WORKBOARDS - NOVEMBER MASTERCLASS

All right welcome to the master class for work boards we'll give Just Another Second here make sure everybody's good and connecting to audio then we'll get started all right looks like we should be good all right so today's master class is going to be on on work boards so quick agenda and first of all I guess I'm Jordan Peterson a deployment leader here at steel head Technologies and so what we're going to do today is we'll start with just a workboard and part tracking overview kind of why the purpose behind workboard and then I'll go through a software demonstration and then we'll have a Q&A session so if you can hold your questions for the Q&A session as we have quite a bit to cover here but if you do have questions and you want to throw them in the chat as we as want to throw them in the chat as we go feel free and then once we get to Q&A we love if you would unmute Q&A we love if you would unmute your your mic and and ask questions by Audio but either way the chat or audio works all right so work boards in steelhead so what work boards do in steelhead is really answer help answer the question that question and problem that almost every shop in this industry has and that is where are my parts right so the workboard and steal it as we will go through here help with part tracking it'll help with a visual representation of of where parts are and the shop for The Operators it'll allows you to communicate and provide information to operators digitally and without having to walk out into the shop it can help with time logging so we can do have operators start timers on on jobs as they're working prioritization based off of certain and specification data entry so if you do specifications in your you if you do specifications in your shop and you need to put certain inputs to provide on certifications and whatnot all this can be done all in one place by The Operators and communicated back to the administrative staff as well so with that we'll we'll go into steelhead here and and walk through a demonstration so this here if it's your first time seeing it is the steel Hood homepage but today we're going to be looking at just the workboard style so if I click into work boards you can see here that we have many different folders and this is just a test system set up but it shows you how you can break down different processes or areas of your shop to organize it to whatever way you choose so in this case I just created a a kind of a mock shop for this master class and we're going to use a masking workboard and then a couple different views just to show how we can set things up for like a batch paint powder setup or a plating line to show kind of a line setup in here so these are collapsible folders that's a folder these in here are individual workboard s both of these can be tagged per with a label that can be Associated to certain users so yeah if you have many different processes or areas of your shop you can tag those so users only see what they need to see as well so we'll start by jumping into masking so masking is the shared process that I set up here between the two paint powder and plating line so if I click in you see the first thing you see is these bit two big cards here so those cards are customizable based off process steps we add as many or as few as we need and then the actionable items for interfacing with parts and moving Parts on the floor are kind of in this column here so the first icon you see is the date so that is the work order deadline so in this case you can see this one is due today so it's it's urgent it's red this one's due tomorrow it's yellow and then if it's due over one to two days out it'll be green it gives you a first visual of when this order is due the next button here is move parts so if I click that that allows me to then move parts to the next step in the process we'll get back to that the third button there is work parts and so this is where you'll find any part number or work order specific information instructions do specification inputs all that stuff will happen in this in the screen okay and then you'll see also some some buttons up here at the top so this first checkbox that allows grouping or multi selecting so if I check that then we have a check boox on each line item here and I could select one or two I could move those together we have two parts and that type of thing so we can set these and group by a a host of different criteria so in this case it's movable forward which means that I can select any of these that have the same next step and move them all together another very common one is to group them by work order so if I do that I then can save this setting for this workboard and now you can see that the parts are grouped by this work order number here this one has two parts and what's nice about this is maybe I only care about seeing the order as a whole in my shop well I can collapse them all down to just be the work order one other thing up here at the top is Filters so you could filter out if I only want to see Airbus parts we can do that another common use case for for finding Parts is if you have a printed tag so maybe you print tags with your parts just to attach with the physical parts in the shop and you have this work order number so we'll look at 696 and I could search right up here 696 it's going to give me the the parts that are on that work order automated filter in there I'm going turn this grouping off sorry okay the other thing here here is you might see that we have labels on some of these parts so what we can do on the work boards is if if we want to set a certain order of what parts need to to be based off of certain labels we can do that as well so if I come over to label settings here and let's say I wanted this part with the extra careful label to be at the top actually for masking I move that at the top maybe I want that expedite one to be next and then I want maybe my unlabeled parts to be before any of these other labels because I don't care about them in masking here if I then save those changes and then I turn on label priority now you can see that that order switched so now I have my extra careful part is going to be masked masked first and then my expedite and then my anything that anything else that's left all right so if we look at this extra careful part here we're going to do that one maybe before we mask it we want to add a part image as you can see on on the two down at the bottom here we've added a part number image and so that at any any time if we need to know what part we're looking for or want a reference image it's there we can always just click on that image to make it bigger in this case this Aeron for airb Airbus we don't have an image so we want to add one I can just click here if I was on a tablet which is the most common way of doing this I could just select the camera and take a picture right in the shop there in this case I'm just going to pull over a saved image I have you can drag an image in it's there and then let's say I was doing a drawing of the airplane here and I just want to Circle what what the aons on that drawing are so I can do some markup as well and save and now I have that image in there I want to see what part I'm looking for pull that up okay I'm looking for the Air airlines all right so then I can move that part over it's gonna step into masking and in this case I have a masking station set up attached to that step in the process so when I do that then it's moved over I can check in here see if there's any specific instructions I need and you can see I had an auto start timer labor timer on that that one there on the masking station so my timer automat automatically started and so now I'm masking this part when I'm done I can then move it along and we can see that the next step is this part's going to go to ready for plating now we'll do that again with the next part and we can go out of order here too if if we needed we can move any of these in this case we'll move this one over same thing check okay we can see that we have a part number description on this one it's a suspension spring you know we didn't have an image or anything with this we just had a part number called Spring and then on this work order only we have a specific note that if we that when we complete this one we want to make sure we send John a picture right so that's a note that's only going to be saved for the order this description is saved for that part number but these are all viewable from the workboard here so I'm going to move that one along now this we're going to do the mask the wing tip now when I move this one in I can now see on the work Parts icon here that there's a Green Dot and now that means that there's some sort of instruction that I as the operator need to reference at this step so when I click into here we can see here in the middle instructions it says please mask areas that are circled in red and plug the areas that are circled in blue so if I expand this image a little bit we can see that previously before I created this order I had added to the part number instructions at this masking step and I circled all right these red areas I want you to mask these blue areas I want you to plug so I can follow those instructions continue masking and then move along now with this last part here this angle bracket maybe I move it in to masking and let's say this is the first step in the process so I'm just taking it out of the package but I want to save an image of what what it looked like packaged well one other thing we can do inside of the work Parts here is we can add files so this carrot down in the bottom we have a host of action buttons you can do here you could put this part on quality hold if you needed to group and serialize assign locations upload part number files upload part number and process files so that's like an instruction at that certain process step and a part number process description so again a an instruction only at that process step in this case we want to take a picture sure and upload the package that this this angle bracket came in before we we take them out and mask them and so we only want to save that image to the work order we don't want to save that image to the part number like this bracket image is up here because the next time that part number comes in we don't necessarily need to see how the old packaging was so in this case I'm going to upload work order file and again I could just take a picture with a tablet but as I'm on a computer here I'm just going to drag in an existing image and now so imagine I took that with the tablet save that so now I can see on this work order this is how these angle brackets came in so now when this gets moved all the way down to packaging maybe I want to use original pack packaging and I can see how they were packaged up when they came how they were packaged up when they came into the shop so that's going to stay with the order as it moves throughout the shop all right now we're done masking that one and we'll move that ahead that's going to go to ready for plating as well so there there are a few other actions we can do when we're moving parts we can rework we can transfer which instead of going just to the next step it allows you to to move backwards or to any any step in the process scrap we'll mark it as scrap in order to take it out of the system exit just exits the parts out of the system in case we had entered something wrong and then complete we'll just complete that order with that part on the order but for the purposes of this Mo we're just going to continue this step move it to the next step so now if I'm in in masking my job is to mask now I've just completed my queue all the parts have been masked and moved on to the next step I don't have to worry about where they went they already were predetermined the steps were already pre predetermined before and so I'm good to go I finished my my ceue of work but now let's let's say we are in the paint and powder booth area that's where we're working now I have two different views here I'm going to show you but we'll start with just a paint and powder condensed View and so we can see one of those parts that was masked had to go to paint and powder you know a couple of them went to plating so now only the parts that show that need to be need to go through the paint and powder booths are going to show up here on paint and powder workboard so we can see this John Deere spring is ready to paint and so all I'm going to do well first we'll go back I just want to show you the the expanded view so in this case we just have the ready for paint and powder and then a paint and powder step much like the masking but if we look at a another view just to show you that we can customize these to set up as simple or as complex as as you would like in your shop I have it broken out into the three different booths that we have right so that we can visually see which booth that part is going to go into so starting back at the condense View I'm going to move my part and it's going to ask me to select which Booth I'm moving into in this case we'll just select Booth two and now we're in the paint and powder step so we can see we're in station two now here in work parts we could look for information we can manage inventory if we're to deplete powder or paint and on the workboard now if I look at my expanded view we can see that it's broken out instead of just being in the paint and powder step we wanted it to be broken out by certain booth and so we can see that it's right there in Booth two now I did the same thing with the plating lines in this case we have a couple parts ready for plating we can do just a plating line or we could break it out by okay clean tank plating tank one or plating tank two rinse tank right and so on this is obviously a simplified example but we can break it out however we would like in that way so last thing I'll show we're coming up on on time here I want to make sure we have some time for QA is if I'm in plating and I move these parts through they go into the plating line now when they're done in in plating move to inspection we can see that this one now on this work Parts icon we have a red dot and so what that means is if you do specifications in your shop this is telling you that you have some sort of specification input needed at this step so we plated it now it's in in inspection when I click into here we'll see we have a field to fill out so it's wanting us to enter the thickness at inspection after plating the part so in this case it says the minimum is One MS and maximum is three and so say I pled it to two Ms you measure that and now I'm green and good to know good to go move it along as long as it passes instru inspection so I know that was a bit of information all all at once but any questions oh can you hear me yep so when you did the label settings at what point like how do you add the labels do I have to be at the work order itself like I saw how you could you itself like I saw how you could almost like categorize them by like the expedites and stuff like that yep yep so to add the label to the work order can that be done from the workboard yep it actually kind of be so if we're in here and we go to work Parts you can add labels right up here oh heck yeah yeah so you can do it there or or if you go to that work order so if I click on this work order brings me to the work order page I can I always edit and add add as many labels as I want here as well and that's not tied to the part just the work order that's tied just to the work order yep okay you can also add add labels to part numbers as well though yep I know that part I guess my only other one would be the I saw you do the markup for adding a picture and I was trying to write something so I feel like I missed the spot you clicked that you could start like drawing and marking oh yeah so let's say we add a picture for this spring I'll Dr a picture in add the angle bracket in this case so once I I upload a file I can just select this markup button and then up up top there there's the the pen or there's a highlighter there's a few options there and then you can just circle or or whatever you need to put on there and click the check mark yeah check mark to save it and then save sounds good to me I think those are the only big questions I got sounds good thanks Casey anybody else I got a question about the work instructions if if an operator is using the move button that does that bypass those work instructions on there so they could essentially just skip seeing any notes let's see I'll move this one back here so you're saying when they so when we moved it into masking these instructions here yep they've got the instructions there but if they hit the arrows they can just they don't see those instructions correct yep so that's what the the Green Dot is a indicator that they need to reference some instruction for the step okay and there's there's no way to disable the Arrow when there's a Green Dot to force an operator to look at those instructions no okay I this John yeah so it's kind of the same as like if you're on a paper traveler right when you get to masking you check your your traveler for instructions and this is just giving you an indication that you have an instruction I was that like that spe field thing that was what you do yeah it's the same with spec Fields yep it'll give you the indicator there so this Green Dot means that there's an instruction the red Red Dot will mean that there's a a spec field spec input okay is there any way to enforce that it was or Mark that had been checked on the process to make sure the technician was actually doing that yeah so the the spec Fields can be marked as required and so that they can't move the parts can't they can't move the parts until they fill that out okay yeah that'll work any other questions all right well I'll stay on for another two minutes here till 12:30 but if you do think of any questions after the call here feel free to to email Lydia to follow up with our team or if you want to book a customized demo or anything to answer questions specific to your shop let us know and then if you're want to learn about future master classes go ahead go to gosteel head.com SL events see all upcoming events Jordan there is a question in the chat from Seth it looks like perfect where did I set the process instructions oh okay yep so process instructions can be kind of done in in two ways if I if I'm building a part number so if I click on this part number it'll bring me to the part number page and this will have all the information saved to this part number every time it's ran I can come down here to see what steps that part number is going to go through in the shop and I can select a a certain step that I want to add an instruction to and then right here I can just add whatever instruction I need and I could upload a a file with a a picture like in the case that I did there uploaded a masking asking image so the other way to do it that's kind of if you're setting up part numbers beforehand if if I'm doing it as I'm entering an order yeah exactly yeah so you can have different separate things like how we put it oh must have been different conversation there but if I if I'm doing it as I enter an order like in this case I can also select right here by processes and treatments and I can enter instructions on the fly so I want an instruction at masking here I can type any instruction there as well so a couple ways to do it all right Jordan I'm a little curious about like equipment how's that handled differently or the same as with the work orders type thing equipment what do you mean by equipment well I mean if I have a piece of equipment and I want to keep records on it for certifications whether it's like red tag for being down whatever I would like to see your process if you can show that to me talking like maintenance or tracking equipment that's used on an order all the above okay yes so we do have another a whole another maintenance module so that might be something that you want to you know reach out to our team and and get more details on that otherwise in the specifications we can always add like a an equipment field for you to fill out a certain to document what equipment was used or any of that type of thing that's good yeah that that helps too right thank you yep all right well thanks everybody for joining and and like I said if any other questions come up feel free to reach out to our team.