Hybrid SA ForecastIQ User Manual
Complete guide to using the Hybrid SA ForecastIQ Production Planning Platform
Quick Start Demo (10 min)
Follow this step-by-step walkthrough to understand the entire system in 10 minutes.
- Go to the login page
- Enter: admin@hybridsa.com / password123
- Click Sign In
- Navigate: Administration → Data Console
- Click 'Load Demo Data' button
- Wait for success message
- Navigate: Operations → Control Tower
- Observe KPI cards at top (Total OFs, Feasibility %, Alerts)
- View the Workshop × Week grid
- Notice color coding: 🟢 Green = OK, 🟡 Amber = Risk, 🔴 Red = Blocked
- Click on any cell to open the drawer
- Find a RED cell in the grid
- Click to open the cell drawer
- Click on a work order with 🔴 status
- Review the BOM to see which component is blocking
- Note the 'Available Date' vs 'Planned Start'
- Navigate: Operations → Alerts
- See all system-generated exceptions
- Note severity (Critical/Warning) and type (Material/Capacity)
- Click an alert to see full details
- Find a GREEN work order (Control Tower → Green cell → Green OF)
- Open the work order detail
- Click 'Simulate Delay' button
- Select a component from dropdown
- Set new date AFTER the planned start date
- Click 'Apply & Recompute'
- WATCH: Status changes from GREEN to RED
- WATCH: Grid cell color updates
- WATCH: New alert appears
- Navigate: Administration → Audit Logs
- See the SIMULATE_DELAY action recorded
- All changes are tracked for governance
You now understand how a supply chain change ripples through the entire production plan in real-time.
Overview
Purpose
Hybrid SA ForecastIQ is a production planning visibility platform that provides integrated planning visibility and automated exception alerting. The system connects ERP-like supply/material availability dates, workshop execution plans, and HR-like capacity availability.
Core Capabilities
Consolidated workshop-by-week planning grid showing plan health across all production areas
Automatic detection of work orders at risk due to component availability issues
Identification of workshop overload conditions where planned hours exceed capacity
Real-time simulation of supply changes and their impact on the plan
System Access
Login Process
- Navigate to the application URL
- Enter your email address
- Enter your password
- Click Sign In
Demo Credentials
| Role | Password | |
|---|---|---|
| Admin | admin@hybridsa.com | password123 |
| Global Planner | planner@hybridsa.com | password123 |
| Workshop Planner | meca@hybridsa.com | password123 |
| Viewer | viewer@hybridsa.com | password123 |
User Roles & Permissions
System administrator with full access to all features, data management, and user administration.
Scope: All workshops, all data
Production manager with factory-wide visibility and ability to run validations and simulations.
Scope: All workshops (read + actions)
Workshop-level planning and monitoring for assigned workshop only.
Scope: Assigned workshop only
Read-only access for stakeholders who need visibility but cannot make changes.
Scope: All workshops (read-only)
Permission Matrix
| Feature | Admin | Global | Workshop | Viewer |
|---|---|---|---|---|
| View Control Tower | ||||
| View Alerts | ||||
| View Work Orders | ||||
| Run Validation | ||||
| Simulate Delay | ||||
| Data Console | ||||
| Manage Users | ||||
| View Audit Logs |
Control Tower Dashboard
The Control Tower is the primary operational view providing consolidated visibility across all workshops and weeks. Access via Operations → Control Tower.
KPI Summary Cards
Total Work Orders
Count of OFs evaluated
Feasibility Rate
Percentage of GREEN OFs
Material Alerts
Component availability issues
Capacity Alerts
Workshop overload conditions
Grid Features
- Rows: Workshops (WS-MECA, WS-ELEC, WS-WELD, etc.)
- Columns: Week buckets starting from current week
- Horizon: Configurable 4, 8, 12, or 16 weeks (default: 8)
- Cell Click: Opens drawer with work order details
Cell Status Colors
Alerts Management
The Alerts module displays system-generated exceptions for material and capacity issues. Access via Operations → Alerts.
Alert Types
Component not available by planned start date. Shows blocker component, required quantity, and availability date.
Workshop overloaded (>100% capacity). Shows required hours, available hours, and overload percentage.
Alert Severities
Work Orders
View and manage production orders with material feasibility status. Access via Planning Data → Work Orders.
Work Order Status
All components available ≥4 days before planned start.
Component available within 3-day risk window.
Component not available by planned start date.
Simulate Delay Feature
Demonstrate live impact of supply changes (Admin, Global Planner, Workshop Planner only):
- Navigate to a work order detail page
- Click Simulate Delay button
- Select a component from the BOM
- Enter a new availability date
- Click Apply & Recompute
- View updated status and alerts
Components
View all components and their availability status. Access via Planning Data → Components.
- KPI cards for total, available, pending, unknown components
- Search by component code or name
- Lead time indicators (Ready, X days warning)
- Work order usage count per component
Workshops
View workshop overview and statistics. Access via Planning Data → Workshops.
- Card-based workshop display
- Work order count per workshop
- Total planned hours
- Assigned planner information
Data Console (Admin Only)
Administrative functions for managing system data. Access via Administration → Data Console.
Load Demo Dataset
Populate system with demonstration data: 7 workshops, 10 work orders, 15 components, 84 capacity records. Triggers validation automatically.
Clear All Data
Remove all data except users and audit logs. Requires confirmation before proceeding.
Validation Engine
The validation engine evaluates material and capacity feasibility for all work orders.
Trigger Sources
- Manual: Click "Run Validation" button on dashboard
- Automatic: After Simulate Delay action
- Automatic: After Load Demo Dataset
Validation Process
- Create validation run record
- Evaluate all work orders for material feasibility
- Evaluate all workshop/weeks for capacity
- Generate alerts for exceptions
- Compute grid aggregates
- Create audit log entry
Audit Logging (Admin Only)
Records all significant system actions for governance and traceability. Access via Administration → Audit Logs.
Logged Actions
| Action Type | Description |
|---|---|
| RUN_VALIDATION | Validation engine execution |
| SIMULATE_DELAY | Component date change |
| SEED_DATA | Demo dataset loaded |
| CLEAR_DATA | Dataset cleared |
| USER_LOGIN | User authenticated |
Business Rules Reference
Material Feasibility Status
| Status | Condition | Rule |
|---|---|---|
| RED | Blocker exists | available_date > planned_start_date |
| AMBER | Risk window | No blockers, available within 3 days of start |
| GREEN | Feasible | All components available ≥4 days before start |
Capacity Calculation
| Metric | Formula |
|---|---|
| Load % | (required_hours / available_hours) × 100 |
| Overload | Load % > 100% |
| Delta Hours | required_hours - available_hours |