Connect the delivery discussion to the factory’s actual reviews.
Give planners a clear view of the order assumptions, specialist decisions and information the next handoff needs. OrgRelay connects production, materials, quality and commercial work while keeping the responsible people close to each decision.
Keep the distinct decisions behind an order visible.
The AI Chief coordinates a goal brief naming the delivery review and its receiving roles. An Operations Agent assembles the relevant context. The trust principles keep planning, quality, maintenance and commercial judgments with appropriately qualified, designated people.
Monday: agree what the delivery review needs to establish.
A factory with 120 employees is reviewing one customer order. The commercial owner confirms the order revision; planning identifies the dependencies; quality and maintenance leads specify the relevant reviews. The company knowledge design retains the sources and their applicable context.
Build the planning discussion from explicit dependencies.
Identify the accepted requirement, working revision and planning period. Give each material or preceding-operation question an owner. The management dashboard shows the decision waiting; the Procurement Agent gathers supplier context; the exception workflow routes a changed assumption for the planner to assess.
A planning question with its dependent work
Let the quality review retain its own source trail.
Record the item or operation, applicable reference, observation and designated reviewer. An approval packet carries the actual decision to the next receiving role. The Operations Agent role can organise a revision discrepancy so quality personnel can assess it through the relevant procedure.
Wednesday: an equipment observation changes the review agenda.
The factory’s established procedure directs the observation to authorized personnel and any required hold. The alerts design connects affected work to their assessment. Planning reviews the implications, and the Sales Agent drafts a customer update from the confirmed information.
Put each consequence with the role entitled to judge it.
The approvals model identifies the decision and reviewed version. A Finance Agent gathers cost questions. The owners’ solution and managers’ solution distinguish company-level choices from ordinary coordination across specialist teams.
| AI preparation | Responsible specialist or manager | Reserved human decision |
|---|---|---|
| Organise planning context | Planner assesses dependencies and feasibility | Authorized role accepts schedule changes |
| Highlight a quality-record question | Quality personnel apply the relevant procedure | Designated role decides disposition or release |
| Summarise an equipment observation | Authorized personnel assess the condition | Operating and hold decisions follow the established procedure |
Make the receiving question obvious on the first screen.
Show the order revision, proposed next step and reviews it depends on. A source panel identifies the applicable reference; a question panel identifies the responsible person. The planner can explain what is waiting and which answer would change the proposal.
Return a readiness packet the existing team can review.
Inputs include the order, planning context, relevant material records and specialist observations. The integrations page specifies the source requirements, while the security notes supports a discussion of information use. Return confirmed context, assumptions, questions and the next decision for each receiving role.
Follow one order through a complete review week.
By Friday, planning and the commercial owner review the updated proposal and customer draft. Use the resource guides to write the handoff. The small-business scenario and growing-company scenario help match its receiving roles to company size. Discuss plan scope and bring the workflow to the company-interest preview or demo.
Questions, answered.
What makes a useful first factory workflow?
One order review with a defined revision, relevant planning inputs and named specialist reviewers.
Who interprets a quality record?
The company’s qualified, designated quality personnel apply the relevant reference and procedure.
How does an equipment observation reach planning?
Authorized personnel assess it through the established procedure, and planning reviews the consequences for affected work.
What should the delivery review return?
The current proposal, confirmed basis, outstanding reviews and the people responsible for the next steps.