infoBoard Workshop

Objective: 
Getting to know the infoBoard interface and the information displayed

Exercise 01: Production and definition of a planning board
Please create a planning board:

• Name: "Company_name_employee_name"
• Duration: today - next year December
• Line groups: 1 machine group/workstations and 1 department/employee group each
• Lines: 3 lines each with assignment of a machine/employee name
• Line height: predefine to value 50!
• Schedule and name at least 2 planning objects

Objective: 
Individualization of the calendar: working hours and working time models

Exercise 02: Definition of the calendar
Please define the calendar according to the following specifications:
Working hours: 
Monday - Thursday:
Early (07.00-14.00) Break (12.00-12.30) Late ( 14,00-15:30)
Note: Break is not working time!
Friday: (07:00 - 13:00) 
Overtime: 
Define 2 Saturdays in December as working days and extended working hours for the last week in February:
Late ( 07:00-16:30) and mark them in color

Target: 
Difference between planning object and downtime

Exercise 03: Define non-working times

1. Give 2 employees each 2  weeks of vacation
2. Schedule every Tuesday and Thursday afternoon in the interval for an apprentice as "vocational school" days off!
3. Register monthly maintenance for 1 machine on every 1st Friday afternoon of the month!
4. The second machine will be down for the next 3 days with immediate effect. Please schedule this as downtime.

Target: Take a quick rest and organize coffee

Goal: 
Colors and their  meaning

Exercise 04:     "Communication through color:
Following the results from the previous group discussion:
Everyone plans 3 more planning objects. These should have been designed beforehand and be subordinate to the company's internal use of color. So, for example:

1. orange = planned, red = confirmed / in progress, green = completed
2. 1 field of activity = green (e.g. drilling, programming, controlling etc.)
3. red = very complicated / urgent, blue = normal etc.

Target: 
Planning objects and their properties

Exercise 04:
Enter a delivery date and move the object over it
Create user-defined attributes:

• Order no. 6 digits
• Contact person 30 digits,
• Tel: 20 digits, 
• Comments 200 characters

Fill out the input fields in the planning object/see 
Tooltip text display
Set the labeling upright/vertical
Fix a date agreed with the customer

Target:
Global and local settings

Exercise 05:
Display the public holidays for Germany and another country in different colors on the planning board
Move a newly defined row group to the first position

Target:
Navigation

Exercise 06:
Create a new order in January next year
Go back to today as quickly as possible
Search for the order text (the one from January next year)

Goal: Strengthening for the afternoon session

Target:
Lapping order sequences 

Exercise 07:
Each group creates 3 orders with 3 - 5 planning objects 
2 more objects must be added to the group 
A group must be printed 
An object must be cut

Objective: 
The participants should know the difference between services and products

Exercise 08:
Create two categories and associated products: e.g. as
1. Product (with the products as production steps in [m], [kg], [l], [pcs.]) or 2. as workflow (with the products as work steps [hrs.]) and assign capacities to your employees or machines (= lines)
Then predefine two planning objects (select product!) with capacity allocation and schedule them

Objective:
The participants should be able to set the company calendar individually

Exercise 09:
Arrange additional working hours for next Saturday 
Close the business between Christmas and New Year 
Have the night shift for next Sunday start at 22:00 Organize 2 shifts daily for the month of January 
Have the night shift for next Sunday start at 22:00.
Add a 1/2 hour lunch break every day at 12:00-12:30 
Müller is there for 4 hours in the morning, Meier is there for 6 hours from 12:00 
Schulze and Huber alternate the early and late shifts every week

Goal:
Ready for the final spurt

Target: 
Import and manage orders 

Exercise 09a: 
Create an order with 5 operations in an Excel spreadsheet.

Target: 
Excel export

Exercise 11: MS Excel export

Export the most important attributes 
Filter on a group name (order name )

Target: 

Elevated functions

Exercise 12: Focus on the alternatives: Filter

Define a filter in Product Category: My Filter

• Filter  by Advanced Row Filter/  Capacity
• Assign the rows  to the filter 
• Assign a pair of planning objects in 42.KW this product 
• Filter  by Advanced row filter/planning objects

Target: 

Sample order - automation of the daily planning business

Exercise 13: Automatic scheduling of an order Sample order

Create services  A 1 to A 5 with  unit of measure pcs.
(or B1-B5, C1-C5) 
Assign 5 lines with 2 capacities each, 1 hr= 50 pcs. 
Create a personalized sample order for 500 pcs A1 to 
500 pcs A 5 
Schedule 3 sample orders in your color  in preview and then final.

Goal: Take a quick break and organize coffee.

Target: 

Visualization of statuses

Exercise 14:    Business processes. Status of a planning object:

Create three statuses: Order confirmed,  Material ordered, 
Material delivered Plan in the line ext.
Supplier line Schedule a delivery Fix the order with date/fixed 
Link this to an order on a machine to form a group 
Enter the status on the order: Material ordered 
Enter a reminder 2 days before the deadline 
Material not delivered on time: Call supplier
Unfix, postpone, re-fix 
Material delivered: set the  status of the order to "Material delivered"

Target: 
Multi-dimensionality

Exercise 15: Multi-dimensionality (MD) 3 applications : Customers/Projects - Employees

Top Group Vehicles / Panel Category Employees
Label MA objects with name and MD Assign employee/name
For customers/projects
First create the task for employees, then properties MD
Then link the tasks as a group in the project
...
 

Target:

Intervals and visual separation of planning objects

Exercise 15:

A single order must be interrupted: cut the object    
Paste the company homepage as a file link    
Protect an object and remove the protection again    
Schedule a meeting on Monday from 12:00-14:00     
and schedule this appointment at intervals for each week   
 

Target:

Import Excel

Exercise 17:
Set up a product category "Product FF"
Describe an Excel table with product category, 
10 products and unit of measure pcs
Save the table
Import the table

Target: Strengthening for the afternoon session

Target:
Scope of reading authorization

Exercise 18:
Set: Extras/vertical zoom 500%, horizontal zoom 3500%
See large clock displays from 30 m away
Pull the network cable see 
after 1 minute the red interference dot
after 2 minutes back in, let automatic reconnect run

Target: 
Planning period

Exercise 19:
Create a personalized planning board copy
In the copy, extend the planning period by 1 year
Design the new planning period
<pnbsp;<br /> with the correct  operating times
Shorten the planning period by 
the first month on the current planning board

Objective:
Rights management

Exercise 20:
Define 2 new roles: Sales / Production 
Give yourself a limited write permission on your planning board Plan 2 objects and write your name on them 
See that they cannot move each other's objects On an explicit transfer line, transfer the object to the other role and write that on the object.

Target: 
Resource utilization

Exercise 22: 
Evaluate how much you have done for customer A this year (user-defined attributes) 
Show only the non-utilization in a blue line

Target: 
Assignment of tasks and workspaces