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Digitize your traveler

So far, a “lot” has simply been a card with a title, a description, a quantity, a start, and an end date. Optio allows you to carry arbitrary information on each card, allowing you to create a digital version of your traveler that normally accompanies an order in paper form.

In addition to fields that let you relay specific work instructions to your floor, you can also add fields that let your workers enter notes. No more notes that get lost or handwriting that is illegible!

Create custom templates

Templates are managed at the same place lots are created. Navigate to the “Lots” view from the upper-left main menu and press the “+Lot” button in the “Queue”. You will see the basic template:

The ”basic” template used when creating a lot.

When using the basic template (indicated in the top left of the image above), each lot is equipped with a unique lot number, a variable name, a description field, a date range (start to end), and a quantity. Pressing “Add” allows you to create a lot and return to the Kanban view, whereas “Add & Next” will allow you to add multiple lots at once.

You can now select a different template or create a new one by clicking “Select Template” in the top left. This will show you a list of existing templates, including “Basic”. All other templates have an “edit” button, allowing you to modify and delete them:

The template view allows you to select, edit and delete lot templates.

Let’s create a new template by pressing “Create New Template” in the top left. This opens the template editor (Figure 14.3). You can edit templates by dragging and dropping design elements from the menu on the left to the template on the right.

Templates can be composed from a series of standard fields using drag-and-drop.

You can now add additional information to every lot, including job-specific instructions to your workers that will show up on their dashboards.

Quality control

Lot templates also allow you to add fields that can be edited at each station. This allows you to implement basic quality control schemes and relay information between stations. You will create a simple quality control system in the exercise below.

Exercise 3 Template creation
Create a new template named “Order with QC” – short for order with quality control – and add the following fields:
1.A text field labeled “Order number” that is “required” and “show in cards”.2.A “Enter Text On Dashboard” field that is not required and not shown in the cards.
Arrange the two new fields next to each other.

After saving your template, you should see the following. The new template name “Order with QC” is shown in the top left and your new fields appear in the bottom of the card. We can now create a new lot with specific instructions in the description, requesting measurements to be taken and their results to be entered in the “Quality Control” field.

After you created a lot and moved into any station, for example, the “laser cutter”, your lot with the new template will appear on the dashboard view. Notice that the field “Quality control” is not shown on the card itself (1), but appears when actually selecting the lot (2).

Exercise: Quality control
The goal of this exercise is to familiarize yourself with how to use advanced templates for providing work instructions and simple quality control.
1.Move your test lot to the “laser cutter” station and enter “3mm, 3.2mm, 4.5mm, 3.8mm” into the quality control window.2.“Move” the lot to the next station (“Sewing”)3.Open the “Sewing” dashboard, select your lot and verify that your measurements are still persisting. Add a note like “Seam incomplete, please rework” and finish the lot.4.Verify the information you have entered to persist when clicking on the lot in the “Finished queue” in the lot view.


Customizing the fields that come with your lot and the ability to take notes allows you to digitize your entire traveler. This helps keeping things together and solves problems with lost notes and quirky handwriting. It also helps with long-term accountability, such as is required to fulfill ISO9001 and related norms.

Nikolaus Correll

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