Conveyor Drive Unit

Bill of materialsParts

Explode

Drag to box-select · wheel-button drag to rotate · scroll to zoom · right-drag to pan · click a part to select · right-click for hide / isolate

250 mm

Selected part

Users

Everyone the system knows about, with what they may see. Restricted users are names only — not linked to the app, so they can be put on a project team without being able to sign in. Anyone else signs in with Google using exactly the address listed. Customer and Sales get the parts list, prices and cart; Technician gets datasheets, drawings and their projects instead; Accountant gets the parts view plus the service page and its reports; Admin gets everything, including this list. Sales and accountants can open this list only to set colours.

Name	Email	Access	Colour

A person's colour is what their service calls take on the schedule and the map — tap the swatch to pick any colour, × for none. Admins, sales and accountants set it.

Alerts

Who is emailed when someone asks for time off, and who is copied on every blocker besides the people tagged on it. Only users with an email address are listed; the message goes from the mail app of the person raising it.

Time-off requests

…and everyone with access

Blockers

…and everyone with access

Time-off approvers

Approvers (and admins) get each time-off request in their Tasks list with Approve / Deny; a note can go with the decision and the person asking is emailed it.

How to use

	Mouse	Touchscreen
Moving the model
Rotate	Drag with the wheel button (the middle button).	Drag with one finger.
Zoom	Scroll the wheel.	Pinch with two fingers.
Pan	Drag with the right button, or hold Shift and drag.	Drag with two fingers.
Standard views	Click Iso, Front, Top or Right.	Tap Iso, Front, Top or Right.
Finding a part
Select	Click a part in the model, or its line in the list. Esc clears the selection.	Tap a part in the model, or its line in the list. Tap empty space to clear.
Select several	Ctrl-click (⌘ on a Mac) adds an item or takes it out, in the model or the list. Shift-click in the list selects every line in between.	Not available. Select one item at a time.
Box select	Drag with the left button. Left to right picks the parts wholly inside the box, right to left everything it touches. Hold Ctrl to add to what is already selected.	Not available — one finger rotates. Tap parts one at a time.
Open an assembly	Click the arrow beside its name. Clicking the name selects everything inside it.	Tap the arrow beside its name. Tapping the name selects everything inside it.
Collapse all	Right-click anywhere in the list and choose Collapse all to close every assembly under the top one.	Close each assembly with the arrow beside its name.
Search	Type part of a name or number in the box above the list. Lines that do not match fade out.
Seeing inside
Part menu	Right-click a part or a line in the list.	Touch and hold a part in the model.
Hide	Part menu, then Hide selected. Or click the eye beside a line; click it again to bring the part back.	Part menu, then Hide selected. Or tap the eye beside a line; tap it again to bring the part back.
Isolate	Part menu, then Isolate selected, shows the selection on its own. Exit isolation, at the top of the model, brings the rest back.
Show all	Appears at the top of the model whenever something is hidden, and un-hides it. It does not leave isolation.
X-ray	Fades every part except the selection, so you can see where it sits in the machine.
Explode	Drag the slider to spread the parts apart.
Edges	Turns the dark outlines on the parts on or off.
Documents
Datasheet and drawing	Select a part or an assembly, in the model or the list. Its datasheet and engineering drawing are listed on the right and open in a new tab.
Getting a quote
Add to cart	Select a part or an assembly, set the quantity on the right and click Add to cart. Or use the part menu.	Select a part or an assembly, set the quantity and tap Add to cart. Or use the part menu.
Cart	The button at the top right opens what you have added. Quantities can be changed there. Prices and lead times are estimates only.
Request a quote	At the bottom of the cart. Nothing is bought here — your list is sent for a confirmed price and lead time.
Layout
Resize the panels	Drag the inner edge of either side panel. Double-click the edge to put it back.	Drag the inner edge of either side panel. On a phone the panels stack instead.

Projects
What a project is	One build: the machines, conveyors, panels and other components being made for a customer, who is working on it, and how far along each piece is.
Open one	Tap it in the list on the left. Each card shows its status and how complete it is.
New, edit, delete	Admins: New project above the list; Edit and Delete at the top right of the project.
Team	Admins add people with Assign someone… (Everyone adds all users at once) and take them off with the ×. Technicians see only the projects they are on.
Machines & components
Add an item	Admins: + Add. Give it a name, a kind (machine, conveyor, panel, documentation or other component), the 3D model it matches if there is one, a serial and a quantity. A new item starts with the standard build stages in a chain.
Collapse	Tap the arrow beside an item's name to fold it down to its name and status. Collapse all / Expand all does every item.
Open in viewer	Switches the viewer to that item's model.
Copy stages	Copies an item's stage plan — names, paths and days. Paste stages then appears on every item, here and in other projects; pasting onto an item that already has stages asks whether to replace them or add after them.
Build stages
Status	Each stage is Planned, In progress, Blocked or Done; pick it from the dropdown on the row. The item's own status and progress follow from its stages. Technicians can change the status and nothing else.
Blocked	Choosing Blocked asks what is blocking the stage and who needs to know (people on the team). That is saved on the stage, posted as a note on the item, and your mail app opens with a summary addressed to the people you ticked. Pick any other status to unblock.
Order	The list is a tree read back from the goal: the final stage at the top, and under it, indented, the stages it waits for, and so on back to the start. A stage that feeds two later stages is listed once, under the one on the critical path.
Rename	Admins: the pencil beside the name. Enter saves, Esc cancels.
After…	Admins: tick the stages this one has to wait for. That defines the paths in the flow chart. Loops are refused.
Assign…	Tick the people doing the stage. All of the team ticks everyone on the project; ticking someone not yet on the team adds them to it.
Days and deadline	Admins: how long the stage takes (used for the critical path) and, in the date box, when it must be done by. A deadline that has passed on a stage not yet done shows in red.
Add or remove	Admins: type a name in Add a stage…; the × on a row removes it.
Stage flow
The chart	Stages run left to right; arrows are the After… paths. Fill colour is the stage's status.
Critical path	The green chain is the longest run of days from first stage to last — the one that sets the finish date. The total is above the chart.
Parts and notes
Parts	An item linked to a model gets its parts list with Need and Have columns; the shortage is summed. Add extra lines by hand for anything else.
Notes	Anyone on the project posts a dated note (Ctrl+Enter sends). Notes are never edited; admins can remove one.

Build stage
Planned	Not started. In Tasks it carries Available when every stage it comes after is done, so it can be started, or Unavailable when one is not — that stage is named under it.
In progress	Being worked on. Yellow in the list, the flow chart and Tasks.
Blocked	Stuck, set on purpose by a person with a reason and the people who need to know. Bright red everywhere; the reason shows beside the stage and in Tasks, and is posted as a note. Choosing any other status clears it.
Done	Finished. A green tick in the list and the chart; not shown in Tasks.
Who sets it	Admins and the technicians on the project, from the dropdown on the stage row. Technicians can change nothing else about a stage.
Machine, conveyor, panel, documentation or component
Follows its stages	Not set by hand. Done when every stage is done; otherwise Blocked if any stage is blocked; otherwise In progress if any stage has started; otherwise Planned.
Progress bar	The average over its stages, counting Done as 1, In progress and Blocked as ½, Planned as 0.
Project
Active	Being built. The usual state; projects are listed Active first.
On hold	Paused — nothing is expected to move. Set by an admin under Edit.
Complete	Delivered and closed. Set by an admin; complete projects drop to the bottom of the list.
Percent complete	The average of its items' progress.
In the flow chart
Fill colour	The stage's status: white Planned, yellow In progress, red Blocked, green Done. A planned stage that cannot start yet is greyed into the background and reads Unavailable.
Green border and arrows	The critical path — the longest chain of days from first stage to last, which sets the finish date. Not a status.
Red date	A deadline that has passed on a stage that is not done.

Signing in
Sign in	With your Google work account. Only people on the Users list get in; what you see depends on your access level — Customer and Sales see parts and prices, Technicians see documents and projects, Admins see everything.
Sign out	Sign out at the top right. On a shared tablet, sign out when you are done.
The top bar
Machine	The selector at the left switches the model in the viewer.
Customer / Technician	Admins can look at the viewer either way.
CAD / USD	Shows prices in either currency. The rate is a house rate, not live.
My tasks / Tasks	Every stage you are assigned to that is not yet done, grouped by project and item, with its deadline. A planned stage shows Available under it when you can start it, or Unavailable with the stage it is waiting on named under its name. View jumps to it. The number on the button is how many of yours are not done. For admins the button reads Tasks and a Tasks for selector at the top shows anyone's list; it opens on your own each time.
Service	For admins, sales, technicians and accountants. Schedule: a calendar of service calls and project deadlines (or a map with a pin per call, in the assigned technician's colour, and the PPA mark at HQ), the upcoming calls, and the completed ones with their reports. Customers: each company, its locations, and at each location the contacts (with a title) and the machines by model and serial / VIN. Admins and sales add and edit; a call's assigned technician opens it and presses Mark completed, which asks for the service report (work performed, parts, findings, hours, follow-up, sign-off) and stamps the completion with the server's time. View report lays it out for reading and Print / Save as PDF. Calls assigned to you appear in your Tasks; a report that asks for follow-up puts a Service to schedule task in front of admins and sales.
Accounting	For admins and accountants. Work orders — what is billed to a customer: number, customer, location and machine, the work, lines (description, quantity, unit price), tax and total, status from Open to Paid; a completed service call's report has a Work order button that starts one from its hours and parts. Purchase orders — what is bought from a vendor: number, vendor and their reference, project, expected date, ship-to, lines, status from Draft to Received. Both print on the PPA sheet. Customers is the same database as on the Service page.
Viewer / Projects / your name	The three pages. The button with your name is your own page: who you are signed in as, clock in and out with a running timer, hours worked today, this week and this month, time off, a calendar with your deadlines, time off and each day's hours, and your task list. The app remembers which page you were on and reopens there.
Admins: other people's pages	A Viewing dropdown at the top of your page shows anyone's hours, time off, calendar and tasks. Tap a day on the calendar to add, change or remove that person's shifts (yours included) — each change is marked as edited by you.
Time off	On your page: Request time off, tap the first and last day on the calendar, give a reason, send. The request is recorded as Pending and your mail app opens with it addressed to the people set under Users → Alerts. Admins see requests to review on their own page and approve or deny them; approved and pending days show on your calendar. A pending request can be withdrawn with the ×.
Alerts (admins)	At the bottom of Users: tick who is emailed about time-off requests and who is copied on every blocker — named people, everyone with a given access level, and/or the project's manager(s) (each project's managers are set under Edit on the project). Time-off approvers get each request in their Tasks list with Approve / Deny, may add a note, and the person asking is emailed the outcome.
Account badge	The round badge with your initials at the far right opens a small menu with who you are signed in as and Sign out.
Users	Admins: everyone the app knows — name, email and access level. Restricted means a name only, for putting a contractor on a team without a sign-in.
Reload	The circular arrow fetches the latest version of the app and comes back to the page you were on.
Light / dark	The sun or moon button switches the theme.