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Kanoa MES Accelerator

Operator Startup Checklist

Created using: Kanoa MES v1.14.2
Last updated: February 6, 2026

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Operator Startup Checklist Accelerator

Overview​

The Operator Startup Checklist Accelerator is a lightweight implementation pattern for enforcing required setup and verification steps before an operator can begin a production run.

In many manufacturing environments, operators must confirm key startup actions such as:

  • Verifying tooling and fixtures
  • Confirming material load and labeling
  • Checking machine readiness and safety conditions
  • Completing quality or compliance steps before production begins

This accelerator demonstrates how to implement a startup checklist workflow using:

  • Production Order Metadata
  • Custom Perspective views
  • A built-in Kanoa run-start hook (_runSetupViewPath)
  • Standard Kanoa operational APIs for starting runs

The result is a simple but powerful extension that can be reused across many implementations.

How It Works​

This solution enables you to:

FeatureDesign
Attach a checklist of startup instructions to a specific work orderBy adding that checklist as work order metadata named "Startup Checklist"
Display those checklist items to operators at run startBy using an asset's _runSetupViewPath Custom Attribute to open a custom pop-up when an operator presses Start Run on an asset
Require completion of all checklist steps before production beginsBy only enabling the custom pop-up's Start Run button when all checklist items are checked
Start the run through standard Kanoa asset operation logicBy calling system.kanoa.event.assetOperationChange() when the custom pop-up's Start Run button is pressed

Kanoa MES Features Used​

Implementation & Configuration​

Included Resources​

This accelerator package contains three Perspective views:

ViewDescription
accelerators/startupChecklist/addChecklistToOrderUtility screen to quickly attach checklist to an order as Production Order Metadata
accelerators/startupChecklist/mainRun-start popup view (configured via an asset's _runSetupViewPath)
accelerators/startupChecklist/rowIndividual checklist item component used in the main view's repeater

Implementation​

Step 1 — Import the Views​

Import the provided Ignition Perspective views into your project:

  • accelerators/startupChecklist/addChecklistToOrder
  • accelerators/startupChecklist/main
  • accelerators/startupChecklist/row

These contain all required scripting and bindings for the accelerator.

You can put these files in a different path if needed. You’ll need to adjust the source target for the Flex Repeater in the main view to point to the proper row view.

Step 2 — Configure the Asset Hook (_runSetupViewPath)​

To intercept the standard run-start workflow, configure the _runSetupViewPath Asset Custom Attribute on a given asset via the Asset Configuration screen:

runSetupViewPath

This is a built-in extensibility hook in Kanoa MES that tells Kanoa:

"When an operator presses Start Run, open this custom view instead of immediately starting the run."

Step 3 — Attach Checklist Metadata to a Work Order​

Startup checklist instructions are stored on the order as Production Order Metadata.

The accelerator uses the metadata Name "Startup Checklist".

The value is a JSON-encoded list of Markdown strings, for example:

[
"**Step 1:** Confirm tooling is installed",
"**Step 2:** Verify material is loaded",
"**Step 3:** Validate machine setpoints"
]

You can do this via script using system.kanoa.order.addProductionOrderMetaData or use the provided utility screen accelerators/startupChecklist/addChecklistToOrder.

Step 4 — Run the Order on the Asset and complete the Checklist​

Now that you have a Production Order with the checklist metadata and an asset that is configured to use our custom checklist pop-up as its run setup view, we can see this in action:

  1. Open the Asset's Run Control screen.
  2. Go to the Orders tab and select the Production Order that you added a checklist to.
  3. Click the Start Run button.
  4. Instead of the run starting, you should see the Checklist pop-up. The pop-up's Start Run button will be disabled until all checklist items are complete. Check all checklist items. Start the run.

Detailed Walkthrough​

accelerators/startupChecklist/addChecklistToOrder​

addChecklistToOrder

Purpose​

This is a utility screen used to quickly attach checklist metadata to a work order for testing, demos, or non-ERP environments.

Key Features​

  • Select a Production Order that is Released or Scheduled
  • Enter checklist instructions as a Python list of markdown strings
  • Save metadata directly onto the order

Implementation Details​

When the Save button is pressed, the view:

  • Validates the selected work order
  • Checks whether metadata already exists
  • Adds or updates the "Startup Checklist" metadata value using

This provides a fast way to populate checklist requirements during implementation.

accelerators/startupChecklist/main​

checklist

Purpose​

This is the primary checklist popup view launched at run start.

It is assigned to the asset via the _runSetupViewPath Custom Attribute.

Responsibilities​

This view handles the complete workflow:

  • Load checklist instructions from work order metadata
  • Display checklist items in a Flex Repeater
  • Validate completion
  • Start the run only after confirmation

Checklist Loading​

When opened, the view reads:

  • workOrderId from the popup parameters
  • "Startup Checklist" (hard-coded) metadata from the order

The metadata value is decoded using:

system.util.jsonDecode(...)

The results are then mapped into the "row" View in a Flex Repeater.

Operator Interaction​

Operators check off each checklist item.

The Start button remains disabled until all items are complete.

Validation is performed by iterating through all instance statuses.

Starting the Run​

Once confirmed, the view starts the production run using system.kanoa.event.assetOperationChange()

This ensures the run begins through standard Kanoa operational logic, even though startup was redirected into a custom workflow.

accelerators/startupChecklist/row​

Purpose​

This is the reusable checklist row component displayed inside the Flex Repeater.

Features​

  • Checkbox completion state
  • Markdown-rendered instruction text
  • Visual styling when complete

Binding Structure​

Each row expects:

  • value.markdown → instruction text
  • value.status → completion boolean

Because the binding is bidirectional, row updates flow back to the main view automatically.

Conclusion​

Common Use Cases​

This accelerator is useful for:

  • Operator setup verification
  • Safety and compliance enforcement
  • Standardized run startup procedures
  • Reducing startup mistakes and downtime
  • Industry-specific pre-run requirements (food, aerospace, regulated manufacturing)

Expansion Opportunities​

This accelerator is intentionally simple, but can be extended easily:

  • Add conditional checklist items based on asset type or product

  • Include other startup steps directly in the run start pop-up, like machine setups

  • Use the same method to display other relevant metadata to the operator before starting a run

  • Leverage Kanoa Quality to manage the startup checklist

    • Valuable if you need to check against specifications or tolerances
    • Useful if you need more detailed logging and reporting of startup data

Summary​

The Operator Startup Checklist Accelerator demonstrates a practical pattern for:

  • Driving operator workflows from order metadata
  • Injecting custom run-start behavior using runSetupViewPath
  • Enforcing startup compliance with minimal scripting
  • Providing reusable Perspective screens for integrators

This is a high-value example of how Kanoa MES can be extended quickly while staying aligned with core platform behavior.