Set up Workstations

Introduction to Workstations

Workstations (optional) can be assigned to physical computers that enter data into GS.

  • You can set up each Workstation to automatically set certain traceability values — such as a Line or Machine — every time data is entered from that Workstation.
  • Workstations can also set display preferences for the login Company ID prompt and scripting code. 

After creating a Workstation in GS, you can link that Workstation to a physical computer by going to that computer and setting its Workstation settings.

Creating, editing, or viewing Workstations

To create, edit, or view a Workstation:

  1. On the navigation menu , expand the Setup  section. Then select Workstations. 
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    2. This displays a list of all the Workstations. 
  2. To create a Workstation, select the Add button.
    1. To edit a Workstation, select the Edit button for that Workstation.
    2. To view a Workstation, select the View button for that Workstation.
  3. Set or change the Required settings (below) for that Workstation.
  4. Set or change the Optional settings (below) for that Workstation.
  5. Select the Save button at the top or bottom of the page to save your changes.
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Required settings

Name

Each Workstation must have a unique name.

You can translate this into another language (Spanish or English).

Optional settings

Traceability

  • For a data entry Workstation, you can preset any Traceability field as appropriate.
    • For example, if this Workstation only enters data for Line 4, you can preset the "Line" Traceability to 4.
    • This makes it easy to to automatically set certain traceability values, such as a Line or Machine,  every time data is entered  on this Workstation.
  • To set traceability:
    1. Select the traceability and then select the Add button.
    2. Select a Preset value or enter a Custom value, then select the Confirm button.
    3. You can repeat these steps to set more traceability values.

Linking a GS Workstation to a physical computer

To link a Workstation to a physical computer, go to that computer and set its Workstation settings.

Multiple computers can be linked to the same Workstation, if needed.

Translating text into another language

  • To translate a text field into another language (Spanish or English), select its Translate button.
    • Enter your translated text, then select the Save button at the top or bottom of the window.
  • For more information on translating text fields and changing the language displayed to the user, see Custom Translations.

Copying a Workstation

You can copy a Workstation — including all of its settings — to a new Workstation name. To do so:

  1. On the list of Workstations, select the View button for the Workstation you want to copy.
  2. Select the More Actions button and then select Copy.
  3. Enter a New Name for the new Workstation, and then select the Copy button.
  4. Edit any settings for this new Workstation.

Using a spreadsheet to create and edit Workstations

You can use a spreadsheet (.csv file) to create or edit multiple Workstations and then import them.

This can be much faster and easier than creating or editing those Workstations one at a time in GS.

Deleting a Workstation

You should only delete Workstations that are not used by any physical computers.

To delete a Workstation that is not being used:

  1. On the list of Workstations, select the View button for the Workstation you want to delete.
  2. Then select the Delete button at the top of the page.