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Documents module

The right instruction, at the right place

Work instructions, drawings, and certificates where the work happens: at a machine, a station, a line, a warehouse, or a lab, in the version that applies to the job in front of the person doing it.

What changes

Current
One approved version, everywhere
Paperless
Binders off the shopfloor
Traceable
Who read what, and when

Documentation on the floor goes stale quietly

Instructions live in binders by the machine or workstation, in a shared drive nobody trusts, and in the head of whoever set the job up last time. When a drawing is revised, the old print stays on the floor until someone notices. Tying documents to the machine and the order means the operator opens what applies right now, and the revision reaches the floor the moment it is approved.

Documentation that follows the work

Instructions at the machine or workstation

Open the setup sheet, drawing, or work instruction from the panel at the machine or workstation, filtered to the order being run.

Versions that cannot drift

One current version, one history. Approve a revision and the floor has it immediately, no printed copy outliving it.

Find it by machine, workstation, or order

Documents are linked to machines or workstations, items, and orders, so finding the right one does not depend on knowing a folder structure.

Read and understood

Ask for confirmation on the documents that need it, and see who acknowledged which version and when.

Audit-ready by default

Certificates, calibration records, and signed-off instructions sit with the production data they belong to, ready when an auditor asks.

Panel, tablet, or phone

The same document set on the operator panel, on a tablet at the line, and on a phone in maintenance.

How it works

  1. 01

    Upload

    Bring in instructions, drawings, and certificates, and link them to the machines or workstations, items, and orders they apply to.

  2. 02

    Publish

    Approve a version and it becomes the one the floor sees. Earlier versions stay in the history, not on the machine or workstation.

  3. 03

    Confirm

    Operators open what applies to the job and acknowledge the documents that require it, logged with the production record.

Product view

Documents next to the data they describe

The instruction for a job, the stops registered on it, and the quality checks that followed all sit on the same order, so a question about what happened has one place to go.

Documents- OptiPeople Demo
Order 45-1182CNC Drilling · SetupUp to date
DocumentRevisionApplies toStatusUpdated
Setup sheetRev 4CNC DrillingCurrent12 Jun
Drawing 88-204Rev 12Order 45-1182Current24 Jun
Material certificateBatch 7741Steel S355Signed24 Jun
Cleaning instructionRev 2CNC DrillingRead3 Jun
Drawing 88-204Rev 11Order 45-1182Replaced2 May
Calibration recordGauge 12CNC DrillingSigned18 Jun
Safety data sheetRev 3Coolant C-40Current9 Apr
Tool listRev 8CNC DrillingCurrent11 Jun

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