Work a Job Card
A job card is the sheet for one step of a work order. You work the step on the Execute screen of that work order: say what you used, say what you made (and how much of it was bad), and complete the step. Bizconnekt then books the stock and the cost, and the card becomes the record of the work.
Availability depends on your plan and your role. Working a step, reversing a posting and assigning a supervisor all need edit access on work orders. With view access only, you can read but not change anything.
Get to the step
There are two ways in:
- On the To work tab of the Job Cards screen, press Open card on the step's row.
- From the Work Orders list, open the work order's Execute view.
The top of the Execute screen shows the work order number, batch and item, with a Work Orders button to go back, and Issue material and Return material where you're allowed to use them. Underneath, a row of numbered stages shows where the run is. The card below it is the step you're on: Step 2 of 4, then Stage 2: Assembly, and who the Stage supervisor is.
If a route lets several steps run at the same time, you'll see a group of buttons, one per open step. Press the one you're reporting against.
Start the step
If nobody has said when work on a step began, a blue box says Nobody has said when work on this stage began. Leave Work began at empty if work is beginning now, or enter the time to record when it really began, then press Start Stage.
Record output
Fill in the two tables on the step.
What did you use? The material this step consumed. Check Item, Planned, the quantity you actually used, and the Condition of the stock where it's asked.
What did you make? The output of the step. For each item you see Item, Planned, UOM, Made this shift (required, marked with an asterisk) and Bad (optional).
Under the tables a summary line shows Input, Output and Wastage so you can see whether the figures balance. You'll see a warning if you made more than planned, or drew more material than the step's tolerance allows. A Remarks box lets you add a note for the step.
If the step pays by the piece, a section called Who made this output appears. Every piece has to be credited to someone: add a row for each worker, pick the person and enter the pieces they made, until the pieces add up to what was made.
Then choose what to do with the step:
| Button | What it does |
|---|---|
| Report Progress | Saves what this shift made and leaves the step open for the next shift. You'll see Recorded. The stage is still running. Use it when a step runs over several shifts or days. |
| Complete Stage | Closes the step and moves the run on. You'll see Stage completed. |
| Skip Stage | Only on optional steps. Passes the step over. |
| Resume Run | Only when a step finished but the run is held for an inspection. After the inspection is recorded, press it to let the run continue. A rejected result doesn't clear the hold. |
Report Progress and Complete Stage look alike. The screen reminds you in a line above them that reporting progress saves what this shift made and leaves the step open for the next one, while completing the step closes it and moves the run on.
Record bad or rejected pieces
Bad pieces are entered in the same row as the good ones, in the Bad (optional) column:
- Type the number of bad pieces in Bad. Type 0 in Made this shift if the whole lot was bad: Only bad pieces? Type 0 in Good.
- Once the number is above zero, three more things appear:
- Why — pick a reason: Damaged, Dimension out of spec, Wrong item, Short shelf life, Contaminated, Packaging, Documentation or Other.
- What to do with them — Rework, Scrap or Hold for QC. If you pick nothing, the step's own default applies. If there's none: The system decides: held for QC where a rule names an inspector, else rework. A quality rule that sends pieces to an inspector still wins over your choice.
- Note (optional), up to 500 characters.
- Report or complete the step as usual.
Scrap needs a write-off account on your business unit. Without one it isn't offered and you'll see Scrap needs a write-off account.
Rejected pieces of a run are listed under Rejected pieces below the step. If the run already has a repair stage, it says Stage N repairs these. Otherwise press Start rework and choose Start a rework run with the route that repairs them, which opens a new work order form for that route, already filled in. Nothing is created until you save it. If no route repairs the item, you'll see No route repairs this item yet. Add a rework stage (Draws: Damaged). with an Open routes link.
Reverse a posting
If a posting was wrong, you reverse it rather than edit it. Open the card from the Posted tab of the Job Cards screen and press Reverse in the top bar.
- In Reverse, type the Quantity to reverse. It opens on everything that can still be reversed, so for a full reversal you don't need to change it. A posting that made no output is reversed whole.
- Check the preview. It tells you in plain sentences what will go back, and ends with Posted as a new entry dated today. The original stays as it was.
- If the preview says other stock would have to be used, tick Take from other stock to agree.
- Add a Reason if you like, then press Reverse.
If a reversal can't be done (for example the output has already been used elsewhere), Bizconnekt says why and may offer Reverse only N instead or Reverse the whole entry. After it, the original card shows Reversed in full or how much was reversed, and a new card appears that says Reversal of the original.
Reverse isn't offered on a card that is itself a reversal, on a card already reversed in full, or on the write-off made when a run is ended. A card created from a Daily Production Report is reversed from its report line instead, and the card tells you which one.
Assign a supervisor to one stage
A work order has one supervisor for the whole run, but each stage can also have its own, so a day-shift lead and a night-shift lead can each answer for their own steps.
On the Execute screen, Stage supervisor shows who is on the step you're looking at. If none has been named for the step, it shows the work order's supervisor, or Not assigned if there is neither. Press Assign. You can also press Assign supervisor on the step's row on the To work tab.
- In Assign Stage Supervisor, choose a person under Stage supervisor. Everyone active in your business unit is listed.
- Press Assign. You'll see Stage N is now with that person.
This applies to that stage only. The run keeps its own supervisor, and everything already posted stays as it is. The name then shows as Stage Supervisor on the card, and on the Daily Production Report the supervisor's items are tagged Assigned to you.
Who sees which card
Everyone whose role can view job cards sees the cards for their business unit on the To work and Posted tabs. Assigning a supervisor doesn't hide a card from anyone else. It records who answers for the step, and it's what puts Assigned to you on the Daily Production Report.
Related guides
- Job Cards overview — what a job card is
- View a Job Card — find, read and print cards
- Run a Work Order — the stage-by-stage walkthrough
- Daily Production Report — report a shift's output without opening each work order
Need help? Contact support at support@bizconnekt.com