Workstation Portal Introduction

Written by ShopXpert Inc.
Updated 1 month ago

Overview

The Workstation Job View is a feature of the Workstation Portal that allows employees to access and manage job information directly from their mobile devices or tablets. It provides a user-friendly interface to view job details, including images, quantities, sales orders, and statuses.

In the Job View, employees can search for jobs using either their card or serial number. Once logged in, they can see all relevant job information in one place. The system shows he current stage of each job, along with associated tasks, due dates, and any files linked to the job, such as prints and models.

This mode is designed for employees to easily update job stages and tasks, ensuring that everyone is on the same page. Users can modify the assets associated with jobs and mark tasks as completed, helping to keep projects on track and efficient.

Key Features

Real-Time Job Updates
The Workstation Portal is integrated with the ShopXpert system, ensuring all updates made via the app are reflected instantly across the platform. This feature allows team members to track job progress in real time, fostering transparency and more effective collaboration. Supervisors can monitor the status of tasks and job stages, while team members can quickly act on changes.

On-the-Go Job Management
Employees can efficiently manage jobs and tasks directly from their mobile devices, reducing dependency on fixed workstations. This mobility empowers the workforce to remain productive in various work environments. Whether it's updating job stages, completing tasks, or submitting new information, all actions are performed seamlessly from a tablet or smartphone.

Task and Stage Management
The app provides a clear overview of job stages and assigned tasks, allowing employees to easily track their responsibilities. The intuitive interface enables users to view task details, check deadlines, and submit updates, ensuring that all tasks are aligned with project timelines. This real-time task management helps minimize bottlenecks and optimizes the workflow.

Seamless Integration with ShopXpert
The Workstation Portal's deep integration with the core ShopXpert system ensures that updates, edits, and changes are synchronized across all connected devices. This prevents data discrepancies and maintains consistency throughout the job process, as each modification made on a mobile device is reflected in the central system.

User-Friendly Interface
The portal is designed with ease of use in mind. Its intuitive interface allows employees to navigate between tasks, job stages, and other job-related information with minimal training. Users can mark tasks as completed, upload necessary documentation, and leave comments, streamlining communication between departments.

Benefits of Using the Workstation Portal

Increased Productivity
By allowing employees to manage their tasks and stages on the go, the Workstation Portal improves overall productivity. There’s no need to return to a workstation for job updates, resulting in faster turnaround times and more efficient job execution.

Flexibility and Mobility
Whether employees are on the shop floor, in the office, or working remotely, they can access the portal from anywhere. This flexibility enables quicker reactions to job changes and ensures the smooth flow of operations, even when supervisors or key team members are off-site.

Enhanced Collaboration
With real-time updates, the app allows team members and supervisors to stay informed of the latest job statuses. This leads to more coordinated efforts, better communication, and fewer disruptions in task execution, as everyone has access to the same information.


Modes of Operation

The Workstation Portal operates in two modes:

  • Job Listing Mode: In this mode, job listings are displayed on a screen, providing a visual overview of current tasks and jobs. This is ideal for team-based environments where a quick glance is needed to stay updated on job statuses.
  • Job View Mode: This is the primary mode where employees manage their jobs. In this mode, team members can perform all necessary job-related operations such as updating task statuses, viewing detailed job information, and adding notes or attachments.

Additional Considerations

Before using the Workstation Portal, devices must be enrolled in the ShopXpert system. Device enrollment ensures that each device is registered, with attributes like manufacturer, model, and serial number. It is also important to specify whether the device is added for Job Listing or Job View purposes, as this impacts the available features. Each device will be assigned a unique UUID for tracking within the system.

For Workstation View, additional settings such as session timers and asset assignments can be configured. These settings provide control over session durations and limit the scope of jobs displayed, based on the specific assets tied to the device.


This comprehensive approach to job and task management through the Workstation Portal streamlines operations, improves communication, and ensures that employees have the tools they need to manage their work effectively — anytime, anywhere.

Did this answer your question?