Plant Overview

What the Plant Overview shows

The plant overview is the single screen the shop supervisor opens first thing in the morning. It's a kanban board grouped by work centre — every column is a physical work centre (Masking, Racking, EN Plating, De-Masking, Oven, Packing...), every card is an active work order.

When to use it:

• Morning stand-up: "what's running where right now?"
• Mid-shift check-in: which station is running light? Heavy?
• End of shift: what didn't finish that should have?
• Anytime a customer calls asking about a specific job.

The screen

Menu: Plating → Shop Floor → Plant Overview.

Numbered regions:

• Box ① — facility + shop name header.
• Box ② — one column per work centre (here: DE-MASKING). Column header shows the WC name.
• Box ③ — a work order card. Shows: customer name, part number, quantity, current state.
• Box ④ — another work centre column. Cards can be dragged between columns to reassign the WO to a different work centre.

Step 1: Read the board

Every column represents a station. Every card represents a WO that's currently either ready to start at that station, in progress at it, or finished there and about to move to the next.

Card colour / pip tells you state:

• Green dot / outline — WO is running (an operator has clocked in).
• Grey / neutral — WO is ready but idle.
• Red — WO is blocked (quality hold, missing material, missing certification).
• Yellow — WO is approaching a deadline.

Card content (box ③):

• Customer name + logo (if set).
• Sale Order / MO reference — click to open the parent SO or MO.
• Part number + revision.
• Qty.
• Work centre it was originally assigned to.
• Current state (Ready / In Progress / On Hold / Done).

Step 2: Reassign a WO to a different work centre

Sometimes Masking Station 2 is backed up and Station 3 is idle. To move a WO:

1. Click and hold on the WO card.
2. Drag across to the destination column (box ④ style).
3. Release.

Behind the scenes, the system:

• Updates x_fc_workcenter_id on the WO record.
• Posts a message in the MO's chatter: "Work order moved from Masking-2 to Masking-3 by Chris at 10:15 AM."
• Recomputes the plant capacity view.

There's no dialog, no confirmation — the drag is the decision. If you need an audit trail, the chatter log has it.

Step 3: Open a work order for detail

Click the card. A panel opens on the right with:

• Full instructions (the recipe steps for this operation).
• Operator assignment.
• Duration (estimated vs. actual).
• Quality checks required.
• Parent SO / customer.
• Chatter — past messages, holds, decisions.

From this panel you can:

• Assign or reassign the operator.
• Mark as Ready / In Progress / Blocked / Done.
• Attach a photo or note.
• Jump to the recipe tree.

Step 4: Filter down

The board shows everything by default. Use the search bar / filter dropdowns (top of the screen) to narrow down:

• By customer — useful when a customer calls asking "where are our parts?"
• By assigned operator — at shift start, show "my WOs only".
• By state — show only "On Hold" to see everything blocked.
• By facility — if your shop has multiple sites, switch to one site's view.

Step 5: The auto-refresh

The board auto-refreshes every 30 seconds. You don't need to reload manually. If another planner moves a card, your view updates within half a minute.

To force an instant refresh, hit the circular arrow icon at the top of the screen or press F5.

Typical daily routine

08:00 — Morning stand-up: Open Plant Overview. Scan each column for red / blocked WOs. List them. Walk the floor.

11:00 — Pre-lunch sanity check: Any cards that still haven't moved to "In Progress"? Drag to wherever capacity exists.

15:00 — Afternoon push: Identify WOs with a Customer Deadline of today or tomorrow. Reassign or escalate.

17:30 — End-of-shift log: Cards still in "In Progress" after the floor goes home get a chatter entry — why did it not finish? That becomes tomorrow's first action.

What can go wrong

I can't see any cards

Either (a) no WOs are active (nothing has been generated yet from a confirmed SO), or (b) the facility filter is set to a site with nothing running. Check the filter dropdown.

I dragged a card and it snapped back

The destination work centre probably doesn't accept the operation. E.g. you can't drag a "Plating" card to the "Packing" column — the recipe step isn't compatible. Odoo rejects the move and reverts.

Cards are stacked three rows deep — I can't see the bottom

The column is scrollable. Hover inside the column and scroll. For the really busy shops, use the state filter to hide "Done" cards (they clog columns once a WO finishes).

An operator says "my WO vanished"

Check the Archived filter — someone may have archived a WO. Also check the MO — if the MO got cancelled, its WOs disappear from the board.