Product overview

Help and User Guide maintained for Shop Floor Data Capture v20.0.0 and upwards


This module can be used for easily recording time against Sicon works orders and also for recording employee time and attendance from a hand held device. It can also be used for issuing allocated components to Sicon works orders. The handheld device communicates directly with Sage200 in real time using Web API technology, meaning there is no data to synchronise.


1. Configuration

There are three parts that need installation and configuration for the Shop Floor Data Capture solution to work.

  1. The Sage Sicon 200 SFDC ‘add on’ needs to be installed in Sage system administration. Access to the module can then be set up for the Sage users. For sites that want to record time against Sicon work orders, the Sicon manufacturing ‘add on’ also need to be installed.
  2. The Sicon Web API needs to be installed and configured, see the notes on the Sicon Barcoding & Warehousing Help and User Guide for the requirements for setting up the Web API
  3. The Sicon SFDC application needs to be installed on a suitable device, which can be android on windows based.

1.1. Sicon Sage 200 Web API Pre-Requisites

Requirements

  • The Microsoft .NET Framework 4.5.2 must be installed on the Sage Application server.
  • An appropriate Service login must be created on the domain. This is detailed in the “Create Service Account” section below.
  • A Sage Web User license must be applied to the Sage instance. These must be purchased via Sage directly.

Create Service Account

Create a new Domain User that will be used to access Sage 200, such as DOMAIN\SiconWebAPI. Select the ‘password never expires’ option, and make the user a member of your Sage 200 Users Active Directory group.

Sicon Sage200 WEB API - SiconWebAPI Properties

Give the account permission to log on as a service. This can be performed under the “Local Security Policy” option found on the Active Directory server.

Sicon Sage200 WEB API - Local Security

Open Sage System Administrator.

Right-click ‘Users’ then select ‘Update Users’ from the drop-down menu. Press OK to link the new Sage User.

Sicon Sage200 WEB API - Manager User Lists

Right-click on the user and choose properties, then click ‘Is Web User’, then while still on the user properties screen click the ‘Company Access’ tab and select the companies you require the WebAPI to access. The more companies accessed, the higher the memory usage of the service will be, so it is recommended to keep it to a minimum. Then Click OK.

Sicon Sage200 WEB API - User Properties


2. Sage Menu Items

Sicon Shop Floor Data Capture Help and User Guide - Pic1


3. Entry

Amend Timesheet Clock In Line: Allows timesheet clock in lines to be entered/amended.

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Timesheet Entry: Allows timesheets to be entered or amended.

Sicon SFDC Help and User Guide - Pica


4. Enquiry

View Current Clocks Ins: In this screen you can see users which are currently timing within the SFDC app.

Sicon SFDC Help and User Guide - ClockIns

When all users are shown, the green column colour indicates what users are currently actively timing.

Sicon SFDC Help and User Guide - ClockIns2

View Timesheet Clock In Lines: This shows the timesheet history, where employees have logged in and out for particular dates.

7. Shop Floor Data Capture Help and User Guide - View Current Clock In Lines


5. Maintenace


5.1. Bank Holidays

Bank Holidays: Allows entry of bank holidays so these are not included in availability.

See the Bank Holidays Section of our Projects Help and User Guide.


5.2. Maintain Employees

Shop floor data users are set up in the maintain employees section of the module. The user needs to be flagged as a Shop Floor user and a pin needs to be set for use when logging into the app.

Sicon Shop Floor Data Capture Help and User Guide - Pic1a


5.3. Maintain Teams

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In this screen teams can be linked to work patterns, to dictate rates and availability.


5.4. Maintain Timesheet leaving Reasons

Time and Attendance leaving reasons can be set up, so they can be selected in the handheld.

Sicon Shop Floor Data Capture Help and User Guide - Pic6


5.5. Maintain Timesheet Locations

Locations can be set up for SFDC users to state their location on log in.

Sicon Shop Floor Data Capture Help and User Guide - Pic7


5.6. Maintain Stop Reasons

Stop reasons can be created for use when stopping an operation in the handheld.

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5.7. Maintain Work Patterns

Allows works patterns to be configured that can then be linked to the teams.

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6. Settings

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6.1. Licensing

In this screen you can add in the enable string to license the product.

The WebAPIURL links the handheld devices to Sage. You can navigate to the web URL (remove the /api off the URL link), you can log in to see information about the Web API, and error logging.

There is a link to the app down load website for use when installing on the handheld.

You can also create a QR code for logging into the Web API on the handheld.


6.2. Settings Tab

Sicon Shop Floor Data Capture Help and User Guide - Pic2a

Time and Attendance Mode: Allows time and attendance to be logged on the app.

Disable Shopfloor Mode: Disables the ability for users to be able time on operations.

Labour Operations Only: Labour operations will only be available in the app

Enable ‘Fully Complete’ (allows to fully complete the operation): Allows operations to be fully completed from the handheld.

Auto Logout: Enables the app to log out automatically

Idle Time (Seconds) you can set the time that the app will auto log out (needs to be greater than 20 seconds).

Enable Work Pattern Use: With this setting ticked, the system will automatically check the work pattern and apply the correct cost rate to the time captured, even if its across two cost rates the system will split the time and put them into the timesheet.

Sicon SFDC Help and User Guide - Pic1a

So in the example above, if time is added on a Thursday before and after 12.20, there will be two timesheets lines on the timesheet for normal and overtime.

Sicon SFDC Help and User Guide - Pic1b


6.3. Non Conformance

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Non-conformance can be enabled and configured.

When in the handheld the option to raise a non conformance when stopping an operation is available.

Sicon Shop Floor Data Capture - Sicon SFDC Section 6.3 - Image 2,3,4

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 6.3 - Image 5,6,7

Further details of the non-conformance and who to assign the task can be set.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 6.3 - Image 8,9

Once submitted, the task gets created in Sage, and can be managed from the Sicon task and contact.

Sicon Shop Floor Data Capture Help and User Guide - Pic12

Sicon Shop Floor Data Capture Help and User Guide - Pic13


7. Installing the SFDC application on the handheld

On the handheld device, open google chrome and scan the app download link (or key in manually). The download link is specific to the app version number.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 6.3 - Image 10,11

Click on download, then install

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 6.3 - Image 12,13,14

You then need to scan or enter the Web API address

Sicon Shop Floor Data Capture Help and User Guide - Pic18 Sicon Shop Floor Data Capture Help and User Guide - Pic19

Then click on login

You then need to select a company and enter the pin number of the user logging in.

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You can then choose a location to login into

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8. Handheld Features

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Search: A WO operation barcode can be scanned or entered here to load the appropriate operation. Operation barcodes can be printed from within the Sicon works order, using the print route card report.

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The timer can then be started

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The operation number turns blue, to indicate that it is being timed on.

Clicking on stop/pause then opens the following window.

Sicon Shop Floor Data Capture Help and User Guide - Pic27

Clicking on stop/pause activity asks the user to enter a quantity completed and select a reason for the stop/pause.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 8 - Image 6,7

The system then updates the time to the works order in Sage. If the full quantity has not been completed, then operation lines remain open and additional time can be added.

Clicking on fully complete, fully completes the operation.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 8 - Image 8,9

Once the full quantity has been completed, if the works order operation is scanned again, the operation can be reworked and additional time can be added to the operation.

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Notes can be added to the operation in the handheld and saved using the disk icon on the top right hand corner.

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8.1. Works Order List

In the works order list, works orders can be searched or found by scanning the works order barcode.

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Once the works order is selected, there are then 3 tabs on the screen.

The details tab, shows the works order information

Sicon Shop Floor Data Capture Help and User Guide - Pic35

The operations tab, show the operations on the works order, which can then be selected and timed on.

Sicon Shop Floor Data Capture Help and User Guide - Pic36

On the materials tab, materials on the works can be viewed and issued to the works order.

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Additional works order component lines can be added to the works order on the device using the plus button.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 9 - Image 6,7,8

Batch/Serial items can also be added.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 9 - Image 9,10

The data on the works order in Sage gets updated

Sicon Shop Floor Data Capture Help and User Guide - Pic44

Once all material lines on the works order are issued and the operations completed, the works order can then be booked in on the device.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 9 - Image 12,13,14


8.2. Project List

Operations on projects can be timed on from the handheld.

The projects can be found and then the operation on the project drilled into.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 10 - Image 1,2

The cost rate can be selected and the timer can then be stated for the operation

Sicon Shop Floor Data Capture Help and User Guide - Pic47

When the timer is stopped, the time is recorded on the timesheet for the user in Sage.

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The time also shows against the project

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8.3. User Activity

When a user is timing on an operation, this shows in the user activity screen.

Sicon Shop Floor Data Capture Help and User Guide - Pic49a

Clicking on the user activity will take the user to the active operations

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The percentage bar shows how much of the quantity/time has been completed.


8.4. Multi Start

Allows multiple operations to be started at the same time. You can scan multiple operations

Sicon Shop Floor Data Capture Help and User Guide - Pic50

Printing the WO route card from Sage, displays the WO barcode and operation barcodes

26. Shop Floor Data Capture Help and User Guide -single works order route card

You can scan multiple barcodes and then start timing on these at the same time.

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When timing on multiple operations, there is an additional option when stopping the timer to perform a multi stop.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 12 - Image 4,5


8.5. Camera Scan

Opens the camera on the device so barcodes can be scanned e.g. a works order operation barcode can be scanned using the camera.


8.6. Logout

Logs the user out of the handheld, but does not stop the timers.


8.7. Leave

Clicking on leave opens the time and attendance menu, where the user can state they are leaving.

Sicon Shop Floor Data Capture Help and User Guide - Pic52


8.8. Time and Attendance

With the Time and Attendance set to be used on the handheld, multiple users can login and start a timer.

Sicon Shop Floor Data Capture Help and User Guide - Sicon SFDC Section 8.8 - Image 1

When the user logs into the app they are prompted with the following screen. The user can then stop the time and attendance time by leaving or continue into the shop floor data capture menu.

Sicon Shop Floor Data Capture Help and User Guide - Pic53


9. Release Notes

The release notes page shows which release of the system includes new features or issues resolved.

With the release of the Sicon v19, our version numbering has changed slightly. Previously our add-on versions were numbered in the format 201x.18.0.1.  From Sicon v19, our modules will be numbered in the format 201x.190.0.1  This is because we have three Sicon releases planned per year and we will use the second group of digits to reflect these as xx1 and xx2. We use the third set of digits to reflect whether it is a release or a pre-release build and the fourth set then give the build number.

New features detailed in the Release Notes relating to Pre-Release versions will not be detailed in the current Help and User Guide until the end of development phase.

Shop Floor Data Capture Release Notes

10. SFDC Help and User Guide v19.2

Shop Floor Data Capture Help and User Guide


11. SFDC Help and User Guide v19.1

Shop Floor Data Capture Help and User Guide v19.1


12. New Features and Important Information