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Production health settings

Set the rules that decide when a production order is On Track, At Risk or Delayed, plus override and alert options.

  • Brand admin
  • Production manager
  • Needs Update brand production
  • Last verified · vd28b0333e

The Manage Health Rules page for production lets you define when a production order is shown as On Track, At Risk or Delayed, who can override that status, and how long alerts stay visible.

SettingsProduction

Permission: UPDATE_BRAND_PRODUCTION

Health is calculated from these settings each time it is shown, so after you save, the production overview, summaries and alerts update with the new thresholds.

Change the rules

  1. Open the page

    From the left sidebar, click Settings, then Production. The page opens on the Meanings tab.

    The production health rules page opening on the Meanings tab, with the tabs above the rules

  2. Open a tab

    Click Delayed, At Risk, Override, Alerts or Milestones to see its rules.

    The At Risk tab with its rules and the Save settings button

  3. Change a value

    Type a number in a field or turn a toggle on or off. Toggles that are greyed out are always on or always off and cannot be changed.

    The Delayed tab with a number typed into the first rule, not saved yet

  4. Click "Save settings"

    Click Save settings at the bottom right of the page. The page shows "Production health settings saved".

    The Reset to defaults and Save settings buttons at the bottom right of the page

Tip

Click Reset to defaults to put every field back to the values below. Nothing is saved until you click Save settings.

Meanings tab

A read-only reminder of what each health status means.

StatusMeaning
On TrackNo known production timeline issue detected.
At RiskWarning signs detected. Production may slip if no action is taken.
DelayedAgreed ex-factory has been missed or a later ex-factory date has been confirmed.

Delayed tab

Delayed Rules define when production should be marked as Delayed.

RuleWhat it doesDefault
Agreed ex-factory missed by more than (days)Mark as Delayed when the agreed ex-factory date is missed by more than this many days. Allowed 0 to 365.0
Actual ex-factory moved later than agreedAlways on. A confirmed later ex-factory date marks the order Delayed.On, locked
Supplier confirms later ex-factoryAlways on. A supplier-confirmed later ex-factory date marks the order Delayed.On, locked
Shipment confirmed after agreed ex-factoryAlways on. Goods leaving the factory later than agreed marks the order Delayed.On, locked

At Risk tab

At Risk Rules define when production is flagged before it becomes delayed.

RuleWhat it doesDefault
Production start not confirmed after (days)Mark as At Risk when production start is not confirmed this many days after the start date. Allowed 0 to 365.1
Start date moved later than agreedMark as At Risk when the actual start date moves later than agreed.On
Completion not confirmed within (days of ex-factory)Mark as At Risk when production completion is not confirmed within this many days of ex-factory. Allowed 0 to 365.5
Completion date moved later than agreedMark as At Risk when the actual completion date moves later than agreed.On
Supplier confirmation unanswered after (hours)Mark as At Risk when a supplier confirmation request is unanswered after this many hours. Allowed 0 to 8760.48

Override tab

Manual Override controls whether health can be changed by hand.

SettingWhat it doesDefault
Allow health overrideAllow authorised users to manually override the displayed health status.On
Require reasonRequire a reason whenever health is manually overridden.On
Suppliers can override healthSuppliers can never override health.Off, locked

Alerts tab

Active Alert Settings control the alerts list.

SettingWhat it doesDefault
Active alerts visibility period (days)Show At Risk and Delayed items in Active Alerts for this many days. Allowed 1 to 365.14
Immediate alerts for new Delayed itemsSend an alert immediately when an item becomes Delayed.On
Immediate alerts for new At Risk itemsSend an alert immediately when an item becomes At Risk.On

Milestones tab

Upcoming Production Milestones control which milestones are listed as upcoming.

SettingWhat it doesDefault
Milestone visibility period (days)Show upcoming production milestones due within this many days. Allowed 1 to 365.7
Include production startAlways on for this phase.On, locked
Include production completionAlways on for this phase.On, locked
Include ex-factoryAlways on for this phase.On, locked
Include deliveryOff for now. Delivery health is out of scope in this phase.Off, locked