/RUN THE PLANT

Org, projects & QR codes

How to structure your machines as projects, print the QR codes that take technicians straight to them, and manage each project's settings.

Administrator

In Edmund, the things your technicians ask about are organized into projects, and each project carries its own QR code. This page covers how to lay projects out, how to get the codes onto the floor, and what each project’s settings let you change. For the full setup order, see Admin: set up your plant.

Organize projects

A project is one machine or one production line. Keep it that narrow — a project that tries to cover a whole hall mixes documents and answers that belong to different equipment, and technicians end up sorting through results that don’t apply to the machine in front of them.

Creating a project needs only a name, and you can rename it later, so don’t hold up the first project waiting for a perfect title. Name it after the real machine or line your team asks questions about, using whatever they already call it on the floor — the asset tag, the cell number, or the common name. That makes the project easy to recognize later and easy to match to its printed code.

QR codes

Every project has its own QR code. Scanning it takes a technician straight to that project, so the codes belong where the work happens — on the machine, the cell guard, or the panel door.

Open the Projects page.
Use Download QR codes to get the codes for your projects as printable labels.
Print them and place each code on its machine or line, somewhere a technician can reach it without climbing or opening a guarded area.

Tip

Print the code laminated or under a clear cover. Floor labels collect coolant, dust, and handling, and a QR code that won’t scan sends the technician back to a manual lookup.

Project settings

Each project’s settings let you adjust it after it’s created.

Rename

Change the project’s name at any time. The new name shows wherever the project appears, and the project’s QR code keeps working — renaming doesn’t reprint or reissue the code.

Override Suggestions

A project can override the organization-wide Suggestions — the starter prompts technicians see in chat — with prompts written for that specific machine. Use this when one project’s typical questions differ from the rest of the plant. See Suggestions for how starter prompts work and how the override fits with the organization defaults.

Delete

Deleting a project removes it. This is permanent, so confirm you have the right project before you delete it.

Warning

Deleting a project cannot be undone. If you only need to retire a machine, consider renaming the project instead so its history stays available.

Where these settings live

Project-level settings sit with each project. Organization-wide settings sit in Organization settings → General, which holds the organization name, default language, logo, and your Max members and Max projects limits. The Max projects limit caps how many projects you can create, so check it before planning a large rollout. For the full setup order, see Admin: set up your plant.