Process Control Auditing/Centerlining Setup Guide
This guide walks you through setting up the process control auditing, and centerlining use case.
Site Properties Setup
By default, most settings are turned off. Enable the following to get started:
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Enable Dispatch Me
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Enable Process Control Use Case – Activates the Documents and Scheduler modules, and adds a link to Products and Product Categories in the setup menu.
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Enable Product Inspections – Required for centerlining and product inspection workflows.
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Enable Documents Module & Enable Scheduler Module – Turns on respective modules if not enabled by the previous setting.
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Enable Role-Based Homepage – Can be turned on for specific roles or all users.
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Enable Audit Findings Widget – Adds a widget to the homepage to track audits and findings.
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Shifts, Resources, and Users
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Set up resource & production shifts. If you're going to do auditing based on shifts, you'll want to at least set up your shifts.
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You can look that up and how to set that up in the support article.
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Set up Trades for resources (generic trade templates are available).
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Users are typically provided by the customer and should be assigned to a user group equal to the resources to respond to dispatches.
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Area, line, and machine data usually come from the customer’s hierarchy; defaults include one general area, line, and machine.
Dispatch Types
Two dispatch types are recommended:
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Process Control Audit
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Type: Scheduled Dispatch
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Impact to Production: No impact
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Category: Audit (for Audit Findings Widget)
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Settings:
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Only one dispatch per machine (optional)
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Available in New Dispatch screen (optional)
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Default tab: Documents (for checklist)
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Enable Action and Component Codes
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Abnormality (Findings Dispatch)
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Type: Follow-up
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Impact to Production: No impact
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Category: Audit Finding
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Settings:
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Multiple dispatches per machine allowed
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Enable Action, Component, and Reason Codes
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Scheduler Module
A new Calendar - Shifts interval type allows scheduling audits by shift. You can select from predefined shifts set up earlier.
Documents & Checklists
To create checklists:
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Set up a document category under Standard Work
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Assign checklists to this category for use in dispatches
Product Inspections for Centerlining
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Enable Products and Product Categories via the Process Control setting
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Set up Products, then assign them to Product Categories
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Define inspection limits in categories and link them to specific products
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Products can inherit, ignore, or override inspection limits
For more on production inspection limit setup, refer to the dedicated support article.
New Logo Use Case Process Auditing Setup - Watch Video
