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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:

  1. To create a traveler based on a Flow Definition
  2. To create Part Records on a Traveler
  3. 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 Flow Definition.

Take the steps shown in the following figure to create a Traveler:


The Traveler is created by taking the following steps:

  1. Click the Traveler and Reports Desktop to switch to the Traveler and Reports Menu Icons.
  2. Open the Traveler Listbox
  3. 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:

How to fill out a Traveler in the pending state

To get the Traveler to the Active state, take the following Steps:

  1. Select the Flow Defintion
  2. Select the Requested Part Definition
  3. For now ignore the other steps, and move the Traveler to Active by pressing the 'Next' button.

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.

How to fill out a Traveler in the pending state

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

To create Part Records on a Traveler take the following Steps (Learn about different ways to attach Part Records to a Traveler):

Creating and Attaching Parts to a traveler

To create parts and to attach them to the Traveler, take the following steps:

  1. Enter the number of Parts you would like to Create and Attach to this traveler
  2. Press the 'Create Part' Button to perform the action.

After the 'Create Parts' button is pressed the Traveler will change:

Creating and Attaching Parts to a traveler

The following figure shows the Part Record tab showing the 10 parts.

part record tab on the Traveler

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.

Move the traveler to the Next Step

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:

Move the traveler to the Next Step

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:

Finish the Traveler by pressing the Done Button

The Traveler form will automatically close and you will get the folowing notification: