Operators in Katana are Shop Floor App users. For tasks to show up in the app, you need to assign Operators to tasks in the Katana MRP main site.

Tasks are Production operations on open Manufacturing orders (MO). You can assign Operators to tasks on a MO or in the Tasks tab of the Make screen. You can also assign tasks to Operators in bulk (see below).

You don't need to manually assign Operators to tasks on each MO but can map default Operators to Resources.

You can edit and re-assign tasks on each MO Order. This does not affect the defaults.

Assigning 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 table on the MO. The MO must have Production operations defined to be able to assign any tasks to Operators. You can only assign tasks to Operators, not Manufacturing orders.

  3. Click on an empty cell in the Operators column and choose an Operator under Assign to. Katana will display a list of all Operators on your account (read more about adding Operators).

Assigning a task to an Operator from the Tasks tab:

  1. Go to the Make screen and select the Tasks tab.

  2. Click on an empty cell under the Assigned To column. Katana will display a list of all Operators on your account.

  3. Select one or more Operators from the list.

Assigning tasks to Operators in bulk:

  1. Go to the Make screen and select the Tasks tab.

  2. Select the tasks you want to assign to certain Operators.

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

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

    Assigned tasks become visible for an Operator on their Shop Floor 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 tab to find all unassigned tasks. This is an easy way to make sure you have assigned all tasks to Operators.

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