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Connect your shopfloor

Optio allows you to get started in minutes by using simple tablet interfaces to enter real-time information from your shop floor.

Nikolaus Correll
July 23, 2021

Connect to your shopfloor

Now that you know how to graphically map your value stream, you will need to provide Optio™with real-time information. There are many things that go on the floor, and much of the information is already digital such as machine status and even mobile robots moving products on the floor. Production is still centered around individual workers who load and unload machines or even perform manual labor, however. Therefore, Optio’s™go-to method of input is the dashboard.

To get the dashboard view, simply navigate to app.optio.cloud using a portable device and select a station from the list. You can also access a station’s dashboard by hovering your mouse over the station in map view.

The image below shows the Kanban view of the cut-and-sew manufacturing process that you have created when graphically mapping  your value stream as well as the dashboard view on an Amazon Kindle Fire.

Each station is associated with a tablet view showing the lots at just that station.

Each dashboard only shows the lots that are available to work on at each station, no matter from which process. That is, if you have multiple processes that go through a specific station, you will see lot cards from both processes on your dashboard.

As in the Kanban view, workers have the ability to sort lots by date or filter lots. Unlike in the Kanban view, workers cannot delete lots, and only move them to the next station.

Kicking off a lot

You will be able to “kick-off” a lot from the first station in a process – here the printer – by pressing on “operations” in the top left (1). The resulting view (2) will show you all the lots that are in the order queue and allow you to select one to move into the first station of your process. Here, we select the “Facemask (Wolf)” order.

Instead of moving the entire lot, you can also select only a subset of the lot (3). Here, we select 37 items. This will create a new lot card that is now at the printer (4), and update the lot card in the order queue to contain only 63 items.

Steps involved in kicking off a lot and starting a process.

Moving a lot

Once a lot is completed, the dashboard can be used to move it to the next station. In this case, there are still two lots at the press (1). Selecting “Facemask (mouse)” allows us to move the lot to the next station (2). As when kicking off a lot, the dashboard allows you to select a quantity (3). Here, we move the entire lot to the laser cutter and only “Facemask (frog)” remains at the press (4).

Steps involved in moving a lot from one station to the next.

Tip:  Splitting a lot
Splitting a lot creates two cards, only one of which moves forward. You can change from whole numbers to fractional units in the station setting.

12.3  Collecting custom reports

Dashboards can do more than just tracking your WIP. You can also create custom report buttons for each station that allow workers to report issues. These can be issues that you want to keep track of over weeks and months, for example to understand long term trends, as well as issues that need immediate attention.

Report creation is shown below. Reports are available via the “report” button in the top right of each dashboard (1). Intially, there are no reports set up. Press “Add Report Button” allows you to create a custom button with label, a short description, and a custom color (3). The report button can then be retrieved by pressing the “report” button and pressing it will log the event in Optio™. Pressing the edit button allows renaming and removing report buttons.

Creating custom reports.

Tip:  Tracking temporary information
You can create multiple reports per station, also to track only temporary events. Be aware that deleting a report button also deletes all the data that has been recorded with it.


You are now able to collect real-time information from your factory floor anywhere where humans are involved. Keep reading to learn how to create custom lots, integrate with your existing ERP, and mobile robots.

Nikolaus Correll

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