Table of contents
Welcome to Copilot, the new operator interface
You’ll only need an overview of Copilot, which is replacing the tally sheet view.
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!
Why Copilot?
Copilot is part of an intentional shift toward running operations around jobs and work orders instead of machines.
Why? Because machines are only one part of the puzzle. To get jobs out the door on time, you need several things to be in sync: teams, machines, ERPs, and more.
Copilot makes it more intuitive for operators to keep track of jobs and understand how they are progressing towards their shift and job targets. And it requires limited manual input.
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
Select a pre-defined job when you log in to start production.
When you reach the start screen, navigate to the job field.
Click to open the dropdown and select the appropriate job.
The remaining fields will auto-populate.
Click Start Production to continue.
In Copilot (operator interface)
If you’re opted into scheduling, your operators will be able to see whats coming up next while they’re using the operator interface.
When selecting a new job from the drop down in Copilot, there will be a clear indicator showing them the Next Up job. They’ll still be able to pick any job from the list, but Copilot shows them which is the one they should pick.
Once they’re in the tally sheet view of Copilot, they can also peek at the list of upcoming jobs using the Next Up button on the bottom toolbar.
Tally Sheets
Current Work
Track current shift targets and progress.
The metrics across the top of Current Work will show you:
- Good parts vs. target parts
- Scrap parts vs. total parts and scrap rate
- Percentage of parts completed
The table in the center of the page will show you real-time and target numbers for:
- Parts
- Cycle times
- Utilization
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The gray sections on the right will show you:
- Shift end part count forecast
- Job completion forecasts
These rolling calculations help you communicate with customers or make production adjustments accordingly.
Job Overview
Track overall job targets and progress.
The Job Overview page shows the same type of information as the Current Work view, but they are the metrics for the entire job. So if a job spans over multiple shifts or days, the Job Overview will display what has previously been worked on.
If the job is small enough that it can be achieved in one shift (i.e. one sheet), then the metrics under Current Work and Job Overview may be the same.
Notes and Custom Fields
Add optional context to the tally sheet or job.
Sheet notes and Job notes are not required fields, but they are a great place to add anything you want your managers to see.
Sheet notes are visible only for your current sheet. Job notes roll over to the next sheet that job is worked on.
Custom fields are only required if they’ve been marked as such by your managers.
Every tally sheet will show the same custom fields, but the information entered will only apply to the tally sheet you’re in.
The information entered does not carry over to the next shift or tally sheet, even if it is under the same job.
Tip: If you’re using the custom field for something like Operation or Customer and want that value to carry over across shifts, we recommend entering that into the Job Name field.
If you have any concerns about this and feel like it will not work for you, please reach out to your Customer Success Engineer.
Add, review, and edit 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, job 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. job, work order, 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 job
Once you are done with your current body of work, click Finish.
If you are completely done with the entire job—not just the work required for the current shift—click Close job.
Once you choose this option, you’ll be brought back to the Start Screen.
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Finish later
If you are done with your shift but not the job, 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 job
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.
