Getting started
Signing in
People sign in with their Clerk account (email and password or single sign-on). An administrator gives each person a role and permissions in Business Central on the Floor User Setup page. See Setting up Business Central.
Roles and permissions
Choosing a role on Floor User Setup fills in that role’s default permissions. The administrator can then turn any permission on or off for that person.
Access can also be limited to some work centers, for example ASSY|ELEC|HYD. The app hides what a person can’t do, and the backend and BC check again.
| Permission | Allows |
|---|---|
| View planning | See the Planning tab |
| View schedule and load | See Schedule and Capacity load |
| View / edit routings | See or change master routings |
| Start, pause, resume | Operation status on the floor |
| Report output | Post output quantities and scrap |
| Finish operations | Mark an operation finished |
| Send back for rework | Reopen earlier operations |
| Reschedule | Move operations in time or to another machine |
| Plan orders | Create, release and delete production orders; release and reopen sales orders |
| Consume materials | Post component consumption |
| Post labor | Clock people in and out |
| QC hold | Put orders on quality hold and release them |
| View MRP | Use Material plan and create requisition lines |
| Finish orders | Change released orders to Finished |
Default permissions by role
The last five permissions above (Consume materials, Post labor, QC hold, View MRP and Finish orders) are added by Raseel Advanced Manufacturing.
| Role | Defaults |
|---|---|
| Planner | Raseel’s planner permissions, plus View MRP and Finish orders |
| Floor worker | Raseel’s floor permissions, plus Consume materials and Post labor |
| Supervisor | Raseel’s supervisor permissions, plus Consume materials, Post labor, QC hold, View MRP and Finish orders |
| Quality inspector | View planning, View schedule and load, and QC hold; no floor actions |
| Buyer | View planning and View MRP; no floor actions |
Sidebar and top bar
Sidebar
- The pages are in three groups: Plan, Run and Set up.
- The Raseel logo is at the top, and your name and role are at the bottom.
- Collapse shrinks the sidebar to icons. The app remembers this in your browser. On smaller screens it collapses by itself.
Top bar
- “Production Control” appears above the name of the page you’re on.
- Synced at… shows the last read from BC. The app re-reads every 10 seconds while it’s visible, and your own changes reload right away.
- Search filters production orders, customers and items on Planning, Shop floor and Schedule.
- The ⋯ menu has Refresh from Business Central, sign out, and Send schedule changes to BC immediately. Turn the last one off to plan in draft and press Publish to BC when ready.
- Dark mode follows your device setting.
The preview runs on sample data stored in your browser. Under ⋯ you can choose View as another demo user to see their role, and Reset demo data to now.