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Onboard Checklist

The Onboard Checklist ensures that all required base configurations are completed before users start working in the MES system.
This checklist helps administrators verify that the system is properly configured for the selected location.

When the Onboard Checklist Appears​

  1. User logs into the MES application.
  2. The user selects a Location / Plant.
  3. After selecting the location, the system opens the Application.
  4. Inside Application, the Base Setup Onboard Checklist will be displayed.

This checklist appears only when the base configuration for that location has not been completed.

Purpose of the Onboard Checklist​

The checklist ensures that all mandatory system configurations are completed before starting production or warehouse operations.

It helps to:

  • Ensure the system is properly configured
  • Avoid missing master data
  • Maintain operational consistency
  • Prevent errors during production or inventory transactions

Checklist Behavior​

Each configuration step is displayed as a separate checklist item.

  • Every item must be completed one by one.
  • Each line represents a mandatory setup task.
  • When a configuration is completed:
    • The item will be marked with a Tick (✔).
  • If a configuration is incomplete:
    • It will remain unmarked or highlighted.

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

Mandatory Completion Rule​

The system enforces the following rules:

  • All checklist items must be completed.
  • Every line must show a tick mark indicating completion.
  • Until all tasks are completed, the checklist cannot be closed permanently.

"Don't Show Again" Option​

Once all checklist items are completed, the "Don't Show Again" button becomes enabled.

Functionality​

When the user clicks Don't Show Again:

  • The onboard checklist will be hidden permanently for that location.
  • The checklist will not appear again during login.
  • Users can continue normal system operations without interruption.

Important Notes​

  • The checklist appears only during the initial system setup.
  • It is recommended that administrators complete all configuration tasks carefully.
  • If the base setup is incomplete, certain modules in MES may not function properly.

Summary​

The Onboard Checklist is a guided setup process that ensures the MES environment is fully configured before operational use.
By completing all checklist steps, organizations can ensure a smooth and error-free system implementation.