How a job card is created and worked
There is no Add button for a job card. Release a work order and each of its stages gets a card. Work the stage on the floor and the card is posted as the record.
Quick add
- Release a work order (see View and manage a work order). Its stages now appear as cards.
- Go to Production › Job Card. The To work tab lists the cards.
- Click Open card on the stage's row. This opens the work order's Execute screen.
- Click Start Stage, enter what you used and what you made.
- Click Report Progress to save and keep the stage open, or Complete Stage to close it.
Done. The card moves from the To work tab to the Posted tab, and the stock and cost are booked.
Full guide
The stage is worked on the Execute screen of its work order. This page covers the parts a job card owns. The full walkthrough is on Run a work order on the floor. A field marked with a red star on the form is required.
Where a card comes from
A card is made from the work order and its route: the product and batch, the stage, what the stage uses and makes, its department and resource. Cards appear once the work order is Open or In Progress. A Draft or In Review work order has none yet, and a Completed, Closed or Cancelled one no longer has cards waiting. Change the work order or its route and the cards follow, so there is no second copy to keep in step.
Each card carries the work order number with the stage, for example PWO-0001/S2. The same number stays on it after it is posted.
Name a supervisor for the stage
A work order has one supervisor for the whole run, and each stage can have its own, so a day lead and a night lead can each answer for their own stages. Click Assign supervisor on the stage's row on the To work tab, or Assign beside Stage supervisor on the Execute screen.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Stage supervisor | Yes | Pick a person. Everyone active in your business unit is listed. |
You see "Stage N is now with" that person. This applies to that stage only. The run keeps its own supervisor and nothing already posted changes. If no one is named for a stage, the card shows the work order's supervisor, or Not assigned if there is neither. Assigning needs edit access to work orders; without it the button is greyed and says why.
Start the stage
On the Execute screen, a stage that is ready shows "Nobody has said when work on this stage began". Click Start Stage.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Work began at | No | Leave empty if work is beginning now. Enter a time to record when it really began. Not in the future. |
Several stages can run at once on some routes. You then see one button per open stage: press the one you are reporting against.
Used and made
Enter the real quantities for the shift.
Fields in this section
| Part | What to enter |
|---|---|
| What did you use? | The material the stage consumed. Check Item, Planned, the quantity you used and the Condition of the stock where asked. |
| What did you make? | Made this shift (required) and Bad (optional) for each output item. |
| Who made this output | Only on a stage paid by the piece. Add a row per worker with the pieces they made, until the pieces add up to what was made. |
| Remarks | An optional note for the stage. |
A summary line shows Input, Output and Wastage so you can see if the figures balance. A warning appears if you made more than planned or drew more than the stage's tolerance allows.
Bad or rejected pieces
Enter the number in Bad (optional) on the same row. Type 0 in Made this shift if the whole lot was bad. Three more fields then appear.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Why | Yes | Damaged, Dimension out of spec, Wrong item, Short shelf life, Contaminated, Packaging, Documentation or Other. |
| What to do with them | No | Rework, Scrap or Hold for QC. With no choice the stage's own default applies; if it has none, pieces are held for QC where a rule names an inspector, otherwise sent to rework. A quality rule that names an inspector wins over your choice. |
| Note (optional) | No | Up to 500 characters. |
Scrap needs a write-off account on your business unit. Without one it is not offered and you see "Scrap needs a write-off account".
Rejected pieces are listed under Rejected pieces below the stage. If a repair stage exists, it says "Stage N repairs these." Otherwise click Start rework and choose Start a rework run: a new work order form opens for that route, already filled in. Nothing is created until you save it.
Report progress, complete, skip or resume
| Button | What it does |
|---|---|
| Report Progress | Saves what this shift made and leaves the stage open for the next shift. "Recorded. The stage is still running." |
| Complete Stage | Closes the stage and moves the run on. "Stage completed." |
| Skip Stage | Only on optional stages. Passes the stage over. |
| Resume Run | Only when a stage finished but the run is held for an inspection. After the inspection is recorded, it lets the run continue. A rejected result does not clear the hold. |
Both Report Progress and Complete Stage post the materials used. Each posting is a posted job card. All of these buttons need edit access to work orders.
Without opening each work order
The Daily Production Report lets a supervisor report a whole shift's output across many work orders in one place. The cards it posts say From the report's number.
Scenarios
Problems and fixes
My work order has no cards
Cards appear when the work order is Open or In Progress. Release a Draft work order first.
Open card or Assign supervisor is greyed
Both need edit access to work orders. Hover the button to see the reason.
A finished stage is not on the To work tab
It may be waiting for an inspection. Look for the Held for inspection banner at the top of the tab, or open the work order and click Resume Run once the inspection is recorded.