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Use the Production board

Open a station and its order details, narrow Pipeline View with a filter, and use the separate spool search in Table View.

how toProduction PlannerShop-Floor Operator
Last reviewed 2026-09-15·3 min read

Before you start

You need access to Production. The examples include orders for Summit Precision Springs. Your company’s stage names and number of stages may differ.

Open a station and its orders

  1. Open the production page

    Open Production in the top navigation and select View Statuses. The page heading is Production Process. Select Pipeline View, below the summary cards beside Table View, to see order cards grouped by stage. Start with the board unfiltered so you can explore all stations.

  2. Open a station’s order list

    Select a station name, such as Wire Drawing, at the top of its column. A sidebar opens on the right showing the orders currently at that station, with their account, status and progress. Scroll within the sidebar to see more orders.

    Unfiltered Production board with the Wire Drawing sidebar open, listing seven orders at that station
    Click a station heading to open its order list. Select a card in this sidebar to see that order’s details.
  3. Open an order’s details

    Select an order card in the station sidebar. The order details panel opens with its account, specifications and stage progress. Confirm the order number and account. To open the complete order page and its work instructions, select View Full Record at the bottom of the order details panel.

Narrow the board with a filter

Return to Production → View Statuses if you opened the full order record, or close the open panels to return to the board.

  1. Apply a filter

    Select Filters above the stage columns, then Add filter in the expanded panel. Choose a field, a condition and a value. For the example shown, choose Account, select Contains, and enter Summit.

    In the example below, the stage columns show two matching Summit Precision Springs orders. Read the cards and stage counts to see the filtered results; the summary cards above the board are not a count of this filtered result set.

    Production Pipeline View filtered to accounts containing Summit, showing two orders at Ready for Production
    An Account filter narrows the order cards shown in Pipeline View.
  2. Open the order you need

    Select an order card to open its summary. Confirm the order number and account, then select View Full Record for the order detail page and its work instructions.

    You can also open a station’s sidebar from the filtered board. Its Search order, account, part… field, at the top of the sidebar, helps locate an order in the list.

Select Table View to see spool records with their linked order and account, stage and status. Enter an order number or account name in Search spools, orders, accounts....

In the table example below, searching for Summit returned two rows: order 100368 at Ready for Production and order 100367 in progress at Wire Drawing.

Production Table View searched for Summit, showing orders 100368 and 100367 with different stages and statuses
Use the table’s own search box to find matching spool records.

Expected result

You can locate the required order, identify its displayed production stage and open its full record. To interpret Step 2 of 4 and the percentage bar, see Read an order’s production progress in Related reading.

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