ESOPSElectronic work instruction management platform

Tenant user guide

This manual is for ESOPS tenant administrators, SOP authors and reviewers, production managers, and shop-floor employees. It explains operations within your organization, from employee records to production execution.

For tenant administrators and authorized employees

This chapter only introduces authorized operations within this enterprise. The entrance and buttons change with the scope of enterprise opening, employee roles and positions; the actual picture uses test data.
Process diagram from master data to workstation execution — Operation flow diagram
Operation flow diagram · View original interface screenshot (Chinese)

Scope of this manual

This manual covers features that can be authorized within your current organization. Available menus depend on the organization's enabled features, your account roles, and your positions. A tenant administrator is not a platform operator. Follow the menu names shown in your account.

Choose a reading order for your role

UserRecommended reading
Organization administratorRegistration and login → Departments, roles and positions → Employee management → Workshops, lines and workstations → Terminal installation and binding
SOP authors and reviewersProducts → SOP operations and attachments → SOP version review → Approved versions used in scheduling
Production managersProduction orders → Publish schedules → Task groups and supplementary schedules → Production report history → Alarm records
Shop-floor employeesTerminal login and employee badge → View tasks and SOPs → Report production → Quick alarms

First-time setup sequence

  1. Create your organization, sign in, and confirm the current organization.
  2. Set up your organization's departments, positions, and roles, then maintain employee accounts.
  3. Create workshops, production lines, and workstations; download and connect terminals.
  4. Create a product. Maintain its operations and work instructions in the SOP list, generate a preview, and submit it for review.
  5. After approval, create a production order, configure a schedule, and start it.
  6. Have an employee sign in at a workstation, check the task, documents, and quantities, submit a production report, then verify it in the administration console.

Screenshots and instructions

Screenshots use test data. Do not copy their identifiers, dates, or quantities directly. Process diagrams explain relationships between steps and do not depict actual forms. Click an image to view the original. Each chapter's completion check helps confirm the result.

What if a menu or button is missing?

Check your organization, whether your account is enabled, and whether your roles have permission. Ask your organization's administrator to verify these settings. The manual describes tenant business features; it does not mean every employee has every menu and button by default.

Related information:Implementation Notes · Free resources and upgrades · Terminal download