Documentation
From your first order import to a publishable schedule—this guide covers the core COMPASS scheduling workflow.
Validate data quality in one controlled scope first—one line or one order batch—through import → model → schedule → confirm, then expand modules and roles.
/spreadsheet → Scheduling workbench
/gantt → Gantt timeline
/capacity → Capacity monitoring| Object | Type | Description |
|---|---|---|
| schedule_workbench | table | Main planning table for daily edits and filters |
| jobs | table | Mapped Jobs consumed by algorithms and Gantt |
| SourceDataStore | store | Unified data layer for table, Gantt, sandbox, and Agent |
| sandbox | context | Experimental scheduling context; compare before commit |
1. Quick Start
COMPASS combines planning tables, Gantt charts, capacity views, and an AI copilot in one workspace. Start with a controlled scope—one line or one order batch—and run through import → model → schedule → confirm.
- Sign in to COMPASS and open the scheduling workspace;
- Bring in first orders and capacity via browser extension, file import, or API;
- Verify field mapping and routings in the planning table;
- Run scheduling in Gantt view and have planners confirm key changes.
2. Data Import & Integrations
COMPASS supports multiple entry points without a full ERP/MES rewrite. The browser extension reads fields from business system pages with AI-assisted mapping; CSV/Excel, Webhooks, and standard APIs are also supported.
- Orders: work order ID, material, quantity, due date, priority;
- Routing: operation sequence, standard times, precedence, subcontract windows;
- Capacity: equipment/line calendars, shifts, load limits, maintenance;
- Integrations: ERP, MES, WMS, or IM notifications as needed.
3. Scheduling Model
Make shop-floor rules explicit: which operations can run in parallel, which resources conflict, and how subcontract dates affect the critical path. Maintain constraints in tables and see them reflected in Gantt and capacity views.
- Routings: operation chains and optional branches;
- Resource constraints: equipment groups, tooling, skills;
- Due-date policy: hard/soft deadlines and penalty weights;
- Subcontract calendars: supplier windows and lead times.
4. Scheduling & AI Collaboration
After running a schedule, COMPASS Agent can propose plans based on goals such as "delivery first + balanced load," with explanations for key adjustments. Planners keep final judgment: review, tweak, confirm, then release.
- Multi-objective optimization: due dates, utilization, changeover costs;
- What-if comparison: save plan versions and compare side by side;
- Change explanations: constraint conflicts and impact for each adjustment;
- Collaboration: push pending confirmations via DingTalk, WeChat, etc.
5. Permissions, Audit & Security
For enterprise use, COMPASS provides tenancy isolation, role-based permissions, and audit trails. Critical actions like schedule release or data export can be restricted and logged for review.
- Sample roles: planner, production lead, read-only viewer;
- Data boundaries: isolate by plant, business line, or project space;
- Deployment: public cloud, dedicated cloud, or on-premises;
- See Security & Trust and the Privacy Policy for details.
6. Get Help
For implementation support, custom integrations, or training, submit a request via the homepage contact form or Feedback page. Enterprise customers can access dedicated CSMs for onsite training and runbooks.