Operators in Katana are Shop Floor Control app users. For the tasks to show up in the SFC app, you need to assign Operators to tasks in the Katana MRP application.

Tasks are Production Operations on open Manufacturing Orders. You can assign Operators to tasks on MOs or in the " Tasks" list in the "Make" screen. You can also assign tasks to Operators in bulk (see below).

You do not need to manually assign Operators to tasks on each MO but can map default Operators to Resources.

You can edit and re-assign any tasks on each Manufacturing Order if needed. This does not affect the defaults in any way.

You can assign tasks to Operators either from individual Manufacturing Orders or from the "Tasks" list in the "Make" screen.

To assign a task to an Operator on the MO:

  1. Go to the "Make" screen and open one of the Manufacturing Orders.

  2. Find the "Operations" section on the MO. The Manufacturing Order must have Production Operations defined to be able to assign any tasks to Operators. You can only assign tasks to Operators, you cannot assign entire Manufacturing Orders.

  3. Click on the "Assigned to" for an Operation step. Katana will display a list of all Operators on your account (read more about adding Operators).

  4. Select one or many Operators from the list.

To assign a task to an Operator in the "Tasks" list:

  1. Go to the "Make" screen and select "Tasks" from the sub-menu.

  2. Click on the "Assigned to" for an Operation. Katana will display a list of all Operators on your account.

  3. Select one or many Operators from the list.

Assigning tasks to Operators in bulk:

1. Go to the "Make" screen and select "Tasks" from the sub-menu.

2. Tick the tasks you wish to assign to certain Operators.

3. Click "Assign to" and select one or many Operators from the list.

4. Click "OK" to assign selected Operators to all selected tasks.

Assigned tasks become visible for an Operator on their Shop Floor Control app account. If a task is assigned to multiple Operators, all those Operators can see and complete the task.

Tip! Filter "unassigned" tasks in the "Tasks" list to see all unassigned tasks. This is an easy way to make sure you have assigned all tasks to Operators.

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