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Workbench Suite and DocTrak
Productivity and Automation Tools
Michael Williams
November 10, 2016
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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
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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
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Item Workbench
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Customer Service Workbench One Form to
View Customer Activity
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Job Workbench – One Form To View
Details of Job Orders
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Critical Numbers
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Critical Numbers
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Critical Numbers – Drilldowns
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Critical Number Setup
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Dataview – Collect/View/Analyze/Report
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Dataview –Data Analysis
Form Dataviews
Defined Dataviews
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DataView – Utilization
Filter
Sort
Add Column – Insert Calculations
Save Multiple Layouts
Drag and Drop to Change Layout
Print and/or Export
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Dataview – Custom Inquiry Development
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Data Search – Quickly Find a Reference
In The System Tables
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Data Search – Drill Down
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Navigation Forms
Simple List with Hyperlinks
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Navigation Forms
Flow Chart with Hyperlinks
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Workbench Suite and DocTrak
Productivity and Automation Tools
Michael Williams
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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
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What can Doc-Trak do?
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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.
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What forms are Doc-Trak enabled?These forms are functional with Doc-Trak attachments.
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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
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Benefits of Smart Attachments
Follows the record through SyteLine once attached
Easy searching
Paperless
Real time, “at your fingertips”
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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
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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.
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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
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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
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Smart Emailing
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Smart Emailing
Customer Document Profile
Vendor Document Profile
Doc-Trak Document Profile
Doc-Trak Form Output
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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
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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
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Smart Trace View individually or bundle into a PDF file for archiving, emailing or printing
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Smart Vault
Only PLM documents for a specific
revision will be displayed
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Workbench Suite and
DocTrak
Questions? Michael Williams
November 10, 2016