Hi there and welcome! We are excited that you have chosen Authentise's MES. Here are a number of steps you can go through to make sure your organization is using the system.  To review supported browsers and operating systems for the app, please look here.

1) Getting Familiar

By now, you should have had an introduction to the system by our team. You should also have received access to the Showroom and the short video guide. If these have not happened, please get in touch with us.

2) Defining Customizations and Configurations

If you have any initial customization needs you will have discussed them with our team prior to this point.  If you have not, please do so. There are several areas that are usually customized. They include:

• Editing the order fields

• Selecting which alerts are sent

• Defining the content of your exported documents (Traveler, Packing Slip, Traceability Report, and Quote)

• Other (as defined in your SOW)

It might take us a little while to complete them before deployment. Please reach out if you would like additional details.

3) Deployment (optional)

If your organization has chosen one of several deployment options other than our cloud, our tech team should have been in touch to discuss the next steps. We have prepared a number of resources for your IT staff to understand the implications of deploying on-site and some of the different options. They are really helpful for everybody - take a look. If our tech team has not spoken with you or your IT team, please let us know so that we can answer any questions. 

If you have chosen to go with a cloud deployment and you have not yet gotten your details and first user account, please contact us. Your deployment should be instantaneous once customizations are complete except when you have chosen to use Single Sign-on. This option allows your users to use your existing sign-on provider and requires some additional setup. 

4) Access

Once your organization has signed up you should receive a message in your inbox prompting you to login in (Note: If you are using a non-cloud deployment, the deployment must be completed before receiving the email to log in). This will have been generated by our team for your bureau. You can log in using flows.authentise.com or your personalized domain name. Your user name is your email address, please let us know if you have any challenges logging in to the system!

5) Bureau Setup

Before you can submit your first order, you have to set up your bureau. This is a fairly simple process that we like to do with you. If we have not scheduled time with you to complete this setup, please do reach out for our support.

Bureau setup involves denoting your organization's Workstation Types and their associated Inventories. This information will allow various drop-down selections in the order form and manages many other aspects of the system.

Bureau setup includes the ability to add different types of resources which we recommend creating in the following order:

1. General 

   • Manufacturer: When you add materials, printers, or post-processors you will need to select their manufacturer.

   • Locations: Locations help manage Workstation work queues, user access, and Orders.  This is especially helpful when you have more than one location.

   • Currencies: If you have more than one currency, you will want to define their conversion rates for use in the system. We will establish a default bureau currency during onboarding, which will set its multiplier = 1. For the remaining currency options, set the multiplier with reference to the default bureau currency.

     
     

2. Types/Inventory (Workstations & Materials)

   • Material Types: You can elect to use our templated materials or create your own. We use these material types for creating both Printer Types and Post-Processor Types, so be sure to do this first. 

   • Printers: First you need to add a printer type and then the printers themselves. If you want to receive data from printers for automatic updates, you will also need to install Echo. Instructions for that can be found here.

   • Post-Processing Devices: This follows the same process as printers - start with Type and move on to the actual Post Processor workstations.

     
     

3. Workflows: Once you have established what equipment and material you have, it is time to define the processes you want your parts to follow. This is a key to ensuring your parts are produced properly and offers you immense control.

   
   

4. The others: Shipping and Third Party providers are pretty straight forward and largely optional at the moment.

   
   

Remember, you can edit your Inventory at any time.

6) Testing 

Now it is time to test the system. Go ahead, whirl around: Create an order and some runs. Learn about Statuses and how they change over time.  Confirm if your Machines are reporting correctly into the MES. If you have any problems, contact us. The easiest way to ask about improvements or raise a bug is to do so using our "Report an Issue" button from our application, or email support@authentise.com.

7) Adding Users

Your final step is to add the users that you want to add. There are several different permissions levels you can choose from for each user. Do you want them to access only prints related to one location ("local user"), or all locations ("Global User"), manage the service (can add new users and so forth), or only be able to upload an order ("Restricted"). More information on adding users can be found here.

We hope this guide was informative. If you need any more assistance, please don't hesitate to ask.