Table of contents
Welcome to Copilot!
What’s new?
We’ve introduced a new operator interface! This guide will help you transition smoothly from the tally sheets you’ve been using to Copilot.
This transition won’t require any major workflow changes. You can continue to use only the fields you’re interested in. We hope you find this interface easier to use!
Below is a snapshot of how you’ll enter work details in Copilot.
You can download this document, make edits to align to your shop’s practices, print it and post it around your shop floor for your operators!
A note on goals
Using goals is highly recommended, but not required. Goals are an integral part of Amper’s shift from machine-centric to job-centric operations. Goals will help you track a job’s real-time progress and projected end date.
Follow the guide below to transition to Copilot without goals, or learn more about 
Goals.
How to use Copilot the way you’ve been using tally sheets (no goals)
If you’re using all or some of the available tally sheet fields, you’ll still find all of these fields available in Copilot—plus some new ones!
These new fields are:
Target part countTarget utilizationTarget end dateGoal name
Let’s dive in to how to use Copilot to achieve the same things you’ve been working on.
Getting started
This is the Copilot start screen.
Here, you’ll choose to start Production or Setup.
- If you’re starting a setup, expand the toggle header Starting a Setup
- If you’re starting production, go directly to Start Production from the Start Screen
Starting a Setup
Start Production from the Start Screen
Enter details for the body of work you’re about to begin.
You only have to fill out the fields you’ve been using.
You can leave the new ones empty or hide them as described below.
Hiding unused fields
If you don’t want to see the new fields at all, follow these steps:
- Navigate to
Settings>Tally Sheet Settingsin the Amper web app. - Find the section called
Goal Fields. - Click on the pencil icon next to the field you’d like to edit.
- When the pop-up appears, select the
RequiredorHiddenbox. - Click
Confirmonce you’ve checked the appropriate box.
Tally Sheets
Tally sheets now have three distinct pages: Current Work, Goal Overview, and Notes and Custom Fields.
Current Work
This is the new tally sheet view.
Within your tally sheet, your main focus will be on the large numbers at the top: Good parts and Scrap.
These will keep track of your production and scrap rates in real time as you add part counts.
-- instead of a number in some of the fields in your tally sheet. Amper will provide as much production information as possible based on the data you do enter.Goal overview
The Goal Overview page shows metrics for the entire goal. The fields on this page will be populated with -- if you are not using goals.
Notes and custom fields
Add optional context to the tally sheet or goal.
Sheet notes are not required fields, but they are a great place to add anything you want your managers to see.
Custom fields are only required if they’ve been marked as such by your managers.
Custom fields will show up on every tally sheet. The information entered into them will apply only to the tally sheet you’re starting.
Tip: Want a custom field value to carry across shifts (e.g. Operation or Work order number)? Enter it into the Goal field, since a goal can span several shifts.
If you have any concerns about this and feel like it will not work for you, please reach out to your Customer Success Engineer.
Adding, reviewing, and editing information
Add good parts
Click on Add Part in the toolbar at the bottom of the screen.
When you choose to Add Part, the part type (Good or Total) may vary depending on your configuration.
Enter the quantity and click Save (or Cancel to go back).
Add scrap parts
Click Add Scrap and follow the same process described to add good parts.
You can select a reason for scrap from a dropdown menu of pre-defined options.
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View part history
Click Part History to see the part counts entered into your sheet so far.
You’ll see a list of all previously entered part counts, the date and time of entry, the part type (good, total, or scrap), and the quantity.
Click on Edit to change any of these part count entries.
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View sheet history
Click on Sheet History to see previous tally sheet submissions on the current machine.
You’ll see a list view of the tally sheet history. Each entry has a start date, end date, operator name, goal name, part counts, and a check mark if the sheet was submitted.
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Click Open next to the tally sheet if you want to view the full tally sheet.
Click Back to return to the previous screen.
Edit details
Click Edit Details to fix any mistakes you made when entering work details (e.g. operator, job, or part number).
This will take you to a screen similar to the start screen, where you originally entered work details
Make any desired changes and click Continue With Production when done.
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Finish work
Close goal
Once you are done with your current body of work, click Finish and Close Goal.
Once you choose this option, you’ll be brought back to the start screen.
Finish later
If you are done with your shift but not the goal, click Finish Later.
This will submit your current tally sheet and take you to a new screen for you or the next person to choose how to continue.
Continue last goal
Copilot will recognize the last job worked on the current machine.
If you’d like to continue with this body of work, choose your start time and operator name, then Start Production.
This will start a new tally sheet and bring you directly to the Current Work screen.
Start something new
If you’d like to start on something completely new, then go to the Start Something New section.
Click New Work and you’ll be brought to the start screen to enter job details and start new work.
How to use Copilot with goals
