Difference between revisions of "SOP-MES0084 Target Maintenance"

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<small>[[42Q Cloud-Based MES/MOMS|42Q Home]] &gt; [[Shop Floor Control]] &gt; [[Configuration]] &gt; Target Maintenance</small><br>[[Image:42Q Logo.jpg]]<br>
 
  
<br> <br>  
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<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Shop_Floor_Control|Shop Floor Control]] > [[Configuration|Configuration]] > Target Maintenance</small><br/> [[File:42Q Logo.jpg|RTENOTITLE]]
<center>'''SFDC Configuration''' </center> <center>'''Target Maintenance''' </center> <center>'''Version MES15 Portal 1.0''' </center> <center>'''Work Instruction''' </center>  
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<br>
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&nbsp;
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<br/> &nbsp;
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&nbsp;
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<center>&nbsp;</center> <center>'''Target Maintenance'''</center> <center>'''Version MES15 Portal 1.0'''</center> <center>'''Work Instruction'''</center>  
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&nbsp;
 
<center>This Work Instruction is 42Q's corporate standard.</center> <center>This document is under revision control. The latest revision is located on Intranet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>  
 
<center>This Work Instruction is 42Q's corporate standard.</center> <center>This document is under revision control. The latest revision is located on Intranet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>  
''This edition applies to MES 15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''<br>
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''This edition applies to MES 15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''
  
 
----
 
----
  
=== Target Maintenance ===
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=== Target Maintenance ===
  
Targets are meant to be used as a source of any custom data.  
+
Targets are meant to be used as a source of any custom data.
  
This work instruction is intended to guide users on how to manage and maintain spreadsheets faster and more efficiently and also helps any MES Application customization. It will show users how to create data adding columns (attributes) and defining the data type.  
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This work instruction is intended to guide users on how to manage and maintain spreadsheets faster and more efficiently and also helps any MES Application customization. It will show users how to create data adding columns (attributes) and defining the data type.
  
To access the target Maintenance functionalities, the user must sign into the 42Q Portal and then select the '''Shop Floor Control  Configuration''' expandable heading located in the menu on the left of the screen.  
+
To access the target Maintenance functionalities, the user must sign into the 42Q Portal and then select the '''Shop Floor Control  Configuration''' expandable heading located in the menu on the left of the screen.
  
The Target Maintenance main page is displayed:  
+
The Target Maintenance main page is displayed:
  
'''Figure 1: User Sign-in'''  
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'''Figure 1: User Sign-in'''
  
[[Image:SOP-5-I-MES0084-C Target-Maintenance-User-Signin.jpg]]<br>
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[[File:SOP-5-I-MES0084-C Target-Maintenance-User-Signin.jpg|RTENOTITLE]]
  
All available Targets are listed by Target Name.<br> <br>
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All available Targets are listed by Target Name.<br/> &nbsp;
  
=== Target List ===
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=== Target List ===
  
The Target List displays the following fields:  
+
The Target List displays the following fields:
  
 
*'''Target Name''': table name  
 
*'''Target Name''': table name  
 
*'''Last Modified''': when the spreadsheet was updated and who (user) made the change  
 
*'''Last Modified''': when the spreadsheet was updated and who (user) made the change  
*'''Total Lines''': the amount of lines in the spreadsheet
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*'''Total Lines''': the amount of lines in the spreadsheet  
 +
 
 +
'''Figure 2: Target List'''
  
'''Figure 2: Target List'''
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[[File:Target02.png|800px|Target02.png]]
  
[[Image:Target02.png|800px|Target02.png]]<br>
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==== Filter ====
  
==== Filter  ====
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The user can filter the available targets by '''Target Name'''.
  
The user can filter the available targets by '''Target Name'''.  
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1. To filter the target list, enter the '''Target Name''' and then select '''Filter'''.
  
1. To filter the target list, enter the '''Target Name''' and then select '''Filter'''.
+
''Result:'' The target list will display the targets according to the user
 +
<nowiki>’</nowiki>
  
''Result:'' The target list will display the targets according to the user<nowiki>’</nowiki>s entry.  
+
s entry.
  
'''NOTE''': To begin a new search, select '''Clear''' to empty the fields and re-enter information into the available fields. <br> <br>
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'''NOTE''': To begin a new search, select '''Clear''' to empty the fields and re-enter information into the available fields.<br/> &nbsp;
  
=== Add Target ===
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=== Add Target ===
  
Users can add a new target (empty) to add columns and lines or import a .CSV file from a local path.  
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Users can add a new target (empty) to add columns and lines or import a .CSV file from a local path.
  
1. To add a target, select the '''Add '''icon located next to the Target List tab.  
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1. To add a target, select the '''Add '''icon located next to the Target List tab.
  
''Result:'' The target form displays.  
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''Result:'' The target form displays.
  
'''Figure 3: Add Targets'''  
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'''Figure 3: Add Targets'''
  
[[Image:Target03.png|800px|Target03.png]]<br>
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[[File:Target03.png|800px|Target03.png]]
  
2. Enter the '''Target Name'''; if there is a target to import, select it from the local path  
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2. Enter the '''Target Name'''; if there is a target to import, select it from the local path
  
3. When the user selects the checkbox '''Save Imported Data Right Away '''(selected by default), the imported target will be exactly as it is (with lines and columns filled); when left unselected, the target will be imported with only the columns and so no values are filled.  
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3. When the user selects the checkbox '''Save Imported Data Right Away '''(selected by default), the imported target will be exactly as it is (with lines and columns filled); when left unselected, the target will be imported with only the columns and so no values are filled.
  
4. Select '''Save''' to complete. <br> <br>
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4. Select '''Save''' to complete.<br/> &nbsp;
  
=== Target Maintenance ===
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=== Target Maintenance ===
  
Users can manage targets by double clicking the target name in the Target List. The Target Maintenance page displays and the following functionalities will be available:  
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Users can manage targets by double clicking the target name in the Target List. The Target Maintenance page displays and the following functionalities will be available:
  
*Create Columns (Attributes)
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*Create Columns (Attributes)  
  
*Create, Delete, and Copy Lines
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*Create, Delete, and Copy Lines  
  
*Manage Tab
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*Manage Tab  
  
*Reset, Delete, Save, and Download/ Upload Tab (.CSV)
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*Reset, Delete, Save, and Download/ Upload Tab (.CSV)  
  
'''Note''': To save any table update, the user needs to select '''Save''' in the '''Manage Tab''' section.  
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'''Note''': To save any table update, the user needs to select '''Save''' in the '''Manage Tab''' section.
  
'''Figure 4: Target Maintenance'''  
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'''Figure 4: Target Maintenance'''
  
[[Image:Target04.png|800px|Target04.png]]<br> <br>
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[[File:Target04.png|800px|Target04.png]]<br/> &nbsp;
  
==== Column (Attribute) ====
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==== Column (Attribute) ====
  
This functionality allows users to add columns to the selected target.  
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This functionality allows users to add columns to the selected target.
  
'''Figure 5: Target Column'''  
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'''Figure 5: Target Column'''
  
[[Image:Target05.png|800px|Target05.png]]<br> <br>
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[[File:Target05.png|800px|Target05.png]]<br/> &nbsp;
  
===== Create Column =====
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===== Create Column =====
  
To access the Column Form in order to add a Column, the user should select '''Column'''.  
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To access the Column Form in order to add a Column, the user should select '''Column'''.
  
'''Figure 6: Add Column Form'''  
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'''Figure 6: Add Column Form'''
  
[[Image:Target06.png|800px|Target06.png]]<br>
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[[File:Target06.png|800px|Target06.png]]
  
Fill the available fields and select '''Insert'''.  
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Fill the available fields and select '''Insert'''.
  
*'''Column Name''': the name of the new column
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*'''Column Name''': the name of the new column  
  
*'''Mask''': enter a mask to be used in the attribute
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*'''Mask''': enter a mask to be used in the attribute  
  
*'''Type''': Attribute type
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*'''Type''': Attribute type  
  
*'''Required''': if selected, the user must add a value for the column line
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*'''Required''': if selected, the user must add a value for the column line  
  
*'''Add More''': if selected, a new Column Form displays automatically
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*'''Add More''': if selected, a new Column Form displays automatically  
  
*Select '''Save '''in the '''Manage Tab''' section to complete.<br>
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*Select '''Save '''in the '''Manage Tab''' section to complete.  
  
<br>
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&nbsp;
  
===== Delete Column =====
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===== Delete Column =====
  
There is no rule to delete a column. To delete a column, simply roll the cursor over the column name and select '''Delete Column''' from the drop down menu.  
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There is no rule to delete a column. To delete a column, simply roll the cursor over the column name and select '''Delete Column''' from the drop down menu.
  
'''Figure 7: Delete Column'''  
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'''Figure 7: Delete Column'''
  
[[Image:Target07.png|800px|Target07.png]]<br>
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[[File:Target07.png|800px|Target07.png]]
  
Select '''Save''' in the '''Manage Tab''' section to complete.<br> <br>
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Select '''Save''' in the '''Manage Tab''' section to complete.<br/> &nbsp;
  
===== Edit Column =====
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===== Edit Column =====
  
To edit a column, roll the cursor over the appropriate column name and select '''Edit Name Column''' from the drop down menu.  
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To edit a column, roll the cursor over the appropriate column name and select '''Edit Name Column''' from the drop down menu.
  
'''Figure 8: Edit Column'''  
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'''Figure 8: Edit Column'''
  
[[Image:Target08.png|800px|Target08.png]]<br>
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[[File:Target08.png|800px|Target08.png]]
  
The Edit Column Form displays. Edit the necessary fields and select '''Update''' to complete.  
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The Edit Column Form displays. Edit the necessary fields and select '''Update''' to complete.
  
'''Figure 9: Edit Column Form'''  
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'''Figure 9: Edit Column Form'''
  
[[Image:Target09.png|800px|Target09.png]]<br> <br>
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[[File:Target09.png|800px|Target09.png]]<br/> &nbsp;
  
===== Target Key Column =====
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===== Target Key Column =====
  
When the user checks the '''Target Key''' checkbox, a key column displays showing a key for each table line.  
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When the user checks the '''Target Key''' checkbox, a key column displays showing a key for each table line.
  
'''Figure 10: Hide Column'''  
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'''Figure 10: Hide Column'''
  
[[Image:Target10.png|800px|Target10.png]]<br> <br>
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[[File:Target10.png|800px|Target10.png]]<br/> &nbsp;
  
==== Line Menu ====
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==== Line Menu ====
  
This section allows users to '''Create''', '''Delete,''' and '''Copy '''lines.  
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This section allows users to '''Create''', '''Delete,''' and '''Copy '''lines.
  
'''Figure 11: Line Menu'''  
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'''Figure 11: Line Menu'''
  
[[Image:Target11.png|800px|Target11.png]]<br>
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[[File:Target11.png|800px|Target11.png]]
  
'''Note''': To save any update in the table, select '''Save '''in the '''Manage Tab''' section.<br> <br>
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'''Note''': To save any update in the table, select '''Save '''in the '''Manage Tab''' section.<br/> &nbsp;
  
===== Create Line =====
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===== Create Line =====
  
To create lines, select the '''Create''' icon within the '''Line Menu''' and a new line will be inserted at the end of the table. Repeat this process as often as necessary.  
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To create lines, select the '''Create''' icon within the '''Line Menu''' and a new line will be inserted at the end of the table. Repeat this process as often as necessary.
  
'''Figure 12: Create Line'''  
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'''Figure 12: Create Line'''
  
[[Image:Target12.png|800px|Target12.png]]<br>
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[[File:Target12.png|800px|Target12.png]]
  
Select '''Save '''in the '''Manage Tab''' section to complete. <br> <br>
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Select '''Save '''in the '''Manage Tab''' section to complete.<br/> &nbsp;
  
===== Delete Line =====
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===== Delete Line =====
  
There is no rule to delete a line. Select the line to be deleted and then select the '''Delete''' icon.  
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There is no rule to delete a line. Select the line to be deleted and then select the '''Delete''' icon.
  
'''Figure 13: Delete Line'''  
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'''Figure 13: Delete Line'''
  
[[Image:Target13.png|800px|Target13.png]]<br>
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[[File:Target13.png|800px|Target13.png]]
  
Select '''Save '''in the '''Manage Tab''' section to complete. No confirmation message is displayed when the line is deleted.<br> <br>
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Select '''Save '''in the '''Manage Tab''' section to complete. No confirmation message is displayed when the line is deleted.<br/> &nbsp;
  
===== Copy Line =====
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===== Copy Line =====
  
To copy a line, select the line to be copied and select the '''Copy '''line icon.  
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To copy a line, select the line to be copied and select the '''Copy '''line icon.
  
'''Figure 14: Copy Line'''  
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'''Figure 14: Copy Line'''
  
[[Image:Target14.png|800px|Target14.png]]<br>
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[[File:Target14.png|800px|Target14.png]]
  
Select '''Save '''in the '''Manage Tab''' section to complete.<br> <br>
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Select '''Save '''in the '''Manage Tab''' section to complete.<br/> &nbsp;
  
==== Manage Tab ====
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==== Manage Tab ====
  
This section allows users to '''Reset''', '''Delete''', '''Save''', '''Import''', and '''Export '''tables.  
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This section allows users to '''Reset''', '''Delete''', '''Save''', '''Import''', and '''Export '''tables.
  
'''Figure 15: Manage Tab'''  
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'''Figure 15: Manage Tab'''
  
[[Image:Target15.png|800px|Target15.png]]<br> <br>
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[[File:Target15.png|800px|Target15.png]]<br/> &nbsp;
  
===== Reset Tab =====
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===== Reset Tab =====
  
The '''Reset''' '''Tab''' icon will clear any update performed and will restore the original table values.  
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The '''Reset''' '''Tab''' icon will clear any update performed and will restore the original table values.
  
'''Figure 16: Reset Tab'''  
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'''Figure 16: Reset Tab'''
  
[[Image:Target16.png|800px|Target16.png]]<br> <br>
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[[File:Target16.png|800px|Target16.png]]<br/> &nbsp;
  
===== Delete Tab =====
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===== Delete Tab =====
  
There is no rule to delete a table. Select the '''Delete Tab''' icon in the '''Manage Tab''' section. A confirmation message is displayed. Select '''Yes''' to complete.  
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There is no rule to delete a table. Select the '''Delete Tab''' icon in the '''Manage Tab''' section. A confirmation message is displayed. Select '''Yes''' to complete.
  
'''Figure 17: Delete Tab'''  
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'''Figure 17: Delete Tab'''
  
[[Image:Target17.png|800px|Target17.png]]<br> <br>
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[[File:Target17.png|800px|Target17.png]]<br/> &nbsp;
  
===== Save Tab =====
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===== Save Tab =====
  
The '''Save Tab''' icon will save any changes made in the target. After the target has been updated, select '''Save'''.  
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The '''Save Tab''' icon will save any changes made in the target. After the target has been updated, select '''Save'''.
  
'''Figure 18: Save Tab'''  
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'''Figure 18: Save Tab'''
  
[[Image:Target18.png|800px|Target18.png]]<br> <br>
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[[File:Target18.png|800px|Target18.png]]<br/> &nbsp;
  
===== Export Tab =====
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===== Export Tab =====
  
To download tables, just select the '''Export Tab''' icon and a .CSV file should be saved locally by the user.  
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To download tables, just select the '''Export Tab''' icon and a .CSV file should be saved locally by the user.
  
'''Figure 19: Export Tab'''  
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'''Figure 19: Export Tab'''
  
[[Image:Target19.png|800px|Target19.png]]<br>
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[[File:Target19.png|800px|Target19.png]]
  
Sample of an exported file:  
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Sample of an exported file:
  
'''Figure 20: Exported File'''  
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'''Figure 20: Exported File'''
  
[[Image:Target20.png|800px|Target20.png]]<br> <br>
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[[File:Target20.png|800px|Target20.png]]<br/> &nbsp;
  
===== Import Tab =====
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===== Import Tab =====
  
To upload a target, select the '''Import Tab''' icon and select the necessary target to be uploaded.  
+
To upload a target, select the '''Import Tab''' icon and select the necessary target to be uploaded.
  
'''Figure 21: Import Tab'''  
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'''Figure 21: Import Tab'''
  
[[Image:Target21.png|800px|Target21.png]]<br> <br>
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[[File:Target21.png|800px|Target21.png]]<br/> &nbsp;
  
 
----
 
----
  
== Document Revision History ==
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== Document Revision History ==
  
{| border="2" cellspacing="0" cellpadding="4" width="100%"
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{| border="2" cellpadding="4" cellspacing="0" width="100%"
 
|-
 
|-
| bgcolor="#00FFFF" | Date  
+
| bgcolor="#00FFFF" | Date
| bgcolor="#00FFFF" | Author  
+
| bgcolor="#00FFFF" | Author
| bgcolor="#00FFFF" | Title  
+
| bgcolor="#00FFFF" | Title
| bgcolor="#00FFFF" | Version  
+
| bgcolor="#00FFFF" | Version
 
| bgcolor="#00FFFF" | Change Reference
 
| bgcolor="#00FFFF" | Change Reference
 
|-
 
|-
| 01/22/2016  
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| 01/22/2016
| Elaine Fonaro  
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| Elaine Fonaro
| Technical Writer  
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| Technical Writer
| 1.0  
+
| 1.0
 
| Initial Version
 
| Initial Version
 
|-
 
|-
| 01/22/2016  
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| 01/22/2016
| Kala Burson  
+
| Kala Burson
| Technical Writer  
+
| Technical Writer
| 1.0  
+
| 1.0
 
| Grammatical Edits, Stylistic Edits
 
| Grammatical Edits, Stylistic Edits
 
|}
 
|}
  
 
[[Category:Uncategorized]]
 
[[Category:Uncategorized]]

Revision as of 18:19, 22 November 2017

42Q Home > Shop Floor Control > Configuration > Target Maintenance
RTENOTITLE

 


 

 

 
Target Maintenance
Version MES15 Portal 1.0
Work Instruction

 

This Work Instruction is 42Q'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.


Target Maintenance

Targets are meant to be used as a source of any custom data.

This work instruction is intended to guide users on how to manage and maintain spreadsheets faster and more efficiently and also helps any MES Application customization. It will show users how to create data adding columns (attributes) and defining the data type.

To access the target Maintenance functionalities, the user must sign into the 42Q Portal and then select the Shop Floor Control  Configuration expandable heading located in the menu on the left of the screen.

The Target Maintenance main page is displayed:

Figure 1: User Sign-in

RTENOTITLE

All available Targets are listed by Target Name.
 

Target List

The Target List displays the following fields:

  • Target Name: table name
  • Last Modified: when the spreadsheet was updated and who (user) made the change
  • Total Lines: the amount of lines in the spreadsheet

Figure 2: Target List

Target02.png

Filter

The user can filter the available targets by Target Name.

1. To filter the target list, enter the Target Name and then select Filter.

Result: The target list will display the targets according to the user ’

s entry.

NOTE: To begin a new search, select Clear to empty the fields and re-enter information into the available fields.
 

Add Target

Users can add a new target (empty) to add columns and lines or import a .CSV file from a local path.

1. To add a target, select the Add icon located next to the Target List tab.

Result: The target form displays.

Figure 3: Add Targets

Target03.png

2. Enter the Target Name; if there is a target to import, select it from the local path

3. When the user selects the checkbox Save Imported Data Right Away (selected by default), the imported target will be exactly as it is (with lines and columns filled); when left unselected, the target will be imported with only the columns and so no values are filled.

4. Select Save to complete.
 

Target Maintenance

Users can manage targets by double clicking the target name in the Target List. The Target Maintenance page displays and the following functionalities will be available:

  • Create Columns (Attributes)
  • Create, Delete, and Copy Lines
  • Manage Tab
  • Reset, Delete, Save, and Download/ Upload Tab (.CSV)

Note: To save any table update, the user needs to select Save in the Manage Tab section.

Figure 4: Target Maintenance

Target04.png
 

Column (Attribute)

This functionality allows users to add columns to the selected target.

Figure 5: Target Column

Target05.png
 

Create Column

To access the Column Form in order to add a Column, the user should select Column.

Figure 6: Add Column Form

Target06.png

Fill the available fields and select Insert.

  • Column Name: the name of the new column
  • Mask: enter a mask to be used in the attribute
  • Type: Attribute type
  • Required: if selected, the user must add a value for the column line
  • Add More: if selected, a new Column Form displays automatically
  • Select Save in the Manage Tab section to complete.

 

Delete Column

There is no rule to delete a column. To delete a column, simply roll the cursor over the column name and select Delete Column from the drop down menu.

Figure 7: Delete Column

Target07.png

Select Save in the Manage Tab section to complete.
 

Edit Column

To edit a column, roll the cursor over the appropriate column name and select Edit Name Column from the drop down menu.

Figure 8: Edit Column

Target08.png

The Edit Column Form displays. Edit the necessary fields and select Update to complete.

Figure 9: Edit Column Form

Target09.png
 

Target Key Column

When the user checks the Target Key checkbox, a key column displays showing a key for each table line.

Figure 10: Hide Column

Target10.png
 

Line Menu

This section allows users to Create, Delete, and Copy lines.

Figure 11: Line Menu

Target11.png

Note: To save any update in the table, select Save in the Manage Tab section.
 

Create Line

To create lines, select the Create icon within the Line Menu and a new line will be inserted at the end of the table. Repeat this process as often as necessary.

Figure 12: Create Line

Target12.png

Select Save in the Manage Tab section to complete.
 

Delete Line

There is no rule to delete a line. Select the line to be deleted and then select the Delete icon.

Figure 13: Delete Line

Target13.png

Select Save in the Manage Tab section to complete. No confirmation message is displayed when the line is deleted.
 

Copy Line

To copy a line, select the line to be copied and select the Copy line icon.

Figure 14: Copy Line

Target14.png

Select Save in the Manage Tab section to complete.
 

Manage Tab

This section allows users to Reset, Delete, Save, Import, and Export tables.

Figure 15: Manage Tab

Target15.png
 

Reset Tab

The Reset Tab icon will clear any update performed and will restore the original table values.

Figure 16: Reset Tab

Target16.png
 

Delete Tab

There is no rule to delete a table. Select the Delete Tab icon in the Manage Tab section. A confirmation message is displayed. Select Yes to complete.

Figure 17: Delete Tab

Target17.png
 

Save Tab

The Save Tab icon will save any changes made in the target. After the target has been updated, select Save.

Figure 18: Save Tab

Target18.png
 

Export Tab

To download tables, just select the Export Tab icon and a .CSV file should be saved locally by the user.

Figure 19: Export Tab

Target19.png

Sample of an exported file:

Figure 20: Exported File

Target20.png
 

Import Tab

To upload a target, select the Import Tab icon and select the necessary target to be uploaded.

Figure 21: Import Tab

Target21.png
 


Document Revision History

Date Author Title Version Change Reference
01/22/2016 Elaine Fonaro Technical Writer 1.0 Initial Version
01/22/2016 Kala Burson Technical Writer 1.0 Grammatical Edits, Stylistic Edits