SNB Production Workflow

SNB Production WorkflowGuide

Guide

Every function in the system, filed under the part of the application it belongs to. Each page is a short walkthrough with pictures.

Start here

One sign, from the customer's first call to the day it is installed.

  1. How a job moves 9 steps The whole process on one page
  2. The First Screen 4 steps The screen signing in puts you on, and which half of it is worth acting on.
  3. The Bell 2 steps How one particular person is told that something is waiting on them. There is no approval inbox — this is it.

Sales

From a customer asking for something to the invoice that closes it.

  1. Customers 2 steps Who the work is for
  2. Project Requests 5 steps The four-step wizard, and who goes to site
  3. Quotations 3 steps Pricing it, and why revisions are kept
  4. Projects 2 steps The won job — and why there is no New button
  5. What a Job Is Making 2 steps What the job is building, and its drawings
  6. Where the Money Went 2 steps Six figures, and whether the job may start
  7. A Job's Own Story 3 steps Everything that happened, with who and when
  8. Submitting And Signing A Job Order 5 steps Permission to build, who gives it, and refusing
  9. Adding Work To An Approved Job 3 steps The customer asks for more after it was approved
  10. Waiving The Deposit 3 steps Not asking for money up front, and taking it back
  11. Billing A Job 1 step What was quoted, turned into a draft invoice
  12. Invoices 2 steps Billing, and what a draft already counts as
  13. Credit Notes 2 steps Undoing a posted bill, with a reason

Inspection

Site visits — booked and read in the office, carried out on a phone.

  1. Inspections 2 steps The office's list, and the handover to Design
  2. Open Inspections 1 step Visits nobody has taken yet
  3. Inspection Forms 2 steps What an inspector is asked on site
  4. My Inspections 1 step On the phone: the visits that are yours
  5. Claiming a Visit 1 step On the phone: claiming one from the board
  6. An Unplanned Visit 2 steps A survey nobody booked, in four steps
  7. Raising a Request from Site 4 steps A customer asks while you are standing there

Design

Artwork, from a survey handed over to a customer's approval.

  1. Open Design Jobs 1 step Work nobody has taken yet
  2. Design Jobs 2 steps Everything in flight, and the rejection count
  3. The Design Workspace 2 steps Where the work is done, and the files it needs
  4. Design Queue 1 step What is waiting, and who can actually move it

Purchasing

Asking for something to be bought, ordering it, and who it came from.

  1. Purchase Requests 2 steps Asking, before anybody commits money
  2. Purchases 2 steps Buying it, and what posting actually does
  3. Suppliers 2 steps Who you buy from, and what you owe them
  4. Expenses 2 steps Money spent that is not stock
  5. Expense Types 2 steps The short list expenses are filed under

Inventory

Stock, where it is, and every document that moves it.

  1. Transfers 8 steps Moving stock between warehouses
  2. Material Issue Notes 1 step Material leaving the store for a job
  3. Adjustments 2 steps Correcting a quantity, and saying why
  4. Stock Counts 2 steps Counting the shelf, and applying what you found
  5. Counting on a Phone 2 steps The counting app, and the way in
  6. The Shelf List 5 steps Every shelf, searched and filtered
  7. Counting a Bay 6 steps One shelf at a time, down a bay
  8. One Shelf on Its Own 5 steps A note, a photograph, a second item
  9. Where the Count Stands 7 steps What is left, and the sheet you can print
  10. Stock Items 4 steps The catalogue every document draws from
  11. Warehouses 2 steps The places stock can be
  12. Categories 2 steps Grouping the catalogue, and why the tree matters
  13. Units 2 steps How each item is measured
  14. Inventory Dashboard 1 step Where the store stands, on one screen
  15. Inventory Reports 1 step Stock on hand, filtered and exportable

Templates

The plan a job's production flow is made from, and the one a job with no type falls back to.

  1. A Workflow Template 2 steps Edited by drawing it, on the flow's own canvas
  2. The Default Template 2 steps One field, one record, no second door

Production

The last desk a job passes before the factory sees it: finding what it is waiting on, reading its flow, changing it, handing it over — and then watching the floor work.

  1. Waiting For A Person 3 steps The four places a job stops for want of a decision
  2. The Production Flow 5 steps One graph per sign, and what a step says
  3. Changing a Job's Flow 6 steps Add, remove, step over, rewire — on this job only
  4. Handing a Job to the Factory 4 steps The handover, and the four faults that refuse it
  5. The Operations Panel 2 steps The smaller door: four screens for the floor
  6. The Dispatch Board 3 steps Sending released work to the department that does it
  7. The Floor Board 3 steps The whole factory on one tablet, read three ways
  8. Dispatch and Transfer 2 steps The two verbs the floor itself does not have
  9. Every Step, In A List 3 steps Every step of every job, and the tab it opens on
  10. Acting On A Step 4 steps Nine verbs, and the table that decides which you get
  11. Where A Problem Goes 3 steps Four things write to this list; one is a person
  12. Triage, Resolve, Close 3 steps Triage, resolve, close — and the one screen that has them
  13. The Monitor 3 steps Every shop-floor screen, without walking out to them

The factory screen

The touchscreen on the department wall: finding your jobs, starting one, stopping and finishing, and what to do when it refuses.

  1. Finding your work on the screen 3 steps The four columns, and how to read a job card
  2. Starting a job 4 steps What your PIN is for, and why it stops asking
  3. Stopping a job and picking it up again 5 steps Stopping needs a reason. Starting again does not
  4. Finishing a job 5 steps Finishing is two screens, and the second is not optional
  5. Recording what was wasted 5 steps Scrap, recorded honestly and only once
  6. The pictures of a job 3 steps The drawings, without asking for a print
  7. Splitting a job into pieces 5 steps A job too big for one day, cut into named pieces
  8. Reporting a problem 5 steps Telling a manager, and picking the right kind
  9. When a job will not start 4 steps START is dim — not a fault, and not your PIN
  10. When the screen stops accepting your PIN 3 steps Locked screen, working PIN — and who clears it

Delivery

The delivery schedule, and closing a job out on site.

  1. The Delivery Week 3 steps Teams down the side, seven days across
  2. Scheduling A Delivery 2 steps Booking a job onto a day, and walking it out
  3. Marking a delivery as delivered 5 steps Recording a delivery, and why it cannot be undone
  4. Take-Downs And Maintenance 3 steps The trip that settles nothing, and the one with no job
  5. Delivery Teams 3 steps The crews, who is on them, and what they carry
  6. Vehicles And Kit 1 step Every truck and ladder, and which crew has it

Settings

Accounts, what each of them is allowed to reach, and the lists the rest of the system reads.

  1. Where the people are 3 steps Find anyone, and see what they can do
  2. What a role is 3 steps Access is granted in named sets, not person by person
  3. Read a role's permissions 9 steps What each tick-box actually allows
  4. Add a user 9 steps Create an account and decide what it can reach
  5. Change what someone is allowed to do 4 steps Change the person's role, never the role itself
  6. When someone leaves 5 steps Deactivate rather than delete, and why that matters
  7. Who Signs What 2 steps Who signs what — and blocking versus recorded only
  8. Signing Delegations 2 steps Signing for somebody who is away
  9. Setting up the waste list 6 steps The list the floor picks from, and what the limits do