If you’re already using goals, you won’t have to change your workflow!

You’ll only need an overview of Copilot, which is replacing the tally sheet view.

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

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

The gray sections on the right will show you:

• Shift end part count forecast
• Goal completion forecasts

These rolling calculations help you communicate with customers or make production adjustments accordingly.

Track overall goal targets and progress.

The Goal Overview page shows the same type of information as the Current Work view, but they are the metrics for the entire goal. So if a goal spans over multiple shifts or days, the Goal Overview will display what has previously been worked on.

If the goal is small enough that it can be achieved in one shift (i.e. one sheet), then the metrics under Current Work and Goal Overview may be the same.

Add optional context to the tally sheet or goal.

Sheet notes and Goal 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. Goal notes roll over to the next sheet that goal is worked on.

Custom fields are only required if they’ve been marked as such by your managers.

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).

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.

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.

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.

Click Edit Details to fix any mistakes you made when entering work details (e.g. goal, 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.

Once you are done with your current body of work, click Finish.

If you are completely done with the entire goal—not just the work required for the current shift—click Close Goal.

Once you choose this option, you’ll be brought back to the Start Screen.

If you have not met the part count target for the entire goal, you will see a red warning and a red Close Goal button.

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.