Tutorials
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Our tutorial videos on YouTube (viewable below) provide training assistance for the following topics and questions:
Protrack Dashboard:
- How to see job process tracking?
- How to access attached documents for a job?
- How to add a note specific to a job?
- How to print Bin tags of an order?
Customer Billing:
- How to generate a Customer Invoice?
- What would happen if there is no Quote for a part in system and user generates an invoice?
Customize:
- How to customize the visual image/theme of PROPLATE?
Dashboard:
- How to add/remove parts?
- How to customize Dashboard?
- How to save parts on Dashboard?
Profile:
- How to change my contact information?
- How to start/stop receiving emails?
- How to enable or disable two-factor authentication?
Customer Management:
- How to create Customers?
- How to update Customer information?
User Management:
- How to add/remove users?
- How to change permissions of user in your company?
- How to activate/inactivate and delete a user?
Parts Management:
- How to create a Part?
- How to activate/deactivate Advanced Product Quality Planning (APQP) for a part?
- How to set-up Part Services?
- How to calculate Surface Area of a part?
- How to perform optimal Load Calculations of parts?
- How to edit part information?
Look Up Load Calculation:
- How to check the Surface Area (SA) of a part?
- How to check the Load Calculation of a part?
Company Management:
- How to edit company information?
Customer Quotations:
- How to create a Customer Quote?
Shipper List:
- How to generate a Bill of Lading (BOL)?
Advanced Shipper Notification ASN:
- How to create an ASN?
- How to edit an ASN?
- How to receive an ASN order?
Shipping:
- How to print a part certificate (QA certificate)?
- How to add/edit a shipping company?
- How to print a blank Bill of Lading (BOL)?
- How to ship an order?
- How to set up commitment date for a job?
- How to change the weight of an order in shipping?
- How to change the containers and/or handling units in shipping?
- How to ship multiple orders at the same time?
Adv. Product Quality Planning APQP:
- What is an APQP?
- Why APQP is important?
- How to create or edit an APQP?
- How to take actions on an APQP?
- How to edit an APQP?
- How to view details or history of APQP's for a part?
Quality Assurance:
- How to perform QA?
- How to reject a job from QA?
- How to view Local inspection readings in QA?
Order Entry:
- How to perform Order Entry of a job?
- How to release a job for Scheduling?
- How to split a job?
- How to put a job on Manual Hold?
- How to print a Job Traveler?
- How to attach the reference document for an order to a job?
Receiving:
- How to receive an order?
- How to edit the receiving details of an order?
- How to print bin tags of an order?
Hold Orders:
- How to identify the reason of a job in Hold screen?
- Action options a user can take on a Hold job?
- How to rework a job after rejected?
Scheduling:
- How to schedule a job?
- How to bulk schedule jobs?
- How to remove a job from the processing schedule?
- How to set up/change process flow of the services for a job?
- How to upload documents related to an order and retrieve whenever needed?
- How to prioritize a job?
- How to change schedule of job on a process line?
Processing:
- How to start processing of a job on a workstation?
- How to finish processing of a job on a workstation?
- How to put a workstation on maintenance?
- How to perform Local Inspection?