What changes from the regular application
The user controls access. The employee identifies who performs operational work. Read Employees for the difference between user and employee.
Available areas
Work mode does not replace configuration. Use the regular application to create recipes, locations, assets, shifts or permissions.
Active employee
The active employee is the operational identity Bold associates with actions, times, tasks and records. This affects:- execution traceability;
- labor records;
- operation assignments;
- actual costs;
- operational audit trail.
What work each employee sees
In production, My operations organizes the active employee’s tasks. The company configures one of two sources: Skills or Usual workstations. It does not combine both criteria at once.
The By workstation, By area, By process and Search tabs are alternative ways to find work outside My operations. Skills and usual stations help filter the list but do not replace an actual assignment.
Production records
Production presents operations and groups as work units. Their records describe progress, consumption, production, checks, times and interruptions according to the order’s configuration. While you prepare an operation’s production record, Bold automatically saves a draft without a save button. The draft includes completed and rejected quantities, consumption with its lots and co-products:- There is one draft per operation, shared by all employees and devices. Saved changes are recovered when you return to the operation. If you try to reload or close with pending changes, the browser warns you; cancel leaving and wait for saving to finish.
- If there is no connection, Bold indicates this and retries saving the draft.
- If several operators work on the same record, each device receives the others’ changes within a few seconds. Lines changed on another device are highlighted with the employee’s name. A field you are editing is not overwritten; if two people change the same line, the last saved change takes precedence.
- The draft is discarded when progress is recorded through any route: work mode, Control panel, API or Boldy. Other devices detect this and show updated pending quantities.
- If you separate an operation from a group and Bold records the group’s excess production in it, it also discards its draft. If separation does not record progress, it preserves the draft.
- It is also discarded when the operation finishes or is canceled and deleted when you delete the operation. If completion fails, the draft is preserved.
- If you reopen an operation or undo a record, pending saves and confirmations from before that change are rejected. Reopen the record to prepare current quantities.
Warehouse entities
The warehouse area separates five operational entries:
A warehouse movement directs the physical transfer. A load order coordinates goods to prepare and dispatch.