Role-based learning paths for manufacturing
Choose the smallest useful tutorial path for your actual responsibility instead of learning every screen at once.
Learning goal
New engineering, production, stores, Quality and audit users.
Reach the screens and concepts needed for your role while preserving every independent handoff.
Before you begin
- Know your practical company role and underlying technical authorities
- Confirm your assigned site and clearance
- Use completed records in read-only mode until a trainer authorises transaction practice
Observation-first is the default. Do not create retained customer, procurement, receipt, inventory, Quality, Engineering or Manufacturing records merely to complete a tutorial.
Guided journey
- 1Engineering → ManufacturingOpen /product-configuration
Engineering and configuration path
- Acting role
- Engineering & configuration
- What to do
- Learn product configuration, PLM release, MBOM design review and final as-built Configuration acceptance.
- What you should observe
- Your focus is exact design identity, source freshness and configuration authority.
May changeOnly explicitly authorised design or decision transitions.
Must remain unchangedYou do not plan dispatch, execute operations or post stock.
- 2ManufacturingOpen /manufacturing/readiness
Production lead path
- Acting role
- Production lead
- What to do
- Learn plan/release review, resource/competency approval, finite capacity, dispatch release and cost-variance review.
- What you should observe
- Manager, planner and supervisor gates remain separately attributable even when grouped under one practical role profile.
May changeApproved definitions, dispatch/load state and review evidence.
Must remain unchangedNo source Engineering, maintenance, stock, payroll or accounting record is changed.
- 3My Work → ManufacturingOpen /manufacturing/instructions
Production technician path
- Acting role
- Production technician
- What to do
- Start from assigned work, verify the exact released dispatch, complete its pinned visual steps/holds, then execute the operation in sequence and record only observed evidence.
- What you should observe
- The system shows the expected operator, exact instruction version, controlled media, operation and required evidence.
May changeImmutable instruction observations followed by the separate existing execution attempt.
Must remain unchangedYou cannot approve your own definition, dispatch, Quality hold/result or as-built record.
- 4Quality → ManufacturingOpen /manufacturing/execution-packs
Quality and compliance path
- Acting role
- Quality & compliance
- What to do
- Learn test-definition review, result acceptance, as-built review, acceptance evidence and the linked NCR path for failures.
- What you should observe
- Quality decisions verify evidence but do not take Inventory or Engineering source authority.
May changeIndependent review/disposition evidence only.
Must remain unchangedNo autonomous stock, configuration-source or machine-control change.
- 5InventoryOpen /kits
Stores and logistics path
- Acting role
- Stores & logistics
- What to do
- Learn exact reservation/issue, transfer/return and traceability that supply material to an existing build.
- What you should observe
- Material identity, ownership, location and quantity remain visible through every custody movement.
May changeOnly authorised Inventory transactions change stock and ledger truth.
Must remain unchangedStores does not approve the Manufacturing plan or Quality result.
- 6All modulesOpen /traceability
Read-only reviewer path
- Acting role
- Read-only reviewer / Auditor
- What to do
- Trace a completed unit across released PLM, MBOM, plan, dispatch, attempts, results, as-built and acceptance evidence.
- What you should observe
- Every decision and fingerprint is attributable, and mutation actions are absent.
May changeNothing.
Must remain unchangedRead-only review cannot perform a workflow or custody transition.