Overview
A Production Plan is a reusable template that defines the sequence and spacing of tasks in a production process, like brewing, fermenting, and bottling kombucha. You’ll build it by adding your work order types in the correct order and adjusting their durations. Later, you’ll use this plan to launch real Production Runs.
This tutorial will walk you through how to create your first production plan from scratch.
Prerequisites
You must have Admin privileges to create or edit production plans.
If you can’t access the Planning module, contact your system administrator or Elevated Signals Support.You should already know your production steps and the order they happen in. Work order types (e.g. brewing, fermentation) are defined by your organization.
Step-by-Step Instructions
1. Navigate to the Planning Module
From your Dashboard, click the Planning icon
or go to https://training.elevatedsignals.com/platform
Click View Page to open the Planning calendar.
2. Open the Production Plans Tab
In the top left corner, click the Production Plans tab.
You’ll land on a blank plan ready to be named and built.
3. Name Your Plan
Click the pencil icon next to the default plan name.
Type a name like
Kombucha Production, then click the check mark to save it.
Your plan will now appear in the left sidebar under “Production Plans.”
4. Add Your First Work Order Type
Click “Add New Item” to insert your first step.
From the dropdown, select your first Work Order Type (e.g.
Brewing).
On the right side, choose a time unit (30 min, 1 hr, 1 day, 1 week).
Drag the edge of the work order bar to adjust the duration (e.g. set Brewing to 6 hours).
5. Add More Work Order Types
Click the plus button attached to the previous work order to add the next one.
For each step:
Select the correct Work Order Type (e.g.
First Fermentation,Filtration)Adjust the duration
Drag to create spacing between steps if there’s a delay (e.g. 2 hours after brewing)
You’ll see each work order’s detail panel update automatically after clicking on it with:
Duration
Work Order Type
Dependency (linked to the previous step)
6. Fix Mistakes (Optional)
To remove a step, click the trash can icon beside the work order type name.
[Placeholder: Trash can icon to remove step]
Then re-add the correct step using the plus button.
Tip: You can reorder, resize, or re-space work orders at any time. Plans are editable but not deletable.
7. Zoom In/Out (Optional)
Use the Zoom In/Out buttons to get a better view of your timeline.
8. Save Your Production Plan
Once your plan looks good:
Click “Save Production Plan” (above the plan name).
Important: Changes will not be saved until you click this button. Make it a habit to save early and often.
What You’ve Done
Created a named production plan
Added a sequence of work order types
Set durations and spacing
Linked steps using dependencies
Saved your plan for future production runs
What’s Next?
Now that your plan is ready, try launching a Production Run: