Testing Guide

Technical Support

Last Update há um ano

Video instruction

In case you haven't signed up Click here to start now.


Get on board with your email or Google account. Enter your company's name and check your unique subdomain if needed.


Do not forget to select proper demo data, we recommend it.  You can modify the descriptions and test your own production.


At any time, insert demo data at: "Control Panel -> Production tab -> Upload Demo Data"

At any time, delete your testing work orders at: "Control Panel -> Production tab -> Clear Work Orders"

Configure workstations

Go to Settings -> Workstations


Rename the workstations or create new ones to configure your workflows.


Connect your devices to the platform by registering them as terminals.

Set up workflows

Go to Settings -> Workflows

Follow the instruction of the video and create your workflows, or modify the existing ones.

We recommend testing a workflow with low complexity. Your production may be more complicated but we have a complete section with Good Practices of Epoptia MES in complex production procedures


Note that every product needs a workflow, otherwise is not configured.

Insert or Import Products

You can manually add products or import them from an excel sheet.

Go to Settings -> Products -> Import and download the excel template.

Fulfill the excel template and import the file. 

Tip. If you have already configured workflows, you can insert them into the excel sheet and every product will be configured automatically!


On the upper right, click on the Add button and select "Add Product". Provide a name and select "Save & Edit".

Once you are inside the product, follow the RED signs and select a workflow, or go to Settings -> Products and add new products from there.


Additionally, you can insert and edit products on the fly, when you are inserting work orders.

Insert or Import Clients

You can manually add products or import them from an excel sheet.

Go to Settings -> Clients -> Import and download the excel template.

Fulfill the excel template and import the file.


On the upper right, click on the Add button and select "Add Clients". Provide a name and select "Save or Save & Edit".

Or go to Settings -> Clients and add new clients from there.


Additionally, you can insert and edit clients on the fly, when you are inserting work orders. (It's super easy and fast...)

Configure Operators & Users

Go to Settings -> Users


Select between Administrators & Operators.


Administrators can have access to the whole platform.

Operators have access only to operator screen.

Extra Short tour

Still need help? Message Us