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Onboard Checklist

The Onboard Checklist is a guided setup process that ensures all mandatory base configurations are completed before users begin working within the MES application.

The checklist helps administrators verify that the selected location is fully configured and ready for operational use.

Overview​

When the Onboard Checklist Appears

The checklist is automatically displayed during the initial setup process.

Process​

  1. User logs into MES.
  2. User selects a Location or Plant.
  3. The MES Application loads.
  4. System verifies configuration status.
  5. If setup is incomplete, the Onboard Checklist is displayed.

Purpose of the Onboard Checklist

The checklist ensures that all required master data and system configurations are available before operational activities begin.

Benefits​

  • Standardized system setup
  • Prevents missing configurations
  • Reduces operational errors
  • Improves production readiness
  • Ensures consistent implementation across locations

Checklist Structure

Each setup activity is displayed as an individual checklist item.

Checklist Status Indicators

Each checklist item displays its completion status.

StatusMeaning
✔ CompletedConfiguration has been completed successfully
PendingConfiguration is not yet completed
HighlightedRequires user attention

Mandatory Completion Rule

All checklist items must be completed before the onboarding process can be finalized.

Rules​

  • Every checklist item is mandatory.
  • All items must display a completion tick.
  • Incomplete items prevent checklist completion.
  • Users should complete tasks sequentially.

Completion Workflow

"Don't Show Again" Option

Once all checklist items are completed, the Don't Show Again option becomes available.

Functionality​

When the user clicks Don't Show Again:

  • Checklist visibility is disabled.
  • Configuration status is stored for the selected location.
  • Checklist will not appear during future logins.
  • Users can directly access the application.

Checklist Lifecycle

Important Notes

warning
  • The checklist appears only when setup is incomplete.
  • It is strongly recommended that administrators complete every configuration carefully.
  • Missing setup information may impact production, inventory, quality, or reporting modules.
  • The "Don't Show Again" option is enabled only after all mandatory tasks are completed.

Summary

The Onboard Checklist serves as a controlled setup validation process that ensures the MES environment is fully configured before operational use.

By completing all mandatory tasks and verifying the setup, organizations can achieve:

  • Faster implementation
  • Reduced configuration errors
  • Improved operational readiness
  • Consistent system deployment across locations