Set up a device to run the production floor execution interface

You must set up the production floor execution interface for each device on the production floor. Companies typically set up each device differently, depending on the purpose that the device serves. For example, one device might be in the reception area where workers clock in and clock out, and another device might be on the shop floor where workers manage their jobs.

Set the configuration and filters for a specific device

To set the configuration and job filters for a device, sign in to the Production floor execution page by using an account that has a security role that includes the Maintain time supervision duty. (Among the out-of-box security roles, only Shop floor supervisor has this duty.) Then follow these steps:

1. Go to the device that you want to set up, and sign in to Microsoft Dynamics 365 Supply Chain Management as a shop floor supervisor. (Use an account that includes the Maintain time supervision duty.)

2. Make sure that a configuration is available for the device that you're setting up. If no configuration exists, a default configuration is provided. For more information about how to set up a configuration, see Configure the production floor execution interface.

3. Go to Production control > Manufacturing execution > Production floor execution.

   If the production floor execution interface has already been configured at least one time on the current device, a sign-in page appears. Otherwise, a welcome page appears.

4. On either the sign-in page or the welcome page, select Configure.

5. Select a configuration in the list.

6. Select Next.

7. Select one or more filters to apply to the current device. These filters help ensure that only relevant jobs show on the device. To set a filter, select the filter type to open a list of values, and then select the value to filter on. The following filters are available:

   • Production unit – This filter is the highest-level filter. It typically refers to a large work area that has several resource groups and individual resources in it.
   • Resource group – This filter is a mid-level filter. It typically refers to a collection of related resources in a limited area of the workspace. If you select a Production unit filter first, the list of resource groups shows only groups from that unit. Otherwise, it shows all available resource groups.
   • Resource – This filter is the most specific filter. It typically refers to a specific machine or other single resource. If you select a Resource group and/or Production unit filter first, the list of resources shows only resources from that group and/or unit. Otherwise, it shows all available resources.

8. Select Next.

9. Select the display color theme to apply to the current device.

10. Select OK.

11. The sign-in page appears, and your device is ready for use.

Allow a worker to override the default filters

You can give specific workers permission to change the filter settings on any device that they use. For workers who have this permission, the production floor execution interface provides a Filter button on the All jobs and Active job pages.

To allow a worker to override the default job filters that you set up for a device, follow these steps:

1. Go to Time and attendance > Setup > Time registration workers.
2. Select a worker in the list to open that worker's Time registration workers page.
3. On the Time registration tab, set the Set filters option to Yes.

For more information about how to set up worker accounts to access the production floor execution interface, see Set up worker accounts to use the production floor execution interface.

Run the interface in full-screen mode

Often, you'll run the production floor execution interface on a device that is used exclusively for that purpose. Therefore, it might make sense to run the interface in full-screen mode, without showing any navigation or browser chrome.

• To hide the navigation pane that appears in Supply Chain Management, add the following text to the end of the URL in the browser's address bar: \&limitednav=true.
• To also hide the browser's address bar, use the browser's native full-screen mode. For instructions, see your browser's documentation.

The upper part of the following illustration shows how the interface looks by default. The lower part shows how it looks in full-screen mode when the navigation pane is hidden.

Extend the session past 12 hours (preview)

[This section is prerelease documentation and is subject to change.]

By default, the production floor execution interface automatically signs out if no one uses it for 12 hours. A Supply Chain Management user must then sign in again. However, you can extend the timeout limit to up to 90 days.

Prerequisites

To allow sessions to extend past 12 hours, the feature named (Preview) Enables session management for users must be turned on in feature management.

Set the session timeout for a device

To set the session timeout for a device, follow these steps:

1. Go to System administration > Users > User session management.
2. Do one of the following steps:
   • Find and select the row where User ID shows the account that you use to sign in to the device.
   • If the relevant user account isn't listed, select New on the Action Pane and then select the relevant User ID for the new row.
3. For your new or selected row, set Maximum session length (hours) to the desired number of hours, up to 2,160 hours (90 days).
4. On the Action Pane, select Save.