Before you begin
- Complete Forge MES Setup Journey
How the workflow connects
This journey connects the following stages. Complete the required checks at each stage before moving forward.
- 01Required
Required foundation
Required: Site for Stations; Lines; operation and Repair Stations; Shifts; Components; Product and BOM; active BOM; Routing; Product-to-Line assignment; confirmed unit serials.
Provides the controlled input for the next stage. - 02Required
Recommended organisation
Recommended: Projects, Product Families, explicit capacity, Site assignment on Lines, dashboards, handovers, reporting, and trial production.
Provides the controlled input for the next stage. - 03Required
Conditional capabilities
Conditional: Product Variants, additional identifiers, tools, automations, quality sampling, packaging, shipment, repair, rework, and recall configuration.
Step-by-step in Forge MES
- Required: Site for Stations; Lines; operation and Repair Stations; Shifts; Components; Product and BOM; active BOM; Routing; Product-to-Line assignment; confirmed unit serials.
- Recommended: Projects, Product Families, explicit capacity, Site assignment on Lines, dashboards, handovers, reporting, and trial production.
- Conditional: Product Variants, additional identifiers, tools, automations, quality sampling, packaging, shipment, repair, rework, and recall configuration.
Rules to remember
- Required labels reflect the supported normal production journey.
- Recommended records may not be database blockers but prevent avoidable operational confusion.
- Conditional features become required when the selected production design depends on them.
Configure for the client
- Use the reference as a baseline, then document the client's enabled capabilities, responsible roles, approval matrix, terminology, integrations, and environment-specific decisions.
- Validate the configured behaviour with approved test data in the target environment before production use.
Ready when
- Required setup is complete.
- Recommended structure has been reviewed.
- Every conditional capability has an explicit use or exclusion decision.