This topic briefly describes how Doc-Trak integrates with Shop-Trak.
If Doc-Trak is installed on the database the Shop-Trak client is connected to, the Documents button will be available on the Shop-Trak Shop Floor transaction screens and on the Visual Dispatch screen.
Employees on the shop floor can access attachments to the Job, Job Operation, Item, and Job Materials via the Documents button. Employees can also access attachments to the QC and Service modules if the View in Shop-Trak option is selected when the attachments are added.
In order for the document to be available to the shop floor, the View in Shop-Trak check box must be selected when the document is attached in SyteLine or when the Virtual Rule is created.
Attachments from the following SyteLine forms will be visible in Shop-Trak Shop Floor:
With the release of Doc-Trak 2012, notes made to the Job, Job Operation and Job Materials within SyteLine may also be viewed on the shop floor. To see job notes, enable the Display Job Notes on Shop Floor parameter on the Doc-Trak Parameters form. To access the notes, select the Documents button in Shop-Trak Shop Floor. Only notes added directly to the job will be available. System notes, or reusable notes, are not available.
With this parameter enabled, Doc-Trak will dynamically search for attachments as you select jobs in the Visual Dispatch. If Doc-Trak attachments exist for the job selected, the Documents button on the Visual Dispatch will be available (highlighted). If Doc-Trak attachments do not exist for the job selected, the Documents button on the Visual Dispatch will be unavailable.
With this parameter disabled, the Documents button on the Visual Dispatch will always be available and the search for Doc-Trak attachments will occur when the Documents button is selected.
This parameter gives System Administrators flexibility on when Doc-Trak searches for attachments. The dynamic search could affect system performance for companies who have a large number of released jobs with attachments.
Customers that use Doc-Trak and PLM to make attachments within SyteLine can also view those documents on the shop floor. In order to set this up, a user in SyteLine accesses the PLM documentation that they have been given access to through PLM authorizations.
If the SyteLine user has the authority to access a PLM document, checking the option to View in Shop-Trak will also make that document available to users while in Shop-Trak Shop Floor.
IMPORTANT: There will be no security checks or levels of authorization required for the shop floor employees to access PLM Documentation. The PLM security check was performed at the time the SyteLine user made the attachment and made it available to Shop-Trak Shop Floor users.