Can the Shop Floor Insight interface be simplified for specific user types, and who controls those configuration changes?
Yes, the Shop Floor Insight interface can be significantly tailored to match the needs of different user types. The system uses Client Configuration records to control what each scanning station or user profile displays. These configurations can restrict which columns appear in the dispatch list, which panels are visible, and which functions are available in the interface. The result is that an operator at a welding station can see a lean, task-focused screen, while a quality inspector or supervisor sees a richer set of options appropriate to their role.
How Client Configuration Cards Work
Shop Floor Insight uses a Client Configuration Card system where each scanning station, roaming user, or role type can be assigned its own configuration. The system determines which configuration applies based on the IP address of the scanning station or a setting on the individual Shop Floor Employee record. A ranking order determines which configuration takes precedence when multiple configurations could apply. This architecture means that one station can show a minimal interface with a filtered dispatch list while another shows the full set of capabilities, all without any custom development.
What Can Be Controlled Per Configuration
Through the Client Configuration Card in Microsoft Dynamics 365 Business Central, administrators can control a range of interface behaviors. Columns displayed in the dispatch list can be added or removed. Filters can be set so that the station only shows production orders scheduled for nearby work centers. Time entry behavior, output recording options, consumption entry, and quality inspection prompts can each be enabled or disabled depending on what is appropriate for that station or user type. Color coding for open time card lines is also configurable at this level.
Who Can Make These Changes
All Client Configuration changes are made in Business Central by users with appropriate Business Central permissions and the relevant Shop Floor Insight setup permissions. No changes to the shop floor terminals themselves are required. When a configuration is updated in Business Central, the shop floor client picks up the changes after a browser refresh at the scanning station.
Relevant Tools
Shop Floor Insight is the MES solution from Insight Works for Dynamics 365 Business Central. Its Client Configuration Card system allows administrators to define distinct interface profiles for different stations, roles, or individual employees, controlling exactly what each operator sees and can do from the shop floor client.
The Shop Floor Insight interface can be simplified for specific users by configuring Client Configuration Cards in Business Central. These changes are made by administrators with appropriate Business Central permissions, require no terminal-side configuration, and take effect after a browser refresh at the scanning station.