Online Documentation: Operator Manual
How to use the Traveler Form
A Traveler Form shows the
Traveler information and consists of multiple areas, as shown in the following
The sections below will discuss each of the Areas in more detail:
- Main Action Button
The Main action button appears in the upper right corner. The main action button
shows the preferable action to get the Traveler to the next state:
Learn more about the Traveler Lifecycle
- Print and Refresh Buttons
At the top of the form the buttons can be pressed to refresh the form, to get a
Print Preview in a new popup, and to
Print the Traveler in a new Browser Window. By using the Print Preview, you
are able to adjust the settings for the Print Out, this way you can configure what
information is printed on the Traveler.
- Status and Creation Information
Section that shows that the main state of the Traveler is Active, who created the
Traveler and when it was created. The Icon represents Process State of the traveler, the
Red Gears represents INPROCESS and the stopwatch means the Traveler is CUED to be
- Control Function Buttons
Dependent on the
access rights of the user different control buttons can be available for
the user. For operators on the Hold button is available to place Part on from the Traveler to a Hold Traveler.
Tabs can be used to access different sections of the traveler. The following tabs
- General: Main entry point for Travelers
- Attached Parts: Will show the attached Part Records
- Specs: Get an overview of the Specification of the current parts that are traveling
on this Traveler.
- Instructions: Will show a list of documents specifically for this Operation. Click
this tab to find the Work Instructions.
- Attachments: To
add attachements to this Traveler, e.g. to report defects.
- Blog: Add a blog entry to this Traveler
- General Information Section
General traveler Attributes, will show the Current Step (Click the name to open
- Configurable Data Entry Section
Travelers can be configured to collect custom data for specific steps. There are
different kinds of data entries that can behave differently. Learn more...
- List of Attached Part Records
Click one of the
Part Records in this list to open the Part Record Form.
The way a Traveler form will show depends on
the Main State and the Sub-State of the Traveler and the way the Flow Definition
Main Action Button
The Main Action Button is dependent on the situation of the Traveler:
The difference determines the
Configurable Data Part