Setup Account and Company Details

To get your account setup, navigate to the Settings page and then follow the following steps.

1. Profile: Navigate to Profile and then fill in you profile details.

2. Company Info: Navigate to Company Info and then fill in the Company Name, Address, and Logo.

3. Company Setup: Company can be the most difficult part of the setup. This data is used throughout the app so it is important to setup correctly. Before getting started, review the following definitions.

• Definitions:
• • Factory: A Factory is a location. This may commonly be referred to as a Factory, Plant, Site, or Shop. Usually a Factory is a distinct location.
  • Line: A line is an area within a Factory. This may commonly be referred to as a Line, Area, Cell, or Department. This is a distinct area within a Factory.
  • Workstation: A Workstation is a distinct asset within a Line. This may commonly be referred to as a Workstation, Equipment, Machine, Asset, or Process. This is usually a distinct asset within a Line.
• To start the setup, navigate to Company Setup and follow the following instructions:
• • Add Factory(s):
  • • Click "Create".
    • Type in Name of Factory and click Save.
    • Add as many Factories as needed.
  • Add Lines:
  • • You will need to add Lines for each Factory.
    • To start, click on a Factory that you have setup.
    • Then click "Create"
    • Name the Line and click Save.
    • Repeat until you have every line setup.
    • Do this for each Factory.
  • Add Workstations:
  • • To start, go into a Factory and click on a Line.
    • In the Line page, click "ADD WORKSTATION" at the bottom of the screen.
    • Enter the name of a Workstation in that Line and click save.
    • Repeat until you have every WorkStation for every Line created.
    • Do this for each Line in every Factory

Watch the Demo below to see a walkthrough of how to setup your company.