Stage and Project Progress
Tracking Your Progress in the Shop
Introduction
Maintaining oversight of orders and projects in a shop environment is essential for effective production management. The Build tab in Building Swell is designed to provide you with an intuitive way to track progress both at the stage and project levels. This guide will introduce you to navigating these functionalities to ensure smooth operations.
Step-by-Step Guide
Getting Started
- Initiate your progress tracking journey by heading to the "Build" tab.
- Within the tab, you will identify two distinct sections: Stages and Projects.
Using the Stages View
- The Stages section offers a holistic view of all your orders as they move through various shop stages or stations.
- Notice the multiple locations available, such as HQ and other specific sites like Sacramento.
- Each stage will display the count of orders currently progressing through it. Click on a specific stage to get a detailed view of orders.
- Each order presents a detailed progression, showing the various stages it has passed through, the status in the current stage, the task's completion time, and the personnel who finalized it.
- For a historical perspective, you can expand any previous stage.
- Remember, you can re-sequence the stages to customize the view as per your preference.
Exploring the Projects View:
- Transition to the "Projects" section for a project-centric overview.
- Here, each project showcases the total count of orders currently being tracked.
- Expanding a particular project will reveal the progress status for each of its orders.
- Just like in the Stages view, clicking on a specific order will provide detailed insights into its progress.
Tips
- Customization: Regularly rearrange stages in the Stages view based on priority or workflow changes to keep the tracking process optimized.
- Historical Review: Don’t just focus on current stages. Delving into previous stages helps in understanding the journey of an order, potentially highlighting areas of improvement.
Conclusion
Tracking progress is crucial for any shop aiming for efficient production and timely deliveries. Building Swell's Build tab, with its bifurcation into Stages and Projects, provides a streamlined method for supervisors and managers to maintain a finger on the pulse of the shop's activities.