SUMMARY
Use this guide to create an activity that operators can complete during production. Activities help standardize production, quality, and maintenance tasks by guiding operators through a digital form and recording the completed information.
WHEN TO USE THIS
Use this guide if:
- You want to digitize a production, quality, or maintenance process.
- You need operators to complete a recurring task.
- You want to collect information as part of an operational workflow.
PREREQUISITES
Before starting:
- You have permission to manage activities.
- You have access to the Administration page.
- You know which production line or location the activity will be assigned to.
STEPS
- Navigate to Activities.
- Select the Manage Activities tab.
- Click Create Activity.
- Enter the basic activity information, including the activity name and description.
- Build the activity by adding the required form elements:
- Text fields
- Number fields
- Checkboxes
- Multiple choice questions
- Images
- Instructions
- Pass/Fail questions
- Date and time fields
-
Configure how the activity should be triggered.
Choose the trigger that best matches your process, for example:
- Manual
- Time-based
- Shift start or end
- Batch start or end
- Production count
- Stop event
- Configure any additional activity settings, such as:
- Mandatory fields
- Electronic signatures
- Multi-Level Sign-Off
- Notifications
- Completion behaviour
- Assign the activity to the appropriate production line or location.
- Click Save.
EXPECTED RESULT
After completing these steps:
- The activity is available on the assigned production line.
- The activity will become available according to its configured trigger.
- Operators can complete the activity and the results will be recorded in Factbird.
TROUBLESHOOTING
Issue: The activity does not appear for operators.
Try:Verify that the activity has been assigned to the correct production line.
Try: Check that the trigger conditions have been met.
- Try: Confirm the activity has been saved and enabled.
Issue: The wrong activity is triggered.
Try: Review the configured trigger.
-
Try: Confirm the activity has been assigned to the correct production line or batch.
Issue: Operators cannot complete the activity.
Try: Verify that all required fields have been configured correctly.
- Try: Check the operator's permissions.
- Try: Confirm whether electronic signatures or approvals are required.
STILL NEED HELP?
Contact Support and include:
- The activity name.
- The production line.
- The configured trigger.
- Screenshots of the activity configuration.
- A description of the issue.