Features,TUC4Human ERP System

📦

Inventory Management

Complete inventory lifecycle with batch tracking, stock transactions, shipping, and document management

Stock Control Batch Tracking Stock Receipt Stock Release Shipping Management Document Tracking Archive Management Scrap Processing

Screens & Interfaces

TUC4Human,Inventory Management,Dashboard

Inventory

📦

Aluminum Sheet 6061

Raw Materials

250

sheets

▼

Location: Warehouse A, Rack 12

Reserved: 50 sheets

Batches: 3 active

⚠️

Stainless Steel Bolts M8

Fasteners

pcs

▶

📦

Copper Wire 2.5mm

Electrical

500

meters

▶

📦

Hydraulic Oil ISO 46

Lubricants

120

liters

▶

←

Item Details

Basic Information

Item ID

Item Name *

Category *

Description

Stock Information

Available Qty

Unit

Reserved Qty

Reorder Point

Location & Supplier

Storage Location

Supplier

←

Transaction History

↓ +1,250 Received (30d)

↑ -980 Released (30d)

Recent Transactions

Stock Receipt 2h ago

+50 sheets from Batch B-2024-001

By: John D.

Stock Release 5h ago

-25 sheets for Job JOB-2024-0892

By: Sarah M.

Adjustment 1d ago

-5 sheets (Cycle count correction)

By: Mike R.

Transfer 2d ago

30 sheets to Warehouse B

By: Alex K.

←

Batch Tracking

B-2024-001 Active

Supplier: ABC Metal Supplies

Received: Jan 10, 2026

Quantity: 100 sheets (75 remaining)

Batch Timeline

Received

100 sheets received from supplier

Jan 10, 2026,09:15 AM

QA Approved

Passed incoming inspection

Jan 10, 2026,11:30 AM

Released

25 sheets for Job JOB-2024-0890

Jan 12, 2026,08:45 AM

←

Stock Receipt

Item Selection

Select Item *

Receipt Details

Quantity *

Unit

Supplier *

PO Number

Batch Information

Batch Number

Manufacturing Date

Expiry Date

Notes

←

Stock Release

Job Selection

Search and Select Job *

🔍

JOB-2026-0892

Aluminum Housing Assembly

Qty: 50 | Priority: High

Release Type

Required Materials

Aluminum Sheet 6061 ✓

Required 25

Available 250

Selected 25

Auto-select FIFO

←

Archived Inventory

🗄️ 24 archived items

Old Steel Plates

INV-000234

📅 Archived on Dec 15, 2025

👤 By: Admin User

💬 Reason: Obsolete material

Location: Warehouse B 0 pcs

Discontinued Bolts

INV-000189

📅 Archived on Nov 28, 2025

←

Scrap Material

Material Information

Material:Aluminum Scrap

Available:15.5 kg

Location:Scrap Area

Required Information

Quantity to Scrap *

Disposal Reason *

Disposal Method *

Disposal Location *

Documentation

📄 Upload Document

←

Global Material Release

💡

Release materials to multiple jobs at once based on scheduled requirements

Select Date Range

From

Jobs with Material Requirements

☑️

JOB-2026-0892,Housing Assembly

3 materials required

Jan 15

☑️

JOB-2026-0893,Bracket Fabrication

2 materials required

Jan 16

☐

JOB-2026-0894,Panel Assembly

5 materials required

Jan 17

2 jobs selected 5 total materials

←

Inventory Documents

Certificates of Analysis 12

PDF

COA_Aluminum_B2024001.pdf

Jan 10, 2026,1.2 MB

PDF

COA_Steel_B2024002.pdf

Jan 8, 2026,890 KB

Safety Data Sheets 8

PDF

SDS_Hydraulic_Oil.pdf

Dec 20, 2025,2.1 MB

Purchase Orders 25

←

Shipping History

Shipments (30d)

In Transit

Delivered

Recent Shipments

SHP-2026-0123 In Transit

📍 ABC Manufacturing Co.

📦 3 items

📅 Shipped: Jan 13, 2026

SHP-2026-0122 Delivered

📍 XYZ Industries Ltd.

📦 5 items

✓ Delivered: Jan 12, 2026

←

Shipment Details

Shipment Info

Shipment ID:SHP-2026-0123

Customer:ABC Manufacturing Co.

Ship Date:Jan 13, 2026

Carrier:FedEx Ground

Tracking:794644790104

Items Shipped

Aluminum Sheet 6061 50 sheets

Stainless Steel Bolts M8 200 pcs

Copper Wire 2.5mm 100 meters

Shipping Address

ABC Manufacturing Co.

123 Industrial Blvd

Chicago, IL 60601

United States

←

Ship Material

Customer

Select Customer *

Items to Ship

Aluminum Sheet 6061 Available: 250

Stainless Steel Bolts M8 Available: 1,500

Shipping Details

Carrier

Ship Date

Notes

Why TUC4Human Inventory is Different

Inventory management designed for how manufacturing actually works

Manufacturing inventory isn't just about counting stock. It's about getting the right materials to the right place at the right time, maintaining complete traceability for quality and compliance, and handling the reality that plans change. TUC4Human's inventory management is built from the ground up for these manufacturing realities.

Multi-Modal Material Release System

In manufacturing, materials don't always need to be released all at once. Sometimes you need all materials for a complete job, sometimes just for the next operation, and sometimes you're preparing materials for an entire week's production across multiple jobs.

Job Material Release

Release all materials required for a specific job in one action. The system automatically calculates what's needed based on the job's bill of materials, validates availability, and creates the release transaction. Perfect for when a job is ready to start and needs everything at once.

Step Material Release

Release only the materials needed for a specific process step. If your CNC operation needs aluminum bar stock but the finishing operation needs paint, why release the paint when the part hasn't even been machined yet? Step-level release keeps materials on the shelf until they're actually needed, reducing work-in-progress inventory and preventing materials from sitting on the shop floor getting damaged or lost.

Global Material Release

Planning materials for the week ahead? Select a date range and see all jobs scheduled during that period. Check the boxes for the jobs you want to prepare materials for, and release everything in one batch operation. This is invaluable for kit preparation, shift handoffs, or when your material handler prepares carts for multiple jobs at once.

The Business Value

Reduce work-in-progress inventory by releasing materials only when needed
Prevent shop floor clutter and material damage
Enable efficient batch material preparation
Maintain accurate real-time inventory visibility

Three-View Batch Traceability

When a quality issue arises or a customer asks "where did this material come from?", you need answers fast. But different questions require different views of the same data.

Timeline View

See the complete chronological history of a batch,when it was received, who approved it through QA, when portions were released to which jobs, and what remains. Each event is timestamped with user accountability. Think of it as the batch's biography, telling its story from arrival to consumption.

Comparison View

Compare batches side-by-side to analyze performance differences. Did Batch A from Supplier X have more quality issues than Batch B from Supplier Y? Which batches are approaching expiry? This analytical view helps with supplier evaluation and inventory optimization decisions.

Traceability View

Follow the genealogy,trace parent-child relationships between raw materials and finished goods. If you need to answer "which finished products used material from this batch?" or "what raw materials went into this product?", the traceability view maps these relationships visually.

The Business Value

Answer quality questions in minutes, not hours
Support regulatory compliance and audits
Enable rapid response to recalls or quality holds
Provide supplier performance data for negotiations

Intelligent Stock Management

Smart inventory management goes beyond simple tracking. It anticipates needs, enforces best practices automatically, and handles the reality that manufacturing plans change.

FIFO Auto-Selection

When releasing materials, the system automatically suggests the oldest batches first (First-In-First-Out). This ensures proper stock rotation, prevents expired materials from being overlooked, and maintains compliance with shelf-life requirements,all without manual tracking.

Return Mode

Manufacturing isn't always predictable. Jobs get cancelled, quantities change, or operators draw more material than needed. Return mode allows unused materials to flow back into inventory with full traceability,the system knows it was issued to Job X and returned, maintaining an accurate audit trail rather than creating mysterious inventory adjustments.

Reserved vs. Available Tracking

See at a glance what's truly available versus what's already committed to scheduled jobs. When a rush order comes in, you immediately know if you have free stock or if fulfilling it means bumping another job's materials.

The Business Value

Eliminate expired material waste through automatic FIFO
Maintain accurate inventory even when plans change
Make informed decisions about material availability
Reduce inventory carrying costs

Scrap Processing with Compliance Workflow

Scrap happens,damaged materials, expired stock, manufacturing defects. But simply "writing off" inventory isn't enough for regulated industries. You need to document what was scrapped, why, how it was disposed of, and prove compliance.

The dedicated scrap workflow captures complete disposal documentation:

What: Material identification and quantity being scrapped

Why: Disposal reason (damaged, expired, defective, contaminated, obsolete)

How: Disposal method selection (Recycling, Landfill, Hazardous Waste disposal)

Where: Disposal location tracking

Proof: Compliance document uploads (disposal certificates, environmental reports)

Every scrap transaction creates an audit record with timestamps and user accountability.

The Business Value

Meet ISO, EPA, and industry-specific regulatory requirements
Provide documentation for environmental audits
Track scrap costs and identify problem areas
Maintain chain of custody for hazardous materials

Archive Management with Restoration

Over time, inventory systems accumulate obsolete items,discontinued products, superseded materials, items from closed product lines. Deleting them loses historical data needed for audits. Keeping them clutters your active inventory views.

Archive items with full metadata preservation:

Archival date and user who performed the action
Reason for archival (discontinued, superseded, obsolete, etc.)
Complete location history
All transaction history preserved

The Restore Capability

Bringing back an old product? Received a surprise order for a "discontinued" item? Simply restore the archived item with its complete history intact. No need to recreate the item from scratch or lose years of transaction data.

The Business Value

Keep active inventory views clean and relevant
Preserve historical data for audits and compliance
Quickly reactivate items when business needs change
Maintain data integrity across product lifecycle changes

Integrated Shipping Management

Many systems treat shipping as an afterthought,a separate module that doesn't talk to inventory in real-time. This creates gaps where items are "shipped" in one system but still showing as available in another.

Shipping is built directly into inventory management:

Shipment Creation

Select customer, add items with quantities, system validates availability instantly

Carrier Integration

Choose from configured carriers (FedEx, UPS, DHL, etc.) with tracking number capture

Status Tracking

In-Transit vs. Delivered status with shipment ID, tracking numbers, and ETA

Shipping History

30-day statistics and detailed shipment log for customer service

When you ship, inventory updates immediately. No synchronization delays, no "phantom inventory."

The Business Value

Single source of truth for inventory and shipping
Eliminate over-promising due to sync delays
Track shipments without switching systems
Historical shipping data for customer service

Visual Transaction Timeline

Traditional inventory systems show transaction history as endless spreadsheet rows. Finding what you need means scrolling through hundreds of lines, mentally parsing dates, and piecing together the story.

The transaction timeline presents history visually:

Receipts

Color-coded green for incoming materials

−

Releases

Color-coded red for outgoing to production

Adjustments

Color-coded yellow for corrections

↔

Transfers

Color-coded blue for inter-warehouse moves

Each event shows quantity, source/destination, user accountability, and linked references (job number, PO number, batch). A 30-day summary provides at-a-glance activity statistics.

The Business Value

Understand inventory movement in seconds, not minutes
Quickly identify unusual patterns or discrepancies
Train new staff faster with intuitive visuals
Reduce time spent on inventory investigations

Manufacturing-Integrated Document Management

Manufacturing materials come with paperwork,Certificates of Analysis (COA), Safety Data Sheets (SDS/MSDS), purchase orders, specifications, quality certificates. When an auditor asks "show me the COA for the material used in this product," you need it immediately.

Documents are organized by manufacturing-relevant categories:

Certificates of Analysis (COA)

Proof of material composition and quality

Safety Data Sheets (SDS/MSDS)

Required safety and handling information

Purchase Orders

Procurement documentation and pricing

Specifications

Technical requirements and tolerances

Quality Certificates

Compliance certifications and approvals

Documents attach directly to inventory items and batches, so when you view a batch, its documentation is right there,no searching through file folders or separate document management systems.

The Business Value

Pass audits with instant document retrieval
Ensure safety information is always accessible
Maintain complete material documentation chain
Reduce time searching for paperwork

The TUC4Human Inventory Difference

Multi-Modal Release

Release materials at the right time,job start, specific step, or batch preparation

Three-View Traceability

Answer any traceability question with the right view for the situation

Intelligent Stock

FIFO auto-selection, return mode, and reserved vs. available tracking

Scrap Compliance

Meet regulatory requirements with documented disposal workflows

Archive & Restore

Keep history forever while maintaining clean active views

Integrated Shipping

One system, one truth, no synchronization gaps

Visual Timeline

Understand inventory movement at a glance with color-coded history

Document Management

Every document where you need it, when you need it

🏭

Machine Management

Complete machine lifecycle management with OEE tracking, maintenance scheduling, breakdown reporting, and configuration management

Machine Registry OEE Analytics Maintenance Scheduling Failure Reporting Configuration Management Document Repository Real-Time Monitoring

Screens & Interfaces

TUC4Human,Machine Management,Machine List

Machines

CNC Machine 001

CNC Milling

87.5%

OEE

▼

Availability 92.1%

Performance 95.2%

Quality 99.8%

Laser Cutter Pro

Laser Cutting

Maintenance

▶

Press Machine 2

Hydraulic Press

91.2%

OEE

▶

Welding Station 1

MIG Welding

Offline

▶

←

Machine Details

Basic Information

Machine ID

Machine Name *

Machine Type *

Department *

Specifications

Model

Serial Number

Manufacturer

Year

Quick Actions

←

OEE Analytics

Overall Equipment Effectiveness

87.5%

↑ 2.3%

World Class

⏱️

Availability

92.1%

⚡

Performance

95.2%

✓

Quality

99.8%

Breakdown Analysis

Planned Downtime 4.2 hrs

Unplanned Downtime 1.8 hrs

Speed Loss 2.1 hrs

Defects 3 units

←

Maintenance Schedule

January 2026

MonTueWedThuFriSatSun

Cal

Ins

Preventive Calibration Inspection

Upcoming Maintenance

14 Jan

Preventive Maintenance

Spindle lubrication, coolant check

Pending

16 Jan

Calibration

Axis alignment verification

Scheduled

←

Failure Reports

Active Failures

In Progress

Resolved (30d)

Active Breakdowns

CRITICAL 2h ago

Spindle Motor Failure

Motor overheating, emergency stop triggered

Reported by: John D. In Progress

MAJOR 5h ago

Coolant System Leak

Coolant line rupture at connection point

Reported by: Sarah M. Pending

MINOR 1d ago

Tool Magazine Jam

Carousel not indexing properly

Reported by: Mike R. Resolved

←

Machine Documents

📄

Drop files here or tap to browse

PDF, DOC, XLS, images (max 10MB)

Document Type *

Description

Recent Uploads

PDF

Operating_Manual_v2.pdf

Uploaded Jan 10, 2026,2.4 MB

IMG

Calibration_Cert_2026.png

Uploaded Jan 8, 2026,856 KB

←

Configurations

💡

Configurations define machine capabilities, allowed materials, and operating parameters

Active Configurations

Standard Milling Active

Max RPM: 12,000

Max Feed: 500 mm/min

Materials: Aluminum, Steel, Brass

High-Speed Aluminum Inactive

Max RPM: 18,000

Max Feed: 800 mm/min

Materials: Aluminum only

Heavy Duty Steel Inactive

Max RPM: 8,000

Max Feed: 300 mm/min

Materials: Stainless Steel, Tool Steel

←

Edit Configuration

Basic Settings

Configuration Name *

Description

Operating Parameters

Max Spindle RPM

Min Spindle RPM

Max Feed Rate (mm/min)

Max Depth of Cut (mm)

Allowed Materials

Aluminum Steel Brass Stainless Steel Titanium Plastic + Add

Tool Requirements

End Mill 6-20mm diameter

Face Mill 50-100mm diameter

Why TUC4Human Machine Management is Different

Machine management that understands production impact, not just maintenance tasks

Traditional maintenance systems treat machines in isolation,they tell you a machine is down, but not what it means for your business. TUC4Human's machine management is different because it connects equipment status to production reality. When a machine fails, you don't just know it's broken,you know which customer orders are at risk.

Production-Aware Machine Management

When equipment fails at 10 AM, you need to know immediately: Which customer orders are affected? What deadlines are now at risk? Which jobs need to be moved to other machines?

Job Queue Visibility

Right on the machine detail screen, see which jobs are currently scheduled for that machine. No switching between systems, no cross-referencing spreadsheets. When you look at a machine, you see its complete production context,what's running now, what's coming next, and how busy it will be.

Affected Jobs Visibility

Whether you're planning preventive maintenance or responding to an unexpected breakdown, instantly see which jobs are impacted. The system shows scheduled production that conflicts with downtime, customer orders at risk, and deadlines in jeopardy. Make informed decisions about maintenance timing or respond to failures with complete situational awareness.

The Business Value

Know the production impact of any machine issue within seconds
Make informed maintenance timing decisions
Respond to breakdowns with complete situational awareness
Transform machine management from maintenance-focused to business-focused

OEE Analytics

Overall Equipment Effectiveness (OEE) is the gold standard for measuring manufacturing productivity. TUC4Human automatically calculates key OEE metrics, so you don't have to do the math yourself.

⏱️

Availability

What percentage of planned production time was the machine actually running? Accounts for breakdowns, changeovers, and unplanned stops.

⚡

Performance

When running, was the machine operating at its designed speed? Captures slow cycles, minor stops, and speed losses.

Breakdown Analysis

Beyond the headline OEE number, see exactly where you're losing effectiveness:

Planned Downtime hours

Unplanned Downtime hours

Speed Loss hours

Defects count

This breakdown tells you where to focus improvement efforts. The system also provides World-Class benchmarking,scoring 85%+ puts you in "World Class" territory.

The Business Value

Single source of truth for manufacturing performance
Identify exactly where effectiveness is being lost
Track improvement over time with trend analysis
Focus improvement efforts where they'll have the most impact

Integrated Vendor Communication

When a machine breaks down and you need third-party support, the clock is ticking. Technicians shouldn't waste precious minutes hunting through filing cabinets, email threads, and shared drives while production sits idle.

Vendor Contacts Right Where You Need Them

On both the maintenance screen and the failure reporting screen, vendor contact information is immediately accessible. The technician diagnosing a problem sees the third-party support contacts without leaving the screen they're working on. Phone numbers, email addresses, service contract details,all visible when they're most needed.

No Searching Required

When your best CNC operator reports a spindle failure at 6 AM, they shouldn't need to track down the maintenance manager to find the vendor's emergency line. The contact information is attached to the machine record and visible on the failure screen. Anyone responding to the issue can reach out to the right people immediately.

Email Directly from the Screen

Found the problem and need to bring in the vendor? Email them directly from the maintenance or failure screen. The system can include relevant context,the machine details, the problem description, the failure history. The vendor receives a complete picture instead of a vague "machine is broken" message.

Service History Context

When you contact the vendor, you're not starting from zero. You can reference previous service calls, share what was done last time, and provide context that helps them prepare. "This is the same spindle issue you fixed in March,here's the record" gets you faster, more informed support.

The Business Value

Eliminate time wasted searching for contact information
Enable any team member to initiate vendor contact
Provide vendors with complete context for faster response
Reduce mean time to repair through faster communication

Historical Records Access with Sharing

When a technician approaches a machine for repair, they're often working blind. What was done last time this failed? Has this been an ongoing issue? This tribal knowledge often lives in one person's head, and when they're not available, you start from scratch.

Complete Maintenance History

Every maintenance event is recorded and accessible from the machine record. Preventive maintenance, calibrations, inspections,all documented with dates, what was done, who did it, and any notes or observations. A technician approaching a machine can review its complete maintenance biography before starting work.

Complete Failure History

Every breakdown, every repair, every root cause,documented and searchable. When a machine fails, the technician can check: Has this happened before? What was the cause? What fixed it? This institutional memory prevents repeating the same diagnostic process and helps identify recurring issues.

Upgrade and Modification Tracking

Machines evolve over time. New tooling, software updates, component replacements, capability additions,all tracked in the machine record. When troubleshooting, knowing that the control software was updated last month or that the spindle was replaced in January provides crucial context.

Record Sharing via Email

These records can be shared externally. When a third-party technician is coming for a service call, email them the relevant history before they arrive. They can review previous failures, see what was already tried, and come prepared with the right parts and knowledge. No more "let me start from the beginning",they arrive informed and ready to work.

The Business Value

Eliminate repeated diagnostics for recurring issues
Enable informed troubleshooting from the first moment
Preserve institutional knowledge in the system, not in people's heads
Prepare vendors before arrival for faster resolution

Failure Management with Severity Classification

Not all equipment failures are equal. A minor sensor glitch is different from a complete spindle failure. When failures are reported without classification, critical issues get buried under minor ones, and response priorities become guesswork.

CRITICAL

Critical Failures

Emergency situations that halt production entirely. Machine emergency stops, safety system activations, complete functional loss. These are flagged prominently and appear at the top of the queue. Everyone knows: drop everything and respond.

MAJOR

Major Failures

Significant issues that seriously impact production capability. The machine might still run, but at reduced capacity or with quality concerns. These need prompt attention but allow for coordinated response.

MINOR

Minor Failures

Issues that should be addressed but don't threaten immediate production. Indicator lights, cosmetic damage, minor calibration drift. These can be scheduled for the next maintenance window.

Visual Dashboard

The failure reporting screen shows counts at each severity level,Active Failures (red), In Progress (orange), and Resolved in last 30 days (green). Each failure tracks through a clear workflow with reporter accountability, so you can follow up if more information is needed.

The Business Value

Prioritize response based on actual business impact
Prevent critical issues from getting buried under minor ones
Track failure patterns over time to identify chronic problems
Ensure accountability and follow-through on every issue

Machine Document Repository

Machine documentation lives everywhere,operating manuals in the office, calibration certificates in the quality folder, maintenance SOPs in someone's email. When you need a document, you search multiple locations, hope it's the current version, and waste time that should be spent on actual work.

Manufacturing-Specific Categories

Every document related to a machine lives in one place, organized by type:

Operating Manuals

How to run the machine

Maintenance SOPs

Standard procedures for maintenance tasks

Calibration Certificates

Proof of accuracy and compliance

Safety Guidelines

Required safety information and procedures

Easy Upload and Retrieval

Upload documents by drag-and-drop or file browser. Multiple formats supported,PDF, Word, Excel, images, CAD files. The Documents button is right on the machine detail screen,one tap to access everything related to that machine. Training a new operator? Pull up the operating manual. Doing maintenance? Check the SOP. Preparing for an audit? Retrieve the calibration certificate.

The Business Value

Eliminate time wasted searching for documentation
Ensure everyone works from current, correct information
Support audit and compliance with organized records
Preserve critical documentation even when personnel change

Real-Time Status Monitoring

Knowing what's happening on the shop floor traditionally requires walking the floor. Is that machine running? When did it go down? This information exists in people's observations, not in systems, making remote management and quick response difficult.

Live Status Indicators

Every machine shows its current state with visual indicators that update in real-time:

Online

Running and productive (green with glow)

Offline

Not currently operating (gray)

Under Maintenance

Planned downtime for service (orange)

Instant Status Changes

Using WebSocket technology, status changes appear immediately,within seconds, not minutes. The machine list view shows all machines with their current status, giving you the complete shop floor picture on one screen. Filter by status to see only machines that are down, only machines in maintenance, or only online equipment.

The Business Value

Know shop floor status without walking the floor
Enable rapid response to machine issues
Support remote management and oversight
Eliminate stale or inaccurate status information

Maintenance Calendar with Type Classification

Maintenance scheduling often lives in spreadsheets or sticky notes. Different types of maintenance get mixed together, and visibility into upcoming maintenance is poor, leading to missed tasks or surprised production teams.

Visual Calendar Interface

An interactive monthly calendar shows all scheduled maintenance at a glance. Navigate between months and understand the maintenance picture for weeks ahead.

Color-Coded Maintenance Types

Preventive Maintenance

Scheduled service tasks,lubrication, filter changes, belt inspections

Cal

Calibration

Accuracy verification and adjustment for quality-sensitive operations

Ins

Inspection

Regular check-ups to catch problems before they become failures

The Business Value

Clear visibility into upcoming maintenance activities
Coordination between maintenance and production schedules
Prevent missed maintenance tasks
Enable proactive production planning around known downtime

The TUC4Human Machine Management Difference

Production-Aware

Know the business impact of any machine issue, not just that it's down

Job & Impact Visibility

See scheduled jobs and affected orders when machines go down

OEE Analytics

Availability and performance tracking with breakdown analysis

Vendor Contacts on Screen

No searching for contact info when you need third-party support

Email & Record Sharing

Share records directly with vendors before they arrive

Severity Classification

Prioritize response based on actual business impact

Real-Time Monitoring

Live status indicators updated instantly via WebSocket

Maintenance Calendar

Color-coded scheduling for PM, calibration, and inspections

🏆

Quality Management

Comprehensive quality control system with checks, deviation management, batch traceability, and compliance tracking

Quality Checks Deviation Tracking CAPA Management Batch Genealogy SPC Charts Compliance

Screens & Interfaces

TUC4Human,Quality Management,Dashboard

Quality Dashboard

✓

94.2%

Pass Rate

📋

1,247

Checks This Month

⚠️

Open Deviations

🔄

Active CAPAs

Quality Trend (30 Days)

Pass Rate Target (95%)

Defects by Category

Dimensional

Surface

Material

Assembly

Quality Checks

Check ID	Job/Batch	Type	Inspector	Date	Result
QC-2026-001247	JOB-445 / B-001	Dimensional	John Smith	Jan 14, 2026	PASS
QC-2026-001246	JOB-444 / B-003	Visual	Jane Doe	Jan 14, 2026	PASS
QC-2026-001245	JOB-443 / B-002	Functional	Mike Johnson	Jan 13, 2026	FAIL
QC-2026-001244	JOB-443 / B-001	Material	Sarah Wilson	Jan 13, 2026	PASS
QC-2026-001243	JOB-442 / B-005	Dimensional	John Smith	Jan 13, 2026	PENDING

Deviation Management

DEV-2026-0089 Open

Dimensional variance on Part XR-500

Job: JOB-443 Batch: B-002 Created: Jan 13, 2026

Root Cause: Tool wear on CNC-003

CAPA: CAPA-2026-0034

Created

Investigation

Review

Approval

Closed

DEV-2026-0088 Investigation

Surface defect on coated parts

Job: JOB-441 Batch: B-008 Created: Jan 12, 2026

Created

Investigation

Review

Approval

Closed

Batch Genealogy

Batch: B-2026-00445

Product:Assembly XR-500

Job:JOB-445

Quantity:150 units

Status:Released

Component Traceability

B-2026-00445 Assembly XR-500

B-2026-00440 Housing Component

B-2026-00438 PCB Assembly

B-2026-00430 Raw PCB

B-2026-00435 Fastener Kit

Quality Templates

📏

Dimensional Inspection

12 parameters | v2.3

Used 847 times

👁️

Visual Inspection

8 parameters | v1.5

Used 623 times

⚡

Functional Test

15 parameters | v3.1

Used 412 times

🧪

Material Certification

6 parameters | v1.2

Used 289 times

Rework Management

Rework Queue (8 items)

HIGH

B-2026-00443 (5 units)

Dimensional rework,resurfacing

Station: CNC-003 | Due: Jan 15

MED

B-2026-00441 (12 units)

Coating touch-up required

Station: Paint-02 | Due: Jan 16

LOW

B-2026-00439 (3 units)

Label replacement

Station: Assembly-01 | Due: Jan 17

Rework Statistics

In Queue

In Progress

Completed (MTD)

87%

Success Rate

Quality Reports

SPC Control Chart,Dimension A (mm)

Cp: 1.45 Cpk: 1.32 Pp: 1.38 Ppk: 1.28

Monthly Summary

Metric	Value	Target
First Pass Yield	94.2%	95%
Defect Rate	2.1%	< 3%
CAPA Closure Rate	88%	90%
Inspection Coverage	100%	100%

🔬

Data Analysis

Advanced data analysis with natural language queries, SQL query builder, and dynamic chart generation

Natural Language Queries SQL Query Builder Dynamic Charts Custom Dashboards Widget Library Data Export

Screens & Interfaces

TUC4Human,Data Analysis,Natural Language Query

Natural Language Query

Generated Query:

SELECT machine_name, AVG(utilization) as avg_util FROM machine_stats WHERE date >= DATE('now', '-30 days') GROUP BY machine_id ORDER BY avg_util DESC LIMIT 5

Rank	Machine	Avg Utilization
1	Laser Cutter Pro	94.2%
2	CNC Machine 001	91.8%
3	Press Machine 2	87.5%
4	Welding Station 1	82.3%
5	3D Printer XL	76.1%

SQL Query Builder

Tables

machines
jobs
inventory
quality_checks
users

Fields

machine_id
machine_name
status
utilization
last_maintenance

SELECT
    machine_name,
    status,
    utilization,
    last_maintenance
FROM machines
WHERE status = 'active'
ORDER BY utilization DESC;

Results (24 rows)

machine_name	status	utilization	last_maintenance
CNC-001	active	94%	2026-01-10
LASER-02	active	89%	2026-01-08
PRESS-01	active	85%	2026-01-05

Dynamic Charts

Machine Utilization by Department

Assembly

92%

CNC

87%

Welding

78%

Printing

65%

Packaging

71%

Assembly (23%)

CNC (20%)

Welding (18%)

Printing (15%)

Packaging (24%)

78.6%

Avg Utilization

92%

Highest

65%

Lowest

Custom Dashboards

Widget Library

Chart Widgets

Data Widgets

Why TUC4Human Data Analysis is Different

Business intelligence designed for manufacturing people, not data scientists

Manufacturing generates mountains of data,machine performance, job progress, quality metrics, inventory levels. But that data is useless if only IT staff can access it. TUC4Human's Data Analysis module is built for everyone on the manufacturing floor,operators, supervisors, managers,to ask questions and get answers without writing SQL, waiting for IT, or paying per-query AI fees.

Natural Language Queries,No SQL Required

Ask questions in plain English and get instant answers. No SQL knowledge needed, no training required, no IT bottleneck.

Just Type What You Want to Know

"Show me jobs completed last week by department" → Instant results grouped by department

"What is the average cycle time by machine?" → Machine performance comparison

"Top 10 jobs with highest scrap rate" → Ranked list with scrap percentages

"Materials running low grouped by supplier" → Supplier-grouped inventory alerts

Query Types Supported

Aggregations

COUNT, SUM, AVG, MIN, MAX,all understood naturally

Date Filtering

"Last week", "This month", "Past 30 days", "Q1 2025"

Grouping

Group by any dimension,machine, department, operator, shift

Ranking

"Top 10", "Bottom 5", "Highest", "Lowest"

Complex Conditions

Multiple filters with AND/OR logic

Comparisons

"Compare this month to last month"

The Business Value

Anyone can access data insights,no SQL skills required
Eliminate IT bottleneck for ad-hoc reporting
Faster decisions with instant data access
Democratize data across the entire organization

Built-in AI Model,Fully Offline, Zero Per-Query Costs

The natural language processing happens entirely within TUC4Human. No internet connection required, no external API calls, no per-query charges, and your data never leaves your network.

Why Offline AI Matters

💰

Zero Per-Query Costs

Query unlimited times without accumulating API charges. Other AI-powered BI tools charge $0.01-$0.10 per query,that adds up fast with hundreds of users asking questions daily.

🔒

Complete Data Privacy

Your production data, quality metrics, and business intelligence never leave your network. Queries are processed locally,no cloud service sees your sensitive manufacturing data.

⚡

Instant Response

Query translation happens in under 5 milliseconds,not the 2-5 seconds typical of cloud-based AI services. No waiting, no spinning loaders, just instant results.

🌐

No Internet Dependency

Works even when your internet connection is down. Shop floor access to data insights isn't dependent on external service availability.

Proven Accuracy

The built-in AI model has been validated against 164 test cases covering the full range of manufacturing query patterns,aggregations, joins, date filtering, grouping, and complex conditions. The validation suite ensures reliable query translation across all supported patterns.

The Business Value

Predictable costs,no surprises from AI API usage
Maintain data sovereignty and compliance requirements
Reliable access regardless of internet connectivity
Sub-second response time for fluid user experience

Manufacturing Domain Intelligence

The AI isn't generic,it understands manufacturing. It knows what jobs, steps, batches, OEE, cycle time, and scrap rate mean. Ask questions using your terminology, get answers that make sense in your context.

What the System Understands

Production

Jobs, orders, work orders
Process steps and sequences
Cycle times and durations
Completion rates and status

Quality

Defect rates and types
First-pass yield
Inspection results
Deviations and CAPAs

Machines

OEE and utilization
Downtime and availability
Maintenance records
Performance trends

Inventory

Stock levels and locations
Batch tracking
Material consumption
Supplier performance

Scheduling

Schedule adherence
Capacity utilization
Conflicts and delays
Resource allocation

Operators

Skill levels and certifications
Assignments and shifts
Performance metrics
Training records

Manufacturing Vocabulary Built-In: The system recognizes terms like "scrap rate", "WIP", "FG", "RM", "OEE", "MTBF", "MTTR", production week numbers, shift patterns, and machine type classifications,all without configuration.

The Business Value

Ask questions using familiar manufacturing terminology
No need to map business terms to database columns
Works out-of-box without extensive configuration
Accurate interpretation of manufacturing-specific queries

Widget Creation, Customization & Sharing

Turn any query into a reusable widget. Customize colors, chart types, and refresh rates. Share individual widgets with colleagues,not just entire dashboards.

Full Customization Control

Visual Styling

Colors, fonts, legend position, axis labels, grid lines, data labels

Chart Options

Horizontal/vertical bars, stacked/grouped, area fill, multi-series

Data Refresh

Configure auto-refresh intervals or real-time WebSocket updates

Interactivity

Tooltips, drill-down capability, click actions

The Business Value

Create once, reuse everywhere
Share insights without overwhelming colleagues with full dashboards
Maintain control over who sees and edits shared content
Match widget styling to company branding

Desktop Display Mode,Information Radiators

Put your key metrics on display. Desktop Display Mode lets widgets run on dedicated monitors, TVs, or display screens throughout your facility with real-time data updates.

Information Where It's Needed

🏭

Production Floor KPIs

Large displays showing real-time production status, jobs in progress, and completion rates visible to all operators

🔍

Quality Station Metrics

Inspection areas showing current defect rates, first-pass yield, and quality trends

⚙️

Machine Center OEE

Each work center displaying its own OEE, utilization, and performance metrics

📦

Shipping Status Board

Logistics area showing orders ready to ship, in-transit, and delivery confirmations

🛡️

Safety Metrics Display

Entry points showing days without incident, safety reminders, compliance status

📊

Management Dashboard

Conference rooms with high-level KPIs for meetings and reviews

Display Capabilities

Auto-start on boot,Configure displays to launch automatically when the system starts
Widget rotation,Cycle through multiple widgets with configurable duration
Full-screen mode,Maximum visibility without browser chrome
Multi-monitor support,Different widgets on different screens
Real-time updates,Data refreshes via WebSocket without page reload

The Business Value

Passive information consumption,no need to log in to check status
Increased visibility drives accountability and performance
Immediate awareness of issues across the facility
Professional appearance for visitors and auditors

Multi-Table Query Intelligence

Ask complex questions that span multiple data areas. The system automatically identifies relationships and joins tables,you don't need to know the database structure.

Complex Questions Made Simple

"Show job completion rates by machine and operator skill level"

Jobs + Machines + Operators + Skills

"Materials used in jobs with quality defects last month"

Materials + Jobs + Quality

"Machine downtime correlated with operator shift patterns"

Machines + Downtime + Operators + Shifts

Pre-Configured Manufacturing Relationships

The system understands how manufacturing entities relate to each other:

Jobs → Steps → Materials → Batches

Machines → Maintenance → Failures → Parts

Quality Checks → Deviations → CAPAs → Actions

Operators → Skills → Certifications → Training

The Business Value

Answer complex business questions without database expertise
Discover correlations across different data domains
No need to understand table structures or join syntax
Support for 2-4 table joins in a single query

Comprehensive Dashboard & Export System

Build custom dashboards with drag-and-drop simplicity. Export data in multiple formats. Save queries for reuse. Set up automated alerts when thresholds are crossed.

Drag-and-Drop Dashboard Builder

Widget Library

Add widgets from your library or create new ones directly in the dashboard

Flexible Layout

Resize, reposition, and arrange widgets freely with grid alignment

Global Filters

Apply date ranges or other filters that affect all widgets at once

Presentation Mode

Full-screen mode for meetings and reviews

Export Capabilities

📊 Excel (.xlsx)

Formatted spreadsheets with styling

📄 CSV

Raw data for further processing

📑 PDF

Formatted reports for distribution

🖼️ Image (PNG/JPG)

Charts for presentations

🔗 JSON

Structured data for integrations

Additional Capabilities

Query History

Automatic history of your last 100 queries. Star favorites for quick access.

Saved Queries

Save, organize, and share queries with your team. Schedule automated execution.

Threshold Alerts

Set alerts on any metric. Get notified via in-app, email, or mobile push when thresholds are crossed.

Role-Based Access

Users see only data they're authorized to access. Queries are automatically filtered by permissions.

The Business Value

Professional dashboards without technical expertise
Data in the format you need for any purpose
Proactive alerts instead of reactive discovery
Secure access with role-based data filtering

7 Key Advantages of TUC4Human Data Analysis

Natural Language Queries

Ask questions in plain English,no SQL required

Offline AI Model

Zero per-query costs, complete data privacy

Manufacturing Intelligence

Understands production terminology natively

Widget Sharing

Share individual widgets with fine-grained permissions

Desktop Display Mode

Information radiators for shop floor visibility

Multi-Table Queries

Complex questions across related data areas

Dashboard & Export

Drag-and-drop dashboards, multiple export formats

📚

Library

Comprehensive document management system for organizing, viewing, and managing company-wide documents with multiple viewing perspectives

Document Upload Folder Organization Category Management Customer Documents Version History Audit Logging

Screens & Interfaces

TUC4Human,Library,Library Docs

Library Docs

Document Details

Document Name

Document Type

Pending Uploads (3)

📄 Assembly_Instructions_v2.1.pdf 2.4 MB

🖼️ Diagram_Step3.png 845 KB

📊 Parts_List.xlsx 128 KB

All Documents

PDF

Assembly Instructions v2.1

Manufacturing | 2.4 MB | Jan 14, 2026

Source: Library

CAD

Part XR-500 Blueprint

Engineering | 8.2 MB | Jan 12, 2026

Source: Jobs

XLS

Quality Report Q4 2025

Quality | 1.1 MB | Jan 10, 2026

Source: Quality

IMG

Machine Setup Photo

Machines | 3.5 MB | Jan 08, 2026

Source: Machines

PDF

Safety Procedures Manual

Compliance | 4.8 MB | Jan 05, 2026

Source: Library

DOC

Customer PO #12345

Orders | 256 KB | Jan 03, 2026

Source: Projects

Showing 1-6 of 248 documents

1 2 3 ... 42

Documents by Customer

Acme Corporation

24 documents

TechIndustries Inc

18 documents

Global Manufacturing

31 documents

Precision Systems

12 documents

Acme Corporation

24 documents

Document	Type	Date	Size
Purchase Order #AC-2026-001	Order	Jan 14, 2026	128 KB
Quality Certificate Batch-445	Certificate	Jan 12, 2026	256 KB
Shipping Label AC-SHP-889	Shipping	Jan 10, 2026	64 KB
Contract Amendment #3	Contract	Jan 05, 2026	512 KB
Inspection Report IR-2025-Q4	Report	Dec 28, 2025	1.2 MB

Documents by Category

📂 Manufacturing 86

📁 Work Instructions 32

📁 Process Specs 28

📁 Safety Docs 26

📂 Quality 54

📂 Engineering 72

📂 Compliance 36

32 Documents

156 MB Total Size

Jan 14 Last Updated

📄 Assembly Instructions v2.1.pdf Jan 14, 2026

📄 CNC Setup Procedure.pdf Jan 12, 2026

📄 Welding Guidelines.pdf Jan 10, 2026

📄 Paint Booth Operations.pdf Jan 08, 2026

Folder Browser

🏠 Root

▼ 📁 Assembly

📁 Instructions

📁 Diagrams

▶ 📁 Quality

▶ 📁 Engineering

▶ 📁 Customers

📁

Version History,Assembly_v2.1.pdf

Version	Modified By	Date	Changes
v2.1	John Smith	Jan 14, 2026	Updated step 5 diagram
v2.0	Jane Doe	Dec 20, 2025	Major revision
v1.5	John Smith	Nov 15, 2025	Added safety notes

Why TUC4Human Library Management is Different

Centralized document management built for manufacturing with cross-module visibility and complete traceability

Document management in manufacturing isn't just about storing files,it's about ensuring the right document is available at the right time, tracking every version and change, and providing instant access across all business operations. TUC4Human's Library Management module goes beyond traditional document storage by consolidating documents from 16+ modules into a single, searchable repository with complete audit trails and manufacturing-specific organization.

1. Cross-Module Document Consolidation

A unified "All Documents" tab that brings together documents from ALL modules in a single view using a UNION query across 16+ document sources,eliminating the need to search through multiple screens.

Documents Consolidated From:

📚 Library Company-wide documents

📋 Jobs Work orders, production docs

🧾 Invoices Billing documentation

📝 Quotes Quotation attachments

✅ PRR Production readiness docs

📦 Inventory Material documentation

⚙️ Machines Equipment manuals, logs

👤 Users Certifications, training

Visual Features:

● Color-coded module badges showing document source

● Parent entity context (e.g., "From: Job #JOB-2024-001")

● Unified search across all sources

● Filter by specific module

Business Value:

No more hunting through different screens to find a document
Complete document visibility from a single screen
Faster document retrieval during audits
Single source of truth for all company documentation

2. Customer-Centric Document Aggregation

A dedicated "By Customer" tab that aggregates ALL documents related to a specific customer across every module in the system,providing complete customer documentation history at a glance.

Customer Document Sources:

Library Documents in Customers/{CustomerName}/ folder

Quotes All quotation documents for customer

Invoices All invoice attachments for customer

Jobs All job documents via customer relationship

PRR PRR documents via job → customer relationship

Opportunities Sales cycle documents

Features:

Customer Selector

Search and select any customer

Grouped by Module

Expandable sections per source

Document Count

Documents per module

In-Context Search

Search within customer docs

Business Value:

Instant access to complete customer documentation history
Prepare for customer meetings with full document context
Support customer disputes with complete paper trail
Hand off customer accounts with comprehensive documentation

3. Manufacturing-Specific Folder Structure

Pre-built hierarchical folder organization designed specifically for manufacturing operations with 8 root categories and unlimited nesting depth,ready to use from day one.

Predefined Categories:

👥 Customers/

Leads/ · Opportunities/ · Quotations/ · Jobs/

👔 HR/

Policies/ · Forms/ · Onboarding/

✅ Quality/

ISO Certifications/ · Procedures/ · Work Instructions/

⚙️ Engineering/

Standards/ · Specifications/ · Reference/

💰 Finance/

Tax Documents/ · Audit Reports/ · Compliance/

📋 Templates/

Quote Templates/ · Invoice Templates/ · Forms/

🎓 Training/

Materials/ · Videos/ · Guides/

🏆 Certifications/

Company Certifications/ · Equipment Licenses/

Unlimited Depth

Complex organization for large document sets

Custom Folders

Create folders at any level

Folder Statistics

Document count, total size

Auto Path Updates

Rename updates all documents

Business Value:

Ready-to-use structure from day one
Consistent organization across the company
Easy navigation for new employees
Audit-ready folder hierarchy

4. Job-Level Document Hierarchy

Documents can be organized at multiple levels within the job structure, providing context-specific documentation access,the right document at the right level for the right person.

Hierarchy Levels:

📋 Job Level

Contracts, specifications, customer requirements

↓

📖 Recipe Level

Process sheets, formulations

↓

📝 Step Level

Work instructions, safety procedures

↓

✅ PRR Level

Quality checks, approval forms

Folder Path Example:

Customers/Jobs/ACME_Corp/Job_Documents/JOB-2024-001/

├── contract.pdf ├── customer_specs.pdf ├── Recipe/ │ ├── recipe_overview.pdf │ ├── Step-001/ │ │ ├── work_instruction.pdf │ │ └── safety_checklist.pdf └── PRR/ └── production_readiness.pdf

Business Value:

Right document at the right level
Operators see only step-relevant documents
Supervisors see recipe-level documents
Managers see job-level documents
Clear document ownership and responsibility

5. Semantic Version Control

Automatic version tracking with Major.Minor versioning system (1.0 → 1.1 → 2.0) for all documents, with complete version history and one-click restore capability.

Version Features:

Automatic Versioning

New version on upload of same document

Semantic Numbering

1.0, 1.1, 1.2... or 2.0 for major

Version Notes

Change description for each version

Active Indicator

Clear badge showing current version

One-Click Restore

Revert to any previous version

Delete Old Versions

Clean up non-active versions

Version History Display:

v2.1 ACTIVE John Smith · 2 hours ago "Updated safety procedure per new regulations"

v2.0 Jane Doe · 1 week ago "Major revision for 2024 compliance"

v1.2 John Smith · 1 month ago "Minor corrections to step 3"

v1.0 Admin · 3 months ago "Initial release"

Business Value:

Never lose previous versions of critical documents
Track who changed what and when
Revert to known-good versions if issues arise
Maintain compliance with version-controlled documentation
Support ISO requirements for document control

6. Complete Audit Trail

Every document action is logged with full user attribution, timestamps, and action details in a timeline-style audit viewer,complete traceability for compliance and accountability.

Actions Tracked:

📥

Upload

Who uploaded, when, file size, folder path

📤

Download

Who downloaded, when, which version

🗑️

Delete

Who deleted, when, reason if provided

📁

Move

Old path, new path, who moved, when

🔄

Version Upload

New version number, uploader, notes

↩️

Version Restore

Which version restored, by whom

Audit Record Details:

User ID, name, email Timestamp with relative display IP address User agent (browser/app) Action-specific icons & colors JSON action details

Audit Timeline Example:

📥 UPLOAD John Smith 2 hours ago

Uploaded "safety_procedure_v2.1.pdf" (2.4 MB) to Quality/Procedures/

📤 DOWNLOAD Jane Doe 1 hour ago

Downloaded version 2.1

📁 MOVE Admin 30 minutes ago

Moved from Templates/ to Quality/Procedures/

Business Value:

Complete traceability for audits and compliance
Accountability for document changes
Investigate document issues with full history
Support regulatory requirements (FDA, ISO, etc.)
Prove document handling procedures during audits

7. Expiration Tracking with Warnings

Track expiry dates for certifications, licenses, and time-sensitive documents with automatic warning badges and filtering,never miss a renewal deadline.

Expiration Features:

📅

Expiry Date Field

Set validity period for any document

⚠️

"Expiring Soon" Badge

Yellow warning for documents expiring within 30 days

❌

"Expired" Badge

Red indicator for past-expiry documents

🔍

Filter by Expiration

Show only expiring or expired documents

📊

Dashboard Statistics

Count of expiring certifications

Visual Indicators:

📄

ISO_9001_Certificate.pdf Category: Certifications | Expires: March 15, 2024

⚠️ EXPIRING SOON,28 days

📄

Forklift_License_JohnSmith.pdf Category: Training | Expires: January 5, 2024

❌ EXPIRED

📄

Equipment_Calibration_Cert.pdf Category: Quality | Expires: December 31, 2025

✅ Valid

Business Value:

Never miss certificate renewals
Proactive compliance management
Avoid production stoppages due to expired certifications
Plan renewal activities in advance
Demonstrate active document management during audits

8. CAD & Engineering Document Support

Native support for engineering and CAD file formats commonly used in manufacturing, beyond standard office documents,a single repository for all technical documentation.

Supported File Types:

📐 CAD Files

DWG · DXF · STEP · STP · IGS · IGES

📄 Documents

PDF (with viewer)

🖼️ Images

JPG · JPEG · PNG · GIF · BMP · SVG

📊 Office

DOC · DOCX · XLS · XLSX · PPT · PPTX

📝 Text

TXT · JSON · XML · CSV

📦 Archives

ZIP · RAR · 7Z · TAR · GZ

📁

File Size Limit: 100 MB per document

Supporting large CAD assemblies and technical drawings

Business Value:

Store engineering drawings alongside production documents
Single repository for all technical documentation
Version control for CAD files
Link technical drawings to jobs/recipes/steps
No need for separate CAD document management

9. In-App Document Preview

Built-in document viewers for common file types, allowing users to preview documents without downloading or using external applications,quick verification on shop floor tablets.

Preview Capabilities:

📄 PDF Viewer

Page navigation (swipe vertical)
Page counter ("Page 3 of 15")
Zoom controls
Fit-to-screen display
Download button for saving

🖼️ Image Viewer

Pan and zoom (0.5x to 4x scale)
Fit-to-contain display
Full-screen black background
Download and share options

📝 Text File Viewer

Monospace font for code/data
Selectable text for copying
Scrollable content
Supports TXT, CSV, JSON, XML

Unsupported Files:

ℹ️

Clear "Preview not available" message with direct download option and file type indicator

Business Value:

Quick document verification without downloads
Review documents on shop floor tablets
Faster document approval workflows
Reduced device storage requirements

10. Mobile-First Design

Native Flutter mobile application optimized for shop floor use on tablets and smartphones with touch-friendly interfaces,access documents anywhere in the facility.

Mobile Features:

👆 Single-View Navigation

Tap to drill down, back button to go up

📋 Bottom Sheets

Document details, folder selection, filters

🧭 Breadcrumb Navigation

Visual path with tap-to-navigate

👋 Touch Gestures

Swipe for viewer, long-press for menus

📱 Optimized Layouts

Cards and lists for finger interaction

🔄 Pull-to-Refresh

Refresh document lists with gesture

Touch-Friendly Elements:

Large tap targets for buttons and cards Infinite scroll for large document collections Floating action buttons for quick uploads

Business Value:

Use on shop floor tablets during production
Operators can access work instructions at workstations
Quality inspectors can view procedures on the go
Supervisors can approve documents from anywhere
No desktop computer required for document access

11. 5-Tab Navigation Structure

Purpose-built tab organization for different manufacturing documentation workflows,the right view for the right task with multiple ways to find any document.

Tab Structure:

Library Documents

Upload & manage company-wide documents

HR policies, templates, general procedures

All Documents

Cross-module unified view

Find any document regardless of source

By Customer

Customer-centric aggregation

Customer meeting prep, account handoff

By Category

Category-based organization

Browse by department (Quality, HR, Engineering)

Folders

Mobile-optimized folder browser

Navigate folder hierarchy on tablets

Business Value:

Right view for the right task
Faster document discovery
Multiple ways to find the same document
Workflow-optimized navigation

12. Advanced Search & Filtering

Real-time search with multiple filter options for fast document discovery across the entire document repository,find documents in seconds, not minutes.

Search Across:

Document names Descriptions Tags (keywords) Folder paths Parent entities (job numbers, customer names)

Sort Options:

Upload date (newest/oldest) Document name (A-Z/Z-A) File size (largest/smallest) Category

Business Value:

Find documents in seconds, not minutes
Multiple filter combinations for precise results
Reduce time spent searching for documents
Support fast decision-making during production

13. Folder Management Operations

Complete folder management capabilities for organizing documents in hierarchical structures,organize documents as your company evolves.

Folder Operations:

➕

Create Folders

At any level in the hierarchy

✏️

Rename Folders

Automatically updates all document paths within

🗑️

Delete Folders

Only when empty (with validation)

📁

Move Documents

Between folders with folder creation if needed

📊

Folder Statistics

Document count and total size per folder

Business Value:

Organize documents as your company evolves
Restructure folders without losing documents
Track storage usage per folder
Maintain clean folder hierarchy

14. Document Metadata Management

Rich metadata fields for each document beyond just filename, supporting manufacturing documentation requirements,searchable by multiple attributes.

Metadata Fields:

Document Name

Display name (can differ from filename)

Original Filename

Preserved original name

Folder Path

Hierarchical location

Category/Subcategory

Classification

Document Type

SOP, Work Instruction, Certificate, etc.

Description

Multi-line description

Tags

Comma-separated keywords for search

Document Date

Business date (vs upload date)

Expiry Date

For time-sensitive documents

Customer Association

Optional customer link

Version Number

Current version

File Size & Type

Size in KB/MB/GB, MIME type

Business Value:

Rich document classification
Searchable by multiple attributes
Track document lifecycle
Associate documents with business entities

15. Multi-Format File Support

Accept and manage a wide variety of file formats used in manufacturing operations,a single repository for all file types without needing separate storage systems.

Supported Formats:

Documents

PDF · DOC · DOCX

Procedures, manuals, reports

Spreadsheets

XLS · XLSX · CSV

Data sheets, specifications, logs

Presentations

PPT · PPTX

Training materials, presentations

Images

JPG · PNG · GIF · BMP · SVG

Photos, diagrams, screenshots

CAD

DWG · DXF · STEP · STP · IGS · IGES

Engineering drawings, 3D models

Text

TXT · JSON · XML

Configuration files, data exports

File Validation:

Extension checking MIME type verification Size limit enforcement (100 MB)

Business Value:

Single repository for all file types
No need for multiple storage systems
Support engineering workflows
Handle large CAD assemblies

16. Category-Based Organization

Documents organized by 8 manufacturing-specific categories with visual icons and colors for easy identification,intuitive document discovery by department.

Categories:

👥 Customers

Customer-specific documents, contracts

👔 HR

Policies, forms, onboarding materials

✅ Quality

ISO certs, procedures, work instructions

⚙️ Engineering

Standards, specifications, reference docs

💰 Finance

Tax documents, audit reports, compliance

📋 Templates

Quote/invoice templates, forms

🎓 Training

Materials, videos, guides

🏆 Certifications

Company certs, equipment licenses

Business Value:

Intuitive document discovery by department
Visual organization for faster navigation
Department-specific document areas
Support for cross-functional document sharing

16 Key Advantages at a Glance

Cross-Module Consolidation

Single view of ALL documents from 16+ modules

Customer Aggregation

All customer documents in one view

Manufacturing Folders

8 predefined categories ready to use

Job Hierarchy

Job → Recipe → Step organization

Version Control

1.0, 1.1, 2.0 versioning with restore

Audit Trail

Every action logged with attribution

Expiration Tracking

30-day warnings for certifications

CAD Support

DWG, DXF, STEP, IGES native

Document Preview

PDF, images, text viewing in-app

Mobile-First

Flutter native for shop floor

5-Tab Navigation

Purpose-built for workflows

Advanced Search

Multi-attribute with filters

Folder Management

Create, rename, delete, move

Rich Metadata

12+ fields for manufacturing docs

Multi-Format

25+ file types including CAD

Category Organization

8 manufacturing-specific categories

🏭

Bill of Materials (BOM)

Multi-level component hierarchy management with Active/Inactive status tabs and quick access to history and analysis tools

Component Hierarchy Cost Tracking Impact Analysis Kit Management Version Control

Screens & Interfaces

TUC4Human,BOM,BOM List

Bills of Materials

Active

Inactive

Assembly XR-500 Active

Job: JOB-2026-0445 $1,245.80

Main assembly for XR series production

Housing Unit H-200 Active

Job: JOB-2026-0444 $456.50

Aluminum housing assembly

Motor Assembly MA-50 Active

Job: JOB-2026-0442 $678.90

Brushless motor subassembly

BOM Builder,Assembly XR-500

Component Hierarchy

▼ 📦 Assembly XR-500 x1

▼ 🔩 Housing Unit H-200 x1

⚙️ Aluminum Frame x2

⚙️ Cover Plate x1

▶ 🔌 PCB Module PM-100 x1

🔧 Fastener Kit FK-10 x1

Component Details

Housing Unit H-200

Part Number H-200-REV-C

Unit Cost $125.00

Lead Time 5 days

Supplier MetalCorp Inc

Where-Used Analysis

Component: Aluminum Frame (AF-2024)

Used in 5 active BOMs

Assembly XR-500 BOM-2026-0045

Qty: 2 Level: 2

Cost Impact: $45.00

Housing Unit H-200 BOM-2026-0044

Qty: 2 Level: 1

Cost Impact: $45.00

Motor Assembly MA-50 BOM-2026-0042

Qty: 4 Level: 1

Cost Impact: $90.00

Kit Templates

📦 Fastener Kit FK-10

M4 Bolts x20

M4 Nuts x20

M4 Washers x40

M6 Bolts x10

🔌 Connector Kit CK-05

USB-C Connector x2

Power Jack x1

Pin Headers x5

🔧 Seal Kit SK-02

O-Rings (Large) x4

O-Rings (Small) x8

Gaskets x2

BOM History,Assembly XR-500

v3.2 Current

Jan 14, 2026

By: John Smith

Updated PCB module to PM-100 Rev B

v3.1

Dec 20, 2025

By: Jane Doe

Added Seal Kit SK-02 component

v3.0

Nov 15, 2025

By: Mike Johnson

Major revision,redesigned housing

v2.5

Oct 01, 2025

By: Sarah Wilson

Replaced fastener supplier

Why TUC4Human Bill of Materials is Different

Complete product structure management with real-time cost accumulation and full traceability

A Bill of Materials is more than just a component list,it's the foundation of manufacturing cost control and traceability. TUC4Human's BOM module goes beyond traditional BOMs by tracking cost accumulation through every manufacturing step, enabling true scrap value calculation, and providing deep integration with jobs, recipes, and inventory for seamless data flow from planning to execution.

Where-Used Analysis

A dedicated screen that answers the critical question: "Where is this component used?" For any component or material, you can instantly see every BOM that contains it, enabling impact analysis before making changes.

Features:

🔍

Search by Component

Find by component ID or name

📋

View All Parent BOMs

See every BOM using the component

🔼

Navigate Hierarchy

Navigate up to higher-level assemblies

⚡

Cascade Effect

Understand impact of component changes

📊

Quantity Required

See quantity in each parent BOM

Use Cases:

Engineering Change

Before modifying a component, see all affected products

Obsolescence

When a material becomes unavailable, identify all impacted BOMs

Cost Analysis

If a component price changes, understand total cost impact

Quality Issues

If a component has defects, trace all potentially affected products

Business Value:

Make informed decisions before changes
Avoid unintended consequences from modifications
Speed up engineering change analysis
Maintain product integrity across the product line

Step-by-Step Cost Accumulation

As a job progresses through manufacturing steps, the system tracks the accumulating value of the work-in-progress. Each step adds its costs (labor, consumables, machine time) to the material value, showing exactly how much value has been invested at any point in the process.

The Concept:

Manufacturing isn't just about material cost,it's about value accumulation. When raw materials enter step 1, and you add labor, the work-in-progress value increases. After step 2 adds more labor and consumables, the accumulated value grows further. This continues through every step.

Cost Tracking Per Step:

Material Value Before Value entering the step

Step Cost Added Labor + Consumables + Machine for that step

Material Value After Accumulated value leaving the step

Planned vs Actual Comparison for variance analysis

Visual Flow:

Raw Material

→

Step 1 (+labor)

→

Step 2 (+labor/consumables)

→

Step 3 (+machine)

→

Finished Product (Total Accumulated Value)

True Scrap Value Calculation:

When scrap occurs during manufacturing, the system calculates the TRUE value lost,not just the material cost, but all the accumulated value that was invested up to that point. Scrap at step 1 loses only material cost, but scrap at a later step loses material PLUS all labor, consumables, and machine time from previous steps.

Business Value:

Understand true cost at every manufacturing stage
Identify which steps add the most value
Calculate accurate scrap impact (accumulated cost loss, not just material)
Real-time visibility into job costs as work progresses
Prioritize quality improvements at high-value steps

Kit Template Management

Create reusable component sets (kits) that can be applied to multiple BOMs. Instead of manually adding the same components to every similar BOM, create a kit template once and apply it with one click.

Kit Template Features:

🛠️ Kit Builder Screen

Create and edit kit templates with component lists

📊 Kit Dashboard

Browse and manage all kit templates

📈 Usage Analytics

Track which kits are used most frequently

🔄 Version Control

Maintain kit versions as components change

📋 Status Management

Active/Inactive/Archived lifecycle

Kit Information Tracked:

Component list with quantities and units Category organization Usage count (how many BOMs use this kit) Last used date Creation and modification history

Hybrid BOMs:

🔗 Combine job-specific materials with kit materials

🔄 Automatic de-duplication if same component appears in both

➕ Add or remove kits from existing BOMs

↔️ Convert between regular and hybrid BOMs

Business Value:

Reduce BOM creation time for similar products
Ensure consistency across product families
Simplify engineering changes (update kit, all BOMs update)
Track which kits are most valuable to the organization

Batch Allocation

When creating a BOM, you can allocate specific inventory batches to each component rather than just specifying generic material requirements. This enables precise traceability and cost tracking from the planning stage.

Batch Allocation Tracks:

🏷️ Batch Number

Specific batch assigned to component

🏭 Supplier

Supplier for that batch

💰 Unit Cost

Actual cost from specific batch (not average)

📦 Quantity

Quantity allocated from the batch

📅 Expiration

Batch expiration date

📊 Status

Allocated, used, or returned

How It Works:

Component: Stainless Steel Rod

Batch #SS-2024-001 (Supplier: ABC Metals)

Quantity Allocated: 50 units Unit Cost: $12.50 Expiration: 2025-12-31 Status: Allocated

Batch #SS-2024-002 (Supplier: XYZ Steel)

Quantity Allocated: 30 units Unit Cost: $11.75 Status: Allocated

Business Value:

Accurate cost calculation using actual batch prices
Full traceability from finished product back to source batch
Expiration management before production starts
Supplier-specific tracking for quality issues

Complete Audit Trail

Every change to a BOM is logged with full details including who made the change, when, and exactly what changed. The audit trail supports compliance requirements and enables investigation of any BOM-related issues.

Actions Tracked:

Created New BOM creation with initial configuration

Name Changed BOM name modifications

Description Changed Description updates

Type Changed Regular to Enhanced or vice versa

Status Changed Active/Inactive/Obsolete transitions

Component Added New components with all details

Component Removed Deleted components with removal reason

Component Modified Quantity, unit, scrap factor changes

Batch Allocated Batch assignments to components

Cost Recalculated Cost roll-up recalculation events

Audit Features:

Filter by action type Filter by date range User attribution (who made each change) Timestamp with timezone Pagination for large histories Aggregate view across all BOMs

Two History Views:

Single BOM History

Complete audit trail for one BOM

All BOMs Overview

Recent changes across all BOMs

Business Value:

Meet regulatory compliance requirements (ISO, FDA, etc.)
Investigate cost discrepancies or quality issues
Track who changed what and when
Support engineering change control processes

Five Cost Categories

Break down BOM costs into five distinct categories for accurate costing and analysis. Each category rolls up from components and steps to provide total BOM cost.

Cost Categories:

🧱 Material Cost

Raw material and component costs including expected waste (scrap factor)

👷 Labor Cost

Direct labor for assembly and component work

🧴 Consumable Cost

Supplies consumed during manufacturing (lubricants, abrasives, etc.)

⚙️ Machine Cost

Equipment usage costs based on machine time

🔧 Setup Cost

Preparation and changeover costs

Cost Roll-Up:

📊 Component-level costs aggregate to parent

🔄 Multi-level BOMs roll up through all levels

📈 Scrap factor increases material cost proportionally

➕ Total Cost = Material + Labor + Consumable + Machine + Setup

Cost Analysis Screen Shows:

Breakdown by category Percentage of total for each category Component-by-component costs Comparison across BOM versions

Business Value:

Accurate product costing for pricing decisions
Identify which cost categories dominate
Support make-vs-buy decisions
Enable category-specific cost reduction initiatives

Integration with Jobs, Recipes, and Inventory

The BOM module is deeply integrated with other manufacturing modules, creating a connected system where data flows seamlessly between planning and execution.

Job Integration:

🔗 Link BOM to specific jobs

📋 Auto-populate BOM from job material list

✖️ Job quantity multiplies BOM component quantities

💰 Cost tracking connects BOM estimates to actual job costs

🔍 Available jobs searchable and filterable for BOM association

Recipe/Procedure Integration:

📖 BOM components inherit to recipe steps

➕ Steps can add consumables beyond BOM materials

⏱️ Setup and teardown times from recipe

✅ Quality gates from recipe appear in BOM tracking

🔄 Material disposition tracking per step

Inventory Integration:

💵 Component unit costs pulled from inventory

🏷️ Batch tracking and allocation at BOM creation

📦 Available quantity validation

📅 Batch expiration date monitoring

🏭 Warehouse-specific component sourcing

Process Control Integration:

📊 Real-time cost accumulation during execution

♻️ Scrap recording from process events

🔄 Material disposition linking to BOM

📈 Variance calculation (planned vs. actual)

✅ Step completion triggers cost calculation

Business Value:

Single source of truth across modules
No duplicate data entry
Real-time visibility from planning to execution
Accurate cost tracking through entire manufacturing cycle

7 Key Advantages at a Glance

Where-Used Analysis

Find all BOMs using a component for impact analysis before changes

Step-by-Step Cost Accumulation

Track value building through each step with true scrap value calculation

Kit Template Management

Reusable component sets with usage analytics and hybrid BOMs

Batch Allocation

Specific batch tracking per component with supplier and expiration

Complete Audit Trail

Every change logged with user attribution and timestamps

Five Cost Categories

Material + Labor + Consumable + Machine + Setup breakdown

Full Module Integration

Connected to Jobs, Recipes, Inventory, and Process Control

🔄

Material Disposition

Track and manage material dispositions by job with Pending/Completed tabs and quick access to history and shipping

Job-based Tracking Scrap/Ship/Return Actions Disposition History Shipping Integration Stock Release Workflow

Screens & Interfaces

TUC4Human,Material Disposition,Dashboard

Material Disposition

Pending 12

Completed 45

▼

Job: JOB-2026-0445

Assembly XR-500 Production Run

Customer: TechCorp Industries

Items: 8 Completed: 3

▼ SCRAP,Assembly Step 3 batches: 45/100 units

Batch: 001 Jan 14, 09:30

15/50 units,PENDING

Operator: John Smith

Batch: 002 Jan 14, 10:15

20/30 units,PARTIAL

Operator: Jane Doe

▶ SHIP,Final QC 2 batches: 80/80 units

▶

Job: JOB-2026-0444

Housing Unit H-200 Batch

Customer: BuildRight Corp

Items: 5 Completed: 1

▶

Job: JOB-2026-0443

PCB Module PM-100

Customer: ElectroSystems

Items: 3 Completed: 0

Material History

♻️

Aluminum Sheet 2mm,SCRAPPED

Job: JOB-2026-0445 Qty: 15 units Jan 14, 2026 09:30

Reason: Dimensional out of spec

🚚

PCB Assembly PM-100,SHIPPED

Job: JOB-2026-0442 Qty: 50 units Jan 13, 2026 15:45

Shipped to: TechCorp Industries

↩️

Connector CC-10,RETURNED TO VENDOR

Job: JOB-2026-0440 Qty: 25 units Jan 12, 2026 11:20

Reason: Pin damage from supplier

Shipping History

156 Shipments (MTD)

12,450 Units Shipped

98.5% On-Time Rate

Date	Job	Material	Qty	Destination	Status
Jan 14	JOB-0445	Assembly XR-500	50	TechCorp	Delivered
Jan 13	JOB-0442	PCB PM-100	100	ElectroSys	In Transit
Jan 12	JOB-0440	Housing H-200	75	BuildRight	Delivered

Material Release to Jobs

Release materials from inventory to specific jobs for production use

Select Material

🔧

Aluminum Sheet 2mm

Available: 500 units

Target Job

JOB-2026-0445

Assembly XR-500 Production

Needs: 100 units

Release Quantity

units

Why Our Material Disposition is Different

Materials don't just get used or thrown away. Production generates excess, defects, returns, and transformations that need systematic handling. Our Material Disposition module provides complete lifecycle management for every material state after production.

Comprehensive Disposition Types

Our system recognizes six distinct paths a material can take after production, each with its own dedicated workflow, documentation requirements, and approval process.

📦

Return to Inventory Unused materials go back to stock with full tracking

🔧

Rework Route materials through production again with a new job automatically created

🗑️

Scrap Controlled disposal with multiple methods (recycle, return to vendor, destroy, donate)

⏸️

Hold/Quarantine Isolate materials for quality investigation with documented reasons

🚚

Ship Direct Send materials directly to customers without returning to inventory

🔄

Transform Convert materials into different products or forms

Material Handling Case Coverage

The system handles every real-world manufacturing scenario where materials need disposition decisions. Instead of forcing materials into generic buckets, the system understands the specific case and guides appropriate action.

▸ Job gets cancelled after partial completion,what happens to the materials?

▸ Quality issues discovered mid-process,how do you quarantine and track?

▸ Excess materials after job completion,return to stock or use elsewhere?

▸ Customer returns arrive,how do you process and disposition?

▸ Production overruns occur,where does the extra material go?

▸ Materials expire during processing,proper disposal with documentation

▸ Job archived without releasing materials,automatic flagging and resolution

▸ Partial operational completion,materials stuck between steps

Three-Stage Workflow Dashboard

Materials requiring disposition flow through a clear visual pipeline. The tabbed dashboard shows counts for each stage, allows filtering by disposition type, and provides quick actions for common scenarios.

⏳ Pending

Items awaiting a disposition decision, with aging indicators

→

⚡ In-Progress

Disposition action being executed, with status tracking

→

✓ Completed

Full historical record of resolved dispositions

Auto-Routing Intelligence

When materials need disposition, the system suggests the optimal path. Instead of manually deciding where each material should go, operators receive intelligent recommendations that can be accepted or overridden.

📋 Material type and characteristics

✅ Current condition and quality status

📊 Historical disposition patterns

📦 Available inventory levels

🔄 Pending job requirements

Material Snapshots for Compliance

At critical points in the disposition process, the system captures complete snapshots. These snapshots serve as permanent compliance records for audits, customer inquiries, and regulatory requirements.

● Material condition at time of disposition decision

● All associated batch/lot information

● Quality test results and certifications

● Chain of custody documentation

● Approval signatures and timestamps

Job-Based Complete Traceability

Every disposition action links back to its source. This creates an unbroken chain from raw material receipt through production to final disposition.

🏭 Which job produced or used the material

⚙️ What operation generated the disposition need

👤 Who made the disposition decision

🕐 When each step occurred

📝 Why this disposition path was chosen

Batch and Lot Expiration Management

Materials with expiration dates receive special handling during disposition, ensuring compliance and preventing the use of expired materials.

⚠️ Automatic flagging when materials approach expiration during processing

🔀 Expiration-aware routing suggestions (use soon vs. scrap)

📄 Documentation of expiration status at disposition time

✓ Compliance tracking for regulated materials

📊 First-expire-first-out recommendations

Global Material Release

Materials can be released across job boundaries, enabling enterprise-wide material management and efficient resource allocation.

▸ View materials held across all jobs in one screen

▸ Release materials from one job directly to another

▸ Cross-facility material transfers with full tracking

▸ Consolidated view of enterprise-wide material disposition needs

▸ Batch release actions for efficiency

Integrated Shipping Workflow

For ship-type dispositions, the system includes complete shipping management. Materials can go directly from production to customer without touching inventory.

🚛 Carrier selection and rate comparison

🏷️ Shipping label generation

📍 Tracking number capture and storage

📧 Customer notification integration

✓ Proof of delivery documentation

↩️ Return shipping for customer returns

Complete Audit Trail

Every disposition action is permanently recorded. The audit trail is immutable and available for compliance reporting.

👤 User who initiated the disposition

🕐 Timestamp of each status change

✍️ Approval chain with signatures

💬 Reason codes and comments

🔄 Before/after material states

📎 Associated documents and attachments

10 Key Advantages at a Glance

Comprehensive Disposition Types

Six distinct paths: inventory, rework, scrap, hold, ship, and transform

Material Handling Case Coverage

Handles every real-world scenario from cancellations to customer returns

Three-Stage Workflow

Clear visual pipeline: Pending → In-Progress → Completed

Auto-Routing Intelligence

Smart suggestions based on material type, condition, and history

Material Snapshots

Point-in-time captures for compliance and auditing

Job-Based Traceability

Complete chain from receipt through production to disposition

Expiration Management

Special handling for materials with expiration dates

Global Material Release

Cross-job and cross-facility material transfers

Integrated Shipping

Complete shipping workflow for ship-type dispositions

Complete Audit Trail

Immutable record of every disposition action

⚙️

Process Execution

Track active processes and assigned jobs with Active Processes/Assigned Jobs tabs and step-by-step execution

Step-by-Step Execution Real-time Tracking Quality Integration Time Recording Job Assignment

Screens & Interfaces

TUC4Human,Process Execution,Dashboard

Process Dashboard

Active Processes

Assigned Jobs

JOB-2026-0445 Assembly XR-500 Production

Running

Customer: TechCorp Industries

Current: Assembly (Step 5/8) Machine: Assembly Line 2

62/100 parts

You can work on this

JOB-2026-0444 Housing Unit H-200

Paused

Customer: BuildRight Corp

Current: CNC Machining (Step 3/7) Machine: CNC Mill #3

40/100 parts

JOB-2026-0443 PCB Module PM-100

Running

Customer: ElectroSystems

Current: Soldering (Step 8/12) Machine: SMT Line 1

150/200 parts

Process Control,JOB-2026-0445

Assembly XR-500 Production

Customer: TechCorp Industries

Step 5 Assembly

62 /100

✓ 1. Material Prep

✓ 2. CNC Machining

✓ 3. Quality Check

✓ 4. Surface Treatment

▶ 5. Assembly

○ 6. Final QC

○ 7. Packaging

○ 8. Shipping

Why TUC4Human Process Execution is Different

Manufacturing execution with complete material accountability and integrated quality control

Manufacturing execution isn't just about tracking steps,it's about ensuring every unit of material is accounted for, quality is verified during the process (not after), and operators have instant access to all the information they need. TUC4Human's Process Execution module is built on mathematical material balance equations that guarantee inventory integrity, even through complex material transformations.

Material Balance Validation with Mathematical Equations

Manufacturing involves materials flowing through processes,released from inventory, being worked on, completed, scrapped, or sent for rework. The challenge is ensuring every single unit is accounted for at all times. TUC4Human implements a comprehensive material balance equation that validates inventory integrity continuously.

The Material Balance Equation

Released = In Process + Completed + Scrapped + Rework + Consumed

When materials are released from inventory, the system continuously calculates the accounted total. If variance is not zero, the system immediately flags an imbalance.

What Gets Tracked

Released

Total quantity released from inventory to this process

In Process

Quantity currently being worked on at any step

Completed

Quantity that finished all process steps successfully

Scrapped

Quantity discarded due to defects or issues

Rework

Quantity sent back for reprocessing

Consumed

Quantity consumed in transformation processes

Per-Batch Tracking

The system doesn't just track totals,it maintains material balance for each individual batch:

Each batch has its own balance tracked separately
Warning indicators appear for any batch that doesn't balance
Expandable batch breakdown shows released vs accounted per batch
Auditors can drill down to specific batches to verify

Visual Dashboard

The Material Balance Dashboard provides:

✓ Validation Status,Green checkmark when valid, warning icon when not

📊 Summary Row,Released, Accounted, and Variance at a glance

🥧 Pie Chart,Visual representation of material states with percentages

📈 Calculated Metrics,Completion rate, scrap rate, rework rate

The Business Value

Inventory Accuracy,You always know exactly where your materials are
Audit Readiness,Complete material flow documentation
Loss Prevention,Unexplained variances are immediately visible
Financial Accuracy,Cost tracking relies on accurate material accounting
Regulatory Compliance,Traceability requirements automatically satisfied

Material Transformation Tracking (Quantity Conversions)

In manufacturing, input quantities often don't equal output quantities. You might start with 10 kg of raw material and produce 50 units of finished product. Traditional systems struggle with this,they track inputs and outputs separately, creating reconciliation nightmares. TUC4Human supports formula-based material transformations that mathematically convert input quantities to output quantities while maintaining complete traceability.

What Gets Captured

Each transformation event records:

Event Type

Material release, processing start, pause, resume, completion, partial completion, scrap, rework

Step Movement

Which step the material moved from and to

Operator and Machine

Who performed the action and on what equipment

Batch Details

Which batches were involved and quantities for each

Example Transformation

Step: Mixing

Input: 10 kg Chemical A + 5 kg Chemical B

Output: 14.5 kg Mixed Compound

The system tracks:

10 kg Chemical A consumed from Batch #A123
5 kg Chemical B consumed from Batch #B456
14.5 kg Mixed Compound created as new intermediate
0.5 kg recorded as process loss

Material Categories Displayed

Job Materials (Flow-Through)

Primary materials that flow through the entire manufacturing process. Shows required quantity, released from inventory, and available for current step.

Step Materials (Consumables)

Materials consumed at specific steps but don't flow through as the main product. Cutting fluids, welding gases, packaging materials.

Transformed Materials (Produced)

Intermediate or final products created through material transformation. Mixed compounds, sub-assemblies, machined parts.

The Business Value

Accurate Costing,Know exactly what went into each output
Yield Tracking,Monitor transformation efficiency
Batch Genealogy,Trace finished products back to raw materials
Process Optimization,Identify steps with high losses
Complete Visibility,All material types in one view
Regulatory Compliance,Full material chain documentation

Integrated Quality Checks (In-Process Quality Control)

Most manufacturing systems treat quality as a separate module. Operators execute processes in one screen, then navigate to another module to record quality data. This creates friction in the workflow, risk of forgetting to record data, and disconnection between process and quality context. TUC4Human embeds quality checks directly in the process control screen,operators never leave their execution context.

How It Works

Template-Based Quality Parameters

Quality check templates define what needs to be measured. Each template contains parameters with:

Parameter name (e.g., "Dimension A", "Surface Roughness")
Specification limits (nominal value, upper limit, lower limit)
Measurement type (numeric, pass/fail, visual inspection)
Required sample size and measurement unit

Batch Selection and Sampling

When a quality check step is reached:

Operator selects which batches to sample
System displays all available batches for the current step
Sampling configuration defines how many units to check per batch
Sample inspection rows generated for data entry

Data Entry Options

Manual Entry

For individual measurements

CSV Upload

For bulk data from measurement devices

Multiple Samples

Support for multiple samples per parameter

Immediate Pass/Fail Feedback

As soon as operator enters a measurement:

✓

In-Spec

Green indicator, measurement accepted

✗

Out-of-Spec

Red indicator, flagged for attention

No waiting for supervisor review for basic determination.

Quality Hold Integration

Quality hold steps prevent process progression until quality check passes
Failed checks can trigger rework process directly
Disposition options presented when issues found
Operators can attach photos, measurement reports, or certificates

The Business Value

Reduced Friction,Quality recording is part of normal workflow
Real-Time Visibility,Quality status known immediately
Complete Traceability,Every measurement linked to process and batch
Faster Response,Out-of-spec conditions caught instantly
Operator Empowerment,Workers can see quality impact of their work
Audit Trail,Complete quality documentation for compliance

Process History Timeline (Material Journey Visualization)

When something goes wrong in manufacturing, you need to answer: "What happened and when?" Traditional systems provide audit logs,walls of text that are difficult to parse and don't show the relationship between events. TUC4Human provides a visual timeline that shows every state change, what changed at each point, and the complete material journey from start to finish.

Timeline Components

Visual Timeline

Scrollable list of events in chronological order
Each event represented as a timeline marker
Selected event highlighted for detail view
Timestamps displayed for each event
Color-coded by event type

Event Types and Visual Coding

Process Started

Process initiated

Step Completed

Step finished successfully

Material Scrapped

Material discarded

Sent for Rework

Material sent for reprocessing

Material Released

Material released from inventory

Process Completed

Entire process finished

Event Details Panel

When an event is selected, the panel shows:

Event Type

With visual indicator

Operator Name

Who performed the action

Timestamp

Exact time of event

Material Distribution

State at that moment

What Changed

Quantities affected

Batch Movements

Which batches moved where

Example Timeline View

[14:30] ✅

Step Completed,Packaging

Batch #A001: 95 units completed | Operator: John Smith | Duration: 45 min

[13:45] ✅

Step Completed,Quality Check

Batch #A001: 95 units passed | Operator: Sarah Lee | Duration: 30 min

[13:15] 🗑️

Material Scrapped,Quality Check

Batch #A001: 3 units scrapped | Reason: Surface defects

[09:30] 📦

Material Released

Batch #A001: 100 units released | Material: Component Kit

The Business Value

Complete Visibility,See entire material journey from release to completion
Root Cause Analysis,Quickly trace issues to their source
Accountability,Know who did what and when
Process Validation,Verify correct sequence was followed
Traceability,Link finished goods back to raw materials
Audit Documentation,Complete transformation and state change history

Contextual Document Access

Operators executing manufacturing processes need access to safety data sheets, machine manuals, work instructions, quality specifications, and other documents. In most systems, these documents live in separate repositories. Operators must leave their work, navigate to document systems, and search for the right file. TUC4Human makes all relevant documents accessible directly from the process control screen.

Document Categories Available

📄

Job Documents

Work orders, customer specifications, routing sheets, job-specific instructions, engineering drawings

⚠️

Material Safety Documents

Safety Data Sheets (SDS/MSDS), handling instructions, storage requirements, PPE requirements, first aid procedures

🔧

Machine Manuals

Operating instructions, setup procedures, maintenance guides, troubleshooting guides, safety precautions

📋

PRR Documents

Product Realization Review records, design verification, process validation, customer approval records

📝

Step-Related Documents

Work instructions for specific steps, quality check procedures, visual standards, reference samples

Document Viewer Capabilities

The built-in document viewer supports multiple file types:

PDF

Full viewer with page navigation and zoom

Images

Interactive viewer with pan and zoom

Text files

Syntax highlighting, selectable text

Video

Full player with playback controls

Audio

Audio player with seek and volume

Office documents

Download to open externally

Document Features

✓ Download for offline access

✓ Share with team members

✓ Version tracking to ensure current document

✓ Page navigation for multi-page documents

How It Works for Operators

Scenario: Operator starting a new step that involves handling a chemical

Operator is on process control screen at current step
Taps "Documents" section
Sees documents organized by category
Material Safety section shows SDS for chemicals in this step
Taps to open SDS
Full document displays in-app with zoom and scroll
Operator reviews safety precautions
Returns to process control without losing context

The Business Value

Safety,Critical safety information always accessible
Efficiency,No time wasted searching for documents
Accuracy,Always the correct version for this job and step
Compliance,Document access can be logged for audits
Training,New operators have reference material readily available
Reduced Errors,Instructions available exactly when needed

5 Key Advantages of TUC4Human Process Execution

Material Balance Validation

Mathematical equation ensuring every unit is accounted for with variance detection

Material Transformation

Formula-based quantity conversions with complete traceability across all material types

In-Process Quality Checks

Quality data entry during execution with immediate pass/fail feedback

Process History Timeline

Visual material journey showing all state changes and operator actions

Contextual Document Access

Safety docs, manuals, and work instructions directly in process screen

📋

Job Management

Complete job lifecycle management with Active/Completed tabs, document tracking, and procedure templates

Job Tracking Status Management Department Assignment Document Management Procedure Templates

Screens & Interfaces

TUC4Human,Job Management,Dashboard

Job Management

Active 12

Completed 48

All Depts

Assembly

CNC

Quality

JOB-2026-0512

In Progress

Precision Gear Assembly

Customer: MechTech Industries

Dept: Assembly Due: Jan 20, 2026

65% Complete

JOB-2026-0508

Pending

Custom Bracket Fabrication

Customer: AutoParts Corp

Dept: CNC Due: Jan 25, 2026

Not Started

←

Edit Job

📋 Basic Information

Job Description

Precision Gear Assembly

Customer

MechTech Industries ▼

Quantity

500

Priority

Low Medium High

Status

In Progress ▼

Deadline

📅 Jan 20, 2026

👥 Assignment

By Department Direct Assignment

Departments

Assembly CNC Quality

📦 Materials + Add

Steel Rod 20mm 100 pcs Inventory

Brass Bushing 200 pcs Inventory

🔧 Procedure View →

Standard Assembly Process 8 steps

←

Procedure Builder

JOB-2026-0512 8 Steps | Est: 4h 30m

Material Preparation 30 min

⚙️ Prep Station A 👤 John Smith

Steel Rod 20mm (50)

✏️ 🗑️ ⋮⋮

CNC Machining 1h 30m

⚙️ CNC Mill #3 👤 Mike Johnson

✓ Dimension Check

✏️ 🗑️ ⋮⋮

Assembly 45 min

⚙️ Assembly Line 1 👤 Sarah Wilson

Brass Bushing (100)

✏️ 🗑️ ⋮⋮

Quality Inspection 20 min

⚙️ QC Station 👤 QC Team

✓ Final Inspection ✓ Visual Check

✏️ 🗑️ ⋮⋮

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Edit Step 2 of 8

📝 Step Details

Step Name

CNC Machining

Description

Machine gear blanks to specification using CNC mill with program #GR-500.

⏱️ Time Estimates ▼

Setup

15 min

Process

60 min

Teardown

15 min

⚙️ Machine & Operators

Machine

CNC Mill #3 ▼

Assignees

Mike Johnson Tom Davis + Add

📦 Material Requirements ▶

✓ Quality Checkpoints 2 ▶

🔄 Material Transformation ▶

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Document Management

📋 JOB-2026-0512 5 docs

📄

Work Order.pdf Jan 10, 2026

📐

Engineering Drawing.dwg Jan 10, 2026

📊

QC Checklist.xlsx Jan 12, 2026

📋 JOB-2026-0508 3 docs

📄

Specifications.pdf Jan 8, 2026

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Job History

🔍

JOB-2026-0445 Widget Assembly A

TechCorp Completed: Jan 5, 2026

200 units 12 days 98% yield

JOB-2026-0398 Motor Housing Batch

PowerDrive Inc Completed: Dec 28, 2025

500 units 18 days 99% yield

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Procedure Templates

🔧

Standard Assembly Process 12 steps

Assembly Dept Used 45 times

⚙️

CNC Machining Workflow 8 steps

CNC Dept Used 32 times

🔬

Quality Inspection Protocol 6 steps

Quality Dept Used 78 times

Why Our Job Management is Different

Manufacturing jobs are more than work orders,they're complex workflows involving materials, machines, quality checkpoints, and documentation. Our Job Management module treats each job as a complete manufacturing process with full lifecycle tracking.

Visual Workflow Procedure Builder

Manufacturing jobs require clear, repeatable procedures that everyone can understand at a glance. Our procedure builder creates visual workflows that map the entire manufacturing process from start to finish.

The visual interface displays each step as a card showing the step name, assigned machine, operator, and estimated time. Managers see the complete workflow laid out sequentially, making it easy to identify potential bottlenecks or missing steps before production begins. Steps can be reordered using drag-and-drop, allowing quick adjustments without recreating the entire procedure.

Template Library

A template library stores standard procedures for common job types. When creating a new job, operators can select from proven workflows and apply them instantly. The template becomes the starting point - modifications for job-specific requirements don't affect the original template, preserving your standardized processes while allowing flexibility.

Total procedure time calculates automatically by summing individual step estimates, giving planners accurate duration forecasts for scheduling and customer commitments.

Embedded Quality Checkpoints

Quality inspection isn't a separate system bolted onto manufacturing,it's woven directly into the job workflow. Quality checkpoints appear as steps within the procedure, positioned exactly where inspection should occur.

When building a procedure, quality gates can be inserted between any manufacturing steps. The checkpoint specifies what type of inspection is required,dimensional checks with tolerances, visual inspections with acceptance criteria, or functional tests with pass/fail conditions. Each checkpoint assigns a specific QC station where the inspection will occur.

During execution, operators cannot skip quality checkpoints without acknowledgment. The system enforces the inspection sequence, ensuring no product moves forward without required quality verification. Results from each checkpoint attach directly to the job record, creating complete quality traceability.

Final inspection gates can require supervisor approval before marking a job complete, adding an extra layer of quality assurance for critical products.

Material Transformation and Mass Balance

One of the most challenging aspects of manufacturing is tracking materials as they transform through production. Raw materials enter, undergo processing, and emerge as finished products,but the quantities must always balance. Our system maintains complete mass balance integrity throughout the manufacturing process.

Material Journey Tracking

Every material released from inventory enters a tracked journey through production. The system records when materials are released, which step they're at, and what happens to them at each stage. Materials can be in one of several states: in-process (currently being worked), completed (finished successfully), scrapped (removed as waste), rework (sent back for reprocessing), or consumed (used up in transformation).

Mass Balance Validation

The fundamental principle is simple: what goes in must be accounted for. Released materials must equal the sum of completed + scrapped + rework + in-process + consumed. The system continuously validates this equation, immediately flagging any discrepancy. If materials "disappear" without documentation, the variance is visible instantly.

Batch-Level Tracking

Mass balance operates at both the total level and individual batch level. Each batch released from inventory has its own balance calculation. If Batch A released 100 units, the system tracks exactly how many from Batch A are completed, scrapped, in rework, or still in process. This granular tracking supports full lot traceability for regulated industries.

Transformation Timeline

A visual timeline shows the complete "Material Journey",every event that affected the materials. Releases, step starts, pauses, completions, scrapping, and rework events all appear chronologically with timestamps, operators, machines, and quantities. This creates an auditable history of exactly what happened to every piece of material.

Integrated Document Management

Manufacturing jobs generate and require multiple documents,work orders, engineering drawings, quality checklists, specifications, and more. Rather than storing these separately and hunting for them during production, all documents attach directly to their associated jobs.

Documents organize by job, with expandable sections showing the document count and contents for each job. Operators working on a job can access all relevant drawings and specifications without leaving the job screen. Engineering drawings display at the workstation when needed, quality checklists are available during inspections, and specifications are accessible throughout production.

The system supports multiple document types including PDF work orders, CAD engineering drawings, Excel checklists, and specification documents. Version control ensures operators always access the current revision, with upload dates visible for verification. When engineering releases a drawing update, the new version attaches to the job and operators see the latest information.

Job History with Performance Metrics

Completed jobs don't just disappear,they become valuable data for continuous improvement. The job history captures performance metrics that help identify patterns, optimize processes, and make better estimates for future work.

Production Metrics Captured

Units produced per job

Actual duration from start to completion

Yield rate (percentage of good output vs. total)

Customer and job details for reference

Historical Analysis

Jobs can be filtered by time period,last month, last quarter, or custom ranges. Search functionality finds specific jobs by number, customer, or description. Comparing similar jobs over time reveals whether processes are improving or degrading.

Learning from Data

When quoting new jobs, historical data from similar past jobs provides accurate time and yield estimates. Jobs that took longer than expected can be analyzed to understand why. High-yield jobs reveal best practices that can be applied to other work. The accumulated history builds institutional knowledge that persists even as team members change.

Deep Module Integration

Job Management doesn't operate in isolation,it connects seamlessly with other system modules to create a unified manufacturing environment.

Scheduling Integration

Jobs appear directly in the scheduling Gantt chart. Machine bookings tie to specific job steps, so schedulers see exactly when each machine is needed for which job. When scheduling conflicts arise, the system detects them before they cause production problems.

Inventory Integration

Material requirements defined in job procedures connect directly to inventory. When releasing materials to a job, the system knows exactly what's needed and where it's going. Multi-job material release allows allocating inventory across several jobs simultaneously.

Quality Integration

Quality checkpoints embedded in procedures connect to the quality management system. Inspection results record against the job, defects link to specific jobs and steps, and rework routes back through the job system for reprocessing.

Machine Integration

Each procedure step can specify which machine is required. The system matches machine capabilities to step requirements and shows machine availability during planning. Machine performance metrics connect to job execution data.

Department Integration

Jobs assign to departments, and department managers see their workload across all assigned jobs. Filtering by department shows only relevant work, and department-level metrics aggregate job performance for management reporting.

6 Key Advantages at a Glance

Visual Workflow Builder

Drag-and-drop procedures with template library for standardization

Embedded Quality Checkpoints

Quality gates woven into procedures, not bolted on separately

Material Mass Balance

Complete tracking ensuring input materials equal accounted outputs

Integrated Documents

All job documents organized and accessible during production

Performance History

Historical metrics for continuous improvement and accurate estimates

Deep Integration

Connected to scheduling, inventory, quality, machines, and departments

👥

User Management

Complete HR and workforce management with leave tracking, holidays, reimbursements, assets, travel, training, department structures, reporting hierarchies, and self-service portal

Employee Records Leave Management Holiday Tracking Reimbursements Asset Management Travel Management Training Self Service Approval Workflows Department Structure Reporting Hierarchy

Screens & Interfaces

TUC4Human,User Management,User List

User Management

John Smith Production Manager john.smith@company.com

Active ▼

🏢 Department: Assembly

📱 Phone: +1 555-0123

📅 Joined: Mar 15, 2020

15 Leave Days

8 Skills

3 Certs

Sarah Wilson Quality Engineer sarah.wilson@company.com

Active ▶

Mike Johnson CNC Operator mike.johnson@company.com

On Leave ▶

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Leave Management

Types

Balances

Requests

Calendar

🏖️

Annual Leave 20 days/year

Active

🤒

Sick Leave 10 days/year

Active

👶

Parental Leave 12 weeks

Active

📚

Study Leave 5 days/year

Active

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Holiday Management

Holidays

Calendars

Rules

Analytics

2026

01 Jan

New Year's Day Public Holiday

Mandatory

20 Jan

Martin Luther King Jr. Day Public Holiday

Mandatory

17 Feb

Presidents Day Public Holiday

Optional

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Reimbursement Management

Types

Requests

Reports

🚗

Travel & Mileage Max: $500/month

Active

🍽️

Meals & Entertainment Max: $100/day

Active

🏨

Accommodation Max: $200/night

Active

📱

Communication Max: $50/month

Active

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Asset Management

Types

Inventory

Assignments

💻

Laptop 45 in inventory

32 assigned

📱

Mobile Phone 60 in inventory

48 assigned

🖥️

Desktop Computer 30 in inventory

28 assigned

🔑

Access Card 100 in inventory

85 assigned

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Travel Management

Requests

Policies

Reports

New York → Chicago

Pending

👤 John Smith

📅 Jan 25-27, 2026

Client Meeting

💰 Est. $1,200

Chicago → Dallas

Approved

👤 Sarah Wilson

📅 Feb 10-12, 2026

Conference

💰 Est. $1,800

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Training Management

Catalog

Sessions

Enrollments

Reports

🔧

CNC Machine Operations 8 hours Instructor: Mike Johnson

24 enrolled ⭐ 4.8

🔬

Quality Control Fundamentals 6 hours Instructor: Sarah Wilson

18 enrolled ⭐ 4.6

⚡

Safety & Compliance 4 hours Instructor: HR Team

45 enrolled ⭐ 4.9

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Self Service

Profile

Leave

Requests

Team

Documents

Reimburse

Assets

Travel

Training

Timesheet

John Smith Production Manager Assembly Department

Contact Information

Email john.smith@company.com

Phone +1 555-0123

Address 123 Main St, City

Emergency Contact

Name Jane Smith (Spouse)

Phone +1 555-0124

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Approval Workflows

🏖️

Leave Request Approval 3 steps: Manager → HR → Director

Active

💰

Expense Reimbursement 2 steps: Manager → Finance

Active

✈️

Travel Request 3 steps: Manager → HR → Finance

Active

💻

Asset Request 2 steps: Manager → IT

Active

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User History

🔍

Role Changed John Smith: Operator → Manager Jan 10, 2026

Department Transfer Sarah Wilson: CNC → Quality Jan 8, 2026

New User Added Alex Brown joined as Trainee Jan 5, 2026

Certification Added Mike Johnson: ISO 9001 Jan 3, 2026

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Onboarding

5 In Progress

12 Completed

3 Pending

Alex Brown CNC Operator Start: Jan 15, 2026

75%

6/8 tasks

Tom Carter Quality Inspector Start: Jan 20, 2026

25%

2/8 tasks

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Offboarding

Robert Davis Assembly Technician Last Day: Jan 31, 2026

✓ Exit Interview ✓ Asset Return ○ Final Pay

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Skills Management

🔧 Technical Skills 24 skills

CNC Operation Welding CAD/CAM +21 more

💼 Management Skills 12 skills

Team Leadership Planning +10 more

🔬 Quality Skills 8 skills

ISO Standards Six Sigma +6 more

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Certifications

🏆

ISO 9001:2015 International Organization Valid until: Dec 2027

45 certified

🏆

Six Sigma Green Belt ASQ No expiry

12 certified

🏆

OSHA Safety OSHA Valid until: Jun 2026

78 certified

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Performance

2026 Q1 Review In Progress

32/50 completed

4.2 Avg Rating

85% Goals Met

12 Top Performers

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Attendance

Today: Jan 14, 2026

42 Present

5 Absent

3 Late

8 On Leave

John Smith In: 8:02 AM

Present

Mike Johnson -

On Leave

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HR Analytics

Headcount Trend

📈 +5% YoY

58 employees

Turnover Rate

📉 -2% YoY

8.5%

Avg Tenure

📊

3.2 years

Training Hours

📈 +15%

24 hrs/emp

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Organization Structure

CEO

David Miller Chief Executive

John Smith VP Operations

Sarah Wilson VP Quality

Mike Johnson VP Engineering

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Pending Approvals

8 items need your approval

🏖️

Leave Request From: Mike Johnson Jan 25-27, 2026 (3 days)

💰

Expense Claim From: Sarah Wilson $245.00,Travel

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My Requests

All

Pending

Approved

Rejected

🏖️

Leave Request Feb 15-17, 2026

Pending

💰

Reimbursement $125.00,Jan 10

Approved

💻

Asset Request New Monitor,Jan 8

Approved

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Delegations

Delegate your approval authority when you're away

Active

Delegated to: Sarah Wilson

Period: Jan 20,Jan 27, 2026

For: Leave Expense

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Deleted Users

Users can be restored within 30 days of deletion

Robert Davis Assembly Technician Deleted: Jan 5, 2026

Department Management

🏢

Assembly Department

👥 12 users ⚙️ 8 machines

Active ▼

Main assembly line operations for precision manufacturing.

👤 Manager: John Smith

👥 Users: 12 assigned

⚙️ Machines: 8 assigned

Utilization 87%

Efficiency 92%

🏢

CNC Department

👥 8 users ⚙️ 15 machines

Active ▶

←

Edit Department

Department Name

Assembly Department

Description

Main assembly line operations for precision manufacturing.

Department Manager

John Smith ▼

Parent Department

Manufacturing Division ▼

Assigned Users (12)

👤 Mike Johnson 👤 Sarah Wilson 👤 +10 more

Assigned Machines (8)

⚙️ Assembly Line 1 ⚙️ +7 more

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Assembly Hierarchy

Tree View

List View

John Smith Department Head

HEAD

John Smith Manager

4 reports

↳

Mike Johnson Engineer

↳

Sarah Wilson Engineer

↳

Tom Davis Operator

Unassigned Users (2)

Alex Brown ⚠️

Why Our User Management is Different

Managing employees involves more than storing contact information. From leave requests to expense claims, from onboarding new hires to tracking approvals, our User Management module provides a complete HR ecosystem integrated into manufacturing operations.

Seven Integrated Self-Service Modules

Employees shouldn't need to navigate multiple systems for different HR tasks. Our self-service portal consolidates seven complete HR modules into a single, unified interface where employees can handle all their HR needs.

Leave Management

Employees see their leave balances at a glance,vacation days remaining, sick leave available, personal time accrued. Requesting leave takes seconds: select the type, pick the dates, add a reason, and submit. The system shows exactly who will approve the request and the estimated timeline. A personal leave calendar displays upcoming approved time off, and the history tab shows every past request with its outcome.

Reimbursement Management

Expense claims flow through a structured process. Employees photograph receipts, categorize expenses, enter amounts, and attach supporting documents. Each claim shows its current status,submitted, under review, approved, or paid. Running totals display how much is pending approval versus already reimbursed.

Asset Management

Company equipment assigned to an employee appears in their asset tab,laptops, monitors, phones, access cards. When employees need new equipment, they submit requests specifying what they need and why. The system tracks the full lifecycle: request submitted, approved, asset assigned, and eventually returned.

Travel Management

Business travel requests capture the complete trip: destination, dates, purpose, estimated costs, and required approvals. Once approved, employees can add booking details, itineraries, and travel documents. Post-trip, the travel record connects to expense reimbursements for that journey.

Training Management

A training catalog shows available courses, certifications, and learning opportunities. Employees browse by category, see prerequisites, and enroll directly. Their training history tracks completed courses, earned certifications, and expiration dates for time-limited credentials.

Timesheet Management

Time tracking happens in real-time. Employees clock in when they arrive and clock out when they leave,one tap on their device. The weekly timesheet view shows hours worked each day, break times, and any overtime. If something needs correction, employees submit correction requests through the same interface.

General Requests

The general requests section handles work-from-home requests, attendance regularization (explaining absences or late arrivals), and profile update requests (changes to personal information that require HR approval). Each request type has its own workflow but lives in one accessible location.

The unified design means employees learn one interface and can handle all their HR needs without training on multiple systems.

Configurable Multi-Level Approval Workflow

Every organization has different approval requirements. A small company might need only manager approval for leave, while a large enterprise might require multiple levels based on request duration or amount. Our approval system adapts to any organizational structure without custom development.

Condition-Based Routing

Approvals route differently based on the request itself. A one-day leave might go only to the direct manager, while a two-week vacation routes through the manager, then to the department head. An expense claim under a certain amount might need just one approval, while larger amounts require finance review. These conditions configure through rules, not code.

Role-Based Approvers

Instead of naming specific people as approvers (which breaks when people change roles), the system uses role-based routing. "Line Manager" means whoever is currently the employee's manager. "Department Head" means whoever currently leads that department. When organizational changes happen, approval routing automatically adjusts.

Multiple Flow Types

Simple requests use single-level approval,one person says yes or no. Complex requests use sequential multi-level approval,the request passes through a chain of approvers in order. Cross-functional requests use parallel approval,multiple people from different departments review simultaneously. The system supports combining these patterns for sophisticated workflows.

Approval Groups

Sometimes approval shouldn't depend on one specific person. Approval groups define a pool of qualified approvers. The finance team might be a group where any senior accountant can approve expense reports. The HR committee might require majority approval for policy exceptions. Groups configure whether any member can approve, all must approve, or a majority decides.

Fallback Handling

When the designated approver is unavailable,on vacation, out sick, or simply not responding - the system doesn't stall. Fallback rules route to alternate approvers automatically. The department head becomes the fallback when the manager is away. HR becomes the fallback when the department head is unavailable. Requests keep moving.

Approval Preview

Before submitting any request, employees see exactly who will need to approve it. No surprises about why a request is taking time or who's holding it up. The approval chain displays upfront, setting clear expectations.

Onboarding and Offboarding Template Builder

Bringing new employees into an organization involves dozens of tasks across multiple departments. IT needs to provision accounts, facilities needs to assign workspace, HR needs to collect documents, managers need to schedule training. Our template builder ensures nothing falls through the cracks.

Onboarding Templates

Template Library: Organizations build a library of onboarding templates for different situations. A general template covers tasks every new employee needs. Department-specific templates add tasks for engineering, sales, or operations. Role-specific templates handle unique requirements for managers, executives, or specialized positions.

Task Configuration: Each task in a template specifies exactly what needs to happen. The task name and description explain what's required. The assignee type determines who's responsible - the new employee themselves, their manager, HR, IT, or a specific person. The due date offset calculates when it's due relative to the start date.

Task Dependencies: Some tasks can't start until others complete. The employee can't begin system training until IT creates their account. Dependencies ensure tasks appear in the right order and blocked tasks show what they're waiting for.

Checklists Within Tasks: Complex tasks break down into sub-items. "Complete HR paperwork" might include: sign employment agreement, complete tax forms, provide bank details for payroll. Each sub-item tracks separately.

Document Requirements: The template specifies which documents are needed, their types (identification, education certificates, previous employment verification), and whether they're mandatory or optional. The system tracks which documents have been submitted.

Resource Links: Tasks can include helpful resources,links to training videos, employee handbook sections, policy documents, or how-to guides. New employees don't have to search for information.

Notification Configuration: Templates define when reminders go out. Tasks approaching their due date trigger notifications. Overdue tasks escalate to managers.

Offboarding Templates

The same builder creates offboarding workflows for departing employees. Asset return tasks ensure company equipment comes back. Access revocation tasks ensure accounts get disabled promptly. Knowledge transfer tasks ensure critical information doesn't walk out the door. Exit interview tasks capture feedback. Final settlement tasks ensure the employee receives everything owed.

Usage tracking shows how often each template is used, average completion times, and which tasks frequently cause delays. This data drives continuous improvement in the onboarding experience.

Department Hierarchy with Automatic Approver Resolution

Organizational structure isn't just an org chart on the wall,it's the foundation for how work flows through the company. Our system maintains a complete, dynamic representation of the organization that drives automatic routing and visibility.

Hierarchical Departments

Departments organize in a tree structure. The company might have an Engineering division containing Backend, Frontend, and DevOps departments. Each department knows its parent, and the system can traverse up and down the hierarchy. This structure reflects how the real organization operates.

Automatic Approver Resolution

When an employee submits a request, they don't need to know who should approve it. The system determines the approver automatically based on the organizational structure and approval rules. The line manager approval finds whoever the employee reports to. The department head approval finds whoever leads that department. The skip-level approval finds the manager's manager. If someone leaves or changes roles, approval routing adjusts automatically.

Hierarchy Visualization

Managers see their full organizational scope,their direct reports, their reports' reports, and the complete subtree of the organization they oversee. This visibility enables effective management without manual tracking of who works for whom.

4 Key Advantages at a Glance

Seven Self-Service Modules

Leave, Reimbursement, Asset, Travel, Training, Timesheet, and General Requests in one portal

Multi-Level Approval Workflow

Configurable routing with conditions, role-based approvers, and fallback handling

Onboarding/Offboarding Templates

Task dependencies, checklists, document requirements, and usage tracking

Automatic Approver Resolution

Hierarchical departments with dynamic routing based on organizational structure

📊

Project Management

Customer-centric project execution with templates, instance monitoring, material flow tracking, and BOM management

Customer Hierarchy Project Templates Instance Cloning Job Execution Material Tracking BOM Management Real-time Updates

Screens & Interfaces

TUC4Human,Project Management,Dashboard

Project Management

Customer-Centric View

24 Customers

18 Active

7 Scheduled

42 Templates

ABC Manufacturing Critical

4 templates 3 active 2 scheduled

▼

📁 Monthly Production Run 6 instances

📁 Weekly Quality Batch 12 instances

XYZ Industries High

2 templates 1 active

▶

Global Components Ltd

5 templates 2 active 1 scheduled

▶

+ New Customer

Project Templates

Widget Assembly Line

BLANKET PO monthly

Customer: ABC Manufacturing

📄 PO: CUST-ABC-2025-001 $96,000.00

🔧 8 jobs

Component Testing weekly

Customer: XYZ Industries

📄 PO: XYZ-QTR4-2025 $24,500.00

🔧 5 jobs

Precision Machining Run

Customer: Global Components Ltd

🔧 12 jobs

Instance Monitor

INST-2025-0042

✓ Instance Initialized

Template: Widget Assembly Line

Jobs Cloned: 8

Recipes: 8

Steps: 24

🔧

Job A1: CNC Parts Dept: Manufacturing

🔧

Job B1: Laser Cut Dept: Fabrication

Overall Progress 67%

5/8 Jobs Complete

18/24 Steps Done

2 In Progress

✓

Job A1: CNC Parts Completed 2h ago

⟳

Job B1: Laser Cut Step 3/4,45 min remaining

⟳

Job C1: Welding Step 2/5,1h 20min remaining

○

Job D1: Assembly Waiting for dependencies

📦 Steel Plate BATCH-001 100 units

→

Job A 30u ✓

Job B 40u ⟳

Job C 30u ○

10:45 AM 📤

Material Released Steel Plate 40u → Job B1

10:30 AM ⚙️

Step Started Job B1,Step 3: Cutting

09:15 AM ✓

Job Completed Job A1: CNC Parts,30u finished

08:00 AM 📋

Disposition Created DISP-2025-050 for Job A1

12 Materials

8 Jobs

$12,450 Total Cost

▼ 🔧 Job A1: CNC Parts $2,350

📦 Steel Plate 4mm 30 units $1,200

📦 Cutting Fluid 5 liters $150

📦 Fasteners 100 pcs $200

▶ 🔧 Job B1: Laser Cut $3,100

▶ 🔧 Job C1: Welding $2,800

▶ 🔧 Job D1: Assembly $4,200

Why TUC4Human Project Management is Different

In a typical manufacturing environment, engineers and operators are focused on production,they're running machines, completing steps, and ensuring quality. But there's a constant stream of questions from other stakeholders: "What's the status of the customer's order?" "How are we doing on that big project?" "What's the actual material cost?" "Was the shipment sent?" Every one of these questions interrupts engineers and slows down production. The Project Module's Instance Monitor solves this by giving stakeholders direct visibility into project status, material history, and costs,without sending a single message to the shop floor.

Real-Time Execution Monitoring

Management and sales teams can see exactly what's happening with their projects without interrupting engineers on the shop floor. The Execute tab provides complete visibility into production status.

Live job status updates via WebSocket,changes appear instantly without page refresh
Step-by-step progress visibility,see which step is currently being worked on
Current operator and machine,know who is working on what and where
Downtime tracking,see accumulated downtime per job with formatted display
Booking completion progress,track how many scheduled bookings are completed

Used by: Sales Representatives, CEOs/Directors, Department Heads, Customer Service, Account Managers

Schedule Adherence Tracking

Each job displays a schedule adherence percentage showing whether production is on track, ahead, or behind schedule. This gives management instant visibility without waiting for end-of-day reports.

Overall adherence score per job showing percentage on track
Completed vs total scheduled bookings comparison
Early warning system when jobs fall behind schedule
No waiting for daily or weekly reports,data is live

Complete Material Flow Timeline

The Track tab provides a chronological event history of every material movement within the project instance, giving complete visibility into what happened, when, and why.

Process events,step starts, step completions, quality holds, rework cycles
Inventory events,material releases to jobs, returns to inventory, scrap transactions, quantity adjustments
Disposition events,materials shipped to customers, placed on hold, released to downstream jobs/steps, moved back to inventory
Expandable event cards with full details including timestamps, quantities, batch/lot IDs, and user attribution

Used by: Quality Managers, Finance/Accounting, Compliance Officers, Customer Service, Supply Chain Managers, Operations Managers

Advanced Event Filtering

The material flow timeline supports multi-criteria filtering to quickly find specific events among potentially thousands of records.

Filter by event type (process, inventory, disposition)
Filter by specific jobs within the instance
Filter by specific materials or use material name search
Filter by date range (start date to end date)
Pagination for handling large event histories without performance issues
Active filter count displayed with one-click clear option

Full Material Traceability

Every material movement records complete traceability information, enabling root cause analysis and regulatory compliance.

Batch/Lot ID,trace materials back to specific inventory batches
Source and target,see where material came from and where it went
Quantity and unit,exact amounts moved
Reason and notes,why the movement occurred
User attribution,who performed the action
Timestamp,when it happened

Shipping and Disposition Details

When materials are shipped or disposed, the system captures and displays comprehensive details for customer service and compliance needs.

Shipping address,contact person, city/state/zip, country
Shipping method,carrier and service type
Disposition reason,why material was scrapped, held, or released
Target information,for releases, shows destination job and step names
Release level,job-level vs step-level release tracking

Consolidated BOM View

The BOM tab shows all Bills of Materials for every job in the instance in one unified view, eliminating the need to navigate to each job separately.

All instance BOMs visible in one screen
Component count per BOM displayed
BOM type indicator (Regular vs Enhanced)
Quick expand/collapse for detailed component view
No navigation required,see everything from one place

Used by: Finance/Accounting, CEOs/Directors, Sales Representatives, Procurement, Project Managers, Controllers

Real-Time Cost Calculation

BOM costs are calculated using actual batch unit costs from inventory, not static catalog prices, providing accurate job costing for profitability analysis.

Effective unit cost reflects real procurement costs from actual batches
Dynamic cost updates as materials are released from different batches
Line-item costs showing quantity × actual unit cost
Grand total per BOM showing true material cost
Accurate profitability analysis based on real costs, not estimates

Cost Breakdown by Material Source

The BOM tab categorizes costs by where materials originated, helping identify which category contributes most to costs.

Job materials,materials from job specifications
Step materials,consumables defined at recipe step level
Kit materials,materials from kit templates
Assortment materials,materials pulled from general inventory
Category totals for quick cost analysis

Template Auto-Sequencing

When building templates, the system automatically analyzes job dependencies and generates optimal sequence, eliminating manual sequencing errors.

Dependency detection,identifies material flow dependencies between jobs
Parallel grouping,groups jobs that can run simultaneously
Sequential ordering,orders jobs based on dependency chain
Dependency notification,shows detected dependency count
Error prevention,eliminates manual sequencing mistakes

Management Self-Service Dashboard

The three monitoring tabs (Execute, Track, BOM) are designed specifically for non-engineering stakeholders, enabling them to get answers without interrupting production.

Sales Rep Check project status before customer calls

CEO Review project portfolio progress

Finance See actual costs accumulating in real-time

Customer Service Answer "where's my order?" questions

Quality Manager Trace materials to source batches

Department Head Monitor team's schedule adherence

Compliance Officer Pull audit trails for material movements

The result: Engineers stay focused on production. Stakeholders get answers instantly. No more interruptions, no more waiting, no more "I'll check and get back to you."

💼

Customer Relationship Management

Complete sales pipeline management from leads to invoices with campaign tracking, opportunity management, quotes, and payment processing

Lead Management Campaign Tracking Sales Pipeline Opportunity Stages Quote Generation Invoice Management Payment Tracking Production Readiness

Screens & Interfaces

TUC4Human,CRM,Lead List

Leads

John Anderson Tech Solutions Inc.

New Hot

📧 john@techsolutions.com 📱 +1 555-0123

Source: Website Est. Value: $25,000

Sarah Mitchell Global Manufacturing

Contacted Warm

📧 sarah@globalmanuf.com 📱 +1 555-0456

Source: Referral Est. Value: $50,000

Michael Chen Precision Parts Co.

Qualified Hot

📧 mchen@precisionparts.com

Source: Trade Show Est. Value: $75,000

+ New Lead

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Lead Detail

John Anderson Tech Solutions Inc.

New Hot

Contact Information

Email john@techsolutions.com

Phone +1 555-0123

Title Procurement Manager

Lead Information

Source Website Form

Est. Value $25,000

Created Jan 10, 2026

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New Lead

Contact Details

First Name *

Last Name *

Email *

Phone

Company Details

Company Name *

Title

Industry

Lead Details

Source

Est. Value

Qualification

Campaign

Campaigns

Q1 2026 Manufacturing Outreach Active

45 Leads

12 Converted

26.7% Conv. Rate

📅 Jan 1,Mar 31, 2026 💰 Budget: $15,000

Trade Show Follow-up 2025 Completed

78 Leads

23 Converted

29.5% Conv. Rate

📅 Oct 1,Dec 31, 2025 💰 Budget: $20,000

+ New Campaign

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Campaign Detail

Q1 2026 Manufacturing Outreach Active

45 Total Leads

12 Converted

26.7% Conversion

$125K Pipeline

Campaign Info

Start Date Jan 1, 2026

End Date Mar 31, 2026

Budget $15,000

Spent $8,500

Associated Leads

John Anderson Hot

Sarah Mitchell Warm

Michael Chen Hot

Sales Pipeline

Prospecting $450K 18

Qualification $320K 12

Proposal $210K 8

Negotiation $125K 5

Won $85K 3

⏰ Closing Soon (30 days)

Tech Solutions Deal $45,000 5 days

Global Mfg Contract $32,000 12 days

⚠️ Overdue

Precision Parts RFQ $28,000 3 days overdue

Opportunities

Tech Solutions,Enterprise Contract Tech Solutions Inc.

Negotiation

$45,000 75% probability

📅 Close: Jan 20, 2026 👤 Owner: Jane Smith

Global Manufacturing,Annual Supply Global Manufacturing

Proposal

$120,000 50% probability

📅 Close: Feb 15, 2026 👤 Owner: Mike Johnson

Precision Parts,Q2 Order Precision Parts Co.

Qualification

$75,000 30% probability

📅 Close: Mar 1, 2026 👤 Owner: Jane Smith

+ New Opportunity

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Opportunity Detail

Tech Solutions,Enterprise Contract Negotiation

$45,000 75% probability Weighted: $33,750

Prospect Qualify Proposal Negotiate Close

Details

Customer Tech Solutions Inc.

Contact John Anderson

Close Date Jan 20, 2026

Owner Jane Smith

Quotes

QUO-2026-0042 Tech Solutions Inc.

Sent

Subtotal $42,500

Tax $2,550

Total $45,050

📅 Valid until: Jan 25, 2026 📝 5 line items

QUO-2026-0041 Global Manufacturing

Draft

Total $118,200

📅 Created: Jan 12, 2026 📝 12 line items

+ New Quote

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QUO-2026-0042

Tech Solutions Inc. Created: Jan 10, 2026

Sent

Line Items

Description Qty Unit Price Total

CNC Machined Parts,Type A 100 $125.00 $12,500

Assembly Service 1 $15,000 $15,000

Quality Inspection 100 $75.00 $7,500

Subtotal $42,500.00

Tax (6%) $2,550.00

Grand Total $45,050.00

Line Item Templates

CNC Machined Parts,Type A Parts

$125.00 / unit Standard CNC machined aluminum parts

Assembly Service,Standard Services

$15,000.00 / job Complete assembly with QC inspection

Quality Inspection Services

$75.00 / unit Full dimensional and visual inspection

Laser Cut Sheet Metal Parts

$45.00 / unit Precision laser cut steel sheets

Invoices

INV-2026-0089 Tech Solutions Inc.

Paid

Total $45,050.00

Paid $45,050.00

📅 Due: Jan 25, 2026 ✅ Paid: Jan 22, 2026

INV-2026-0088 Global Manufacturing

Overdue

Total $32,800.00

Balance $32,800.00

📅 Due: Jan 10, 2026 ⚠️ 4 days overdue

INV-2026-0087 Precision Parts Co.

Partial

Total $18,500.00

Balance $8,500.00

📅 Due: Jan 30, 2026 💰 $10,000 received

+ New Invoice

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INV-2026-0089

Tech Solutions Inc. Issued: Jan 15, 2026

Paid

Total Amount $45,050.00

Amount Paid $45,050.00

Balance Due $0.00

Payment History

Jan 22, 2026 Bank Transfer

$45,050.00

←

Record Payment

Invoice INV-2026-0088

Balance Due $32,800.00

Payment Details

Payment Amount *

Payment Date *

Payment Method *

Reference Number

Notes

Invoice Total $32,800.00

This Payment $32,800.00

Remaining Balance $0.00

Production Readiness Reviews

PRR-2026-0015 Tech Solutions Order,Q1 Batch

In Review

✅ 8/12 items complete

📅 Due: Jan 18, 2026 👤 Reviewer: Jane Smith

PRR-2026-0014 Global Manufacturing,Annual Contract

Approved

✅ 12/12 items complete

📅 Approved: Jan 10, 2026 👤 Reviewer: Mike Johnson

+ New PRR

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PRR-2026-0015

Tech Solutions Order,Q1 Batch In Review

Review Progress 67% Complete

✅ 8 Approved ⏳ 3 Pending ❌ 1 Issue

Checklist Items

✅ Material availability confirmed

✅ Machine capacity verified

✅ Quality specs approved

⏳ Tooling inspection

❌ Safety review,needs update

Email History

John Anderson Tech Solutions Inc.

Today, 2:30 PM

Re: Quote Request,Manufacturing Equipment Thank you for sending the revised quote. We've reviewed the pricing and would like to proceed with...

Quote 📩 Received 4 messages

Sarah Mitchell Global Manufacturing

Yesterday

Invoice #INV-2026-0042,Payment Confirmation Please find attached the payment confirmation for Invoice #INV-2026-0042. The payment was processed via wire...

Invoice 📩 Received 2 messages

Michael Chen Precision Parts Co.

Jan 12

Follow-up: Product Demo Request Hi, following up on our initial conversation. We're very interested in scheduling a product demonstration...

Lead 📤 Sent 3 messages

Robert Williams Advanced Automation

Jan 10

Opportunity: Enterprise Solution Package Dear Team, we are pleased to present our proposal for the enterprise solution package as discussed...

Opportunity 📤 Sent 6 messages

✉️ Compose

Why TUC4Human CRM is Different

In traditional CRM systems, a "sale" ends when the customer signs the quote. But for manufacturing companies, that's just the beginning. The production team needs to know exactly what was promised,which products, what specifications, what quantities, and what delivery dates. When sales and production use disconnected systems, miscommunication is inevitable. TUC4Human's CRM is built from the ground up for manufacturing businesses, connecting every stage from first contact to final delivery in one unified system.

Manufacturing-Integrated Sales Pipeline

Every opportunity line item can directly link to your actual material catalog and recipe database. When a sales rep adds a product to an opportunity, they're selecting the actual product with its bill of materials, routing, and cost structure already defined.

Product catalog integration,select real products from your material master, not free text
Recipe linking,connect line items to manufacturing recipes with defined routings
Real cost visibility,pull actual production costs for accurate margin calculations
Availability awareness,see lead times and stock levels while building quotes
Seamless handoff,production receives complete specifications from day one

Used by: Sales Representatives, Sales Engineers, Production Planners, Procurement Team, Cost Estimators

Complete 6-Layer Business Workflow

TUC4Human implements the complete manufacturing business cycle in one unified system. From the first marketing touchpoint to the final invoice payment, every step is connected and visible.

Lead → Customer,conversion creates customer records with all captured information preserved
Lead → Opportunity,automatic creation with lead source and campaign attribution
Opportunity → Quote,generate professional quotes with line items linked to the opportunity
Quote → Template,accepted quotes spawn project templates with pre-configured jobs
Template → Instance,each order creates a project instance for tracking execution
Instance → Invoice,generate invoices referencing original opportunity and project

Used by: Marketing, Sales, Estimating, Project Management, Production, Accounts Receivable, Executive Leadership

Automatic Lead Scoring

Every lead is automatically scored the moment it enters the system based on objective criteria that indicate buying readiness and potential value. Sales reps see the score immediately and can prioritize their outreach accordingly.

Company size scoring,larger companies with more potential receive higher scores
Revenue indicators,higher revenue signals larger deal potential
Contact completeness,leads with business email and phone score higher than incomplete records
Industry matching,leads from target industries receive priority
Engagement tracking,demo requests and content downloads show buying intent
Dynamic recalculation,scores update when lead data changes

Used by: Sales Representatives, Sales Managers, Marketing Team, Sales Operations

Activity Timeline with Auto-Logging

The system automatically captures the activities that matter most,stage changes, assignments, status updates, and key field modifications. The critical audit trail happens without any manual effort from sales reps.

Stage change logging,"Opportunity moved from Proposal to Negotiation by John Smith"
Assignment tracking,"Lead reassigned from Sarah to Mike"
Status changes,automatic capture when records are updated
Conversion events,"Lead converted to Opportunity and Customer"
Timeline filtering,show only calls, stage changes, notes, etc.
Date grouping,Today, This Week, This Month, Older
Search capability,find specific activities by keyword

Used by: Sales Representatives, Sales Managers, New Team Members, Customer Service, Account Managers

Customizable Pipeline Stages

Pipeline stages are stored in the database and fully customizable through an administrative interface. Add, remove, rename, and reorder stages to match your exact sales process.

Custom stage names,"Technical Evaluation", "Awaiting PO", "Engineering Review"
Drag-and-drop ordering,reorder stages to match your sales flow
Probability defaults,auto-set probability when opportunities enter each stage
Color coding,visual identification in Kanban boards and reports
Won/Lost flags,mark terminal outcome stages
Default stages,New, Qualified, Proposal, Negotiation, Won, Lost provided out of the box

Used by: Sales Operations, Sales Leadership, Sales Representatives, Sales Managers

Email Integration with Gmail OAuth2

Direct integration with Gmail using secure OAuth2 authentication. Send emails directly from opportunity and customer records, use pre-built templates for consistency, and automatically track opens and clicks.

Secure OAuth2,CRM never sees or stores email passwords
Email templates,Welcome, Follow-up, Proposal, Thank You, Reminder, Invoice, Quote
Variable placeholders,customer name, contact name, opportunity details auto-inserted
Open detection,know when recipients open your emails
Click tracking,see which links in the email were clicked
Email threading,group related emails into conversations
Direction tracking,distinguish inbound vs outbound emails

Used by: Sales Representatives, Marketing Team, Sales Managers, Sales Operations

Contract Management with Full Lifecycle

Complete contract lifecycle management integrated directly with customer and opportunity records. Track every contract from draft through active service to renewal or termination.

Contract types,Service Agreement, Maintenance, License, Subscription, Custom
Lifecycle tracking,Draft → Pending Signature → Active → Pending Renewal → Renewed/Expired/Terminated
Renewal management,renewal dates, auto-renewal flags, notice period configuration
Automated reminders,alerts to account managers before contracts expire
Digital signature support,track signature status with provider integration
Auto-generated numbers,systematic contract number formatting

Used by: Sales Representatives, Account Managers, Legal Team, Finance Department, Executive Leadership

Opportunity Line Items with Material Linking

Every opportunity can have detailed line items with quantities, pricing, discounts, and taxes. Each line item can link directly to your material catalog and recipe database for accurate costing.

Structured line items,item name, description, quantity, unit of measure
Flexible pricing,unit price, discount percentage, tax percentage per line
Automatic calculations,line totals computed automatically
Material links,select from material master for standard products
Recipe links,connect to manufacturing recipes for assemblies
Cost visibility,retrieve actual standard costs for margin analysis
Drag-and-drop reordering,organize line items in logical sequence

Used by: Sales Representatives, Sales Engineers, Estimators, Production Planning, Finance Team

Lead Qualification Workflow

A structured qualification workflow that separates Leads (unqualified prospects) from Opportunities (qualified deals). Clear status progressions, disqualification tracking, and a formal conversion process ensure nothing falls through the cracks.

Status workflow,New → Contacted → Qualified → Converted (or Disqualified)
Temperature tracking,Cold, Warm, Hot based on score and engagement
Disqualification reasons,Budget, Timing, Competitor, Not a fit, No response, Duplicate
Conversion process,create new customer or link to existing, create opportunity
Conversion notes,capture context explaining the conversion
Full audit trail,track who disqualified/converted and when

Used by: Marketing Team, Sales Development Reps (SDRs), Account Executives, Sales Managers, Sales Operations

Production Visibility from CRM (Instance Monitor)

Sales reps can see real-time production status directly from customer and opportunity records. The Instance Monitor integration brings shop floor visibility into the CRM without requiring production system access.

Execute Tab,current operation, schedule adherence, completion percentage
Track Tab,material flow timeline, processing events, quality checkpoints
BOM Tab,material consumption vs planned, component availability
Real-time updates,status changes appear instantly via WebSocket
No system switching,view production status from opportunity or customer record
Answer instantly,"Where's my order?" questions resolved in seconds

Used by: Sales Representatives, Customer Service Team, Account Managers, Sales Managers

Multi-Contact Management with Roles

Each customer can have unlimited contacts, each with defined roles, titles, departments, and communication preferences. Navigate complex B2B buying committees effectively.

Complete contact info,name, title, department, email, phone, mobile
Social profiles,LinkedIn and Twitter/X URLs for research and networking
Role identification,primary contact flag, decision maker tracking
Communication preferences,preferred contact method, Do Not Call, Email Opt-out
Relationship building,birthday tracking, personal notes
Department visibility,understand organizational structure
Last contacted tracking,ensure regular touchpoints

Used by: Sales Representatives, Marketing Team, Account Managers, Customer Service

Production Scheduling

Screens & Interfaces

Inventory Management

Screens & Interfaces

Why TUC4Human Inventory is Different

Multi-Modal Material Release System

Job Material Release

Step Material Release

Global Material Release

The Business Value

Three-View Batch Traceability

Timeline View

Comparison View

Traceability View

The Business Value

Intelligent Stock Management

FIFO Auto-Selection

Return Mode

Reserved vs. Available Tracking

The Business Value

Scrap Processing with Compliance Workflow

The Business Value

Archive Management with Restoration

The Restore Capability

The Business Value

Integrated Shipping Management

Shipment Creation

Carrier Integration

Status Tracking

Shipping History

The Business Value

Visual Transaction Timeline

The Business Value

Manufacturing-Integrated Document Management

The Business Value

The TUC4Human Inventory Difference

Machine Management

Screens & Interfaces

Why TUC4Human Machine Management is Different

Production-Aware Machine Management

Job Queue Visibility

Affected Jobs Visibility

The Business Value

OEE Analytics

Breakdown Analysis

The Business Value

Integrated Vendor Communication

Vendor Contacts Right Where You Need Them

No Searching Required

Email Directly from the Screen

Service History Context

The Business Value

Historical Records Access with Sharing

Complete Maintenance History

Complete Failure History

Upgrade and Modification Tracking

Record Sharing via Email

The Business Value

Failure Management with Severity Classification

Visual Dashboard

The Business Value

Machine Document Repository

Manufacturing-Specific Categories

Easy Upload and Retrieval

The Business Value

Real-Time Status Monitoring

Live Status Indicators

Instant Status Changes

The Business Value

Maintenance Calendar with Type Classification

Visual Calendar Interface

Color-Coded Maintenance Types

The Business Value

The TUC4Human Machine Management Difference

Quality Management

Screens & Interfaces

Quality Trend (30 Days)

Defects by Category

Batch: B-2026-00445

Component Traceability