Process Steps

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What is a process step?

A process step is a tool that allows you to set specific rules and track important data after scheduling the production of your BOM.

What type of Process Steps can you add to your BOM?

• Labor Time: Labor required in minutes to track costs.
• Equipment: what machines are needed.
• Text: Add specific notes, keywords, or instructions (anything that requires a longer response, a name, product details etc.).
• Number: The ability to specify a number or range (Time, quantity, etc.).
• Checkbox: Track whether specific steps were taken during production.
• Date: A field that records a calendar date with a consistent format.
• File: A file upload is required.
• Weight: A weight must be recorded.
• Select Box: Create a dropdown list of available selections. While completing this process step during production, one of the available options must be selected. Set the expected value(s). Selecting an unexpected value during production will trigger an escalation.

How to Add a Process Step

1. Click on the "Process" tab then select the blue "Add Process Step" button.

2. Enter the process name, work center, and instructions. Then click "Save And Close".

3. Click "View" on the far right to view additional settings for a process step.

4. The expanded tab displays Labor, Equipment, Required Parts, and Tracking attributes for the process.

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Operation

If you want to add an operation to a process step (e.g. Mixing, Packaging, etc.), click on any of the pencil icons. This will open a sidebar on the screen. Then find the "Operation" field and enter the operation you want to have associated with the process step. Operation names will show under the name of the process step in the table.

Copying Process Steps

When creating a new BOM you can copy process steps from any existing BOMs. Go to the process tab and select "Copy from another BOM".

Then select/search from existing BOMs.

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If the BOM already has at least one process step, the "Copy from another BOM" button is found by clicking the dropdown arrow next to "Add Process Step".

Labor

To add the time of labor simply select "Add Labor Time", then open the additional fields in the sidebar menu that appears. Only one Labor option can be selected per process step, so select "Fixed" or "Variable"

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What is the difference between Fixed and Variable Labor?

Fixed labor is the total time required to complete the process.
Ex. It takes 12 minutes of cooking time per batch.

Variable Labor is the time required to make one individual unit.
Ex. It takes one minute per bottle to be capped and labeled.

Required Parts

To add a required part to a process step, click "Add Required Part" and type the part name or id, then select an option from the drop down. You can also create a new part if desired.

Trackable Attributes

To track any values select the "Add Attributes" button. Then enter in the name of the attribute, then mark if it is required and if it needs verification. Then select the type of value recorded (Text, Number, Checkbox, Date, File, Select Box, or Weight). Select "Save And Close" in the lower right hand corner to save. Unlimited amounts of Trackable Attributes can be added to a process.

Equipment

To add Equipment select "Add Equipment" and enter the equipment name, then mark if the equipment is required or not. An unlimited amount of Equipment can be added to a process.

Finished

When finished with the process steps, click "Hide" or click on the process row to minimize the process. Any number of processes can be added to a Bill of Materials.

Trackable Audit History

To view the audit trail of any trackable attribute, click the drop down arrow under the "Actions" column, then "History"