This program onboards three audiences onto OpenMES: operators, administrators, and developers. Each track defines learning objectives, a session outline, reference materials in this repo, and a competency checklist suitable for handover.
Use the tracks for instructor-led workshops, self-paced study, or site go-live preparation. Detailed how-to content lives in the linked role guides — these tracks are curricula, not replacements for those guides.
| Track | Audience | Focus | Primary materials |
|---|---|---|---|
| Operator | Shop-floor operators | Daily line workflows, batches, issues, tablets | Operator Guide |
| Administrator | System admins & supervisors configuring the plant | Install, structure, users, products, orders, settings | Admin Guide, Supervisor Guide |
| Developer | Integrators & contributors | Architecture, modules, hooks, API | Technical Documentation, HOOKS.md, API Documentation |
Suggested durations (adjust to plant complexity):
| Track | Self-paced | Workshop |
|---|---|---|
| Operator | 1–2 hours | Half day (with floor practice) |
| Administrator | 3–5 hours | 1 day |
| Developer | 4–8 hours | 1–2 days |
- Prepare an environment — Docker Compose install (see Admin Guide → Installation) or a staging site with sample data.
- Assign accounts — create one trainee user per role; operators must be assigned to at least one line.
- Follow the track outline — cover objectives in order; pause for hands-on exercises before advancing.
- Sign off with the checklist — each track ends with a competency checklist for the trainer and trainee.
Supervisors who only monitor production (accept orders, Andon, reports) can take the Operator track for shop-floor context, then the Administrator sections on work orders and monitoring — or the full Supervisor Guide as a short add-on.
- Access to an OpenMES URL (local Docker or staging)
- Browser (Chrome/Edge/Safari); tablets optional for the operator track
- For the developer track: Git, Docker, PHP 8.3 tooling as described in development.md
- Operator training track — shop-floor workflows
- Administrator training track — configuration and plant setup
- Developer training track — extensibility and hooks
When handing OpenMES to a new site team, include:
- This training program and the three track documents
- Role guides: operator, supervisor, admin
- Technical refs: development, HOOKS.md, API, machine connectivity if signals are in scope
- Completed competency checklists (one per trainee)
- Site-specific notes: URL, line codes, product types, process templates, and who owns admin accounts