Mobile settings, slotting and screen overrides
Mobile settings, slotting and screen overrides
Company settings, directed work setup and slotting, recording the walk, screen overrides, engineered standards, and the Plex data sources the app uses.
All of these are under DataMagik Mobile in the website's top menu and need DataMagik Mobile - Mobile Admin Settings.
Settings
DataMagik Mobile → Settings. These apply to the whole company. A phone picks up a change the next time the app is opened or brought back to the front, or the company is switched.
| Setting | What it does | Default |
|---|---|---|
| Ask for a driver signature on proof of shipment | A truck is not done until the driver signs on the phone. | Off |
| Dock door portals load containers on the door's pick list | On the RFID dock door check, containers on a door shipper's pick list are loaded for you, with a shared 10-second Undo. See RFID. | Off |
| Who sees labor metrics | People see their own numbers, Supervisors see their team, or Site level only, which hides personal and team numbers from everyone. | Own and team shown |
| Assistant | The company assistant the phone's Assistant talks to. People can pick another assistant they are allowed to use. | None |
| Run: push or pull per zone | In a Push zone the Run shows only work assigned to the person. In a Pull zone people take work from the pool. Zones come from slotting. | Pull |
Parcel and LTL on the phone turn on by themselves once your company has the Shipping license and an active carrier account in Shipping.
Directed work setup
DataMagik Mobile → Directed work setup. Put-away and the Run need to know where things go. This page builds that from what Plex already knows. Choose the Site, then work through the steps. Ready to go live? shows how many of the 6 steps are done.
- Import locations from Plex. Every active Plex location comes in with its building, type and group. The zone starts as the location's Plex picking zone where there is one, otherwise its location group. Leave Buildings (optional) blank for all, or list some. Press Import from Plex. If the result says Plex answered at most 1000 locations, import building by building to get them all. Re-importing keeps what you changed here.
- What each location type is. For each Plex location type, choose Storage, Staging, Line side, P&D point or Not used, and how many containers it holds (0 means no limit). Press Save location types.
- Zones. Check the zones. Rename or split one in Slotting.
- Walk order. Worked out from the location names. Correct it by recording a walk on a handheld (below).
- Where parts live. Press Import part homes from Plex to make part-to-zone rules from the home locations set in Plex, or from where each part sits today. Rules you wrote yourself are kept.
- Try it. Enter a Container serial and press Where would it go? to see the slot put-away would choose, and why.
A site is ready when it has at least one storage and one staging location, every active location has a zone, and there is at least one part rule.
Record a walk
On a handheld, open Me → Record a walk, choose the Site, tap Start, and scan location labels in the order you walk past them. Remove last undoes a mis-scan. Tap Save walk order; a walk needs at least two of the site's locations. The Run and put-away follow this order, and locations you did not walk follow the automatic order after them. Saving a walk replaces walk order numbers typed in Slotting. If saving fails, the walk is kept on the device to try again.
Slotting
DataMagik Mobile → Slotting is the detailed table behind directed work setup.
- Slots: each location's Zone, Walk order, Capacity (0 means no limit), Kind (storage, P&D, line side or staging), P&D node and Active. Paste from a spreadsheet adds many at once: one per line, location, zone, walk order, capacity, kind.
- Part-to-zone rules: a part, or a prefix ending in * such as 2020-*, and the zone it belongs in. When two rules match, the one with the lower Priority number is tried first, and an exact part beats a prefix. Without rules, put-away suggests any storage slot, preferring where the part already sits.
Press Save slots and rules. Saving replaces the site's whole list.
Screen overrides
DataMagik Mobile → Screen overrides. Open one of your own DataMagik apps in place of a standard phone screen, for the people and things you choose. The app owns the rest of the flow; when the person closes it they are back where they started.
Screens that can be overridden: the shipper pick list, scan load, packaging, truck close, parcel and LTL, move, hold, split, location count, put-away, the materials queue, maintenance request and check fill.
- Press New override.
- Choose the Screen, give it a Name, and choose the App to open.
- Set the Priority (lower is checked first) and tick On.
- Write the Rule (JSON), or leave it blank for everyone. Rules can look at who (who.user_id, who.roles, who.site_id) and what is on the screen (what.customer, what.part, what.shipper, what.serial, what.location), with eq, ne, in, contains, exists or regex, grouped with all, any or none. For example:
{"field": "what.customer", "op": "eq", "value": "ACME"}. - Optionally give a Deciding script id that the app declares, and its Fail mode: if the script cannot answer, open the phone's own screen or open the app.
- Optionally add Params for the app (JSON object). The app receives what is on the screen, then these params.
- Press Save.
Use the Test card to ask which app a phone would open for a screen and what is on it. An override only opens apps the person is allowed to open. If the phone cannot get an answer within 4 seconds, it opens its own screen. A phone already in use can take a few minutes to see a change; closing and reopening the app picks it up.
Supervisor metrics and engineered standards
DataMagik Mobile → Supervisor metrics shows, for a Site and Period, each kind of task with its count, median and standard, and each person's tasks, active minutes, tasks per hour and performance. It is open to supervisor board holders as well as Mobile Admins.
Under Engineered standards, Mobile Admins set the seconds per task for a kind at this site. It overrides the learned standard. Enter 0 or leave it blank to go back to the learned one, then press Save standards.
Plex data sources the app uses
Data Source Enablement checks these for you; this list is for reference when talking to Plex support.
| Feature | Plex data sources |
|---|---|
| Container look-up | 6455 Container_Get1 |
| Move | 17218 Container_Move_Simple |
| Where-is by part | 8566 Containers_By_Part_Get |
| Location contents | 14778 Inventory_Location_Containers_Get |
| Hold, release and scrap | 987 Container_Status_Picker_Get, 4964 Container_Update_Status, 2357 Container_Retire |
| Split | 14036 Container_Split_RF |
| Merge | 6149 Containers_Merge |
| Load and unload a workcenter | 23021 Container_Load_To_Workcenter_RF, 11597 Workcenter_Source_Inventory_Delete |
| Master units | 20522 Logistics_Master_Unit_Build, 11221 Master_Unit_Build, 11083 Master_Unit_Remove, 5737 Master_Units_Picker_Get, 11190 Master_Unit_Containers_Get_By_Key |
| Reprint a label | 230486 Container_Label_Print |
| Shippers due | 22379 Visual_Shipping_Status_Get |
| Find a shipper by number | 20168 Shipper_Key_Get |
| Shipper detail | 2068 Shipper_Form_Get, 22015 Shipper_Lines_Get3 |
| Shipper containers | 12023 Shipper_Containers_Get, 17126 Shipper_Details_Get |
| Pick list | 10983 Super_Staging_Pick_List_Get |
| Trucks | 1154 Trucks_Picker_Get |
| Load | 8512 Load_Container, 230933 Shipper_From_Container_Get |
| Load a master unit | 233698 Load_Shipper_Master_Unit_RF |
| Truck update and close | 8740 Truck_Get, 8733 Truck_Update |
| Ship | 19449 Shipper_By_Ship_From_Container_List_Load |
| Undo a load (until granted, loads wait 10 s before they are sent) | 231015 Containers_Unload or 9352 Shipper_Ship_Unload |
| Maintenance request | 802, 1006 Priorities_List_Get, 10854 Work_Request_Statuses_Get, 12560 New_Work_Request_No_Get, 12555 Work_Request_Add |
| Tools due | 19806 Tool_Inventory_Maintenance_By_Days_Get |
| Tool look-up | 15651 Tool_Inventory_Get_Serial_No |
| Parcel tracking | 20945 Shipper_Freight_Update, 47193 Integrated_Shipping_Tracking_No_Add |
| Parcel void | 47236 Integrated_Shipping_Tracking_No_Delete |
Directed work setup also reads 6533 Location_Grid_Get and 20070 Part_Location_Inventory_Get when the site has no ODBC credential.