How to Set an Operator Pin in EDGEBIC

To set an operator pin in EDGEBIC by User Solutions, set the routing step's Operator picker to a named person, or drag the operation onto that person's lane on the Schedule View Gantt. The picker is enabled only once the step has a Required Skill, and it lists only operators qualified for that skill. Once pinned, the step schedules only for that person: the rest of the qualified pool is never a fallback, so the pinned person's absence becomes visible schedule movement rather than a silent substitution.

An operator pin is a planner-side assignment, not a kiosk login. The shop floor kiosk has no login or PIN at all. This post covers the planner mechanism; the wider labor model behind it is operator and skill scheduling explained.

Before You Start

Step 1: Confirm the Step Requires a Skill

Open the BOR tab and select the step, or use the BOR Designer's properties panel. Confirm Required Skill is set. A pin without a skill is meaningless, so the Operator picker stays disabled until a skill is chosen. If you have not set one yet, do that first, which is covered in how to require a skill on a routing step.

Step 2: Set the Operator Picker

Set the step's Operator field to the named person. The list shows only operators qualified for the step's skill, so you cannot accidentally pin an uncertified person. Leaving the field on Auto lets the scheduler staff the least-loaded qualified person, which is the right default for most work.

Step 3: Or Pin by Dragging on the Gantt

Alternatively, on the Schedule View with View by set to Operator, drag the operation's bar onto the target person's lane. The drop is accepted only if that person is qualified for the step's skill; an unqualified drop snaps back with the reason. Dropping on the Unassigned lane clears the pin. This is the same pin, set from the Gantt instead of the picker.

Step 4: Reschedule

The pin is stored when you set it, including with the job's preserved routing so it survives reschedules. Run Drive Schedule or a reschedule to see the effect. From then on, only that person's hours count for the step.

What Changes When You Pin

The pin is stored in two places, the global routing and the job's preserved snapshot, so a reschedule that reads the snapshot does not silently drop it. Why the schedule reacts to any labor change only on the next run is described in how EDGEBIC books operator hours.

How to Check It Worked

The step's Operator field shows the named person, and on the Gantt the bar sits in that operator's lane. After a reschedule, the crew line in the bar's tooltip names only the pinned person. If the pinned person is out, the step visibly slides to their return rather than moving to a qualified colleague, which is the pin doing its job.

Common Mistakes

• Confusing the pin with a kiosk login. The kiosk has no login. The pin is a planner-side assignment of a step to a person.
• Pinning everything. A pin removes flexibility. Reserve it for steps where the identity of the person is a real requirement, and leave the rest on Auto.
• Changing a pinned step's skill and expecting the pin to update. The pin survives the change. If the person is no longer qualified, the next run stops with a naming message.
• Expecting a pinned step to fall back during a vacation. It never does. Un-pin to Auto or drag to Unassigned if a substitute is acceptable.

Next Steps

To move a pin from one person to another visually, read how to reassign a job to a different operator. If a pinned step will not schedule at all, an operator cannot be assigned to a step covers the causes.

Every task in this library is indexed on the EDGEBIC how-to hub. To see a pin turn one person's PTO into visible schedule movement, book a walkthrough of EDGEBIC.