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Mapping shop floor operators to Resources

Automate operator-resource assignments in Katana to streamline MO task delegation.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Assign default shop floor operators to Resources in Katana to automatically populate task assignments when manufacturing orders (MOs) are created.

This automation helps streamline production planning and ensures the right operators are assigned without needing manual input for each task.

Note: The Shop Floor App is available through the Advanced Manufacturing Add-on. You must be on the Standard plan or higher to access this feature.


How operator-resource mapping works

When a MO is created, Katana automatically assigns the operator(s) you've mapped to the relevant resources used in that MO’s operations.

If you're unfamiliar, check out the relationship between Production OperationsResources, and Operators before reading this article.


How to map operators to resources

Resources section within settings
  1. Go to Settings > Resources.

  2. Locate the Default operators column in the resource list.

  3. Click inside the field for the resource you want to assign.

  4. Select one or more Shop Floor Operators from the dropdown.

  5. Repeat for each Resource as needed.

Note: You can assign multiple operators to a single resource.


What happens after mapping?

  • Once an MO is created, Katana will automatically assign the selected operators to any production operations linked to the mapped Resources.

  • You can still manually change or override these assignments per MO if needed.


Your feedback is always appreciated. Let us know your thoughts on this article or anything else in Katana that you'd like to see improved: [email protected]

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