Purpose
1.2. Centralize operational visibility for welders, managers, and dispatchers on ongoing jobs, resource allocation, and completion status.
1.3. Facilitate smooth communication, minimize delays, track productivity, and escalate stalled jobs promptly in the metalwork sector.
1.4. Integrate with job scheduling tools and resource management systems to populate dashboard data automatically from existing workflows.
1.5. Support analytic insights for continuous improvement in job scheduling and execution.
Trigger Conditions
2.2. Change in job status (assigned, in progress, paused, completed) logged in resource planning application.
2.3. Manual or automatic update to job allocation or welder availability.
2.4. Arrival or completion of a key material/equipment requirement.
2.5. Issue or delay flagged in project management/ticketing tool.
Platform Variants
3.1. Microsoft Power BI
• API: Power BI REST API – PushRows function
• Configure a push dataset; automate “Add rows” on job status change.
3.2. Google Data Studio
• Connector: Google Sheets API
• API populates sheets with job status; Data Studio updates dashboard in sync.
3.3. Tableau
• Feature: Web Data Connector (WDC) API
• Sync job status JSON feed via WDC, trigger incremental refresh per update.
3.4. Grafana
• Data Source: MySQL/PostgreSQL/Cloud SQL plugin
• Update DB table via API; dashboard queries refresh on input change.
3.5. Airtable
• API Endpoint: PATCH/POST to records
• Use automation to update “Job Progress” fields, syncs to visual interfaces.
3.6. Monday.com
• API: change_column_values (Board API)
• Configuration updates status/labels; dashboard widgets auto-refresh.
3.7. Asana
• API: Update Task endpoint
• “Status” field automates via webhook integration; reflected in project dashboards.
3.8. Smartsheet
• API: Update Rows
• Job sheet automation triggers dashboard widgets to reflect new status.
3.9. Trello
• API: PUT /cards/{id}/customField/{idCustomField}/item
• Sync status fields; Power-Up dashboard auto-updates.
3.10. Salesforce
• Platform Event: Job_Status_Update__e
• Update triggers lightning dashboards/Reports refresh.
3.11. Notion
• API: Update database item
• “Progress” property adjusted via API; synced with dashboard view.
3.12. Zoho Analytics
• API: Add/Update Row
• Data push triggers “live” reports on resource progress.
3.13. Klipfolio
• Data Source: REST/SQL/API connector
• Extracts updates from job scheduler; auto-refreshes progress klips.
3.14. Slack
• Feature: Workflow Builder + Interactive Dashboard
• Slash commands or event-based updates log job state in dedicated dashboard channel.
3.15. Jira
• API: Edit Issue
• Status field automation; kanban/ scrum boards live-update on each status.
3.16. ClickUp
• API: Update Task
• Advance task status; job overview dashboard reflects state automatically.
3.17. Pipedrive
• API: Update Deal
• “Job Progress” stage changes; dashboard widgets dynamically adjust.
3.18. Quick Base
• API: EditRecord
• Job records patched; graph/summary dashboards show up-to-date info.
3.19. Podio
• API: Update Item
• Workflow push triggers item progress update; dashboard tiles reflect changes.
3.20. Wrike
• API: Modify Task
• Automated status update triggers progress bar change in reporting widgets.
Benefits
4.2. Reduces manual oversight, repetitive status calls, and clerical errors.
4.3. Improves resource management by visualizing bottlenecks and workload.
4.4. Informs clients and stakeholders with accurate, real-time workflow snapshots.
4.5. Lays foundation for further reporting, analytics, and continuous process improvement in the metalwork sector.