Main menu

Work flows and components

These are the tabs that are displayed on the left side of the main menu page:

• Processes

  The Processes tab displays the flexible work flows that are designed to streamline the use of the system. The work flows displayed in this tab is the same for all versions. All the reports needed in creating a plan are available and predefined in this tab. The user must define the reports and setup to be used in creating a plan.

• Favorites

  The Favorites tab displays flexible work flows that are version-dependent. Version 1 is usually used for live plans and the work flows for the version are defined in the Processes tab. For example, if a simulation version is created, the processes are the same with the live version. If there are reports that are needed in the simulation version, the user must define the reports in the Favorites tab. This is to ensure that the simulation version will not affect the live version.

• Components

  The Components tab displays all components in the system. This tab is useful if the user wants to test which components can be used for a specific plan.

Boards

The right side layout of the main menu can be modified to display the information that is necessary to a user. The layout can be modified to display these options:

• Scoreboard records only
• KPI overview and scoreboard
• Scoreboard records and alert board
• Scoreboard records, KPI overview, and alert board

The scoreboard records are defined by the user to help evaluate the plan. The records are grouped according to priority classification and record type. The user must define the KPIs by setting up the reports filters and selecting what report value is displayed in the scoreboard. For example, the user can set up the reports to display a KPI that identifies the number of delayed orders or a KPI that identifies the total setup time in one week on bottleneck resource. If the KPI value that is displayed in the scoreboard is accessed, the report that contains the computation for the KPI value is displayed.

The KPI overview filters the scoreboard records that are displayed in the application depending on the classification selected by the user. For example, if the user selected the Critical classification, all scoreboard records that are classified as Critical are displayed.

The alert board provides direct access to alerts that are connected to a plan. This table shows the menu that are found in the alert board:

Folder name	Description
Calendar information	This folder displays a bar that shows the duration of the current calendar. The data displayed on the bar is defined in System tab of the Parameters panel.
Operations with errors	This folder displays the number of operations that are planned with errors. To open the Orders panel, double-click the operation lines to display the orders with operations that are affected by the selected error.
Operations with warnings	This folder displays the number of operations that are planned with warnings. To open the Orders panel, double-click the operation lines to display the orders with operations that are affected by the selected warning.
W/C Res with capacity warnings	This folder displays the resources with capacity warnings. A green bar is displayed for resources with planned operations. To open the Work Center Resources panel, double-click a work center resource line to display the affected resources.