Overview

This site explains how to use the app, one task per page. New here? Factory OS is invite-only, so your account starts from an invitation email; everything else starts from a signed-in workspace.

Start here

Accept your invitationFactory OS accounts start from an invitation email. Open its link, choose a password, and you are in.

Get startedCopy Anchor Link

• Sign in and recover access: sign in, or reset a forgotten password.
• Find your way around: the dashboard, navigation, and search.
• Signatures, reasons and common refusals: when the app asks for your e-signature, who may sign, and what each common refusal means.

How work flowsCopy Anchor Link

• From new product to repeat order: every step, who takes it, and the page that explains it.

Your roleCopy Anchor Link

• Roles at a glance: what each role can open, change and sign.
• Workspace owner and admin, Org admin, Managing director
• Sales, Purchasing, Store, Planner, Technician
• QC inspector, QA and regulatory, Engineering, Maintenance, EHS officer

New product developmentCopy Anchor Link

• Development items
• Items and products
• Bill of materials
• Methods and routings
• Work instructions
• Inspection plan
• Process validation
• Document release
• Engineering changes
• If the system refuses: product development and engineering changes

Suppliers and purchasingCopy Anchor Link

• Suppliers
• Requisitions
• Approval ladder
• Purchase orders
• Receive goods
• Incoming inspection
• If the system refuses: purchasing and receiving

ProductionCopy Anchor Link

• Planning
• Manufacturing orders
• Issue material
• Line clearance
• Setup and first piece
• Run on the tablet
• Run on the phone
• In-process checks
• Scrap and rejects
• Complete and lots
• If the system refuses: planning, the floor and checks and completion

ReleaseCopy Anchor Link

• Outgoing inspection and lot release
• Device history records
• If the system refuses: release

Sales and deliveryCopy Anchor Link

• Quote and order
• Delivery and shipping
• Partial shipments and close short
• Repeat order
• Returns
• If the system refuses: sales

Quality systemCopy Anchor Link

• NCR and CAPA
• Complaints
• Recalls
• Training
• Gauges and calibration
• If the system refuses: NCR and CAPA, complaints and recalls and training and gauges

Maintenance and EHSCopy Anchor Link

• Maintenance
• EHS
• If the system refuses: maintenance and EHS

Factory settingsCopy Anchor Link

• Organization
• Shifts and calendar
• Users and invitations
• Roles and permissions
• Master data
• Numbering and approvals
• My settings
• If the system refuses: settings

Your accountCopy Anchor Link

• Settings and sign out: profile, theme, installation, and signing out.
• Two-factor authentication: ask for a code from an authenticator app when you sign in.
• Active sessions: see where you are signed in and sign out other devices.
• Download your data and delete your account.

WorkspacesCopy Anchor Link

• Workspaces: switch between the workspaces you belong to.
• Invite a member: add people by email and accept an invitation.

HelpCopy Anchor Link

• A new version is available: refresh without losing unsaved work.
• Offline behavior: what the installed app shows without a connection.
• Use these docs from your AI tools: let Claude Code, Cursor, or VS Code search this guide.

Bookmarks to the old single-page user guide still work.