Using Kypeco as a System Admin: Your Introductory Onboarding

Reading Time: 15 Minutes with Hand-on Practice

Here for the first time? Welcome aboard! This introductory brief will show System Admins how to set up Kypeco for streamlined operations and an optimal user experience.

A System Admin plays a vital role, bridging the gap between an organization's manufacturing ecosystem and Kypeco as a service.

This guide will help you configure Kypeco's Intelligent Integration seamlessly. Once complete, the Site and Lines will be all set for an innovative digital transformation journey!

Application Configuration: 10 Steps User Set-up

Setting up your organization's account will help the application tailor your user experience. As explained below, you will find the 10 steps to configure alongside this guide categorized as mandatory and optional.

Note: We've made the process even more convenient by adding short instructional videos to walk you through each step- Just click on the headers to watch the video tutorials, and come back to this page once you complete a step.

Ready? Let's get started!

Mandatory Steps:

The steps mentioned below are essential to use Kypeco's application. Please complete each of them in the given order.

Step 1: Establish Site and Line Details

Configuring the organization's Site details will help Kypeco personalize the navigation and analytics.

Here's how:
Click on Add Site at the bottom of the right-side panel and fill the form. Enter the data and click Save to establish a Site on Kypeco.
Next, Click on Add Line to this Site and enter the necessary details.
When this step is complete, users will be able to switch between Sites and Lines.

Step 2: Add Manufacturing Failure Reason Codes

Next, we're going to create performance, availability, and quality failure Reason Codes. These will help shift managers add Reason Codes for rejected (waste) yield, downtime, and poor performance.

Here's how:
Click on Performance Reason Code to add the Top Level, Levels 1 and 2 Reason Codes.
Once done, repeat the same with Availability and Quality Reason Codes.

Step 3: Define the Production Targets and Timeline

Every Line has its own targets and production timeline, which is what you'll be setting up in this step.

Here's how:
Select a Line and add a new target with information such as the targeted number of units, date range, and hit Save.

Step 4: Create Issue Types for Streamlined Reporting

Make problem reporting and issue tracking a breeze for the organization's staff by establishing all the Issue Types your Site(s) and Line(s) can come across.

Here's how:
Fill the fields with an Issue Type, assign a color to your Site for easy recognition. Next, assign a priority level(s) and personnel accountable for the Issue resolution. Click Save to record the Issue Type; simple as!
Repeat the steps to add as many Issue Types as necessary.

Note: If you don't want to configure the recommended optional steps at this time, click on skip to the end.

Recommended Steps:

These are optional to the onboarding set-up; Kypeco will function as designed in its default, even though you don't visit these settings. However, we highly recommend you to complete them (in any order) to have the most personalized user experience.

You can revisit these settings anytime once the initial set-up is complete.

Step 4: Add Custom Properties for Lines On-site

Are there Line fields you want to include on the application? Add shift-specific data suitable for your production ecosystem.

Here's how:
Click on Add New Field and enter a field value.
Next, select a type between text, decimal, and Boolean to define the value.
Click Save to record the data and add another field.

Step 5: Establish Your Organization's Naming Conventions

Based on your organization's niche and location, a Site's naming conventions and metrics can differ from our default.

Here's how:
Change the fields as per your manufacturing activities and industrial practices.
Click Save to implement the changes application-wide.

Step 6: Adjust the Site's Performance Metrics for Accurate Progress Tracking

You can also fine-tune the performance gauge of your Line(s) as per the manufacturing organization's standards.

Here's how:
Set the Performance, Availability, and Quality metrics in the range of low, average, and good.
You can either add new metrics for each Line or copy them from another Line.
Click Save and you're good to go!

Step 7: Configure The Site's Branding and Account Information

Make the Site recognizable by giving it unique branding.

Here's how:
Add details like an icon, site primary color, email address, and footer text.
Click Save to personalize your Site's identity.

Step 9: Add Custom Metrics and Properties for Jobs on the Lines

Does your organization have unique values for Jobs that need mentioning? Then you need to add shift-specific data customized as per your manufacturing environment.
It also eliminates the challenges faced while integrating an external ERP system or importing a CSV, which might have different fields. This will help you align Kypeco's work-order name conventions with your organization's.

Here's how:
Configure the terminologies used for Jobs on-site by adding System Required, Predefined, and User-defined fields.

Step 10: Add All SKUs Used in Your Organization's Production

Enter work-order SKU details to be saved on your organization's Kypeco database.

Here's how:
Define the SKUs used by your organization and provide information like their rate per minute, multiplier, manufacturing cost, and more.
Click Save to record an SKU and add the next SKU data on the blank form.

Done and dusted; Hooray, you're all set!

Getting used to Kypeco is simple because it aligns with how you work in manufacturing. We aspire to help you work smarter and improve productivity effortlessly.

Each step is explained briefly, but if you're interested to learn more about these features, you can click on the links provided to access their articles from our Help Center.

If there are any questions or queries regarding this document, feel free to reach out to us!


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