To display tasks in the Shop Floor App, you must assign Shop Floor Operators to tasks in Katana.
Operators are assigned to tasks, which are individual operations on open manufacturing orders (MOs). You can assign tasks:
Directly from the MO card,
From the Tasks tab in the Make screen,
Or in bulk.
Tip: You can also map default operators to resources to streamline task assignments.
Assign from a manufacturing order (MO)
Navigate to Make screen > open an MO.
Scroll to the Operations table.
Under the Operators column, click an empty cell.
Select an operator from the dropdown list.
Note: The MO must have operations defined to assign tasks.
Assign from the tasks tab
Go to Make screen > Tasks tab.
Find the task you'd like to assign.
Under the Assigned To column, click the empty cell.
Select one or more operators from the list.
This view shows all tasks across MOs and allows for quick task assignment.
Assign or unassign tasks in bulk
Go to Make screen > Tasks tab.
Select multiple tasks using the checkboxes.
Click Assign to or Unassign.
Choose one or more operators and click Apply.
Tip: Use the "Unassigned" filter to quickly find tasks that need assigning.
What happens after assignment?
Assigned tasks will appear in each operator’s Shop Floor App.
If multiple operators are assigned to the same task, all of them can view and complete it.
Operators only see tasks they’ve been assigned to.
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