Digital Production Workboards in Steelhead's Manufacturing ERP
Steelhead brings your production floor digital with Workboards, enabling operators to manage tasks efficiently. Create customizable Workboards and cards for tracking production stages, real-time progress, and file uploads.
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Product
Digital Production Workboards
Identity & metadata
Video title
Digital Production Workboards
Date published
December 21, 2023
Duration
5:12
Video type
Product tip / Short demo
Audience
Production; operators; admin
Video summary
In one sentence
Steelhead's customizable work boards let operators move parts between stations, deplete inventory, leave traveling comments,
and start labor timers automatically, with the ability to add photo, video, or text instructions
on the fly — all from a tablet on the floor.
and start labor timers automatically, with the ability to add photo, video, or text instructions
on the fly — all from a tablet on the floor.
What this video covers
Steelhead's Paul Reisman introduces work boards, a fully customizable module where shops create as many
boards as needed, organized into workboard cards that mirror however the shop is physically laid
out (e.g., receiving, staging, and a masking and plugging station).
He shows an operator's view of the auto line prep workboard: parts staged as "ready
to mask and plug" can be moved to the next station with the Move Parts
button, which shows the part number, source and destination nodes, and transfer type (rework, transfer
to any node, exit, or complete). Opening the work parts dialogue on a moved part
shows the part, its inventory usage, and a comment field whose entry travels with the
job through the entire process. Working the part starts a labor timer automatically, supporting per-station
job time tracking. He also shows the upload menu for attaching part number files, process
node files and descriptions, work order files, and received order files, plus options to place
parts on quality hold or group and assign them a location.
Switching to an iPad to show the operator's floor view, he demonstrates adding instructions to
a part with no history yet: taking and marking up a photo, adding a text
process node description, and recording a video — each saved instruction then appears every time
that part comes through the work parts button.
boards as needed, organized into workboard cards that mirror however the shop is physically laid
out (e.g., receiving, staging, and a masking and plugging station).
He shows an operator's view of the auto line prep workboard: parts staged as "ready
to mask and plug" can be moved to the next station with the Move Parts
button, which shows the part number, source and destination nodes, and transfer type (rework, transfer
to any node, exit, or complete). Opening the work parts dialogue on a moved part
shows the part, its inventory usage, and a comment field whose entry travels with the
job through the entire process. Working the part starts a labor timer automatically, supporting per-station
job time tracking. He also shows the upload menu for attaching part number files, process
node files and descriptions, work order files, and received order files, plus options to place
parts on quality hold or group and assign them a location.
Switching to an iPad to show the operator's floor view, he demonstrates adding instructions to
a part with no history yet: taking and marking up a photo, adding a text
process node description, and recording a video — each saved instruction then appears every time
that part comes through the work parts button.
Problem it solves
Paper travelers and undocumented tribal knowledge make it hard to track where a job stands,
how long it took, or how to process a part correctly the first time. Digital
work boards mirror the shop floor layout, automatically capture labor time and inventory usage as
parts move, and let anyone attach photo, video, or text instructions so the next operator
always knows exactly what to do.
how long it took, or how to process a part correctly the first time. Digital
work boards mirror the shop floor layout, automatically capture labor time and inventory usage as
parts move, and let anyone attach photo, video, or text instructions so the next operator
always knows exactly what to do.
Key capabilities shown
• Unlimited, fully customizable work boards organized into workboard cards
• Move Parts dialogue showing part number, source/destination node, and transfer type
• Transfer type options: step to next node, rework, transfer to any node, exit, or complete
• Work parts dialogue showing the part, inventory usage, and a job-traveling comment field
• Automatic labor timer when an operator begins working a part
• Per-station job time tracking
• Upload options: part number file, process node file, process node description, work order file, received
order file
• Placing parts on quality hold, grouping parts, and assigning a location
• Same work board interface on desktop and tablet/iPad
• Adding photo instructions with markup directly from the work parts screen
• Adding text process node description instructions
• Recording and attaching video instructions
• Saved instructions automatically surfacing every time that part comes through the station
• Move Parts dialogue showing part number, source/destination node, and transfer type
• Transfer type options: step to next node, rework, transfer to any node, exit, or complete
• Work parts dialogue showing the part, inventory usage, and a job-traveling comment field
• Automatic labor timer when an operator begins working a part
• Per-station job time tracking
• Upload options: part number file, process node file, process node description, work order file, received
order file
• Placing parts on quality hold, grouping parts, and assigning a location
• Same work board interface on desktop and tablet/iPad
• Adding photo instructions with markup directly from the work parts screen
• Adding text process node description instructions
• Recording and attaching video instructions
• Saved instructions automatically surfacing every time that part comes through the station
How the demo flows
• Opens the auto line prep workboard and shows parts staged as ready to mask and
plug
• Clicks Move Parts to step the parts into the masking and plugging station
• Opens the work parts dialogue to review the part and inventory usage
• Leaves a comment on the job
• Shows the labor timer starting automatically
• Opens the upload menu showing file and quality hold options
• Opens the same workboard on an iPad to show the operator's floor view
• Takes and marks up a photo as a part instruction
• Adds a process node description instruction
• Records a video instruction
plug
• Clicks Move Parts to step the parts into the masking and plugging station
• Opens the work parts dialogue to review the part and inventory usage
• Leaves a comment on the job
• Shows the labor timer starting automatically
• Opens the upload menu showing file and quality hold options
• Opens the same workboard on an iPad to show the operator's floor view
• Takes and marks up a photo as a part instruction
• Adds a process node description instruction
• Records a video instruction
Full transcript
Speaker
Paul Reisman, Deployment Engineer, Steelhead Technologies
Transcript
[00:00] Hi, my name is Paul Reisman and I'm a deployment engineer at Steelhead Technologies.
[00:05] Today I'll be talking about work boards on the homepage of our Steelhead Domain.
[00:10] We have our work boards module Within this module.
[00:14] We can create as many work boards as we want and customize them however you
would like.
[00:20] [opens the auto line prep workboard] For this example, I'll be going into the auto line prep workboard.
[00:25] Within each workboard we have what we call workboard cards.
[00:29] These can be split up to however you want and however you have your shop
currently set up.
[00:35] So for this example, we have a receiving area, staging area for masking and plugging,
and then the actual masking and plugging station.
[00:47] So an operator will be looking at this workboard in this specific area, this prep
area, and they see these Boeing parts are ready, are currently in the staging area,
called ready to mask and plug.
[01:02] [clicks Move Parts on the ready-to-mask-and-plug card] So once they're ready to move into the mask and plugging station, they can simply
hit the move parts button and the move parts dialogue will show up.
[01:12] Saying that you're moving one part out of one available part, we'll give the part
number here we're seeing which node it's coming from and the transfer type and which
node it's going to.
[01:27] If you wanna change the transfer type, you can hit the dropdown arrow here.
[01:30] You can rework the parts, transfer the part to any other node within the process,
exit the parts or complete the parts.
[01:42] Most of the time the operators will be stepping the parts right into the next
station.
[01:47] We can see that it's going to the masking and plugging node at the prep
station.
[01:52] Since I move this, it automatically updates and I scroll down and I see Boeing
right here.
[02:00] [opens the work parts dialogue] If I hit the work parts dialogue, I can see which part I'm looking at
here.
[02:07] So I find it here. Yep. Match it to the picture.
[02:10] Okay, perfect. I can see which inventory it's going to be using later on in
the process.
[02:17] [leaves a comment on the job] I can leave a comment if I want, see good parts submit.
[02:24] And this comment will travel with this job throughout the whole entire process.
[02:29] You can see since I'm in the masking and plugging station, I'm physically doing labor
by prepping these parts.
[02:39] So a timer automatically started.
[02:43] This is perfect for job tracking abilities where you can see how much time is
spent at each station per job.
[02:53] [opens the upload menu showing file and hold options] If you wanna upload files to this specific, work order or part number, you can
hit the up arrow right here where you can upload a part number file process,
node file, process node description, work order, file receipt, order file.
[03:13] Put the parts on quality hold.
[03:15] You can group the parts and assign a location.
[03:18] I will show you what this looks like from my iPad.
[03:22] So this is what your operators will be seeing out on the floor.
[03:25] [opens the same workboard on an iPad] You can see I'm still on the auto line Prep Workboard.
[03:28] If I scroll down to the mask and plug Workboard card, here are my Boeing
parts.
[03:35] I click the work parts button and I notice there's no instructions because this is
the first time we are doing this part.
[03:44] [takes and marks up a photo as a part instruction] So if I wanna upload a new picture of how to plug this part, for
example, I can take a photo, snap a picture, use the photo if I wanna
do a quick markup on it and do that, it saved, and boom, there it
is.
[04:09] [adds a process node description instruction] And then if I want instructions, I can do part number and process node description,
and I'll say, use black plugs save.
[04:23] And boom, there it is. So every time the operator has this part coming through,
they can hit the work parts button and they will see these instructions.
[04:33] If you wanna do a video, you go through the same exact process.
[04:39] [records a video instruction] Take photo or video and just switch the camera onto video.
[04:43] Hit record, stop, use video, go.
[04:52] Let's save.
[04:57] And there it is.
[05:02] If you have any questions regarding work boards within Steelhead, feel free to reach out
to myself or anyone else on the Steelhead team.
[05:09] Thank you.
[00:05] Today I'll be talking about work boards on the homepage of our Steelhead Domain.
[00:10] We have our work boards module Within this module.
[00:14] We can create as many work boards as we want and customize them however you
would like.
[00:20] [opens the auto line prep workboard] For this example, I'll be going into the auto line prep workboard.
[00:25] Within each workboard we have what we call workboard cards.
[00:29] These can be split up to however you want and however you have your shop
currently set up.
[00:35] So for this example, we have a receiving area, staging area for masking and plugging,
and then the actual masking and plugging station.
[00:47] So an operator will be looking at this workboard in this specific area, this prep
area, and they see these Boeing parts are ready, are currently in the staging area,
called ready to mask and plug.
[01:02] [clicks Move Parts on the ready-to-mask-and-plug card] So once they're ready to move into the mask and plugging station, they can simply
hit the move parts button and the move parts dialogue will show up.
[01:12] Saying that you're moving one part out of one available part, we'll give the part
number here we're seeing which node it's coming from and the transfer type and which
node it's going to.
[01:27] If you wanna change the transfer type, you can hit the dropdown arrow here.
[01:30] You can rework the parts, transfer the part to any other node within the process,
exit the parts or complete the parts.
[01:42] Most of the time the operators will be stepping the parts right into the next
station.
[01:47] We can see that it's going to the masking and plugging node at the prep
station.
[01:52] Since I move this, it automatically updates and I scroll down and I see Boeing
right here.
[02:00] [opens the work parts dialogue] If I hit the work parts dialogue, I can see which part I'm looking at
here.
[02:07] So I find it here. Yep. Match it to the picture.
[02:10] Okay, perfect. I can see which inventory it's going to be using later on in
the process.
[02:17] [leaves a comment on the job] I can leave a comment if I want, see good parts submit.
[02:24] And this comment will travel with this job throughout the whole entire process.
[02:29] You can see since I'm in the masking and plugging station, I'm physically doing labor
by prepping these parts.
[02:39] So a timer automatically started.
[02:43] This is perfect for job tracking abilities where you can see how much time is
spent at each station per job.
[02:53] [opens the upload menu showing file and hold options] If you wanna upload files to this specific, work order or part number, you can
hit the up arrow right here where you can upload a part number file process,
node file, process node description, work order, file receipt, order file.
[03:13] Put the parts on quality hold.
[03:15] You can group the parts and assign a location.
[03:18] I will show you what this looks like from my iPad.
[03:22] So this is what your operators will be seeing out on the floor.
[03:25] [opens the same workboard on an iPad] You can see I'm still on the auto line Prep Workboard.
[03:28] If I scroll down to the mask and plug Workboard card, here are my Boeing
parts.
[03:35] I click the work parts button and I notice there's no instructions because this is
the first time we are doing this part.
[03:44] [takes and marks up a photo as a part instruction] So if I wanna upload a new picture of how to plug this part, for
example, I can take a photo, snap a picture, use the photo if I wanna
do a quick markup on it and do that, it saved, and boom, there it
is.
[04:09] [adds a process node description instruction] And then if I want instructions, I can do part number and process node description,
and I'll say, use black plugs save.
[04:23] And boom, there it is. So every time the operator has this part coming through,
they can hit the work parts button and they will see these instructions.
[04:33] If you wanna do a video, you go through the same exact process.
[04:39] [records a video instruction] Take photo or video and just switch the camera onto video.
[04:43] Hit record, stop, use video, go.
[04:52] Let's save.
[04:57] And there it is.
[05:02] If you have any questions regarding work boards within Steelhead, feel free to reach out
to myself or anyone else on the Steelhead team.
[05:09] Thank you.
Taxonomy tags
Steelhead product area
Work boards; Production; Inventory
Feature / module
Work boards and workboard cards; Move Parts dialogue; work parts dialogue; labor timers; process node
files, descriptions, and photo/video instructions
files, descriptions, and photo/video instructions
Workflow category
Shop floor execution; part transfers and job tracking; operator instructions
Topics covered
Customizing work boards to shop layout; moving parts between stations; transfer types; automatic labor timers;
job comments; uploading files and quality holds; adding photo, video, and text instructions on a
tablet
job comments; uploading files and quality holds; adding photo, video, and text instructions on a
tablet