Learning Path: Production Managers and Planners

💡This path lists the topics for production managers, planners and supervisors.

New to BOS Pro? Start with Learning Path: Every User.

1. Work Orders#

1. Work Orders Tutorials: Lists the tutorials on creating and editing Work Orders and using the Work Orders List View.
2. Work Orders: Describes Work Orders, their settings, materials, parts, planning and output templates.
3. Job Summary: Compare a job's actual and expected costs and times.

2. Planning#

1. Production Planning Jobs Tutorial: Shows how to view, filter and manage jobs in the Jobs View and change their active statuses.
2. Production Planning Board Tutorial: Shows how to customise the Planning Board, adjust jobs, edit job statuses and start timekeeping.
3. Production Planning Calendar Tutorial: Shows how to view stages and jobs on the Calendar and move jobs between stages and time slots.
4. Production Planning Dashboard Tutorial: Shows how to view and use the capacity and loading dashboards.
5. Production Planning Tasks Tutorial: Shows how to view, filter and group tasks and edit their dates, statuses and stages.

3. Materials and Outwork#

1. Production Planning Materials Tutorial: Shows how to view and filter the materials needed for jobs and change their statuses.
2. Production Planning Outwork Tutorial: Shows how to view and filter outwork, change outwork statuses and view its costing information.
3. Purchase Orders Tutorial: Order the materials and outwork a job needs.
4. Materials Movement (Issue) Tutorial: Shows the various ways to issue materials from inventory.

4. On the Factory Floor#

1. Tracker App Tutorial: Shows how to log in to the Tracker App, start and stop timekeeping and record downtime.
2. Mobile App Tracker Tutorial: Shows how to check in with a PIN, share a device, and start, edit, change and stop timekeeping, record downtime and update the team on the Mobile App Tracker.
3. Timekeeping Tutorial: Shows how to view, filter, edit and manually capture timekeeping records.
4. HR Time and Attendance Tutorial: Shows how to set up staff access, clock in with the Tracker App and view or edit attendance records.

5. Quality and Delivery#

1. Non-Conformance Reports Tutorial: Shows how to create production-related and customer complaint NCRs, edit an NCR, create a remake Work Order and allocate costs.
2. Non-Conformance Reporting: Describes how to record, track and cost Non-Conformance Reports (NCRs) for production errors and customer complaints.
3. Delivery Notes Tutorial: Shows how to create a Delivery Note, arrange deliveries in batches, sign it on the Tracker app and invoice it.
4. Batch Tracking: Sets out an example of tracking batches and serial numbers from purchase through production to sale.