Create A Table View

Table View Customization

https://loom.com/share/724759bd385f4506b41d23b863fe8c92

Objective

This SOP outlines the steps to customize the inventory screen for optimal information retrieval based on specific roles within the factory setting.

Key Steps

1. Accessing the Inventory Screen 0:00

• Navigate to the inventory screen in the system.

• Familiarize yourself with the layout and available features.

2. Generalized Search Functionality 0:19

• Use the main search bar to search for:

  • Part numbers

  • Descriptions

  • Lots

  • Serial numbers

• Example: If you don't know the part number, search using the description.

3. Utilizing Specific Filters 1:04

• To refine your search results, apply specific filters:

  • Example: Filter by 'lot' to see all items containing 'lot' in the lot number.

4. Customizing Your View 1:59

• Adjust the displayed information based on your role:

  • Prioritize important fields (e.g., lot and issues).

  • Remove unnecessary fields (e.g., kidding or installed quantities).

5. Saving Your Customized View 3:03

• After customizing your view, save it:

  • Name your view (e.g., 'Lot Focused Inventory').

  • Provide a brief description.

6. Accessing and Sharing Views 3:32

• Toggle between saved views as needed.

• To share your view:

  • Copy the JSON configuration to your clipboard.

  • Share it with colleagues for them to import.

7. Reapplying Filters 4:30

• Return to the inventory screen and click on your saved filters to apply them as needed.

Tips for Efficiency

• Regularly review and update your saved views to reflect any changes in your responsibilities. These are stored locally so they will be cleared with your cache.