Online Documentation: Getting Started
Create Parts and Travelers
In the previous section you have configured the system. Now you can start using
the system to create and track
Part Records. NOTE:
Part Records are the system representation of real world parts. All
forms related to real-world counter parts are green.
In the following you will learn:
- To create a traveler based on a Flow Definition
- To create Part Records on a Traveler
- Move the Traveler
Any Part Record in the system is most
of the time connected to a
Traveler. A Traveler can be seen as the container that caries the part records
through the different steps of a
Take the steps shown in the following figure to
create a Traveler:
The Traveler is created by taking the following steps:
- Click the
Traveler and Reports Desktop to switch to the Traveler and Reports Menu Icons.
- Open the Traveler
- Click the 'New Traveler' icon in the upper left corner of the Traveler Listbox
After the icon is clicked a traveler form will open as shown in the following figure.
Take the steps as described in the figure:
To get the Traveler to the Active state, take the following Steps:
- Select the
- Select the Requested
- For now ignore the other steps, and move the Traveler to Active by pressing the
The Traveler is now created and is in the Active State. Operators will be able to
see the travelers that are in the active state, and know that this traveler needs
to start moving.
NOTE: Any pull down within EZ-MES is using Intellisense. So if there are too many items,
just start typing in the input field and the number of Items will be filtered.
Create Part Records on a Traveler
Part Records on a Traveler take the following Steps (Learn about
different ways to attach Part Records to a Traveler):
To create parts and to attach them to the Traveler, take the following steps:
- Enter the number of Parts you would like to Create and Attach to this traveler
- Press the 'Create Part' Button to perform the action.
After the 'Create Parts' button is pressed the Traveler will change:
The following figure shows the Part Record tab showing the 10 parts.
Move the Traveler
You are now ready to move the traveler to the next step. By creating and attaching
the Part Records the 'Done' button in the upper left corner appeared. Press this
button to sign off this Step and move it to the next.
You will be asked to confirm the move. Press OK and the Traveler form will move
to the second step. This is shown in the following figure:
Now is a good time to go over the reporting features.
Click this link to go to the Getting Started Reporting features page.
After the you looked through the reporting features
Finish the Flow
To finalize the Flow, just click the 'Done' button of the Traveler in the upper
right corner. If you closed the form open the
Traveler from the Traveler Listbox.
After you have pressed the Done button you will be asked if you would like to finish
the flow as shown in the following figure:
The Traveler form will automatically close and you will get the folowing notification: