Document library

Go Paperless
LYNQ supports a paperless shop floor by providing electronic work instructions (EWI) to the shop floor in various forms (static files, simple forms or by providing links to instructional videos). The provision of online document control offers a countermeasure to operator shortages involving documentation helping to eliminate time and materials as a result of paperwork trails

Online Forms
Create online forms to record basic information and checks during the production process. Note: this should only be used where there is no audit trail, version control and/or archiving requirement. Where this is a requirement see working with document management systems.

Excel & Word
Copy and paste from Excel or Word (formatting may change)

The document library can also be used to connect job order, operations, employees and equipment to online file document management repositories when regulatory or other requirements demand version control, archiving and audit trails.

The document library can further be used to display other types of files such as CAD drawings in DWG or DXF file formats. All you need is to ensure that a suitable viewer is installed on the tablet or the panel PC device where you want to view the files from.

You can attach files and drawings in Word, Excel, PDF, JPEG, PNG or other file formats to Jobs, Operations, Employees and Equipment. These files are available to view only and cannot be changed.

Attaching a static file to a job order

1. Click on the Document Library
2. Click Orders and then select the specific job order record/s
3. Click Add File and select Add File to Order
4. Drag and drop or click to browse to attach your files to the selected jobs
5. Click Save

Attaching a static file to an employee

1. Click on the Document Library, Employees and then select the specific job order record/s
2. Click Add File and select Add File to Employee
3. Drag and drop or click to browse to attach your files to the selected jobs
4. Click Save

Attaching a static file to equipment

1. Click on the Document Library
2. Click Equipment and then select the specific order record/s
3. Click Add File and select Add File to Equipment
4. Drag and drop or click to browse to attach your files to the selected orders
5. Click Save

Attaching a simple form to a job

1. Click on the Document Library
2. Click Orders and then select the specific order record/s
3. Click Add Form and select Add Form to order
4. Create your form or checklist in the WYSIWYG Editor
5. Click Save

You can link to document management systems such as Qpulse® or Sharepoint® (Microsoft Office 365) to view videos and work with controlled shop packet information where audit trails, version control and archiving is a requirement.

Care should be taken to organise your document library within your document management system to make it easy for the operator, supervisor or manager to work with.

For example, rather than link individual documents to specific operations, if the document library is organised it may be easier to link to a shop packet library for the specific job order that contains all information such as videos, assembly instructions, checklists, quality control forms and other controlled documents.

While this method requires a level of understanding from the user, it requires far less administration and still ensures that only the paperwork related to that specific job order is used.

Linking to an online document library for a specific job

1. Click on the Document Library
2. Click Orders and then select the specific order record
3. Click Add Link and select Add URL to order
4. Place your cursor in the Link field
5. Copy and paste the URL from your document management system library
6. Place your cursor in the Link Description field
7. Enter a description for the link (e.g. Shop Packet)
8. Click Save

 Attachments are identified by and can be opened by selecting the paperclip icon in the workbench, alternatively you can select the attachments button. Attachments can also be viewed and edited from the job card.
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