SOP-MES0003 Attribute Def Maintenance

Cirrus > Shop Floor Control > Configuration > Attribute Def Maintenance

SFDC Configuration Attribute Maintenance MES 15 Portal 1.0 Work Instruction

This Work Instruction is42Q's corporate standard. This document is under revision control. The latest revision is located on Intranet. 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

As its name implies, the Shop Floor Data Collection (SFDC) system is responsible for the collection of data from the shop floor. The collected information is then stored in the Manufacturing Execution System (MES). Specifically, the real-time information collected by SFDC is utilized by Reporting and MES Web to create quality control reports. The SFDC system uses manual and automated barcode scanning to monitor and collect data for a product line or plant. Thus SFDC plays an important role in maintaining unit histories and directing 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  Attribute Def icon 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.

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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 andShop Floor ID fields are mandatory and must be populated. Otherwise, if the Attribute Definition By Location was selected (see 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.

Copy Attribute

To copy an attribute, select Copy. The Assembly Form pop-up window appears. Enter a Part Number into the field provided and select Save to continue or Cancel to abort.

Figure 6: Copy Attribute

Delete Attribute

Deleting attributes works similarly to copying attributes, as the user must first select an entry from the list on the Attribute Definition Page. Thereafter, the function becomes available. Select Delete. Please note that attributes with activity recorded against them cannot be deleted.

Figure 7: Delete Attribute

Print/Export Attribute

Print/Export from the menu bar is also a function that the user first selects before the function can be used. The function provides users with the capability of viewing or printing a basic Attribute Definitions Steps List report for a given entry. Once Print/Export has been selected, a pop-up window appears prompting the use to either save or open a PDF file. Make a selection, or select Cancel to abort.

Figure 8: Print-Export Attribute Definition

Figure 9: Print-Export PDF Example

Import Attribute

A user may import multiple attributes by the use of a CSV file. The file must conform to a specified template; therefore, if the user is not familiar with the required template he or she can obtain this template using the Import function.

1. To use the function, select Import. A pop-up menu appears for selecting a CSV file from the local directory. Inside the pop-up window is the option Get Template. By selecting this, the user is prompted to save a file to the local directory that provides instructions on how to properly enter information into the file.

2. Once the user obtains a functional file with one or more data rows populated, the file can then be imported. Use Select in the pop-up window to select the file from the local directory and import it to the system. Note there are two options the user must select when importing a file: Skip when exists means that the system will not override or change the data of an imported entry that already exists.Update when exists DOES mean that the system will override or change the data of an imported entry that already exists.

3. Select Ok. The system will attempt to import the information. A pop-up window will subsequently appear showing the results of the import.

Figure 10: Import Attribute Definition

File:Import Attribute Definition.jpg

Publish History

For sub-modules that use Conduit, the Publish History functionality can also be found in the menu bar by users with the appropriate permissions.  The Publish History function shows the action history of an item.  With this functionality, the user can publish an action history record to Conduit.

Figure 11: Publish History - Conduit Function

Export Attribute 

The Export function can be used to package and the Attribute Definition data from the system into an external CSV file.

1. Select Export from the menu bar. A window pops-up.

2. Select either to open or save the file.

3. This performs the export, and the file will either save or open as was selected.

Figure 12: Export Attribute Definition

Additional Print Options

The user will note four additional printer icons that may be selected from the menu bar. These functions allow the user to save, open, and print the Attribute Definition Maintenance information as a separate file. Of these functions, the user’s selection will vary depending upon the kind of information he or she wishes to view or save.

The four functions break down as follows:

• Print Attribute List Definition for Current Shop Floor ID: Select the corresponding print icon. Then select the Shop Floor ID from the dropdown menu and select Print. Choose whether to open or save the output file and select Ok to complete, or select Cancel to abort.
• Print All Steps for Current Shop Floor ID: Select the corresponding print icon. Then select the Shop Floor ID from the dropdown menu and select Print. Choose whether to open or save the output file and select Ok to complete, or select Cancel to abort.
• Print Filtered Attribute Definition List: Select the corresponding print icon. Choose whether to open or save the output file and select Ok to complete, or select Cancel to abort.
• Print All Installed Attribute Definition Steps: Select the corresponding print icon. Choose whether to open or save the output file and select Ok to complete, or select Cancel to abort.

NOTE: If the icons do not contain text that identifies which function each represents, the problem can be circumvented by hovering the cursor over a given icon momentarily. This will generate pop-up help text that identifies the icon.

Figure 13: Print List Definition for Current Shop Floor ID

Print Attribute List Definition for Current Shop Floor ID.jpg

Figure 14: Print All Steps for Current Shop Floor ID

Print All Steps for Current Shop Floor ID.jpg

Figure 15: Print Filtered Attribute Definition List

Print Filtered Attribute Definition List.jpg

Figure 16: Print All Installed Attribute Definition Steps
Print All Installed Attribute Definition Steps.jpg

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 17: Attribute List - Step List

2. The Attribute Step List page displays.

Figure 18: Attribute Step List

SOP-5-I-MDS0030-C MDS Attribute Definition 08.jpg

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 19: 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. Refer to section 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. Refer to section 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 Managing Attribute Names.

Attribute Mask Type: The attribute mask type defines the format for the mask entered in the Attribute Mask field. If Data Type is selected, a drop down will be available in the Attribute Mask field with the following data types available for selection:
• Boolean
• Character
• Date (yyy-mm-dd)
• Decimal
• Integer
• Text

Attribute 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 (,).

Expected HPU: Enter the expected HPU in seconds.

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 20: 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. 

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 21: Copy Attribute Step

SOP-5-I-MDS0030-C MDS Attribute Definition 11.jpg

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

3. Select Save to complete theprocess; 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.

Figure 22: Attribute Step List - Delete Local Attribute

SOP-5-I-MDS0030-C MDS Attribute Definition 12.jpg

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, selectSave

Figure 23: Attribute Step List - Install Local Attribute

SOP-5-I-MDS0030-C MDS Attribute Definition 13.jpg

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 ot edit/copy/delete and change step number.

Add Attribute Name.

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

Figure 24: Create Attribute Name

SOP-5-I-MDS0030-C MDS Attribute Definition 14.jpg

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 25: Edit Attribute Name

SOP-5-I-MDS0030-C MDS Attribute Definition 15.jpg

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 26: 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 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 27: 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 28: 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 29: 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 30: Delete Process – Manage Icon

SOP-5-I-MDS0030-C MDS Attribute Definition 20.jpg

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 31: Attribute Step List - Print Filtered Attribute Steps

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

Figure 32: Print Setup & Print

SOP-5-I-MDS0030-C MDS Attribute Definition 22.jpg

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 42Q

Username

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

Document Revision History

Date	Author	Title	Version	Change Reference
12/08/13	Elaine Fonaro	Technical Writer	v 1.0	This is the first revision of MDS User’s Guide for MDS Portal.
05/02/13	Dane Parker	Technical Writer	v 1.0	Grammar review and new images added;
11/02/14	Elaine Fonaro	Technical Writer	v 1.0	Formating;
01/21/16	Dane Parker	Technical Writer	v 1.0	Content and new images added;
04/28/16	Ashley Martin	Technical Writer	v 1.0	Added Attribute Type Information.