# Overview (/docs) 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. ## Get started [#get-started] - [Sign in and recover access](/docs/get-started/sign-in): sign in, or reset a forgotten password. - [Find your way around](/docs/get-started/find-your-way-around): the dashboard, navigation, and search. - [Signatures, reasons and common refusals](/docs/get-started/signatures-and-refusals): when the app asks for your e-signature, who may sign, and what each common refusal means. ## How work flows [#how-work-flows] - [From new product to repeat order](/docs/get-started/from-product-to-repeat-order): every step, who takes it, and the page that explains it. ## Your role [#your-role] - [Roles at a glance](/docs/roles): what each role can open, change and sign. - [Workspace owner and admin](/docs/roles/organization-owner-and-admin), [Org admin](/docs/roles/org-admin), [Managing director](/docs/roles/managing-director) - [Sales](/docs/roles/sales), [Purchasing](/docs/roles/purchasing), [Store](/docs/roles/store), [Planner](/docs/roles/planner), [Technician](/docs/roles/technician) - [QC inspector](/docs/roles/qc-inspector), [QA and regulatory](/docs/roles/qa-regulatory), [Engineering](/docs/roles/engineering), [Maintenance](/docs/roles/maintenance), [EHS officer](/docs/roles/ehs-officer) ## New product development [#new-product-development] - [Development items](/docs/product-development/development-items) - [Items and products](/docs/product-development/items-and-products) - [Bill of materials](/docs/product-development/bill-of-materials) - [Methods and routings](/docs/product-development/methods-and-routings) - [Work instructions](/docs/product-development/work-instructions) - [Inspection plan](/docs/product-development/inspection-plan) - [Process validation](/docs/product-development/process-validation) - [Document release](/docs/product-development/document-release) - [Engineering changes](/docs/product-development/engineering-changes) - [If the system refuses: product development](/docs/product-development/refusals) and [engineering changes](/docs/product-development/engineering-changes-refusals) ## Suppliers and purchasing [#suppliers-and-purchasing] - [Suppliers](/docs/purchasing/suppliers) - [Requisitions](/docs/purchasing/requisitions) - [Approval ladder](/docs/purchasing/approval-ladder) - [Purchase orders](/docs/purchasing/purchase-orders) - [Receive goods](/docs/purchasing/receive-goods) - [Incoming inspection](/docs/purchasing/incoming-inspection) - [If the system refuses: purchasing](/docs/purchasing/refusals) and [receiving](/docs/purchasing/receiving-refusals) ## Production [#production] - [Planning](/docs/production/planning) - [Manufacturing orders](/docs/production/manufacturing-orders) - [Issue material](/docs/production/issue-material) - [Line clearance](/docs/production/line-clearance) - [Setup and first piece](/docs/production/setup-and-first-piece) - [Run on the tablet](/docs/production/run-on-tablet) - [Run on the phone](/docs/production/run-on-phone) - [In-process checks](/docs/production/in-process-checks) - [Scrap and rejects](/docs/production/scrap-and-rejects) - [Complete and lots](/docs/production/complete-and-lots) - [If the system refuses: planning](/docs/production/planning-refusals), [the floor](/docs/production/floor-refusals) and [checks and completion](/docs/production/checks-and-completion-refusals) ## Release [#release] - [Outgoing inspection and lot release](/docs/quality-release/outgoing-inspection-and-lot-release) - [Device history records](/docs/quality-release/device-history-records) - [If the system refuses: release](/docs/quality-release/refusals) ## Sales and delivery [#sales-and-delivery] - [Quote and order](/docs/sales/quote-and-order) - [Delivery and shipping](/docs/sales/delivery-and-shipping) - [Partial shipments and close short](/docs/sales/partial-and-close-short) - [Repeat order](/docs/sales/repeat-order) - [Returns](/docs/sales/returns) - [If the system refuses: sales](/docs/sales/refusals) ## Quality system [#quality-system] - [NCR and CAPA](/docs/quality/ncr-and-capa) - [Complaints](/docs/quality/complaints) - [Recalls](/docs/quality/recalls) - [Training](/docs/quality/training) - [Gauges and calibration](/docs/quality/gauges-and-calibration) - [If the system refuses: NCR and CAPA](/docs/quality/ncr-and-capa-refusals), [complaints and recalls](/docs/quality/complaints-and-recalls-refusals) and [training and gauges](/docs/quality/training-and-gauges-refusals) ## Maintenance and EHS [#maintenance-and-ehs] - [Maintenance](/docs/maintenance-ehs/maintenance) - [EHS](/docs/maintenance-ehs/ehs) - [If the system refuses: maintenance and EHS](/docs/maintenance-ehs/refusals) ## Factory settings [#factory-settings] - [Organization](/docs/settings/organization) - [Shifts and calendar](/docs/settings/shifts-and-calendar) - [Users and invitations](/docs/settings/users-and-invitations) - [Roles and permissions](/docs/settings/roles-and-permissions) - [Master data](/docs/settings/master-data) - [Numbering and approvals](/docs/settings/numbering-and-approvals) - [My settings](/docs/settings/my-settings) - [If the system refuses: settings](/docs/settings/refusals) ## Your account [#your-account] - [Settings and sign out](/docs/account/settings): profile, theme, installation, and signing out. - [Two-factor authentication](/docs/account/two-factor): ask for a code from an authenticator app when you sign in. - [Active sessions](/docs/account/sessions): see where you are signed in and sign out other devices. - [Download your data](/docs/account/export-data) and [delete your account](/docs/account/delete-account). ## Workspaces [#organizations] - [Workspaces](/docs/organizations/create-and-switch): switch between the workspaces you belong to. - [Invite a member](/docs/organizations/invite-members): add people by email and accept an invitation. ## Help [#help] - [A new version is available](/docs/help/new-version): refresh without losing unsaved work. - [Offline behavior](/docs/help/offline): what the installed app shows without a connection. - [Use these docs from your AI tools](/docs/help/ai-tools): let Claude Code, Cursor, or VS Code search this guide. Bookmarks to the old single-page [user guide](/docs/user-guide) still work.