Product
Efficient Spec Creation and Management in Steelhead ERP
Identity & metadata
Video title
Efficient Spec Creation and Management in Steelhead ERP
Date published
May 1, 2026
Duration
5:00
Video type
Release walkthrough / Tutorial
Audience
Quality, process, and production teams who build specs, collect measurements on the floor, and need
traceability from spec definition through shipment
traceability from spec definition through shipment
Video summary
In one sentence
This walkthrough shows the upgraded specs experience in Steelhead: a quoting-style table for every spec,
faster edits and reuse, spec fields and parameters tied to process nodes, optional parameter import
from other specs, process view on the tree, part-number dialogs with validation cues, and quality
dashboard filters for failing spec field parameter values.
faster edits and reuse, spec fields and parameters tied to process nodes, optional parameter import
from other specs, process view on the tree, part-number dialogs with validation cues, and quality
dashboard filters for failing spec field parameter values.
What this video covers
It opens with the new specs table and quick actions—edit, archive, copy, revise, and Summary
for fields and parameters—plus top filters, View archive, and sidebar jumps to specs, Spec Fields,
Sample Sets, and Spec Custom Input Settings.
You follow a sample customer job: creating a spec, adding a spec field and parameter
(targets, tolerances, units, required operators, pass-to-move-parts), and assigning where operators record measurements on the process
tree—including the path when no default process is set on the spec.
The middle covers importing parameters from another spec with the same spec field type, reviewing
the All Types tab and drill-down on a spec field, field order that persists everywhere
spec fields appear, and the Process view toggle on the tree.
The close adds part-number dialog shortcuts and warnings for missing parameters, a homepage dashboard-search tip
into Quality Management, failing Spec Field Parameter values with user and supervisor filters, and a
CTA to log in and try the workflow.
for fields and parameters—plus top filters, View archive, and sidebar jumps to specs, Spec Fields,
Sample Sets, and Spec Custom Input Settings.
You follow a sample customer job: creating a spec, adding a spec field and parameter
(targets, tolerances, units, required operators, pass-to-move-parts), and assigning where operators record measurements on the process
tree—including the path when no default process is set on the spec.
The middle covers importing parameters from another spec with the same spec field type, reviewing
the All Types tab and drill-down on a spec field, field order that persists everywhere
spec fields appear, and the Process view toggle on the tree.
The close adds part-number dialog shortcuts and warnings for missing parameters, a homepage dashboard-search tip
into Quality Management, failing Spec Field Parameter values with user and supervisor filters, and a
CTA to log in and try the workflow.
Problem it solves
Teams juggling specs across paper, spreadsheets, and disconnected clicks lose time and risk shipping out
of spec. Steelhead centralizes spec authoring, measurement rules, and shop-floor capture so job context, limits,
and operator checkpoints stay in one system.
of spec. Steelhead centralizes spec authoring, measurement rules, and shop-floor capture so job context, limits,
and operator checkpoints stay in one system.
Key capabilities shown
• Specs table view aligned with dashboards like quoting, with important details visible at once
• Quick actions: edit, Spec info, archive, copy a spec, Revise, and Summary for fields and
parameters
• Filters, View archive, and sidebar navigation across specs, Spec Fields, Sample Sets, and Spec Custom
Input Settings
• New spec setup: name, revision, type, label, external description, optional default process, Save
• Spec detail tabs: main information, reference specs, Spec Files, part numbers, treatments, custom inputs
• Spec Fields: add by type, Create, auto-filled type, parameters with sampling, targets, tolerances, min/max, units,
two-operator requirement, pass required to move parts
• Process nodes: assign where measurements are recorded; alternate path via Edit Spec Field > Process
Node tab when no default process
• Parameter reuse: search other specs by spec field type and import parameters
• All Types tab expand, spec field name drill-down (default spec field, parameters, process nodes, treatments,
part numbers, active parts on work orders)
• Reorder fields; order persists wherever those spec fields surface in Steelhead
• Process view toggle: tree view of nodes with spec fields and parameter detail
• Part number dialog: scroll-to-bottom control; warning styling when a parameter is missing; scroll-before-save reminder
• Homepage: dashboard search focuses in the search box; Enter opens the first listed dashboard (Quality
Management example)
• Quality Management dashboard: under Failing Spec Field Parameter values, filter by measuring user or supervisor;
min, target, max at top of each spec field
• Quick actions: edit, Spec info, archive, copy a spec, Revise, and Summary for fields and
parameters
• Filters, View archive, and sidebar navigation across specs, Spec Fields, Sample Sets, and Spec Custom
Input Settings
• New spec setup: name, revision, type, label, external description, optional default process, Save
• Spec detail tabs: main information, reference specs, Spec Files, part numbers, treatments, custom inputs
• Spec Fields: add by type, Create, auto-filled type, parameters with sampling, targets, tolerances, min/max, units,
two-operator requirement, pass required to move parts
• Process nodes: assign where measurements are recorded; alternate path via Edit Spec Field > Process
Node tab when no default process
• Parameter reuse: search other specs by spec field type and import parameters
• All Types tab expand, spec field name drill-down (default spec field, parameters, process nodes, treatments,
part numbers, active parts on work orders)
• Reorder fields; order persists wherever those spec fields surface in Steelhead
• Process view toggle: tree view of nodes with spec fields and parameter detail
• Part number dialog: scroll-to-bottom control; warning styling when a parameter is missing; scroll-before-save reminder
• Homepage: dashboard search focuses in the search box; Enter opens the first listed dashboard (Quality
Management example)
• Quality Management dashboard: under Failing Spec Field Parameter values, filter by measuring user or supervisor;
min, target, max at top of each spec field
How the demo flows
• Intro: upgraded specs page; promise of dashboard tour plus broader suite notes
• Specs list: table view, quick actions, filters, archive toggle, sidebar areas
• Scenario setup: customer requiring specs vs. old copy-paste chase; centralized tracking
• Create spec: fields and Save; land on spec page with top navigation across spec areas
• Add spec field and parameter for a missing measurement; sampling and limits; Save spec field
• Assign process nodes (example station names); alternate steps without default process
• Import parameters from another spec with same spec field type; All Types review; drill into
spec field
• Back to specs list: archive, edit, reorder; field order persistence; Process view on tree
• Part number dialog tips; warnings for incomplete parameters; homepage search to Quality Management
• Failing Spec Field Parameter values filters and min/target/max display; close and CTA
• Specs list: table view, quick actions, filters, archive toggle, sidebar areas
• Scenario setup: customer requiring specs vs. old copy-paste chase; centralized tracking
• Create spec: fields and Save; land on spec page with top navigation across spec areas
• Add spec field and parameter for a missing measurement; sampling and limits; Save spec field
• Assign process nodes (example station names); alternate steps without default process
• Import parameters from another spec with same spec field type; All Types review; drill into
spec field
• Back to specs list: archive, edit, reorder; field order persistence; Process view on tree
• Part number dialog tips; warnings for incomplete parameters; homepage search to Quality Management
• Failing Spec Field Parameter values filters and min/target/max display; close and CTA
Full transcript
Speaker
Voice over / Host
Transcript
[00:00] Steelhead just rolled out an upgrade to the specs page, making it easier than ever
to create, manage, and track your specs.
[00:06] Every update in Steelhead is designed to be as intuitive and efficient as possible.
[00:11] So a quick overview of the specs dashboard, and then we'll get into some other
suite enhancements across the board.
[00:16] [table view on specs] Your new table view, similar to other pages such as the quoting dashboard, displays any
created specs with your important details.
[00:23] Quick actions for editing, the spec info, archive, copy a spec to reuse.
[00:28] Revise if you need a new revision of an existing spec and summary where you
can edit spec fields and parameters if needed.
[00:37] [top filters and sidebar] Some filtering options here at the top, the view archive toggle here, and the sidebar
navigation for easily jumping between specs, spec fields, sample sets, and your spec Custom input
settings.
[00:49] Let's say you get a new job from your best customer requiring specs, John Doe
knows you will deliver top quality.
[00:56] Remember, back in the days before Steelhead, you had to write things here, switch to
there, jump around, copy, paste, run around chase paperwork.
[01:04] Now things are tracked and automated with job information at your fingertips.
[01:09] [creates spec] So creating a spec, give it a name, the revision info if needed.
[01:14] The type, add a label, and an external description.
[01:18] If needed, select a default process.
[01:21] Click save, and here's your specs page view.
[01:26] Everything is easily accessible from the top here.
[01:28] Your main spec information view, any reference specs, spec files, part numbers, treatments, and custom
inputs associated with this spec.
[01:38] John Doe needs the time and cleaner temp of cleaner and thickness recorded.
[01:42] For this spec, we already have time and thickness.
[01:44] So to add temp, you have two options here, or you can click the type
first and add the spec field.
[01:52] We'll call this temp of cleaner.
[01:54] Click create and then the type auto fills for you.
[01:58] Fill in any other necessary details, click save, and now you can add in the
specific range of data collection that John Doe requires.
[02:07] Give your parameter a name, we'll say temp of cleaner.
[02:10] I want to require operators to fill in this measurement and it must be passing
in order to move parts.
[02:17] You know how important it is when you're working with military grade or other special
equipment for parts to be shipped out with correct specs.
[02:23] So this is a way you can ensure top quality going out the door.
[02:27] One sample is needed per batch.
[02:29] Put in your target value and your tolerance to autofill the minimum and maximum select
a unit.
[02:36] Save then save the spec field.
[02:39] [assigns process nodes] Now you can assign the process node where you want these measurements to be recorded
by your operator.
[02:43] So this would be Mr. Steel in clean and JJ in Rinse.
[02:49] And if you're adding spec fields to a spec with no default process, click into
the name, click edit spec field, select the process node tab, add process node, and
select which of your process nodes you like measurements recorded and save.
[03:02] But check this out. If you're reusing parameters, it's very easy to search other specs
with this specific spec field type and import the parameters from it.
[03:12] Then save. Coming back to the all types tab, expand the view to review details
and make sure all necessary info will be collected for John Doe.
[03:20] Or click the spec field name to see more.
[03:23] Here's default spec field, parameters, process nodes, treatments, part numbers, and any active parts on
work orders.
[03:30] Jumping back to the specs page, you can view archived search, edit with the pencil
archive, and reorder the fields and the order you set up the fields here is
preserved across Steelhead wherever you see these spec fields.
[03:44] [process view toggle] The process view Toggle gives you a view of your process tree where you can
see at a glance any nodes that have a spec field attached, as well as
view more information on spec fields and parameters.
[03:53] Your spec process setup is then accessible from here as well, and a couple other
small and mighty spec notes.
[04:01] [part number dialog] When adding a new part number, you have this quick scroll button to jump you
to the bottom of the dialogue box where you can go about adding your specs.
[04:09] You have this warning color to let you know that a spec field is missing
a parameter and a reminder at the bottom to scroll through the entire page before
saving.
[04:17] You could still add specs to the part with the warnings, but you've been warned.
[04:22] [homepage search to quality dashboard] Again, just a quick tip on the homepage. Your cursor is set up in the
dashboard search box, so just start typing and when you hit enter, it will bring
you to the first dashboards that's listed here in your quality management dashboard.
[04:32] Under failing spec field parameter values, you can search filter by the user that took
the measurement or by supervisor, and you can see the min target and max at
the top of each spec field.
[04:43] For info at a glance. Ready to experience the new and improved spec workflows yourself,
log in and let us know what you think.
[04:51] Remember with Steelhead, you're not just managing specs, you're shipping out high quality parts with
high standards.
to create, manage, and track your specs.
[00:06] Every update in Steelhead is designed to be as intuitive and efficient as possible.
[00:11] So a quick overview of the specs dashboard, and then we'll get into some other
suite enhancements across the board.
[00:16] [table view on specs] Your new table view, similar to other pages such as the quoting dashboard, displays any
created specs with your important details.
[00:23] Quick actions for editing, the spec info, archive, copy a spec to reuse.
[00:28] Revise if you need a new revision of an existing spec and summary where you
can edit spec fields and parameters if needed.
[00:37] [top filters and sidebar] Some filtering options here at the top, the view archive toggle here, and the sidebar
navigation for easily jumping between specs, spec fields, sample sets, and your spec Custom input
settings.
[00:49] Let's say you get a new job from your best customer requiring specs, John Doe
knows you will deliver top quality.
[00:56] Remember, back in the days before Steelhead, you had to write things here, switch to
there, jump around, copy, paste, run around chase paperwork.
[01:04] Now things are tracked and automated with job information at your fingertips.
[01:09] [creates spec] So creating a spec, give it a name, the revision info if needed.
[01:14] The type, add a label, and an external description.
[01:18] If needed, select a default process.
[01:21] Click save, and here's your specs page view.
[01:26] Everything is easily accessible from the top here.
[01:28] Your main spec information view, any reference specs, spec files, part numbers, treatments, and custom
inputs associated with this spec.
[01:38] John Doe needs the time and cleaner temp of cleaner and thickness recorded.
[01:42] For this spec, we already have time and thickness.
[01:44] So to add temp, you have two options here, or you can click the type
first and add the spec field.
[01:52] We'll call this temp of cleaner.
[01:54] Click create and then the type auto fills for you.
[01:58] Fill in any other necessary details, click save, and now you can add in the
specific range of data collection that John Doe requires.
[02:07] Give your parameter a name, we'll say temp of cleaner.
[02:10] I want to require operators to fill in this measurement and it must be passing
in order to move parts.
[02:17] You know how important it is when you're working with military grade or other special
equipment for parts to be shipped out with correct specs.
[02:23] So this is a way you can ensure top quality going out the door.
[02:27] One sample is needed per batch.
[02:29] Put in your target value and your tolerance to autofill the minimum and maximum select
a unit.
[02:36] Save then save the spec field.
[02:39] [assigns process nodes] Now you can assign the process node where you want these measurements to be recorded
by your operator.
[02:43] So this would be Mr. Steel in clean and JJ in Rinse.
[02:49] And if you're adding spec fields to a spec with no default process, click into
the name, click edit spec field, select the process node tab, add process node, and
select which of your process nodes you like measurements recorded and save.
[03:02] But check this out. If you're reusing parameters, it's very easy to search other specs
with this specific spec field type and import the parameters from it.
[03:12] Then save. Coming back to the all types tab, expand the view to review details
and make sure all necessary info will be collected for John Doe.
[03:20] Or click the spec field name to see more.
[03:23] Here's default spec field, parameters, process nodes, treatments, part numbers, and any active parts on
work orders.
[03:30] Jumping back to the specs page, you can view archived search, edit with the pencil
archive, and reorder the fields and the order you set up the fields here is
preserved across Steelhead wherever you see these spec fields.
[03:44] [process view toggle] The process view Toggle gives you a view of your process tree where you can
see at a glance any nodes that have a spec field attached, as well as
view more information on spec fields and parameters.
[03:53] Your spec process setup is then accessible from here as well, and a couple other
small and mighty spec notes.
[04:01] [part number dialog] When adding a new part number, you have this quick scroll button to jump you
to the bottom of the dialogue box where you can go about adding your specs.
[04:09] You have this warning color to let you know that a spec field is missing
a parameter and a reminder at the bottom to scroll through the entire page before
saving.
[04:17] You could still add specs to the part with the warnings, but you've been warned.
[04:22] [homepage search to quality dashboard] Again, just a quick tip on the homepage. Your cursor is set up in the
dashboard search box, so just start typing and when you hit enter, it will bring
you to the first dashboards that's listed here in your quality management dashboard.
[04:32] Under failing spec field parameter values, you can search filter by the user that took
the measurement or by supervisor, and you can see the min target and max at
the top of each spec field.
[04:43] For info at a glance. Ready to experience the new and improved spec workflows yourself,
log in and let us know what you think.
[04:51] Remember with Steelhead, you're not just managing specs, you're shipping out high quality parts with
high standards.
Taxonomy tags
Steelhead product area
Quality; Specs; Process setup; Production floor data capture; Dashboards and search
Feature / module
Specs page table view; Spec Fields; Spec Field parameters; Sample Sets; Spec Custom Input Settings;
process tree and process nodes; part numbers on specs; Quality Management dashboard; Failing Spec Field
Parameter values
process tree and process nodes; part numbers on specs; Quality Management dashboard; Failing Spec Field
Parameter values
Workflow category
Configuration and setup; daily quality and operator capture; reporting and review
Topics covered
Spec authoring; measurement limits and sampling; pass-to-move rules; reusing parameters across specs; process view on
the tree; field order persistence; part dialog validation; dashboard search; failing parameter triage
the tree; field order persistence; part dialog validation; dashboard search; failing parameter triage