Production
Parts
Define repeatable part information once so quoting, routing, material, and job creation start with better context.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create or select the customer part.
- 2
Confirm material, process needs, costing defaults, and route.
- 3
Use the saved profile for repeat quotes and orders.
Capabilities
What this page supports
Store part number, description, customer association, material, cost, cycle, and required processes.
Review compatible machines based on configured capabilities.
Attach a guided route or apply a reusable route preset as a copy.
Open the part's associated quote and job history.
Production
Routes
Build the ordered operation plan that follows the part from preparation through production, inspection, and closeout.
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Explanation only
Typical flow
How this page fits into the work
- 1
Choose a preset or assemble the operations needed for the part.
- 2
Order the stages and confirm process, timing, and machine requirements.
- 3
Save the part route, then copy it into the quote or job workflow.
Capabilities
What this page supports
Create manufacturing, vendor, inspection, engineering, development, and support stages.
Drag and drop stages into the saved order and define setup, cycle, move, wait, and traveler notes.
Match machine-required operations to capable machines or cells.
Save authorized route designs as named presets and apply them to parts or untouched jobs as independent copies.
Production
Quotes / RFQs
Build a reviewable quote from customer demand, part assumptions, material, operations, labor, vendor cost, margin, and lead time.
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Explanation only
Typical flow
How this page fits into the work
- 1
Record the RFQ, customer, contact, dates, priority, and quote assumptions.
- 2
Add part estimates or quote lines and review cost, margin, and lead time.
- 3
Send the approved quote, then record the customer PO when accepted.
Capabilities
What this page supports
Create quotes for saved parts or new part estimates that are not yet in the part library.
Estimate engineering, production, and inspection hours with shop, department, or operation labor-rate presets.
Snapshot material, vendor, tooling, other cost, margin, probability, and recommended lead time.
Revise, review, send, and preserve each quote's total within its quote record.
Production
Orders / Jobs
Convert accepted customer work into a controlled production job with its PO, delivery, route, quantity, and release decision intact.
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Explanation only
Typical flow
How this page fits into the work
- 1
Accept the quote and record the customer PO and fulfillment instructions.
- 2
Confirm part, material, route, quantity, dates, and release readiness.
- 3
Create and release the job to the floor when required information is complete.
Capabilities
What this page supports
Record customer PO number, date, amount, mismatch approval, notes, shipping or pickup, and label count.
Carry quote and part context into the job instead of re-entering the same assumptions.
Review customer, part, material, route, quantity, dates, and release readiness before floor work begins.
Create, edit, or duplicate authorized manual jobs when work does not originate from a quote.
Production
Job Workspace
Run the released job through its actual route while protecting the history that has already started or completed.
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Explanation only
Typical flow
How this page fits into the work
- 1
Start the ready stage and record the operator, machine, and quantities.
- 2
Complete required signoff or inspection and advance to the next route stage.
- 3
Ship, mark pickup, create labels when needed, and close the completed order.
Capabilities
What this page supports
Show the current and next stage, required quantity, scrap, operator, machine, schedule, and job progress.
Guide stage completion through quantity, operator, signoff, inspection, and review steps.
Allow drag-and-drop changes only within the untouched portion of an unstarted job route.
Support partial completion, rework, approved skip, inspection, shipping or pickup, and closeout without looping back to stage one.
Production
Cells / Departments
Organize machines and labor settings around the way the shop actually plans and performs work.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create the cell or department and assign the relevant shop resources.
- 2
Reference it from operations, machine groups, or labor presets.
- 3
Use the shared structure in planning, execution, and reporting.
Capabilities
What this page supports
Define machine groups, production cells, departments, and their display labels.
Use cells for route requirements, machine assignment, planning, and rate presets.
Keep department-level labor assumptions available to the quote estimator.
Support consistent naming across parts, routes, schedules, jobs, and reports.
Production
Machines / Capacity
Match required operations to machines that are capable, available, and enabled for production scheduling.
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Explanation only
Typical flow
How this page fits into the work
- 1
Configure machine capabilities and scheduling availability.
- 2
Compare the route's required processes against capable machines or cells.
- 3
Assign and schedule work using the valid candidates.
Capabilities
What this page supports
Define machine process capabilities and whether the machine is available for scheduling.
Preview machine fit from the part and route before releasing work.
Use machine groups, process requirements, setup, cycle, move, and wait data in planning.
Keep machine maintenance status visible alongside production capability decisions.
Inventory
Tool Crib
Control shared tools and requests without losing who has an item or where it should return.
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Explanation only
Typical flow
- 1
Create the controlled tool and its storage location.
- 2
Issue or request it against an employee or supported work context.
- 3
Return or release it and retain the completed transaction.
Capabilities
Register controlled tools with identifying, location, status, and availability information.
Request, issue, release, return, and review tools through authorized workflows.
Support kiosk actions for shared floor access.
Retain transaction history for accountability and follow-up.
Inventory
Material
Track raw material and production stock used by parts, quotes, and jobs.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create or receive the material item into its location.
- 2
Reference it from the part, quote, or production job.
- 3
Pull or adjust stock and review remaining availability.
Capabilities
What this page supports
Store item, category, location, quantity, unit, minimum, reorder point, and supplier.
Link material assumptions to saved parts and quote snapshots.
Pull or adjust material through permission-controlled actions.
Show low-stock conditions before they interrupt released work.
Inventory
Stock Parts
Keep maintenance and production replacement parts visible by location and reorder condition.
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Explanation only
Typical flow
How this page fits into the work
- 1
Receive or create the stock part in the proper category and location.
- 2
Issue, adjust, or consume it through an authorized inventory action.
- 3
Replenish it when the item reaches the configured threshold.
Capabilities
What this page supports
Track on-hand quantity, minimum, reorder point, location, supplier, and status.
Separate stock parts from raw material and controlled tools.
Use item history to support replenishment and issue review.
Export inventory data when an offline or purchasing review is needed.
Inventory
Vendors
Keep supplier and outside-process information available to purchasing and quoting workflows.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create the vendor and confirm contact and purchasing details.
- 2
Reference the vendor from inventory, quotes, or purchasing activity.
- 3
Review current supplier context when replenishing or estimating work.
Capabilities
What this page supports
Store supplier identity, contact information, notes, and active status.
Associate inventory and purchasing activity with the correct supplier.
Support outside-process and vendor-cost assumptions in quote records.
Retain vendor context for reorder and receiving review.
Inventory
Purchasing / Receiving
Move replenishment demand into a traceable purchase and receiving process.
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Explanation only
Typical flow
How this page fits into the work
- 1
Review reorder demand and select the item and vendor.
- 2
Create and update the purchase through its ordering status.
- 3
Receive the quantity and confirm the inventory balance.
Capabilities
What this page supports
Review reorder demand and create purchasing records for needed items.
Track vendor, ordered quantity, status, dates, notes, and receiving progress.
Receive inventory into the correct tenant, item, and location.
Preserve the purchasing trail behind the updated stock quantity.
Inventory
Shop Supplies
Organize consumables, fluids, chemicals, machine parts, and safety items without forcing every item into one undifferentiated list.
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Explanation only
Typical flow
How this page fits into the work
- 1
Classify the item into the appropriate inventory view.
- 2
Maintain quantity, location, and reorder information.
- 3
Use the focused list for issue, count, or replenishment work.
Capabilities
What this page supports
Use focused views for fluids and chemicals, machine parts, safety and PPE, and simple consumables.
Apply shared category, location, quantity, minimum, reorder, and supplier controls.
Search and filter the inventory view that matches the task being performed.
Keep replenishment behavior consistent across supply types.
Records
Reports
Turn tenant records into focused operational, maintenance, production, and exportable views.
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Explanation only
Typical flow
How this page fits into the work
- 1
Choose the report that matches the question being reviewed.
- 2
Apply the relevant date, status, employee, job, machine, or other supported filter.
- 3
Review or export the result and follow it back to the source record when needed.
Capabilities
What this page supports
Review supported ticket, PM, machine, production, inventory, calibration, and time information.
Filter and export report data for management or customer review.
Keep report results tenant-scoped and permission-controlled.
Use operational summaries to identify trends and follow-up work.
Records
Calibration History
Review calibration records as evidence rather than relying only on the current tool status.
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Explanation only
Typical flow
How this page fits into the work
- 1
Open the calibration history report or the inspection tool.
- 2
Review current and prior events for the required period.
- 3
Export or reference the evidence during quality review.
Capabilities
What this page supports
Show historical calibration and verification events for registered inspection tools.
Retain dates, status, notes, and responsible users where recorded.
Support filtered review for customer, quality, or audit preparation.
Keep the history connected to the underlying calibration register.
Records
Audit Trail
Retain a tenant-scoped record of supported user and system changes for accountability and review.
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Explanation only
Typical flow
How this page fits into the work
- 1
A supported account action creates an audit event.
- 2
An authorized reviewer filters the trail by the relevant context.
- 3
The selected evidence is reviewed or exported without exposing secrets.
Capabilities
What this page supports
Record supported create, update, delete, export, and security-related events.
Capture actor, time, event, object type, and bounded change detail where available.
Filter or export audit evidence for an investigation or readiness review.
Protect sensitive credentials and secret values from the recorded detail.
Records
Media
Store approved account files and images with the machine, inventory, production, or compliance context that gives them meaning.
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Explanation only
Typical flow
- 1
Choose the record that should own the file and upload it there.
- 2
Apply required classification and supporting metadata.
- 3
Review the file from its record or the media library according to permission.
Capabilities
Upload supported media through tenant-scoped, permission-controlled workflows.
Associate files with machines, inventory, jobs, parts, customers, quotes, or CMMC records where supported.
Apply CUI classification, warning, restriction, and watermark behavior when CMMC mode requires it.
Preview or download allowed files through path-safe media handling.
Records
Backups
Create tenant-scoped backup packages and retain restore-test evidence for operational recovery.
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Explanation only
Typical flow
How this page fits into the work
- 1
An authorized administrator creates or downloads the tenant backup.
- 2
Monitoring validates the archive structure and supported tenant tables.
- 3
The shop retains the package and restore evidence under its recovery procedure.
Capabilities
What this page supports
Package supported tenant records and configured media into a downloadable backup archive.
Keep backup activity permission-controlled and audit-visible.
Validate archive contents through the production monitoring restore-test process.
Support customer export and recovery planning without mixing tenant data.
Admin
Users & Access
Control who can enter the shop workspace and what each account is allowed to see or change.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create or invite the user and confirm their tenant association.
- 2
Assign the minimum role and permissions needed for their work.
- 3
Review, correct, deactivate, or attest access on the required schedule.
Capabilities
What this page supports
Invite, activate, deactivate, and review tenant users within the shop boundary.
Apply role and permission settings using least-privilege account controls.
Separate customer-account, employee, manager, and administrator responsibilities where configured.
Support access-review and export evidence for security and CMMC readiness.
Admin
Employee IDs
Keep the human identity used for floor work, job attribution, and time records connected to the correct shop employee.
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Explanation only
Typical flow
How this page fits into the work
- 1
Create the employee profile and optional linked login.
- 2
Use the employee ID during kiosk, time, or job activity.
- 3
Deactivate the employee when they should no longer receive new attribution.
Capabilities
What this page supports
Create employee profiles and display labels for kiosk and administrative workflows.
Link an employee profile to a login account where appropriate.
Use active-only selection so inactive employees do not receive new work attribution.
Reject cross-tenant employee selection and preserve tenant boundaries.
Admin
Time Clock
Review and correct employee time captured from shifts, machines, jobs, and stages.
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Explanation only
Typical flow
How this page fits into the work
- 1
Employees create time rows through the kiosk or tablet workflow.
- 2
A supervisor reviews open, long-running, or corrected entries.
- 3
Authorized users filter or export the final time data.
Capabilities
What this page supports
Show open and completed clock rows with employee, job, stage, machine, and elapsed time.
Identify unusually long open clock-ins for supervisor follow-up.
Require correction notes for administrative adjustments.
Filter and export time by employee, job, or machine.
Admin
Notifications
Configure supported account notifications without mixing delivery settings into operational records.
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Explanation only
Typical flow
How this page fits into the work
- 1
Choose the supported notification behavior for the shop.
- 2
The system raises the configured alert or message when the event occurs.
- 3
The user follows the alert back to the source record for action.
Capabilities
What this page supports
Manage tenant notification preferences available to the account.
Support action alerts for records that require follow-up.
Keep notification delivery and operational status separate so the underlying record remains authoritative.
Use audit and system status information when troubleshooting notification delivery.
Admin
Operational Insights
Review maintenance and production trends over selectable daily time ranges instead of relying only on point-in-time totals.
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Explanation only
Typical flow
How this page fits into the work
- 1
Choose the time range that matches the review period.
- 2
Enable the metrics needed for comparison and inspect the daily trend.
- 3
Open the related operational records when a trend requires follow-up.
Capabilities
What this page supports
Show a daily trend chart for supported shop metrics over one week, one month, or one year.
Turn individual statistics on or off using a color-matched chart key.
Present professional exception and readiness language with corrected metric definitions.
Load fresh data when the page is opened rather than displaying a misleading countdown refresh.
Admin
Audit Readiness
Collect tenant-scoped operational and security evidence into reviewable readiness summaries and export packages.
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Explanation only
Typical flow
How this page fits into the work
- 1
Review the readiness summary and identify missing or stale evidence.
- 2
Correct the source records rather than editing the report result.
- 3
Generate the audit package for the selected tenant and review period.
Capabilities
What this page supports
Build readiness cards from supported maintenance, user, security, and evidence records.
Assemble CSV files, manifests, and hashes into an audit package ZIP.
Export cleanly even when a supported section has no rows.
Prevent records from another tenant from appearing in the package.
Admin
Security
Manage the account security baseline and review the controls that protect tenant access.
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Explanation only
Typical flow
How this page fits into the work
- 1
Configure the tenant security baseline and required MFA behavior.
- 2
Review access, sessions, and login evidence on the required schedule.
- 3
Revoke, correct, or investigate accounts that no longer meet policy.
Capabilities
What this page supports
Support MFA, mandatory administrator MFA, password controls, session records, and login evidence.
Review active sessions and revoke supported tenant sessions.
Track successful, failed, logout, and revoked-session login events where CMMC evidence is enabled.
Keep credentials, tokens, secrets, and sensitive form values out of audit detail and public output.
Admin
CMMC-Ready Shop Mode
Add CMMC preparation workflows and evidence organization without claiming that software alone makes a customer compliant.
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Explanation only
Typical flow
How this page fits into the work
- 1
Enable CMMC mode and define tenant policy owners and handling rules.
- 2
Use the workspace to maintain controls, evidence, reviews, incidents, and remediation items.
- 3
Export the organized package for internal readiness work or an authorized assessor.
Capabilities
What this page supports
Classify supported customers, parts, quotes, jobs, and files for CUI handling.
Apply upload warnings, access restrictions, download controls, and supported PDF or Office watermarking.
Manage SSP, POA&M, incidents, access reviews, vendors, sessions, evidence attachments, and export or delete requests.
Build a CMMC-oriented evidence package and customer-facing shared-responsibility materials.
Admin
System & Monitoring
Review account configuration and platform health signals needed to operate the service responsibly.
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Explanation only
Typical flow
How this page fits into the work
- 1
Review account and system status before a release or operational handoff.
- 2
Correct the underlying configuration or deployment when a check fails.
- 3
Confirm health, readiness, database, and backup validation after the change.
Capabilities
What this page supports
Show supported setup, configuration, database, email, storage, and monitoring readiness signals.
Use public health and readiness endpoints to confirm the deployed application and database are responding.
Run production monitoring for health, database, and tenant backup restore validation.
Keep deployment metadata available for exact-revision verification.
Admin
Getting Started & Training
Guide a new shop from account setup through its first complete maintenance and production workflows.
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Explanation only
Typical flow
How this page fits into the work
- 1
Set up the shop, users, machines, departments, capabilities, and inventory foundation.
- 2
Practice the core workflow in the sandbox or training account.
- 3
Complete the checklist and move into live tenant work with assigned support contacts.
Capabilities
What this page supports
Provide getting-started guidance, customer manual, training guide, and sandbox tutorial access.
Use screenshot-backed walkthroughs that match the current application workflow.
Cover maintenance, kiosk, customer, part, route, quote, PO, floor, inspection, shipping, inventory, reports, and admin rules.
Give trainers a hands-on checklist and signoff structure for repeatable onboarding.