Shop-floor execution
Release, advance, inspect, and complete in-house builds
The Builds board runs approved work through the shop with a locked recipe, issued materials, reserved tools, progress history, and explicit quality checks.
After this guide
Operators can advance work without skipping required stages, and every move records completion and useful production context.
Open Builds- 1 Ready
- 2 Readiness gate
- 3 In progress
- 4 Quality
- 5 Complete
1. Confirm the build can be released
Production receives approved work from Orders or another authorized demand source; it does not decide customer sourcing.
- 1 Open Builds
Open the build ticket
Select a board card to see the source order, quantity, due date, station, customization, and current status.
- 2
Confirm the locked recipe
The build preserves the approved recipe version used for planning even if a newer version is created later.
- 3
Review the material issue sheet
Every required quantity must be available. A shortage moves or keeps the work in Blocked rather than allowing an unsafe release.
- 4
Review the tool plan
Confirm required equipment is available for the planned duration and resolve conflicts in Resource capacity.
- 5
Read customer instructions
Customization from the order stays on the build ticket so engraving, color, size, or other requirements reach the operator.
2. Advance work through the board
Cards move one stage at a time to protect materials, work, and quality controls.
- 1
Choose drag or ticket action
Drag a card one lane to the right for a quick update, or open the build ticket and use its primary action.
- 2
Confirm the proposed move
The confirmation dialog explains the current and next status. A card cannot skip directly across required stages.
- 3
Set completion percentage
Record real progress, not only the status label. This keeps Home and the selected ticket useful between handoffs.
- 4
Add a progress comment
Record what finished, what remains, defects, rework, material substitutions, or information the next operator needs.
- 5
Finalize the move
Confirm to append the status history and move the card. Cancel leaves the build unchanged.
3. Handle blocked work
A blocked build should point to the operational fact that must change before production can continue.
- 1
Identify the blocker
Use the issue sheet for material shortages and the tool plan for capacity or equipment conflicts.
- 2 Review shortages
Resolve material shortages in Inventory
Receive stock, correct a balance, transfer stock, or complete a reorder. Do not mark the build ready just to clear the board.
- 3 Open Resource capacity
Resolve capacity conflicts
Review station and tool load, move the schedule, or select an approved alternate resource.
- 4
Return to Ready
Once the evidence is valid, confirm the move and leave a comment explaining the resolution.
4. Inspect and complete
Quality is a required production state, not an optional note added after completion.
- 1
Move finished work to Quality
Confirm production steps are complete and record the final shop-floor progress note.
- 2
Compare against recipe evidence
Use the recipe version’s images and quality notes to evaluate finish, dimensions, color, defects, or other expected output.
- 3
Record defects or rework
Do not complete a failed item. Capture the issue and return it to the appropriate production state when rework is required.
- 4
Complete the build
Confirm accepted quantity and final context. Completed production becomes finished stock ready for the order handoff.
Every drag opens confirmation
The modal is the audit point for percentage and comments. The card does not move until the operator finalizes it.
No skipped work
Builds advance one stage at a time. Material blocks and quality checks cannot be bypassed by dragging farther across the board.
Continue learning
Orders & sourcing
Use Orders to decide whether each item should use finished stock, be built in-house, be purchased, or ship directly from an approved supplier.
Read nextMaterials & tools
Give recipes dependable inputs and give Orders an honest answer about what can be built now.
Read nextFulfillment & shipping
Complete the promise made on the order only after every line has a valid source and the customer handoff details are confirmed.
Read next