How to configure the Sequencer

Described below are the main configurations to set up.

Resource configuration

Kanban cards are sequenced within a resource. Resources have to be present in the partners Master Data.
Procedure:

1. Get in Masters > Partners > Add new partner.
2. Fill in the partner master data as shown in the guide Create and update a partner.
3. In the Sequencer section, choose Yes in Enable the partner Sequencer.
4. In the new option Automatically insert assigned card into sequence, choose:
   • When card is set "Released": to sequence a kanban card within a resource when the card is set Released.
   • When card is set "In Process": to sequence a kanban card within a resource when the card is set In Process.
5. In the new field Frozen area, indicate (if needed) the number of kanban cards that should be frozen in the sequence of the resource. If a kanban card is then moved inside the frozen area, KanbanBOX will prompt the user with a pop-up window asking for a reason, which will then be saved in the kanban card's comments.
6. Click on Save to create the new resource.

Loop configuration

To sequence kanban cards that belong to a loop within a specific resource, the resource has to be assigned to the kanban loop.
Procedure:

1. Create a new kanban loop from Kanbans > New kanban or modify an existing loop from Kanbans > Active Kanban loops, clicking on Edit kanban loop.
2. In the General information section, insert the Default Resource:
   • If the resource has already been created and saved in the master data, click on the drop down menù or in the hand-lens icon Search and select the resource to associate to the kanban loop.
   • If the resource is not present in the master data, click on Add supplier, and fill the box with required data about the new partner. Once completed click on Save.
3. Click on Apply now to confirm the allocation of the resource to the kanban loop.

Every time a synchro card or kanban card that belongs to the loop is release, it is sequenced within the set resource.

If the resource is entered in a already existing loop, when the loop is updated all the current released cards not already sequenced are added in the set resource.

Customization of the sequence aspect

The sequence aspect can be personalized. Especially, it is possible to define:

• Which field to visualize in the sequencer
• In which order visualize to fields
• The width of displayed fields
• The format of visualized dates

Procedure:

1. Get in Settings > Company settings.
2. In the Heijunka section, in Sequencer views configuration, click on Edit.

3. Fill in the following fields:

   Field	Description
   Width in px	Total width, in pixels, of the window dedicated to each resource in the sequencer page. Example: 1015px
   Production capacity unit of measurement	Unit of measurement for the calculation of the production capacity (s: seconds, m: minutes or h: hours)
   Maximum visible cards	Number of kanban cards highlighted for each sequence, maintaining a transparent view of the other cards present in the sequence, to have an overview of the total sequence of cards. Inserting "0" are visualized all the kanban cards of the sequence.
   Maximum visible processing time in hours	Total processing time to visualize in each sequence, that correspond to a number of highlighted kanban cards, maintaining a transparent view of the other cards present in the sequence, to have an overview of the total sequence of cards. Inserting "0" are visualized all the kanban cards of the sequence.
   Type of highlighting on move	single: the icon , present on kanban cards that have other cards with the same part number but not grouped, is shown on individual cards and not on groups of cards; group: the icon , present on kanban cards that have other cards with the same part number but not grouped, is shown both on individual cards and on group of cards.

4. In the Columns section, define the columns to visualize, based on the Value type to select from the drop down menu at the top right:

   • Generic value

     • Available values:

       Field	Description
       ord	Progressive number that identifies the kanban card position
       cust_color	Color assigned to the customer in the master data
       supp_color	Color assigned to the customer in the master data
       location_at_supplier	Loop location at supplier
       loop_custom_field_1	Loop custom field 1
       loop_custom_field_2	Loop custom field 2
       loop_custom_field_3	Loop custom field 3
       loop_grouping	Grouping inserted in the loop
       policy	Loop management policy
       thumb	Part number image
       part_number_group	Supplier name, part number and part number description
       part_number	Part number code
       part_description	Part number description
       part_custom_field_1	Part custom field 1
       part_custom_field_2	Part custom field 2
       part_custom_field_3	Part custom field 3
       part_custom_field_4	Part custom field 4
       bin_code	Bin code
       bin_name	Bin name
       bin_description	Bin description
       bin_info_group	Bin code, name and description
       drawing_file	Part number technical drawing
       number_of_kb	Total number of kanban cards of the loop to which the card belong
       ekanban_string	Kanban card ID
       card_reference	Card reference
       card_field_1_text	Card custom field
       picking_location	Card picking location
       order_number_for_supplier	Order number for the supplier
       order_number_for_customer	Order number for the customer
       order_number_for_supplier_and_customer	Order number for the supplier and order number for the customer
       quantity	Kanban card quantity
       status	Kanban card status
       multiprocess
       change_priority_flag	Button to set the kanban card as urgent
       change_out_of_stock_flag	Button to set the kanban card as out of stock
       cust_name	Customer name
       cust_code	Customer code
       cust_name_and_code	Customer name and code
       note	Kanban card notes
       print_card_button	Button to print the card
       card_details_button	Button to visualize the card popup

     • Width in px: insert the width of the column in pixels (ex.: 15px).

     • Custom label: name of the field to be shown in the sequencer page. Optional

   • Date value

     • Available values:

       Field	Description
       release_date	Kanban card release date
       required_date	Kanban card required date. If overdue, it is highlighted in red
       confirmed_date	Kanban card confirmed date. If overdue, it is highlighted in red

     • Date format (PHP Convention): insert the format for the date visualization, following the PHP convention. Example: "m/d/Y"

     • Width in px: insert the width of the column in pixels (ex.: 15px).

   • Flags

     • Tick the block card ( blocked), priority ( priority) and/or ot of stock ( out_of_stock) flag to have the related icons visible in the sequencer.

     • Width in px: insert the width of the column in pixels (ex.: 15px).

   • Time value

     • Available values:

       Field	Description
       processing_time	Processing time for the kanban card
       cumulative_processing_time	Resource cumulative processing time

     • Production capacity unit of measurement: Unit of measurement for the calculation of the production capacity (s: seconds, m: minutes or h: hours)

     • Width in px: insert the width of the column in pixels (ex.: 15px).

   • Traffic Lights

     • Available values: card_field_1_text (card custom field)

       Traffic light	card_field_1_text
       	1
       	2
       	3

     • Width in px: insert the width of the column in pixels (ex.: 15px).

5. To change the column order, click on Move up or Move down.

6. To delete a column, click on Delete column.

Configuration of the refresh frequency

It is possible to define the refresh frequency for sequences in the sequencer page. Procedure:

1. Get in Settings > Company settings.
2. In the Heijunka section, fill in the Refresh interval for sequences page. The default value is 30 seconds. To disable the automatic refresh, insert 0 seconds.

Configuration of sequencer groups

A Group is a set of resources. In the sequencer page it is possible to filter by:

• specific resources;
• a group of resources, to have a complete vision of the progress within the group.

Procedure to configurate groups:

1. Get in Settings > Company settings.
2. In the Heijunka section, in Sequencer groups configuration, click on Edit.
3. Click on Group to create a new group.
   • Insert the Name of the group.
   • In the Sequences in the Group section,
     • under "Identifier", select from the drop down menu the first resource that belongs to the group;
     • under "Show", select "open" to expand or "collapsed" to collapse the view of the sequence for that resource, when filtering by the group.
   • Click on Sequence to add other resources to the group.
     To delete a sequence from a group, click on Delete sequence.
4. Click on Group to create other groups.
   To delete a group, click on Delete group.
5. Click on Confirm to save.

User permissions setting

It is possible to define if Prod users have the possibility or not to modify the sequence of kanban cards assigned to resources.
Procedure:

1. Get in Settings > Company settings.
2. In the Heijunka section, in Sequencer user permissions, click on Edit. Select:
   • false: to not allow Prod users to modify the sequence;
   • true: to enable Prod users to modify the sequence. The default value is false.