The Session screen is the main workspace for operators. It’s where they follow step-by-step instructions, input production data, attach serial numbers, and complete forms — all in one place.
This guide walks you through each part of the screen and how to use it during production.
🧭 Screen Overview
The Session screen is divided into three main panels and a top info bar.
📘 Top Bar – Work Order Summary
This area displays key session details:
WO #: Work Order number
P/N: Part Number (clickable – opens part documentation)
S/N: Serial Number of the product being built
Overall Quantity: Total quantity in the work order
💡 Click the WO # to go to the full work order screen.
📎 Click the P/N to open the part documentation.
📂 Left Panel – Step Navigator
This is where you view the structure of the operation:
Steps are grouped into chapters
Completed steps show a ✅
Use the icons to expand or collapse chapters
This helps operators keep track of where they are in the process.
📋 Center Panel – Work Instructions & Data Input
This is the main working area where operators:
Read step-by-step instructions
Fill out required Data Input fields (checkboxes, values, etc.)
Review Tools needed for the step
Access supporting documents
⚠️ Data fields must be filled out according to the instructions before the step is marked as complete.
🖼 Right Panel – Visual & Media Section
Here’s where the operator sees visuals for guidance:
Step illustrations and images
Diagrams or sketches
Instructional videos
PDFs or attached documents
This section supports clarity and helps prevent mistakes.
🔒 The “Next” Button – Signing the Step
Pressing Next in the bottom right corner does more than move forward — it acts as a digital signature.
When you press Next, you're confirming that:
The task has been completed correctly
All instructions were followed
All data was entered properly
💬 Need to undo?
Go back to the step and press Back to remove your signature and make updates.
🎛 Top-Right Menu (Quick Actions)
This menu includes three important tools for operators:
1. S/N – Serial Reporting
Tap the S/N button to open the Serial Reporting screen.
Here you’ll attach serial or lot numbers to the parts used in this session.
You can:
Enter or scan a serial/lot number
Use the delete (X) icon to remove an entry
Tap the double-square icon to split lots and enter multiple values
Use a barcode scanner to input values quickly
🟡 Reminder: Enter the product’s Serial Number first before attaching component parts.
All actions are saved and logged in the session report.
2. 🗂️ Forms Button (Middle Icon)
Press this icon to open the list of all forms attached to the workflow.
From here:
Select the form you want to complete (e.g., inspection, measurements, QA)
Fill it out according to instructions
If the form is status-managed, you’ll see a badge icon appear:
Next to the form button in the menu
Next to the relevant step in the workflow
🧾 All form activity is automatically recorded in the Session Report.
3. ⋮ Three-Dot Menu – Advanced Tools
BOM (5): View the full Bill of Materials
Workflow Change Logs: See who updated the workflow and when
Session Report: View a detailed summary of the session
Time Logging: Check how long each step took
Split Session: Divide the session (e.g., to assign sub-work)
Report Invalid: Flag sessions that shouldn’t proceed (e.g., setup mistakes)
✅ Summary
The Session screen brings everything together so operators can focus on doing their job — the right way, every time.
Use the left panel to track your steps
Follow the instructions and complete required inputs in the center
Use visuals and forms from the right panel
Click Next only when you’re ready to report that the step is fully done
Use the top-right menu for reporting serials, filling forms, and accessing tools