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Editing or Deleting an Andon Flow

Azumuta Support
Updated

Previously, we’ve elaborated on how to create an andon flow. Now, we will explain how to edit it or delete it.

How to Get to the Andon Flow Editor

Here’s how you can access the andon flow editor:

  1. Click on “Quality Management” on the homepage sidebar.
  2. Click on “Andon”.
  3. Click on “Settings”.
  4. Click the three-dot icon next to the andon flow that you would like to edit.
  5. Click on “Edit flow”.

There, you will see 5 editor tabs: the General, Flow Template, Advanced, Docx Reports, and Parameters tabs. Simply click on a tab to open it. We will cover each tab further in the guide sections below.

Screenshot of the 'Edit flow' window in the Azumuta platform, highlighting the navigation tabs—General, Flow template, Advanced, Docx Reports, and Parameters—for configuring a product quality control flow.

The General Tab

The General tab is the first tab that will appear whenever you open the andon flow editor. Here’s what you can edit on this tab:

Screenshot of the 'General' tab in the Edit Flow window on the Azumuta platform, with numbered labels highlighting key fields such as flow name input (2), automatic subscription checkbox (3), checklist selection dropdown (4), and the Save button (5) for configuring a Product Quality Control Flow.

  1. Click to open the General tab.
  2. You can edit the andon flow’s name here.
  3. Select whether the user who submits an andon issue is automatically subscribed to that andon request. If that person is subscribed, then that person will receive an email notification whenever that andon request changes columns.
  4. Insert a checklist (if needed). A checklist in an andon request works the same way a checklist in a ticket. See how to add a checklist to a ticket for more about checklists.
  5. When you’re done editing, click on “Save”. However, if you would like to proceed without saving the changes that you’ve made, click on “Cancel”.

The Flow Template Tab

This is where the word “flow” in “andon flow” is derived from. An andon flow consists of several columns. A column represents an action phase that needs to be taken in order to solve an andon issue.

Edit Flow interface in Azumuta platform showing the 'Flow template' tab selected, allowing users to define items for ongoing and solved problems with options to add template items.

For example, in the image below, there are 2 columns: “Ongoing Problems” and “Solved Problems”.

See how to edit a column’s name for details.

Azumuta 'Edit Flow' interface highlighting the 'Ongoing Problems' section as a column within the 'Flow template' tab, with an arrow and label indicating column structure for issue tracking.

You can add multiple items for each column. We will explain how to add an item and how to edit it in the next guide sections.

How to Add an Item to a Column

You can add various items to an andon flow column. Here’s how to add one:

  1. Click on “Add Item” in the targeted column.
  2. Select the desired item.
  3. Input the necessary details.
  4. When you’re done, click on “Save”.

Here are the available item options for each column:

Azumuta 'Edit Flow' interface showing the 'Add item' dropdown menu under the 'Ongoing Problems' column in the Flow Template tab, with options to add task, signature request for person or group, and checklist.

  1. Click to add a task (you can type the task’s description directly. If the item doesn’t involve asking for a signature or filling a checklist, then we recommend you to choose this item type).
  2. Click to add a signature request for a specific person. (A signature is given to signify approval that all of the required actions have been taken and the andon issue is ready to move to the next column. Usually, a signature is asked from a supervisor or a manager).
  3. Click to add a signature request to a user group.
  4. Click to add a checklist (a checklist in an andon issue works the same way a checklist in a ticket).

How to Edit an Item in a Column

In order to edit an item in a column, simply do the following:

  1. Click on the three-dot icon next to the item that you would like to edit.
  2. Do the desired edits.
  3. When you’re done, click on “Save”.

The configuration options differ slightly based on the item type. Here are the item configuration items based on each type:

Editing a Task

Azumuta 'Edit Flow' interface showing task editing options under the 'Flow template' tab, including assigning users, editing descriptions, email notifications, and task removal within the 'Ongoing Problems' column

  1. Edit the task’s description here.
  2. Click to assign the task to yourself.
  3. Click to assign the task to a specific person.
  4. Click to assign the task to a specific user group.
  5. Click to remove the assigned person/user group (this can only be done if there’s already a person/user group that has been assigned).
  6. Select whether you want the assigned person/user group to receive an automated email from Azumuta that informs them when an andon issue reaches this column.
  7. Select whether the person/user group that completes this task will be subscribed to the linked andon issue. If someone is subscribed to an andon issue, then that person will receive an automated email notification whenever that andon issue changes status.
  8. Click to remove the task.
  9. When you’re done editing, click on “Save”. However, if you would like to proceed without saving the changes that you’ve made, click on “Cancel”. (This option will appear once you’ve finished editing).

Editing a Signature Request to a Person/to a User Group

Azumuta Edit Flow interface showing options to assign a signature request to a user or group, enable email notifications, and manage issue tracking settings.

  1. If you choose this option, then you’re the only person authorized to sign this signature request.
  2. Select the person who’s authorized to sign this signature request
  3. Select the user group that’s authorized to sign this signature request.
  4. Select whether you want the assigned person/user group to receive an automated email from Azumuta that informs them when an andon issue reaches this column.
  5. Select whether the person/user group that gave a signature to be subscribed to the linked andon issue. If someone is subscribed to an andon issue, then that person will receive an automated email notification whenever that andon issue changes columns.
  6. Click to remove the signature request.
  7. When you’re done editing, click on “Save”. However, if you would like to proceed without saving the changes that you’ve made, click on “Cancel”. (This option will appear once you’ve finished editing).

Editing a Checklist

Azumuta Edit Flow interface showing checklist procedure options, including assigning users, sending email notifications, viewing work instructions, and subscribing users to issues.

  1. Click to view the checklist work instruction. A checklist in an andon issue works the same way a checklist in a ticket. See how to add a checklist to a ticket for more about checklists.
  2. Click to assign the checklist to yourself.
  3. Click to assign a specific person to fill out the checklist.
  4. Click to assign a user group to fill out the checklist.
  5. Click to remove the assigned person/user group (this can only be done if there’s already a person/user group that has been assigned).
  6. Select whether you want the assigned person/user group to receive an automated email from Azumuta that informs them when an andon issue reaches this column.
  7. Select whether the person/user group that fills out the checklist will be subscribed to the linked andon issue. If someone is subscribed to an andon issue, then that person will receive an automated email notification whenever that andon issue reaches this column.
  8. Click to remove the checklist.
  9. When you’re done editing, click on “Save”. However, if you would like to proceed without saving the changes that you’ve made, click on “Cancel”. (This option will appear once you’ve finished editing).

The Advanced Tab

Previously, we’ve explained about columns on an andon flow. Now, we will show you how to use these columns in a coordinated way.

The Advanced tab consists of 2 elements: columns and transitions. In the Advanced tab, a column represents an action phase that needs to be taken in order to solve an andon issue (just like in the Flow Template tab).

For example, in the image below, we have 2 columns:

  • Ongoing Problems
  • Solved Problems

Meanwhile, a transition functions as a bridge between columns. A transition leads an item to another column, based on a pre-configured scenario.

The image below shows the distinction between a column and a transition.

Azumuta Edit Flow screen highlighting the Advanced tab with options to manage ongoing problems and transitions in a quality management workflow.

  1. Click to open the Advanced tab.
  2. This is a column.
  3. This is the list of transitions for this column.

How to Add an Item to a Column

You can add various items to an andon flow column. Here’s how to add one:

  1. Click on “Add Item” in the targeted column.
  2. Select the desired item.
  3. Input the necessary details.
  4. When you’re done, click on “Save”.

Note: If you added an item on the Flow Template tab, then that item will also appear in the same column on the Advanced tab. And conversely, if you added an item on the Advanced tab, then it will also appear on the same column on the Flow Template tab.

Here are the available item options for each column:

Screenshot of the

  1. Click to add a task (you can type the task’s description directly. If the item doesn’t involve asking for a signature or filling out a checklist, then we recommend you to choose this item type).
  2. Click to add a signature request for a specific person (a signature is given to signify approval that an operator has completed all the required items within a column and is ready to move to the next column. Usually, a signature is asked from a supervisor or a manager).
  3. Click to add a signature request to a user group.
  4. Click to add a checklist. A checklist in an andon issue works the same way a checklist in a ticket. See how to add a checklist to a ticket for more about checklists.

How to Edit an Item in a Column

Editing an item on a column in this tab works the same way as in the Flow Template Tab. Check out the links below to see how you can edit an item on a column based on the item type:

Note: If you edited an item on the Flow Template tab, then that item will also be automatically updated on the Advanced tab. And conversely, if you edited an item on the Advanced tab, then the same item will also be automatically updated on the Flow Template tab.

How to Add a Transition

  1. Click on “Add transition” on the targeted column.
  2. Select one of the available options on the “When” dropdown menu.
  3. Select one of the available options on the “Then move to” dropdown menu.
  4. When you’re done, click on “Save”.

The “When” and “Then Move to” dropdown menus have a cause-and-effect relationship.

Whenever the event in the “When” dropdown menu happens, then it will cause the event in the “Then Move to” dropdown menu to occur.

How to Edit a Transition

Screenshot of the

  1. To add an additional transition to this column, click on “Add transition”.
  2. Click to change the content on the “When” dropdown menu.
  3. Click to change the content on the “Then move to” dropdown menu.
  4. In Azumuta, all andon issues will automatically proceed to the next column if there are no outstanding items remaining (be it because all items in this column have been completed or no items were added to this column in the first place). If you want to prevent an andon flow from automatically proceeding to the next column because no items were added to this column, then tick this option.
  5. When you’re done editing, click on “Save”. However, if you would like to proceed without saving the changes that you’ve made, click on “Cancel”.

The Docx Reports Tab

You can add Docx reports to an andon flow. See docx reporting with ticket information for details (it works the same way as docx reporting for tickets).

The Parameters Tab

You can add parameters to an andon flow. These parameters will be listed on all andon issues that fall under this andon l flow’s umbrella, as well as on all checklists that are linked to those andon flows.

How to Add a Parameter to an Andon Flow

  1. Click on “Add field”.
  2. Type in the parameter’s “Key” and “Value”.
  3. When you’re done, click on “Save”.

How to Edit a Parameter on an Andon Flow

  1. Do the desired edits. You can do it on the parameter’s “Key” and/or “Value”.
  2. When you’re done, click on “Save”.

How to Delete a Parameter on an Andon Flow

  1. Click on the parameter that you would like to delete.
  2. Click on the trash can icon.
  3. When you’re done, click on “Save”.

How to Delete an Andon Flow

  1. Click on “Quality Management” on the homepage sidebar.
  2. Click on “Andon”.
  3. Click on “Settings”.
  4. Click the three-dot icon next to the andon flow that you would like to edit.
  5. Click on “Delete flow”.
  6. Click on “Delete”.