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Workbench Suite and DocTrak

Productivity and Automation Tools

Michael Williams

November 10, 2016

Four Main Functional Features

Workbenches – 11 Standard – Manager/Users – Operational

Data and Information

Critical Numbers – over 120 Critical Numbers to measure

performance

DataViews – 74 Standard Views provide an interactive place to

work with ERP data

Data Search – toolset that allows you to search for

information anywhere in the SyteLine application

+ Navigation Forms – 17 Forms to guide understanding of

SyteLine

Workbenches – Core Business Data Organized

and Presented in One Form

Combination of

Navigation

Critical Numbers

DataViews

Manager Workbench

Higher Level Data

User Workbench

Tuned to Daily Needs

Item Workbench

Customer Service Workbench One Form to

View Customer Activity

Job Workbench – One Form To View

Details of Job Orders

Critical Numbers

Critical Numbers

Critical Numbers – Drilldowns

Critical Number Setup

Dataview – Collect/View/Analyze/Report

Dataview –Data Analysis

Form Dataviews

Defined Dataviews

DataView – Utilization

Filter

Sort

Add Column – Insert Calculations

Save Multiple Layouts

Drag and Drop to Change Layout

Print and/or Export

Dataview – Custom Inquiry Development

Data Search – Quickly Find a Reference

In The System Tables

Data Search – Drill Down

Navigation Forms

Simple List with Hyperlinks

Navigation Forms

Flow Chart with Hyperlinks

Workbench Suite and DocTrak

Productivity and Automation Tools

Michael Williams

What is Doc-Trak?

2 way paperless document control and management

Link to and view documents directly in SyteLine

Gives access to real time documents to all users

Reduces time and effort towards managing hard copy documents

What can Doc-Trak do?

Smart Attachments

What kind of attachments are supported?

Microsoft Documents

Word, Excel, PowerPoint, Project, Access, Internet Web site

shortcuts, Intranet Web Pages

CAD Documents

AutoCAD Drawing files, Pro E files

Desktop Publishing Documents

Adobe Illustrator, Quark Express, Adobe Acrobat

Miscellaneous Documents

Scanned Images, Motion videos (AVI)

**Any Windows file can be an attachment. Directories can also be

attachments.

What forms are Doc-Trak enabled?These forms are functional with Doc-Trak attachments.

Types of Doc-Trak Attachments

Direct Attachments

Record Attachment: related to a specific SyteLine record

Window Attachment: related to a specific SyteLine form (all records)

Indirect Attachments

Attachments that are made in one area of SyteLine and displayed in another

Virtual Attachments

File System: Virtual rule that uses a field name variable within the document (file)

name

Database: Virtual rule that uses a custom SQL stored procedure to query SharePoint

database documents

Benefits of Smart Attachments

Follows the record through SyteLine once attached

Easy searching

Paperless

Real time, “at your fingertips”

Smart Bundling

A way to merge documents

The document is bundled into one PDF file with paperwork report

PDF file is saved to the destination path specified

One file to be distributed as preferred by vendor/customer

Set up in the Customer Document Profile or Vendor Document Profile

Document automation

Consistency

Which reports allow for bundling?

Estimate Response Form Report

Order Verification Report

Job Packet Report

RMA Verification

Purchase Order Report

Customer Order Invoice/Credit Memo

*The bundled file can be emailed, faxed or printed.

*Job Packets can be bundled or printed, but does not allow for email or fax.

Smart Filing Documents are saved with intelligent path and filenames, specific to each

SyteLine record

Doc-Trak will automatically create sub folders that do not exist

Archive in a Windows file system or a SharePoint database

Allows for drag and drop functionality

Doc-Trak will add a padded sequence to the file name if multiple documents are saved

Smart Scanning

Documents are scanned with intelligent path and filenames, specific to each

SyteLine record

Field names are populated with the dynamic data from SyteLine

Scan Rules are set up to store the images to a predefined path and filename

on either a network or SharePoint database

Scanners must be set up through Doc-Trak Scanner Device Profiles

Smart Emailing

Smart Emailing

Customer Document Profile

Vendor Document Profile

Doc-Trak Document Profile

Doc-Trak Form Output

Smart Shop Floor Ability to view Doc-Trak documents through the Visual Dispatch portion of

Shop-Trak

Attachments for Jobs, Job Routing, Job Materials, Work Centers, and Items

Smart Trace Material certifications for the medical and aerospace industry can follow a

record throughout SyteLine

Doc-Trak Job Document Book

Gathers all documents for a job throughout

the entire indented BOM

Smart Trace View individually or bundle into a PDF file for archiving, emailing or printing

Smart Vault

Only PLM documents for a specific

revision will be displayed

Workbench Suite and

DocTrak

Questions? Michael Williams

November 10, 2016