Overview
Production templates are groups of production template tasks that define the manufacturing workflow for specific products. These templates serve as blueprints that standardize the production process, ensuring consistency and efficiency across your manufacturing operations.
What are Production Templates?
A production template is a structured sequence of production tasks that outlines the complete manufacturing process for a product. Production templates assigned to products in two ways:
A default template. This template will be used for in-house scheduling
An outsourcing template per outsourcing partner. These templates are used to (re)schedule a case when you outsource it to a specific outsourcing partner.
This is an example of a production template for manufacturing a Zirconia Crown, displaying the sequential tasks and their organization within the template structure. Each task is assigned to appropriate workstations with specific time allocations and sequence ordering.
Creating a Production Template
To create a new production template:
Navigate to Admin → Production Flow → Production Templates
Click the "Add Template" button
When creating a production template, you must specify:
Template Name: A descriptive name that clearly identifies the template's purpose (e.g., "Zirconia Crown", "Metal Framework", "Full Denture")
After creating your production template, you can add individual production tasks that define the manufacturing workflow.
Assigning Templates to Products
Once your production template is created and configured with tasks:
Navigate to the products page
Assign the production template to the relevant products
Set one template as the default template for each product
The default template will be automatically selected when the product is added to a case.
Production Schedule Generation
When you add a product to a case, Pilot performs the following automated actions:
Template Selection: Retrieves all production tasks from the product's default template
Schedule Creation: Generates a comprehensive production schedule for the case
Technician Allocation: Assigns technicians to each task based on workstation assignment type and technicians' availability
Timeline Planning: Calculates completion dates for each task based on duration estimates
Example: Zirconia Crown Template
The image below shows a production template called "Zirconia Crown" that demonstrates how multiple manufacturing tasks are organized within a single template. This template would include sequential tasks such as design, milling, sintering, and finishing, each assigned to appropriate workstations with specific time allocations.
This example shows how production tasks are organized within a template, displaying the sequence of operations required to manufacture a zirconia crown from initial design through final completion.

