PLANNING & SCHEDULING

The following outlines the planning and scheduling features in IQ.

 

JOB DETAILS SCREEN

Here you can set the jobs 'Customer Expected Date' and ‘Due Date’:

 

 

You also have the option of setting a 'Print Date':

 

 

ALL JOBS BOARD

The 'All Jobs' board gives you the ability to see a quick overview of jobs based on their 'status'.

You can use the filters to narrow down your search criteria. You can also select to view by FIFO (First in First Out) or LIFO (Last in First Out):

 

You can click on sub filters such as 'Status' to group the jobs as required:

 

PRODUCTION BOARDS

IQ has a 'Pre-Production' Board and a 'Production' Board. These give you a more detailed planning view than the 'All Jobs' board:

 

 

 

The central difference is the 'department' options and operations you have to view by:

 

 

 

 

 

 

 

You can use filters to view departments and the operations linked to that department.
For example you can select a particular press and see all jobs pending or currently in progress:

 

 

You can click on sub filters such as 'Due Date' to order the jobs as required:

 

There are 'Drag and Drop' links you can use to reorder jobs withing their sub group:

 

 

JOB PLANNING

You can access the ‘Job Planning’ board from within the job details screen:

 

 

 

This screen shows you in a list view all of the ‘job operations’ that makeup the complete job:

 

 

Here you ‘plan’ the job. Click the 'Edit' button to start:

 

You can change the machine:

 

 

Assign or update the operator:

 

 

 

Set start/due dates, times and alter durations:

 

 

 

To make the process quicker you can set multiple operation at once if some of the specs are the same by clicking the checkbox on the side and then select 'Update Selected':

 

 

Use the checkboxes to specify what options you want to bulk update:

 

 

Set the options and update:

 

The screen will refresh with the new inputs:

 

 

 

Work through the entire job by planning all operations:

 

 

*Operations can have ‘Sub-Operations’ or 'Production Splits'.

Any operation with default sub operations will show as separate line options that can be individually planned.

You can also add additional sub operations manually on the fly by clicking the ‘+’ icon:

 

 

 

These are added much like the above settings. Just choose the selected option:

 

The 'Adhoc' option is an additional operation that is like a 'sub operation' linked to the parent operation:

 

 

The 'Production Split' option lets you break the quantity on an operation into smaller quantity's that can then be split between multiple machines:

 

 

The 'splits' will now show as individual operations linked to the master operation and can be planned individually:

 

These ‘Sub-Operations/Production Splits’ can be logged onto individually on the job bag:

 

 

OPERATIONS BOARD

Staff then use the ‘Operations board’ to view work lists:

 

 

 

You can view by operators, departments, machines, job number and date ranges.

 

 

The operator can log onto operations from this screen:

 

 

 

The screen will update to show that the operation is in progress:

 

From a production management point of view, you can use the filters to view departments or a selection of machines only,
You can also select to see ‘Running Only’ jobs on the list:

 

 

 

You can select ‘date ranges’ to search by and filter the date to search on start, finish or due date or a combination of all:

 

 

 

In this example, we can select multiple 'Folding' machines, select a date range to view and then sort the columns by the 'Machine'.
This then shows us for a particular day what jobs are allocated to each machine.

 

 

 

 

You can easily swap a job from one machine to the other by selecting the 'Update Operation Details' from the dropdown:

 

Select the 'Machine' dropdown:

 

Swap to a different folder and 'Save':

 

Click 'Apply Filter' to update the screen and the operation will now be moved to the new folder:

 

You can ‘Export’ the job list to a ‘csv’ file to get a printed report out of Excel:

 

 

You can access other IQ screens directly from here as well: