Factory Ideas Board

Anonymous

Job-level Quality Control Tab with Custom Templates, Evidence, and Reporting
Problem We run formal QC on every job in a fabrication workshop. Today QC lives outside Factory, which creates gaps in traceability, slows handovers, and makes it hard to prove conformance to clients. We need QC to live inside each job so the floor team can execute checks easily, and the office can see a complete audit trail with evidence. Current Limitation Factory jobs do not provide a native, job-level QC area with custom checklists, comments, photos, pass or fail outcomes, revision loops, and exportable client reports. Proposed Solution Add a Quality Control tab in every job, visible in the job’s side panel and accessible to the floor team and office staff according to permissions. 1) Templates and configurability Each company can create and manage QC templates. Templates are simple to set up and can be modified as required. Support multiple templates for different job types, for example fabrication, installation, coatings. Jobs can auto-load a template based on job type, with the option to manually select a different template. 2) In-job execution Show all QC items with checkboxes for compliance, a comment field per item, and multiple photo uploads per item and per job. Allow the floor team to complete QC on mobile and desktop, including quick photo capture and upload. Record who checked what and when, including timestamps and user names. 3) Pass or fail workflow with rework loop QC is mandatory before a job can be marked complete. If QC fails, the failed items are listed back to the worker as a to-fix checklist. The worker marks fixes done, then QC is re-run and recorded. Keep a history of attempts, failed items, fixes, dates, and users for lessons learned. 4) Evidence and audit trail Store all comments, photos, and results in the QC tab for that job. Maintain an audit trail of changes and approvals. Optional digital sign-off for the QC checker and a supervisor. 5) Reporting and exports Export a QC report as PDF that includes company logo, job number, client details, QC items with pass or fail results, comments, and photos. Bulk report generation for selected jobs once they are completed, to support internal lessons learned meetings. Store generated reports on the job and make them available to download or email. 6) Permissions and notifications Role-based access so the floor team can complete QC and the office can review and export. Optional notifications, for example notify assigned worker when items fail and require rework, notify the office when QC passes. Benefits QC becomes part of the job record, improving traceability and compliance. Faster handovers from floor to office, with clear evidence for clients. Fewer errors and repeats, since failed items turn into an actionable checklist and a recorded lessons-learned trail. Reduced admin time with automated PDF exports and bulk report creation. Must-haves Job-level QC tab with templates, checkboxes, comments, and multiple photos. Mandatory QC gate before job completion. Pass or fail with rework loop and full history. PDF export with logo, job number, client details, items, comments, and photos. Bulk report generation for selected completed jobs. Nice-to-haves Mobile optimised capture and offline queue with later sync. Digital signatures for checker and supervisor. Template versioning with “effective from” dates. Simple insights view inside the QC tab that shows common fail items for that job type over time. Notes Keep the template builder simple by default, add advanced controls later if needed, such as drop-downs and conditional logic. Allow auto-load by job type with manual override. Keep QC in a separate tab so companies can choose how and when to use it.
3
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under review

Customisable Printable Job Reports / Work Order Templates
Background Our steel workshop environment is harsh on electronics. Sparks, sharp edges, and heavy steel make it risky for staff to carry phones or tablets, and small screens make it difficult to read all the job details. While Factory is highly information-rich and the team appreciates having everything centralised, they need a way to work effectively without relying on fragile devices on the floor. Proposed Solution Add a feature to generate a customisable, printable PDF work order report from Factory. The PDF will include only the information the user selects, and users will be able to save these selections as reusable templates. This feature will be accessible only to Management (Admins and Power Users), not to floor staff. Core Functionality Selective Information Printing Before printing, the user chooses what information to include: Order Details – NMI job number, client details, delivery/installation address (each can be included or excluded). Collaborate Content – Select which labels/folders appear, displayed exactly as they are in Factory. Checklists – Select which checklists to include. These will display tick boxes for manual completion, showing what is already ticked in Factory. Drawings – Embed shop drawings, installation drawings, and optionally concept drawings directly in the PDF. Material Information – List all ordered items, with received items ticked off. Show ordered quantities, received quantities, and remaining quantities. Scope & Important Notes – Option to include/exclude. Single File Output All selected information is compiled into one PDF file. Drawings included in the file. A3-sized pages for drawings to maintain clarity. The rest of the report formatted for easy A4 printing. Template Saving Once a selection is made, the user can save it as a template. Templates can be job-type specific (e.g., fabrication only, full install, automation jobs). Templates can be reused with one click for similar jobs. Admins and Power Users can create and share templates. Bulk Printing Ability to generate work orders for multiple jobs at once using a selected template. Each job’s drawings should still print in A3 format. All PDFs generated can be combined into one bulk download or provided as separate files. Digital Access Managers should have the option to view the same PDF digitally within Factory without printing, for quick reference. Privacy Control An option to hide sensitive information (e.g., client details) by default unless manually enabled in the template settings. Branding & Marketing Advantage Reports can feature the company’s logo prominently, with Factory’s logo also displayed in a less prominent position. This provides Factory with passive marketing, as printed reports will be seen by clients and subcontractors on-site. When others see how organised and professional these reports are, it can encourage them to sign up with Factory. Benefits Reduces reliance on fragile electronics in a harsh workshop environment. Ensures only relevant information is given for each specific job type. Saves setup time by allowing quick template reuse. Keeps work organised, reducing mistakes and improving productivity. Supports both paper-based and digital workflows. Protects sensitive job information by restricting access to Management. Gives Factory a subtle but effective marketing presence through on-site exposure.
5
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under review

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