Difference between revisions of "SOP-MES0003 Attribute Def Maintenance"

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<center>'''Attribute Maintenance''' </center>
 
<center>'''Attribute Maintenance''' </center>
  
<center>'''Version MDS Portal 1.0''' </center>
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<center>'''MES 15 Portal 1.0''' </center>
  
 
<center>'''Work Instruction''' </center>
 
<center>'''Work Instruction''' </center>
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<center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
 
<center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
  
''This edition applies to MDS Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'
+
''This edition applies to MES 15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''
  
 +
==SFDC Configuration Setup==
 +
''This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''
  
= Introduction =
+
The Shop Floor Data Collection (SFDC) system communicates interactively with the Customer Order Processing System (COPS), and Statistical Process Control/Statistical Quality Control (SPC/SQC). The Manufacturing Data System (MDS) makes the communication between these systems possible.
  
The Shop Floor Data Collection System (SFDC) communicates interactively with the Customer Order Processing System (COPS), and Statistical Process Control/Statistical Quality Control (SPC/SQC). The Manufacturing Data System (MDS) makes the communication between these systems possible.
+
SFDC provides real-time information used by SPC/SQC and MESWeb to create quality control reports. The data configuration for SFDC PC is handled within the Manufacturing Data System (MDS), which is a complete factory automation system. The SFDC System uses bar-code scanning, both manual and automated, to monitor and control a single product line or an entire plant. SFDC Configuration collects data, provides analysis, maintains unit histories, and controls product movement on the manufacturing floor.
  
 +
The system provides Access Control between the modules of the application, including the functionality of each screen. The current SFDC Configuration page provides access to all sub modules pages and their functions (view, add, edit, delete, print and generate output file).
  
SFDC provides real-time information used by SPC/SQC and MESWeb to create quality control reports. The data configuration for SFDC PC is handled within the Manufacturing Data System (MDS), which is a complete factory automation system. The SFDC System uses barcode scanning, both manual and automated, to monitor and control a single product line or an entire plant. SFDC Configuration collects data, provides analysis, maintains unit histories, and controls product movement on the manufacturing floor.
+
'''SFDC Configuration'''
  
 +
1. To access SFDC Configuration, navigate '''to Shop Floor Control <nowiki>></nowiki> Configuration <nowiki>></nowiki> SFDC Configuration'''. The main SFDC Configuration page is displayed:
  
The system provides Access Control between the modules of the application, including the functionalities of each page. The current version has an SFDC Configuration page which provides access to all screens and its functionalities (view, add, edit, delete, print and generate output file), and a View-Only mode screen which only supports view, print and output to file; to support these screen modes, the MDS user or group of users have specific profiles, which provides specific access to MDS pages and functionalities.
+
'''Figure 1: MDS Portal – SFDC Configuration Sub-modules'''
  
'''Figure 1: Choose the Attribute Def.'''
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_01.png|framed|none]]
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_001.png|thumb|none|624px]]
+
'''NOTE''': A user only has access to the modules assigned to his/her profile.
  
== Attribute Def Maintenance ==
+
===Attribute Def Maintenance===
 
Attribute Definition Maintenance defines attributes in the Attribute table. SFDC assigns attributes to products as specified.
 
Attribute Definition Maintenance defines attributes in the Attribute table. SFDC assigns attributes to products as specified.
  
To open the Attribute form, click on '''Attribute Def '''from the SFDC Configuration Maintenance module. Upon accessing Attribute Def Maintenance, the user must select whether the definition will be defined by Process Name or by Location.
+
Upon accessing Attribute Def Maintenance, the user is prompted to select attribute definition by '''Process Name''' or by '''Location'''.
  
'''Attribute Definition by Process Name:''' enables any/all Locations assigned to the Process Name to capture the defined attribute data. Process Name will be a mandatory field for the Attribute Definition.
+
'''Attribute Definition by Process:''' enables any/all locations assigned to the process name to capture the defined attribute data.
  
'''Note: '''As a general rule, it<nowiki>’</nowiki>s best to create Attribute Definitions by Process Name in a "Route by Process" configuration. Attributes will then be captured for each Location assigned with the defined Process Name. The exception to this rule is when it is desired to only capture unique attribute data specific to a '''single location''' versus generic attribute data for '''each''' location of a process.
+
'''Note: '''As a general rule, it is best to create Attribute Definitions by Process Name in a "Route by Process" configuration. Attributes will then be captured for each location assigned with the defined process name. The exception to this rule is when it is desired to only capture unique attribute data specific to a single location versus generic attribute data for each location of a process.
  
'''Attribute Definition by Location:''' enables ONLY the Location defined to capture the defined attribute data. Location will be a mandatory field for the Attribute Definition.
+
'''Attribute Definition by Location:''' enables ONLY the location defined to capture the attribute definition data.
  
===List Attribute Definitions===
+
====List Attribute Definitions====
Based on the actual SFDC Configuration, the application displays a list with all Attributes Definitions.
+
Based on the actual SFDC Configuration, the application displays a list with all attributes definitions.
  
To open the Attribute page, click on '''Attribute Def''' menu from the SFDC Configuration Maintenance module and choose the attribute definition scope (by Process or Location).
+
To open the Attribute page, select on '''Attribute Def''' menu from the SFDC Configuration Maintenance module and choose the attribute definition scope (by Process or Location). This displays the Attribute List page.
  
 
'''Figure 2: Choose the Attribute Def.'''
 
'''Figure 2: Choose the Attribute Def.'''
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_01.png|framed|none]]
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_02.png|framed|none]]
 
 
The attribute list is displayed.
 
  
 
'''Figure 3: Attribute List'''
 
'''Figure 3: Attribute List'''
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_02.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_03.png|framed|none]]
  
From the Attribute List, the user is able to perform all operations described below:
+
From the Attribute List page, the user is able to perform all of the following operations:
  
 
'''Figure 4: Attribute Filter'''
 
'''Figure 4: Attribute Filter'''
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_03.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_04.png|framed|none]]
  
The '''filter feature''' allows filtering results by '''Part Number''', '''SFDC ID''' and '''Process Name'''.
+
From the Attribute List, users can filter results by '''Part Number''', '''SFDC ID''' and '''Process Name'''.
  
Enter the desired filter criteria and click on '''Filter'''.
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Filter the list by entering the desired filter criteria and select '''Filter'''. Select '''Clear''' to clear the filter fields.
  
Click on '''Clear''' to clear the filter fields.
+
====Add Attribute Definition====
 +
To add Attributes, select '''Add''' from the Attribute module. Remember that the scope is selected when the user enters the Attribute Definition module. The attribute page will display according to the selected scope.
  
===Add Attribute Definition===
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1. Select '''Add'''.
When adding Attribute Definitions, the user must populate all mandatory fields. If mandatory fields are not populated, an error message is displayed.
 
  
To add Attributes, click on '''Add''' from the Attribute module. Remember that the scope was selected when the user starts the Attribute module and the attribute will be created according to the selected scope.
+
The Attribute Form is displayed:
  
1. Click on Add Attribute.
+
'''Figure 5: Attribute Form'''
  
'''Figure 5: Add Attribute'''
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[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_05.png|framed|none]]
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_04.png|thumb|none|624px]]
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'''Note''': The '''Process''' '''Name '''and''' Shop Floor ID''' fields are mandatory and must be populated. Otherwise, if the Attribute Definition By Location was selected (see 1.1.1 above), the '''Location''' field becomes the mandatory field.
  
The Attribute Form is displayed:
+
2. Populate mandatory fields (indicated in red above) and select '''Save'''.
 +
 
 +
'''Note: Process Name''' field has the '''Manage''' icon that enables the user to manage these fields during attribute creation.
 +
 
 +
'''Shop Floor ID''': Select the appropriate shop floor ID from the drop-down box. This defines the SFDC ID applicable to the Attribute Definition. (NOTE: Every attribute definition is attached to a SFDC ID. The SFDC ID is defined in Miscellaneous Configuration Setup. If an existing attribute definition is copied into the Local Attribute Definition, the SFDC ID data field updates automatically. If creating a new attribute definition, select the SFDC ID from the SFDC ID Table.)
  
'''Figure 6: Attribute Form'''
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'''Process Name''': Select a process from the drop-down box. This defines the process name applicable to the attribute definition. (NOTE: The Process Name is defined in Process Maintenance and/or Locations Maintenance. If an existing Attribute Definition is copied into the Local Attribute Definition, the process data field updates automatically. If creating a new Attribute Definition, select the Process Name from the Process Table.)
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_05.png|framed|none]]
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'''Part Number''': Enter the part number. This defines the product applicable for the attribute definition. (NOTE: The part number must exist in the part table or be defined in the Setup Data Editor. When a unit with the specified attribute passes through the Data Collection Process Name or location defined, SFDC prompts to capture the defined attribute(s). This field must be entered before running Install. A blank part number is used as the default attribute for a unit not matching any other part in the Attribute Table.)
  
'''Note''': The '''Process''' '''Name '''and''' SFDC ID''' fields are mandatory and must be populated. Otherwise, if the chosen was by Location, the '''Location''' field would be the mandatory field.
+
The Attribute Step List page is displayed, which will be empty for new attributes.
  
2. Populate mandatory fields (indicated in Red) and click on '''Ok'''.
+
NOTE: Steps must be added to the new attribute to save it to the system. In turn, all changes made to the attribute steps must be installed locally. For instructions about these processes please see (respectively) 1.1.3.1 and 1.1.3.5 below.
  
'''Note: Process Name''' field has the '''Manage''' icon that enables the user to manage these fields during attribute creation.
+
'''Figure 6: Attribute Step List'''
  
'''SFDC ID''': Existing SFDC IDs within database. Defines the SFDC ID applicable to the Attribute Definition. Every Attribute Definition is attached to a SFDC ID. The SFDC is defined in Miscellaneous Configuration Setup. If an existing Attribute Definition is copied into the Local Attribute Definition, the SFDC ID data field updates automatically. If creating a new Attribute Definition, select the SFDC ID from the SFDC ID Table.
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_06.png|framed|none]]
  
'''Part Number''': Defines the product applicable for the Attribute Definition. The part number must exist in the part table or be defined in the Setup Data Editor. When a unit with the specified attribute passes through the Data Collection Process Name or Location defined, SFDC prompts to capture the defined attribute(s). This field must be entered before running Install. A blank part number is used as the default attribute for a unit not matching any other part in the Attribute Table.
+
From the Attribute Step List page, users can Add Attribute Step, Edit, Copy, Delete, Install Local Attribute and Print/Export Filtered Attribute.
  
'''Process Name''': This is a mandatory field. Defines the Process Name applicable to the Attribute Definition. The Process Name is defined in Process Maintenance and/or Locations Maintenance. If an existing Attribute Definition is copied into the Local Attribute Definition, the process data field updates automatically. If creating a new Attribute Definition, select the Process Name from the Process Table.
+
====Step List====
 +
This functionality displays a list of steps for a specific Attribute Definition.
  
The Attribute Step List page is displayed:
+
1. To list steps, select a list item then select the '''Step List''' icon in the Attribute List Page.
  
'''Figure 7: Attribute Step List'''
+
'''Figure 7: Attribute List - Step List'''
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_06.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_07.png|framed|none]]
  
Add Attribute Step, Edit, Copy, Delete, Install Local Attribute and Print/Export Filtered Attribute steps are available in the Attribute List menu.
+
2. The Attribute Step List page displays.
  
=====Add Attribute Step=====
+
'''Figure 8: Attribute Step List'''
This functionality adds an Attribute Step.
+
 
 +
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_08.png|framed|none]]
  
1. To add an attribute step, click the  
+
From the Attribute Step List user is able to Add Attribute Step, Edit, Copy or Print/Export Filtered Attribute Steps. Use the available icons on menu. The following section defines the execution of these sub modules.
'''Add Attribute Step''' in the menu.
 
  
'''Figure 8: Add Attribute Step – Add Attribute Step'''
+
=====Add Attribute Step=====
 +
This functionality adds an Attribute Step. One or more steps must be added to an attribute to save an attribute to the system.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_07.png|thumb|none|624px]]
+
1. To add an attribute step, select '''Add Attribute Step''' in the menu.
  
 
The Attribute Step Form is displayed:
 
The Attribute Step Form is displayed:
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'''Figure 9: Attribute Step Form'''
 
'''Figure 9: Attribute Step Form'''
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_08.png|framed|none]]
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_09.png|framed|none]]
  
 
2. Populate the required Attribute Step Form fields. The Attribute Step Form fields are described below:
 
2. Populate the required Attribute Step Form fields. The Attribute Step Form fields are described below:
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'''Released''': Check to Release. If left unchecked, the attribute for the step will not be prompted or captured as the step is in an unreleased state.
 
'''Released''': Check to Release. If left unchecked, the attribute for the step will not be prompted or captured as the step is in an unreleased state.
  
'''Attribute Name''': The name of the attribute that will be collected for the defined Attribute Definition. Select the desired Attribute Name from the drop down list, or click the '''Manage''' icon to create a new one. ''Reference Section 1.1.3.2 on Managing Attribute Name''.
+
'''Attribute Name''': The name of the attribute that will be collected for the attribute definition. Select the desired Attribute Name from the drop-down box, or select the '''Manage''' icon to create a new one. ''Reference Section 1.1.3.2 on Managing Attribute Name''.
  
 
'''Attribute User Prompt''': This field defines the text prompt displayed to the operator when a unit is scanned at the defined process/location. This field is populated automatically when selecting the Attribute Name and cannot be edited in this screen. The User Prompt is defined when creating the Attribute Name. ''Reference Section 1.1.3.2 on Managing Attribute Names to edit User Prompt.''
 
'''Attribute User Prompt''': This field defines the text prompt displayed to the operator when a unit is scanned at the defined process/location. This field is populated automatically when selecting the Attribute Name and cannot be edited in this screen. The User Prompt is defined when creating the Attribute Name. ''Reference Section 1.1.3.2 on Managing Attribute Names to edit User Prompt.''
  
'''Attribute Group:''' This field defines the group that the selected Attribute Name is associated to. This field is populated automatically when selecting the Attribute Name and can not be edited in this screen. The group is defined when creating the Attribute Name. ''Reference Section 1.1.3.2 on Managing Attribute Names to edit Attribute Group''.
+
'''Attribute Group:''' This field defines the group to which the selected Attribute Name is associated. This field is populated automatically when selecting the Attribute Name and cannot be edited in this screen. The group is defined when creating the Attribute Name. ''Reference Section 1.1.3.2 on Managing Attribute Names to edit Attribute Group''.
  
'''Component Id Mask:''' The input mask for the attribute definition. The maximum length of the data field is 40 characters. The maximum length of a ''single'' ID mask is 20 characters. Multiple ID masks are separated by a comma (,).
+
'''Component ID Mask:''' The input mask for the attribute definition. The maximum length of the data field is 40 characters. The maximum length of a ''single'' ID mask is 20 characters. Multiple ID masks are separated by a comma (,).
  
 
The new Attribute Step is created and displayed in the Attribute Step List.
 
The new Attribute Step is created and displayed in the Attribute Step List.
 +
 +
=====Edit Attribute Step=====
 +
This functionality enables users to edit Attribute Steps. If mandatory fields are not populated an error messaged is displayed.
 +
 +
1. To edit an Attribute Step, select the '''Edit''' icon. The Attribute Step form displays.
 +
 +
'''Figure 10: Attribute Step Form'''
 +
 +
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_10.png|framed|none]]
 +
 +
2. Make the necessary changes and select '''Save''' to update, or '''Cancel''' to cancel update. Select Reset to clear all form contents.
 +
 +
NOTE''':''' Upon Attribute Name selection, the Attribute User Prompt and Attribute Group are auto-populated.
 +
 +
NOTE''':''' The '''Manage''' icon enables the user to configure the Attribute Name. ''Reference Section 1.1.3.2 for additional information.''
 +
 +
=====Copy Attribute Step=====
 +
To copy an attribute step,
 +
 +
1. Select an attribute from the Attribute Step List by checking the box, and select '''Copy'''.
 +
 +
<br>
 +
'''Figure 11: Copy Attribute Step'''
 +
 +
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_11.png|framed|none]]
 +
 +
2. Enter the step number in the '''Step''' field in the Copy Step pop-up menu.
 +
 +
3. Select '''Save '''to complete the''' '''process; press '''Cancel''' to exit the process.
 +
 +
=====Delete Attribute Step=====
 +
To delete an attribute step,
 +
 +
1. Select an attribute step from the list by checking the box, and select '''Delete'''.
 +
 +
2. To confirm the delete, select '''Yes'''. To cancel, select '''No'''.
  
 
=====Install Local Attribute=====
 
=====Install Local Attribute=====
This functionality installs the Local Attribute.
+
If the local attribute is not installed, all changes are lost when SFDC Configuration exits. This functionality installs the Local Attribute.
  
1. To Install Local Attribute, click on '''Save'''.
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1. To Install Local Attribute, select '''Save'''.
  
'''Figure 10: Attribute Step List - Install Local Attribute'''
+
'''Figure 12: Attribute Step List - Install Local Attribute'''
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_09.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_12.png|framed|none]]
  
 
2. A confirmation message displays when complete.
 
2. A confirmation message displays when complete.
  
Note: If the local attribute is not installed, all changes are lost when SFDC Configuration exits.
+
NOTE: If the local attribute is not installed, all changes are lost when SFDC Configuration exits.
 +
 
 +
NOTE: After adding attribute steps, the steps are displayed in the Attribute Step List and the user is able to edit/copy/delete and change step number.
 +
 
 +
====Manage Icon====
 +
The '''Manage''' icon is available in the Attribute Form and Attribute Step Form when adding or editing an attribute or attribute step. The features of the Manage icons are discussed below:
 +
 
 +
=====Manage Icon – Step List=====
  
Note: After adding attribute steps, the steps are displayed in the Attribute Step List and the user is able to edit/copy/delete and change step number.
+
This section covers the Manage icon as it functions in the Step List portlet. When the Manage icon is selected in the process of adding or editing an attribute step, the user can perform the following actions:
  
=====Print/Export Filtered Attribute Steps=====
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* '''Add''' Attribute Name
This functionality prints or exports filtered Attribute steps. The report prints to the default printer for the workstation. The system displays print result information.
+
* '''Edit''' Attribute Name
 +
* '''Delete''' Attribute Name
  
1. Click the '''Print All Attribute Steps''' icon in the menu.
+
'''Figure 13: Attribute Name'''
  
'''Figure 11: Attribute Step List - Print Filtered Attribute Steps'''
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_13.png|framed|none]]
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_10.png|thumb|none|624px]]
+
'''Add Attribute Name.'''
  
A .PDF report is generated and the user is able to print it.
+
1. Select the Attribute Name '''Manage''' icon, and then select the '''Add''' icon. The Create Attribute Name window is displayed.
  
'''Figure 12: Print Setup & Print'''
+
'''Figure 14: Create Attribute Name'''
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_11.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_14.png|framed|none]]
  
====List Steps====
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2. Enter the new '''Attribute Name''', '''User Prompt''', and if desired the '''Attribute Group'''.
This functionality displays a list of steps for a specific Attribute Definition.
 
  
1. To list steps, select a list item click the '''List Steps''' icon in the Attribute list.
+
'''Attribute Name''': The name of the attribute that will be collected.
  
'''Figure 13: Attribute List - List Steps'''
+
'''User Prompt''': This field defines the text prompt displayed to the operator when a unit is scanned at the defined process/location. The prompt should be intuitive so the operator understands what data they are to enter.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_12.png|thumb|none|623px]]
+
'''Attribute Group:''' This field defines the group that the selected Attribute Name is associated to.
  
2. The Attribute Step List page displays.
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3. Select '''Ok''' to confirm the creation action. Select '''Cancel''' to cancel the action. A new Attribute Name is created.
 +
 
 +
'''Editing Attribute Name.'''
  
'''Figure 14: Attribute Step List'''
+
1. Select on the Attribute Name '''Manage''' icon.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_13.png|thumb|none|624px]]
+
2. Select the Attribute Name to edit and select the '''Edit''' icon. The Edit Attribute Name window is displayed.
  
The user is able to Add Attribute Step, Edit, Copy or Print/Export Filtered Attribute Steps. Use the available icons on menu. The following section defines the execution of these sub modules.
+
'''Figure 15: Edit Attribute Name'''
  
=====Edit Attribute Step=====
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_15.png|framed|none]]
This functionality enables users to edit Attribute Steps. If mandatory fields are not populated an error messaged is displayed.
 
  
1. To edit an Attribute Step, click the '''Edit''' icon.
+
3. Edit the '''Attribute Name''', '''User Prompt''', and '''Attribute Group''' as desired.
  
'''Figure 15: Attribute Step List - Edit Attribute Step'''
+
4. Select '''Ok''' to confirm the creation action. Select '''Close''' to cancel the action.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_14.png|thumb|none|624px]]
+
NOTE: Changes are verified after editing attributes. If the Attribute Name has activity, only the User Prompt can be edited.
  
The Attribute Step form displays.
+
'''Delete Attribute Name'''
  
'''Figure 16: Attribute Step Form'''
+
1. Select on the Attribute Name '''Manage''' icon.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_15.png|framed|none]]
+
2. Select the Attribute Name to delete and select the '''Delete''' icon. The Confirm deletion window is displayed.
  
2. Make the necessary changes and click on '''Save''' to update, or '''Cancel''' to cancel update. Click on Reset to clear all form contents.
+
'''Figure 16: Confirm Deletion Message'''
  
'''Note:''' Upon Attribute Name selection, the Attribute User Prompt and Attribute Group are auto-populated.
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_16.png|framed|none]]
  
'''Note:''' The '''Manage''' icon enables the user to configure the Attribute Name. ''Reference Section 1.1.3.2 for additional information.''
+
3. Select '''Yes''' to confirm delete. Select '''No''' to cancel the action.
  
=====Manage Attribute Name=====
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'''Note''': It is not possible to delete an attribute name that has previously recorded activity, and/or is assigned to an attribute step.
The '''Manage''' icon enables the user to configure the Attribute Name.
 
  
From this screen, the user can perform the following actions:
+
=====Manage Icon – Add Attribute=====
  
* '''Add''' Attribute Name
+
This section covers the attribute icon as it functions under the Add Attribute portlet. Using the Manage icon here is almost the same as using it is in the Step List portlet (see 1.1.4.1 above), however there is some difference in terminology.
* '''Edit''' Attribute Name
 
* '''Delete''' Attribute Name
 
  
'''Figure 17:  Attribute Name'''
+
Using the Manage icon, users can
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_16.png|thumb|none|624px]]
+
* Add Process
 +
* Edit Process
 +
* Delete Process
  
'''Add Attribute Name.'''
+
'''Add Process'''
  
1. Click on the Attribute Name '''Manage''' icon, then click on '''Add''' icon.
+
To add a process,
  
'''Figure 18: Create Attribute Name'''
+
1. From the Attribute List main page, select '''Add'''. Then select the Manage icon in the Attribute Form pop-up.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_17.png|thumb|none|624px]]
+
'''Figure 17: Add Process - Manage Icon'''
  
The Create Attribute Name window is displayed.
+
'''
 +
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_17.png|framed|none]]
 +
'''
  
2. Populate the new Name, User Prompt, and if desired the Attribute Group.
+
<br>From within the Process List popup select '''Add '''to generate the Process Form popup.
  
'''Attribute Name''': The name of the attribute that will be collected.
+
2. Enter the new '''Process''', '''Global Process Name''', and '''Sequence'''. Once entered, click '''Save'''.
  
'''User Prompt''': This field defines the text prompt displayed to the operator when a unit is scanned at the defined process/location. The prompt should be intuitive so the operator understands what data they are to enter.
+
'''Figure 18: Process Form – Manage Icon'''
  
'''Attribute Group:''' This field defines the group that the selected Attribute Name is associated to.
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_18.png|framed|none]]
 +
<br>
 +
'''Edit Process'''
  
3. Click '''Ok''' to confirm the creation action. Click '''Cancel''' to cancel the action.
+
To edit a Process navigate to the Process List. Then,
  
A new Attribute Name is created.
+
1. Check the box of a process to be edited and select Edit.
  
'''Editing Attribute Name.'''
+
'''Figure 19: Edit Process – Manage Icon'''
  
1. Click on the Attribute Name '''Manage''' icon.
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_19.png|framed|none]]
  
2. Select the Attribute Name to edit and click the '''Edit''' icon.
+
2. In the Process Form, edit the '''Process''', '''Global Process Name''', and '''Sequence''' as desired.
  
'''Figure 19: Edit Attribute Name'''
+
3. Click '''Save'''.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_18.png|thumb|none|624px]]
+
'''Delete Process'''
  
The Edit Attribute Name window is displayed.
+
To delete a process, navigate to the Process List. Then,
  
3. Edit the Name, User Prompt, and Attribute Group as desired.
+
1. Check the box of the process to be deleted.
  
4. Click '''Ok''' to confirm the creation action. Click '''Close''' to cancel the action.
+
2. Select '''Delete'''.
  
Note: Changes are verified after editing Attributes. If the Attribute Name has activity, only the User Prompt can be edited.
+
3. In the pop-up, select '''Yes''' to confirm the delete. Select '''No''' to cancel the delete.
  
'''Delete Attribute Name'''
+
'''Figure 20: Delete Process – Manage Icon'''
  
1. Click on the Attribute Name '''Manage''' icon.
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_20.png|framed|none]]
 +
<br>
  
2. Select the Attribute Name to delete and click the '''Delete''' icon.
+
====Print/Export Filtered Attribute Steps====
 +
This functionality prints or exports filtered Attribute steps. The report prints to the default printer for the workstation. The system displays print result information.
  
'''Figure 20: Confirm Deletion Message'''
+
1. Select the '''Print All Attribute Steps''' icon in the Tasks window.
  
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_WIKI_19.png|thumb|none|624px]]
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'''Figure 21: Attribute Step List - Print Filtered Attribute Steps'''
  
The Confirm deletion window is displayed.
+
[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_21.png|framed|none]]
  
3. Click on '''Yes''' to confirm deletion action. Click '''No''' to cancel the action.
+
A PDF report is generated and the user is able to print it.
  
'''Note''': It is not possible to delete an Attribute Name that has previously recorded activity, and/or is assigned to an Attribute Step.
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'''Figure 22: Print Setup & Print'''
  
==Appendix C==
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[[Image:SOP-5-I-MDS0030-C_MDS_Attribute_Definition_22.png|framed|none]]
  
'''Glossary'''
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==Glossary==
  
 
'''''administrator'''''
 
'''''administrator'''''
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'''''component'''''
 
'''''component'''''
  
A component is a specific piece of data that appears on a label, for example: bar code, part numbers, graphic images, line or text. Hence, label components are broken down into several different types: text, graphic images, MDS database values, or a combination of text and database values.
+
A component is a specific piece of data that appears on a label, for example: bar code, part numbers, graphic images, line or text. Hence, label components are broken down into several different types: text, graphic images, MDS database values, or a combination of text and database values.
  
 
'''''framework'''''
 
'''''framework'''''
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|v 1.0  
 
|v 1.0  
 
|This is the first revision of MDS User<nowiki>’</nowiki>s Guide for MDS Portal.
 
|This is the first revision of MDS User<nowiki>’</nowiki>s Guide for MDS Portal.
 +
 +
|-
 +
|02/05/13
 +
|Dane Parker
 +
|Technical Writer
 +
|V 1.0
 +
|Grammar review and new images added;
 +
 +
|-
 +
|02/11/14
 +
|Elaine Fonaro
 +
|Technical Writer
 +
|v 1.0
 +
|Formating;
  
 
|}
 
|}
  
[[category:SOP-5-I-MDS0030-C_MDS Attribute Definition WIKI]]
+
[[category:uncategorized]]

Revision as of 13:28, 11 February 2014

Sanmina logo.png


SFDC Configuration
Attribute Maintenance
MES 15 Portal 1.0
Work Instruction


This Work Instruction is Sanmina's corporate standard.
This document is under revision control. The latest revision is located on SanminaNet.
Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.
Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES 15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.

SFDC Configuration Setup

This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.

The Shop Floor Data Collection (SFDC) system communicates interactively with the Customer Order Processing System (COPS), and Statistical Process Control/Statistical Quality Control (SPC/SQC). The Manufacturing Data System (MDS) makes the communication between these systems possible.

SFDC provides real-time information used by SPC/SQC and MESWeb to create quality control reports. The data configuration for SFDC PC is handled within the Manufacturing Data System (MDS), which is a complete factory automation system. The SFDC System uses bar-code scanning, both manual and automated, to monitor and control a single product line or an entire plant. SFDC Configuration collects data, provides analysis, maintains unit histories, and controls product movement on the manufacturing floor.

The system provides Access Control between the modules of the application, including the functionality of each screen. The current SFDC Configuration page provides access to all sub modules pages and their functions (view, add, edit, delete, print and generate output file).

SFDC Configuration

1. To access SFDC Configuration, navigate to Shop Floor Control > Configuration > SFDC Configuration. The main SFDC Configuration page is displayed:

Figure 1: MDS Portal – SFDC Configuration Sub-modules

NOTE: A user only has access to the modules assigned to his/her profile.

Attribute Def Maintenance

Attribute Definition Maintenance defines attributes in the Attribute table. SFDC assigns attributes to products as specified.

Upon accessing Attribute Def Maintenance, the user is prompted to select attribute definition by Process Name or by Location.

Attribute Definition by Process: enables any/all locations assigned to the process name to capture the defined attribute data.

Note: As a general rule, it is best to create Attribute Definitions by Process Name in a "Route by Process" configuration. Attributes will then be captured for each location assigned with the defined process name. The exception to this rule is when it is desired to only capture unique attribute data specific to a single location versus generic attribute data for each location of a process.

Attribute Definition by Location: enables ONLY the location defined to capture the attribute definition data.

List Attribute Definitions

Based on the actual SFDC Configuration, the application displays a list with all attributes definitions.

To open the Attribute page, select on Attribute Def menu from the SFDC Configuration Maintenance module and choose the attribute definition scope (by Process or Location). This displays the Attribute List page.

Figure 2: Choose the Attribute Def.

Figure 3: Attribute List

From the Attribute List page, the user is able to perform all of the following operations:

Figure 4: Attribute Filter

From the Attribute List, users can filter results by Part Number, SFDC ID and Process Name.

Filter the list by entering the desired filter criteria and select Filter. Select Clear to clear the filter fields.

Add Attribute Definition

To add Attributes, select Add from the Attribute module. Remember that the scope is selected when the user enters the Attribute Definition module. The attribute page will display according to the selected scope.

1. Select Add.

The Attribute Form is displayed:

Figure 5: Attribute Form

Note: The Process Name and Shop Floor ID fields are mandatory and must be populated. Otherwise, if the Attribute Definition By Location was selected (see 1.1.1 above), the Location field becomes the mandatory field.

2. Populate mandatory fields (indicated in red above) and select Save.

Note: Process Name field has the Manage icon that enables the user to manage these fields during attribute creation.

Shop Floor ID: Select the appropriate shop floor ID from the drop-down box. This defines the SFDC ID applicable to the Attribute Definition. (NOTE: Every attribute definition is attached to a SFDC ID. The SFDC ID is defined in Miscellaneous Configuration Setup. If an existing attribute definition is copied into the Local Attribute Definition, the SFDC ID data field updates automatically. If creating a new attribute definition, select the SFDC ID from the SFDC ID Table.)

Process Name: Select a process from the drop-down box. This defines the process name applicable to the attribute definition. (NOTE: The Process Name is defined in Process Maintenance and/or Locations Maintenance. If an existing Attribute Definition is copied into the Local Attribute Definition, the process data field updates automatically. If creating a new Attribute Definition, select the Process Name from the Process Table.)

Part Number: Enter the part number. This defines the product applicable for the attribute definition. (NOTE: The part number must exist in the part table or be defined in the Setup Data Editor. When a unit with the specified attribute passes through the Data Collection Process Name or location defined, SFDC prompts to capture the defined attribute(s). This field must be entered before running Install. A blank part number is used as the default attribute for a unit not matching any other part in the Attribute Table.)

The Attribute Step List page is displayed, which will be empty for new attributes.

NOTE: Steps must be added to the new attribute to save it to the system. In turn, all changes made to the attribute steps must be installed locally. For instructions about these processes please see (respectively) 1.1.3.1 and 1.1.3.5 below.

Figure 6: Attribute Step List

From the Attribute Step List page, users can Add Attribute Step, Edit, Copy, Delete, Install Local Attribute and Print/Export Filtered Attribute.

Step List

This functionality displays a list of steps for a specific Attribute Definition.

1. To list steps, select a list item then select the Step List icon in the Attribute List Page.

Figure 7: Attribute List - Step List

2. The Attribute Step List page displays.

Figure 8: Attribute Step List

From the Attribute Step List user is able to Add Attribute Step, Edit, Copy or Print/Export Filtered Attribute Steps. Use the available icons on menu. The following section defines the execution of these sub modules.

Add Attribute Step

This functionality adds an Attribute Step. One or more steps must be added to an attribute to save an attribute to the system.

1. To add an attribute step, select Add Attribute Step in the menu.

The Attribute Step Form is displayed:

Figure 9: Attribute Step Form

2. Populate the required Attribute Step Form fields. The Attribute Step Form fields are described below:

Note: The user must populate all mandatory fields (indicated in Red) when adding attribute steps.

Step: Number automatically generated by the Step Number function.

Released: Check to Release. If left unchecked, the attribute for the step will not be prompted or captured as the step is in an unreleased state.

Attribute Name: The name of the attribute that will be collected for the attribute definition. Select the desired Attribute Name from the drop-down box, or select the Manage icon to create a new one. Reference Section 1.1.3.2 on Managing Attribute Name.

Attribute User Prompt: This field defines the text prompt displayed to the operator when a unit is scanned at the defined process/location. This field is populated automatically when selecting the Attribute Name and cannot be edited in this screen. The User Prompt is defined when creating the Attribute Name. Reference Section 1.1.3.2 on Managing Attribute Names to edit User Prompt.

Attribute Group: This field defines the group to which the selected Attribute Name is associated. This field is populated automatically when selecting the Attribute Name and cannot be edited in this screen. The group is defined when creating the Attribute Name. Reference Section 1.1.3.2 on Managing Attribute Names to edit Attribute Group.

Component ID Mask: The input mask for the attribute definition. The maximum length of the data field is 40 characters. The maximum length of a single ID mask is 20 characters. Multiple ID masks are separated by a comma (,).

The new Attribute Step is created and displayed in the Attribute Step List.

Edit Attribute Step

This functionality enables users to edit Attribute Steps. If mandatory fields are not populated an error messaged is displayed.

1. To edit an Attribute Step, select the Edit icon. The Attribute Step form displays.

Figure 10: Attribute Step Form

2. Make the necessary changes and select Save to update, or Cancel to cancel update. Select Reset to clear all form contents.

NOTE: Upon Attribute Name selection, the Attribute User Prompt and Attribute Group are auto-populated.

NOTE: The Manage icon enables the user to configure the Attribute Name. Reference Section 1.1.3.2 for additional information.

Copy Attribute Step

To copy an attribute step,

1. Select an attribute from the Attribute Step List by checking the box, and select Copy.


Figure 11: Copy Attribute Step

2. Enter the step number in the Step field in the Copy Step pop-up menu.

3. Select Save to complete the process; press Cancel to exit the process.

Delete Attribute Step

To delete an attribute step,

1. Select an attribute step from the list by checking the box, and select Delete.

2. To confirm the delete, select Yes. To cancel, select No.

Install Local Attribute

If the local attribute is not installed, all changes are lost when SFDC Configuration exits. This functionality installs the Local Attribute.

1. To Install Local Attribute, select Save.

Figure 12: Attribute Step List - Install Local Attribute

2. A confirmation message displays when complete.

NOTE: If the local attribute is not installed, all changes are lost when SFDC Configuration exits.

NOTE: After adding attribute steps, the steps are displayed in the Attribute Step List and the user is able to edit/copy/delete and change step number.

Manage Icon

The Manage icon is available in the Attribute Form and Attribute Step Form when adding or editing an attribute or attribute step. The features of the Manage icons are discussed below:

Manage Icon – Step List

This section covers the Manage icon as it functions in the Step List portlet. When the Manage icon is selected in the process of adding or editing an attribute step, the user can perform the following actions:

  • Add Attribute Name
  • Edit Attribute Name
  • Delete Attribute Name

Figure 13: Attribute Name

Add Attribute Name.

1. Select the Attribute Name Manage icon, and then select the Add icon. The Create Attribute Name window is displayed.

Figure 14: Create Attribute Name

2. Enter the new Attribute Name, User Prompt, and if desired the Attribute Group.

Attribute Name: The name of the attribute that will be collected.

User Prompt: This field defines the text prompt displayed to the operator when a unit is scanned at the defined process/location. The prompt should be intuitive so the operator understands what data they are to enter.

Attribute Group: This field defines the group that the selected Attribute Name is associated to.

3. Select Ok to confirm the creation action. Select Cancel to cancel the action. A new Attribute Name is created.

Editing Attribute Name.

1. Select on the Attribute Name Manage icon.

2. Select the Attribute Name to edit and select the Edit icon. The Edit Attribute Name window is displayed.

Figure 15: Edit Attribute Name

3. Edit the Attribute Name, User Prompt, and Attribute Group as desired.

4. Select Ok to confirm the creation action. Select Close to cancel the action.

NOTE: Changes are verified after editing attributes. If the Attribute Name has activity, only the User Prompt can be edited.

Delete Attribute Name

1. Select on the Attribute Name Manage icon.

2. Select the Attribute Name to delete and select the Delete icon. The Confirm deletion window is displayed.

Figure 16: Confirm Deletion Message

3. Select Yes to confirm delete. Select No to cancel the action.

Note: It is not possible to delete an attribute name that has previously recorded activity, and/or is assigned to an attribute step.

Manage Icon – Add Attribute

This section covers the attribute icon as it functions under the Add Attribute portlet. Using the Manage icon here is almost the same as using it is in the Step List portlet (see 1.1.4.1 above), however there is some difference in terminology.

Using the Manage icon, users can

  • Add Process
  • Edit Process
  • Delete Process

Add Process

To add a process,

1. From the Attribute List main page, select Add. Then select the Manage icon in the Attribute Form pop-up.

Figure 17: Add Process - Manage Icon


From within the Process List popup select Add to generate the Process Form popup.

2. Enter the new Process, Global Process Name, and Sequence. Once entered, click Save.

Figure 18: Process Form – Manage Icon


Edit Process

To edit a Process navigate to the Process List. Then,

1. Check the box of a process to be edited and select Edit.

Figure 19: Edit Process – Manage Icon

2. In the Process Form, edit the Process, Global Process Name, and Sequence as desired.

3. Click Save.

Delete Process

To delete a process, navigate to the Process List. Then,

1. Check the box of the process to be deleted.

2. Select Delete.

3. In the pop-up, select Yes to confirm the delete. Select No to cancel the delete.

Figure 20: Delete Process – Manage Icon


Print/Export Filtered Attribute Steps

This functionality prints or exports filtered Attribute steps. The report prints to the default printer for the workstation. The system displays print result information.

1. Select the Print All Attribute Steps icon in the Tasks window.

Figure 21: Attribute Step List - Print Filtered Attribute Steps

A PDF report is generated and the user is able to print it.

Figure 22: Print Setup & Print

Glossary

administrator

the System Administration has full access - all plants, all reports, all users.

component

A component is a specific piece of data that appears on a label, for example: bar code, part numbers, graphic images, line or text. Hence, label components are broken down into several different types: text, graphic images, MDS database values, or a combination of text and database values.

framework

In software development, a framework is a defined support structure in which another software project can be organized and developed. A framework may include support programs, code libraries, a scripting language, or other software to help develop and glue together the different components of a software project.

SFDC Configuration

The rules used to define how SFDC collects data, provides analysis, controls processing and maintains unit histories

Site Minder

Universal login of Sanmina

username

the username is the site minder username (or a partial string)

Document Revision History

Date Author Title Version Change Reference
08/12/13 Elaine Fonaro Technical Writer v 1.0 This is the first revision of MDS User’s Guide for MDS Portal.
02/05/13 Dane Parker Technical Writer V 1.0 Grammar review and new images added;
02/11/14 Elaine Fonaro Technical Writer v 1.0 Formating;