Difference between revisions of "SOP-42Q-MDS0029 CMMS Dashboard"
Jump to navigation
Jump to search
Reporting CMMS Dashboard 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.
| Line 13: | Line 13: | ||
''This edition applies to MES 15 Portal1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.'' | ''This edition applies to MES 15 Portal1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.'' | ||
| − | |||
| − | CMMS Dashboard | + | == CMMS Dashboard == |
| − | CMMS Dashboard | + | <span id="docs-internal-guid-080812f0-140b-ac6b-83d4-6cfaea4e2bf3">CMMS Dashboard provides a dynamic visual overview of the production floor. Managers can view machine status, and repair and preventive maintenance work order details in real time according to production line and asset. Typically, Dashboard is viewed on a large screen situated directly on the shop floor.</span> |
| − | + | <span id="docs-internal-guid-080812f0-140b-ac6b-83d4-6cfaea4e2bf3">CMMS Dashboard conveys information in a visually-pleasing, simple format. Assets are color coded according to their status. Dashboard screens are accessible via URL, thus eliminating extra steps navigating the CMMS portal. Work Orders may also be created and/or modified from the CMMS Dashboard submodule when accessed via a personal laptop or mobile device.</span> | |
| − | + | CMMS Dashboard is located in 42Q’s '''Reporting''' section (Navigate to '''Reporting''' > '''CMMS Dashboard''') and is comprised of three submodules: '''Machine Status'''; '''ePanel'''; and '''PM Calendar'''.<br/> <br/> '''Figure 1: Dashboard Submodules''' | |
| − | The Machine Status submodule displays the status of all assets on a production line. Asset status is color coded for quick information retrieval. The following machine status types are available for view: | + | '''[[File:Dashboard Submodules.png|RTENOTITLE]]''' |
| + | |||
| + | === Machine Status Submodule === | ||
| + | |||
| + | The Machine Status submodule displays the status of all assets on a production line. Asset status is color coded for quick information retrieval. The following machine status types are available for view: | ||
*'''In Use (Running)''' | *'''In Use (Running)''' | ||
| Line 32: | Line 35: | ||
*'''Non-Stop Down (Down but still running)''' | *'''Non-Stop Down (Down but still running)''' | ||
*'''WFP (Waiting for Parts)''' | *'''WFP (Waiting for Parts)''' | ||
| − | *'''WFB (Waiting for Buy Off)''' | + | *'''WFB (Waiting for Buy Off)''' |
| − | <u>'''NOTE'''</u>: Plants predefine status types to reflect their company’s work flow. Configuration of machine assets is completed in the '''CMMS Asset''' portal: '''Shop Floor Control | + | <u>'''NOTE'''</u>: Plants predefine status types to reflect their company’s work flow. Configuration of machine assets is completed in the '''CMMS Asset''' portal: '''Shop Floor Control > Configuration > CMMS Asset'''. |
| − | ==== Asset Type Display | + | ==== Asset Type Display ==== |
| − | Icons in the Dashboard portal display brilliant, contrasting colors; coordinating color schemes and icon sizes are selected by default. If desired, users may adjust the appearance of the dashboard. Users may change'''color'''; '''text box width and height'''; '''asset name font size'''; and the update '''rate''' of the dashboard screen. To change any elements of the screen’s appearance, navigate to the '''Style Set''' panel. ('''<u>NOTE</u>''': '''Style Set Panel''' automatically displays after the '''Machine Status''' icon is selected. See '''Figure 2''', below.) | + | Icons in the Dashboard portal display brilliant, contrasting colors; coordinating color schemes and icon sizes are selected by default. If desired, users may adjust the appearance of the dashboard. Users may change'''color'''; '''text box width and height'''; '''asset name font size'''; and the update '''rate''' of the dashboard screen. To change any elements of the screen’s appearance, navigate to the '''Style Set''' panel. ('''<u>NOTE</u>''': '''Style Set Panel''' automatically displays after the '''Machine Status''' icon is selected. See '''Figure 2''', below.) |
| − | ==== <br>Change Asset Type Color/Text Color | + | ==== <br/> Change Asset Type Color/Text Color ==== |
| − | #Select the drop-down boxes to the right of the default colors in the '''Style Set''' panel. | + | #Select the drop-down boxes to the right of the default colors in the '''Style Set''' panel. |
| − | + | | |
| − | '''Figure 2: Change Asset Type Color and Font'''<br>[[ | + | '''Figure 2: Change Asset Type Color and Font'''<br/> [[File:Change Color and Font.png|RTENOTITLE]] |
| − | 2. A color palette will display: | + | 2. A color palette will display: |
| − | '''Figure 3: Choose Color''' | + | '''Figure 3: Choose Color''' |
| − | '''[[ | + | '''[[File:Choose Color.png|RTENOTITLE]]''' |
| − | 3. Select the desired color for the asset type from the palette. <br> 4. Text color can similarly be adjusted by selecting the drop down available. '''<u>NOTE</u>''': Default text color is white. | + | 3. Select the desired color for the asset type from the palette.<br/> 4. Text color can similarly be adjusted by selecting the drop down available. '''<u>NOTE</u>''': Default text color is white.<br/> <br/> '''Figure 4: Change Sizes and Update Rate'''<br/> [[File:Change Sizes and Update Rate.png|RTENOTITLE]] |
| − | ==== Change Asset Icon Size | + | ==== Change Asset Icon Size ==== |
| − | #Adjust the '''width''' and '''height''' of the Asset’s icon with the drop-down available. <u>'''NOTE'''</u>: Default is 108 wide by 48 high. | + | #Adjust the '''width''' and '''height''' of the Asset’s icon with the drop-down available. <u>'''NOTE'''</u>: Default is 108 wide by 48 high. |
| − | + | | |
| − | ==== Change Asset Name Font Size | + | ==== Change Asset Name Font Size ==== |
| − | #Adjust the '''Asset Name Font Size''' with the drop-down available. '''<u>NOTE</u>''': Default font size is 10. | + | #Adjust the '''Asset Name Font Size''' with the drop-down available. '''<u>NOTE</u>''': Default font size is 10. |
| − | + | | |
| − | ==== Change Update Rate | + | ==== Change Update Rate ==== |
| − | #Change the screen refresh time with the drop-down available next to '''Update Rate (min)'''.Time increments are by minutes. '''<u>NOTE</u>''': Default time is 5 minutes. | + | #Change the screen refresh time with the drop-down available next to '''Update Rate (min)'''.Time increments are by minutes. '''<u>NOTE</u>''': Default time is 5 minutes. |
| − | ==== <br>Add Assets to Dashboard | + | ==== <br/> Add Assets to Dashboard ==== |
| − | To view asset activity in live time on the Dashboard: | + | To view asset activity in live time on the Dashboard: |
#Select a '''location''' from the '''drop down menu''' provided. | #Select a '''location''' from the '''drop down menu''' provided. | ||
| Line 82: | Line 85: | ||
#Users may select individual lines or '''Select All'''. '''<u>NOTE</u>''': If a production line is not selected, the dashboard will display all the assets at this certain location by default. | #Users may select individual lines or '''Select All'''. '''<u>NOTE</u>''': If a production line is not selected, the dashboard will display all the assets at this certain location by default. | ||
#Select '''Done''' on the bottom right of the screen; or '''Clear''' to refresh the page information. | #Select '''Done''' on the bottom right of the screen; or '''Clear''' to refresh the page information. | ||
| − | #Selecting '''Done''' releases the asset information onto the dashboard and the user is automatically directed to the Dashboard screen. '''<u>NOTE</u>''': The coordinating URL address becomes available in the search bar. | + | #Selecting '''Done''' releases the asset information onto the dashboard and the user is automatically directed to the Dashboard screen. '''<u>NOTE</u>''': The coordinating URL address becomes available in the search bar. |
| − | '''Figure 5: Select Production Line''' | + | '''Figure 5: Select Production Line''' |
| − | '''[[ | + | '''[[File:Select Production Line.png|RTENOTITLE]]''' |
| − | === Machine Status Dashboard | + | === Machine Status Dashboard === |
| − | The '''Machine Status Dashboard''' displays the status of all the machines on selected production lines. On the bottom of the screen, a helpful key is available for color-coding reference. This information can be displayed on a large monitor located on the shop floor and within the portal. <br>'''<u>NOTE</u>''': To return to the main menu, select the gear icon on the right-hand corner of the page.<br> <br> <br>'''Figure 6: CMMS Work Order Dashboard''' | + | The '''Machine Status Dashboard''' displays the status of all the machines on selected production lines. On the bottom of the screen, a helpful key is available for color-coding reference. This information can be displayed on a large monitor located on the shop floor and within the portal.<br/> '''<u>NOTE</u>''': To return to the main menu, select the gear icon on the right-hand corner of the page.<br/> <br/> <br/> '''Figure 6: CMMS Work Order Dashboard''' |
| − | [[ | + | [[File:Machine Status Dashboard.png|RTENOTITLE]] |
| − | + | | |
| − | ==== Create Work Order/View Work Order List | + | ==== Create Work Order/View Work Order List ==== |
| − | Users may '''create a work order''' to schedule a repair or '''view a work order list''' associated with a given asset directly from the Dashboard screen, thus eliminating the need to navigate back through the system ('''Production | + | Users may '''create a work order''' to schedule a repair or '''view a work order list''' associated with a given asset directly from the Dashboard screen, thus eliminating the need to navigate back through the system ('''Production > CMMS Work Order'''). |
| − | To '''Create a Work Order''' for a machine asset: | + | To '''Create a Work Order''' for a machine asset: |
#Select the machine’s icon. | #Select the machine’s icon. | ||
#Right click on the icon. | #Right click on the icon. | ||
| − | #A message screen displays, offering the option to '''create a work order''' or '''view the work order list'''. | + | #A message screen displays, offering the option to '''create a work order''' or '''view the work order list'''. |
| − | <br>'''Figure 7a: Create Work Order/View Work Order List''' | + | <br/> '''Figure 7a: Create Work Order/View Work Order List''' |
| − | '''[[ | + | '''[[File:Create a Work Order View Work Order List.png|RTENOTITLE]]''' |
| − | + | | |
| − | 4. Select '''Create Work Order'''.<br> 5. The '''Create Work Order''' pop-up window displays.<br> 6. The top portion of the field ('''Asset ID; Name; Machine Down Time''') automatically populates based on the asset selected and the current date and time. | + | 4. Select '''Create Work Order'''.<br/> 5. The '''Create Work Order''' pop-up window displays.<br/> 6. The top portion of the field ('''Asset ID; Name; Machine Down Time''') automatically populates based on the asset selected and the current date and time. |
| − | 7. The following additional fields are available for completion: | + | 7. The following additional fields are available for completion: |
| − | '''Priority''': Select the urgency of the repair from the drop-down menu. Choices include: '''P1''', '''P2''', or '''P3'''. | + | '''Priority''': Select the urgency of the repair from the drop-down menu. Choices include: '''P1''', '''P2''', or '''P3'''. |
*Select the name of the '''project''' from the drop-down menu. | *Select the name of the '''project''' from the drop-down menu. | ||
*Select the '''group assigned''' to the work order (Mandatory). | *Select the '''group assigned''' to the work order (Mandatory). | ||
*Select the name of the '''group requesting''' the repair. | *Select the name of the '''group requesting''' the repair. | ||
| − | *Mark whether the repair is '''non-stop''' by activating the checkmark. Default status is unchecked. '''<u>NOTE</u>''': '''Non-stop''' signifies that the production line should continue even though the machine is down. An unchecked box alerts the operators that both the line and the machine are down. | + | *Mark whether the repair is '''non-stop''' by activating the checkmark. Default status is unchecked. '''<u>NOTE</u>''': '''Non-stop''' signifies that the production line should continue even though the machine is down. An unchecked box alerts the operators that both the line and the machine are down. |
| − | '''Figure 7b: Create Work Order Window''' | + | '''Figure 7b: Create Work Order Window''' |
| − | '''[[ | + | '''[[File:Create Work Order.png|RTENOTITLE]]''' |
| − | <br> To '''View a Work Order List''' for a machine asset: | + | <br/> To '''View a Work Order List''' for a machine asset: |
#Select the machine’s icon. | #Select the machine’s icon. | ||
| Line 133: | Line 136: | ||
#A message screen displays, offering the option to '''create a work order''' or '''view the work order list'''. | #A message screen displays, offering the option to '''create a work order''' or '''view the work order list'''. | ||
#Users may view all details of a work order from the pop-up window. | #Users may view all details of a work order from the pop-up window. | ||
| − | #'''<u>NOTE</u>''': The work order within the Dashboard portal is view only. Work orders are available for edit in various portals, depending on their purpose: Preventive Maintenance ('''Production | + | #'''<u>NOTE</u>''': The work order within the Dashboard portal is view only. Work orders are available for edit in various portals, depending on their purpose: Preventive Maintenance ('''Production > CMMS Preventive Maintenance''') or Work Order ('''Production > CMMS Work Order'''). Checklists can be imported, exported and edited within the CMMS Asset portal ('''Shop Floor Control > Configuration > CMMS Asset > Check List'''). |
| − | + | '<br/> ''''''''Figure 7c: View Work Order List''' | |
| − | [[ | + | [[File:View Work Order.png|RTENOTITLE]] |
| − | + | | |
| − | === E Panel Submodule | + | === E Panel Submodule === |
| − | '''CMMS E Panel''' allows managers and employees on the shop floor to view machine (asset) status on a large screen according to production line. Asset status remains on the screen for the programmed amount of time. Then the next asset status automatically displays. The amount of seconds remaining before the next screen displays is noted in live time on the top left corner of the dashboard. Dashboard’s familiar color scheme (orange lettering on black background) is featured by default. | + | '''CMMS E Panel''' allows managers and employees on the shop floor to view machine (asset) status on a large screen according to production line. Asset status remains on the screen for the programmed amount of time. Then the next asset status automatically displays. The amount of seconds remaining before the next screen displays is noted in live time on the top left corner of the dashboard. Dashboard’s familiar color scheme (orange lettering on black background) is featured by default. |
| − | #The following information pertaining to the '''Work Orders''' selected will display: | + | #The following information pertaining to the '''Work Orders''' selected will display: |
| − | *'''WO# | + | *'''WO#''' |
| − | *'''Summary | + | *'''Summary''' |
| − | *'''Line# | + | *'''Line#''' |
| − | *'''Asset | + | *'''Asset''' |
| − | *'''Priority | + | *'''Priority''' |
| − | *'''Assigned Group | + | *'''Assigned Group''' |
| − | *'''Assignees | + | *'''Assignees''' |
| − | *'''Reason | + | *'''Reason''' |
| − | *'''Requester | + | *'''Requester''' |
| − | *'''Requester Group | + | *'''Requester Group''' |
| − | *'''Status | + | *'''Status''' |
| − | *'''Down Time''' | + | *'''Down Time''' |
| − | 2. Screens rotate to show all '''Open Repair W/Os'''; and all '''Open Preventive Maintenance W/Os''' according to the production line selected for view. | + | 2. Screens rotate to show all '''Open Repair W/Os'''; and all '''Open Preventive Maintenance W/Os''' according to the production line selected for view. |
| − | <br> '''Figure 8a: E Panel Display: Open Repair Work Orders'''<br> [[ | + | <br/> '''Figure 8a: E Panel Display: Open Repair Work Orders'''<br/> [[File:Open Repair Work Orders.png|RTENOTITLE]] |
| − | <br> '''Figure 8b: E Panel Display: Open PM WOs'''<br>[[ | + | <br/> '''Figure 8b: E Panel Display: Open PM WOs'''<br/> [[File:E Panel Display Open PM WOs.png|RTENOTITLE]] |
| − | <br> 3. To '''change the production lines''' displayed on Dashboard, select the gear icon on the bottom right hand corner of the page.<br> 4. The user is directed to a new window, similar to the Production Line Selection screen within the [[#Machine_Status_Submodule|Machine Status Submodule]] submodule of this Dashboard’s work instruction.<br> 5. Check the lines for desired viewing on the Dashboard. | + | <br/> 3. To '''change the production lines''' displayed on Dashboard, select the gear icon on the bottom right hand corner of the page.<br/> 4. The user is directed to a new window, similar to the Production Line Selection screen within the [[#Machine_Status_Submodule|Machine Status Submodule]] submodule of this Dashboard’s work instruction.<br/> 5. Check the lines for desired viewing on the Dashboard. |
| − | <br>'''Figure 8c: E Panel Production Line Selection | + | <br/> '''Figure 8c: E Panel Production Line Selection''' |
| − | '''[[ | + | '''[[File:E Panel Production Line Selection.png|RTENOTITLE]]'''<br/> |
| − | === PM Calendar Submodule | + | === PM Calendar Submodule === |
| − | #The '''PM Calendar''' view of '''CMMS Dashboard''' provides live time updates of all repairs and maintenance according to <span style="color:#4682B4"> '''Planned and Confirmed Work Orders''' </span>; <span style="color:#FFA500">'''Planned but Unconfirmed Work Orders'''</span>; <span style="color:#808000">'''Rescheduled (Confirmed) Work Orders'''</span>; <span style="color:#B0C4DE">'''Generated Work Orders'''</span>; and <span style="color:#DC143C"> '''Canceled Work Orders'''</span>. | + | #The '''PM Calendar''' view of '''CMMS Dashboard''' provides live time updates of all repairs and maintenance according to <span style="color:#4682B4">'''Planned and Confirmed Work Orders''' </span>; <span style="color:#FFA500">'''Planned but Unconfirmed Work Orders'''</span>; <span style="color:#808000">'''Rescheduled (Confirmed) Work Orders'''</span>; <span style="color:#B0C4DE">'''Generated Work Orders'''</span>; and <span style="color:#DC143C">'''Canceled Work Orders'''</span>. |
| − | #Categories are color-coded for easy understanding. <u>'''NOTE'''</u>: The same calendar features are also available in the '''Preventive Maintenance''' portal of CMMS Asset Management: '''Production | + | #Categories are color-coded for easy understanding. <u>'''NOTE'''</u>: The same calendar features are also available in the '''Preventive Maintenance''' portal of CMMS Asset Management: '''Production > CMMS Preventive Maintenance > PM Calendar.''' |
| − | #Calendar view is available to view according to '''Month''', '''Week''', or '''Day'''. | + | #Calendar view is available to view according to '''Month''', '''Week''', or '''Day'''. |
| − | <br>'''Figure 9a: Color-Coded Dashboard Calendar View''' | + | <br/> '''Figure 9a: Color-Coded Dashboard Calendar View''' |
| − | [[ | + | [[File:Color-Coded Dashboard Calendar View.png|RTENOTITLE]] |
| − | <br>'''Figure 9b: Scheduled PM WOs for the Month of November, 2016'''<br>'''[[ | + | <br/> '''Figure 9b: Scheduled PM WOs for the Month of November, 2016'''<br/> '''[[File:Scheduled PM WOs for November, 2016.png|RTENOTITLE]]''' |
| − | <br> '''Figure 9c: Scheduled PM WOs for the Week of November 17, 2016'''<br>'''[[ | + | <br/> '''Figure 9c: Scheduled PM WOs for the Week of November 17, 2016'''<br/> '''[[File:Scheduled PM WOs for week of November 17, 2016.png|RTENOTITLE]]''' |
| − | <br> '''Figure 9d: Scheduled PM WOs for November 17, 2016''' <br>[[ | + | <br/> '''Figure 9d: Scheduled PM WOs for November 17, 2016'''<br/> [[File:Scheduled PM WOs for November 17, 2016.png|RTENOTITLE]] |
| − | + | | |
| − | 4. Users may hover across an entry to view more details; or right click to reschedule work orders. <br> 5. See the [[SOP-5-I-MDS0076-C CMMS Work Order & Preventive Maintenance]] Work Instruction of 42Q’s '''CMMS Asset Management''' for more detailed description of '''Calendar'''. <br> | + | 4. Users may hover across an entry to view more details; or right click to reschedule work orders.<br/> 5. See the [[SOP-5-I-MDS0076-C_CMMS_Work_Order_&_Preventive_Maintenance|SOP-5-I-MDS0076-C CMMS Work Order & Preventive Maintenance]] Work Instruction of 42Q’s '''CMMS Asset Management''' for more detailed description of '''Calendar'''.<br/> |
=== Document Revision History === | === Document Revision History === | ||
| − | {| | + | |
| + | {| border="2" cellpadding="4" cellspacing="0" width="100%" | ||
|- | |- | ||
| − | | bgcolor="#00FFFF | + | | align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Date</font> |
| − | | bgcolor="#00FFFF | + | | align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Author</font> |
| − | | bgcolor="#00FFFF | + | | align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Title</font> |
| − | | bgcolor="#00FFFF | + | | align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Version</font> |
| − | | bgcolor="#00FFFF | + | | align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Change Reference</font> |
|- | |- | ||
| − | | 05/30/14 | + | | 05/30/14 |
| Ashley Martin | | Ashley Martin | ||
| − | | Tech Writer | + | | Tech Writer |
| − | | align="center" | 2.0 | + | | align="center" | 2.0 |
| This is the first revision of CMMS Dashboard | | This is the first revision of CMMS Dashboard | ||
|- | |- | ||
| − | | 02/01/17 | + | | 02/01/17 |
| − | | Martha Jordan | + | | Martha Jordan |
| − | | Tech Writer | + | | Tech Writer |
| − | | align="center" | 1.10 | + | | align="center" | 1.10 |
| Recreated document as 42Q. Edited document to match new functions in 42Q portal. Replaced all images. | | Recreated document as 42Q. Edited document to match new functions in 42Q portal. Replaced all images. | ||
|- | |- | ||
| 05/12/17 | | 05/12/17 | ||
| − | | Martha Jordan | + | | Martha Jordan |
| − | | Tech Writer | + | | Tech Writer |
| − | | align="center" | 1.10 | + | | align="center" | 1.10 |
| Added E Panel/Calendar instructions. Updated screenshots. Added introduction. | | Added E Panel/Calendar instructions. Updated screenshots. Added introduction. | ||
|} | |} | ||
Revision as of 21:51, 1 December 2017
42Q Home > Reporting > CMMS Dashboard
This edition applies to MES 15 Portal1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.
Contents
CMMS Dashboard
CMMS Dashboard provides a dynamic visual overview of the production floor. Managers can view machine status, and repair and preventive maintenance work order details in real time according to production line and asset. Typically, Dashboard is viewed on a large screen situated directly on the shop floor.
CMMS Dashboard conveys information in a visually-pleasing, simple format. Assets are color coded according to their status. Dashboard screens are accessible via URL, thus eliminating extra steps navigating the CMMS portal. Work Orders may also be created and/or modified from the CMMS Dashboard submodule when accessed via a personal laptop or mobile device.
CMMS Dashboard is located in 42Q’s Reporting section (Navigate to Reporting > CMMS Dashboard) and is comprised of three submodules: Machine Status; ePanel; and PM Calendar.
Figure 1: Dashboard Submodules
Machine Status Submodule
The Machine Status submodule displays the status of all assets on a production line. Asset status is color coded for quick information retrieval. The following machine status types are available for view:
- In Use (Running)
- Rejected
- Spare
- PM (Maintenance)
- Stop Down (Down and not running)
- Non-Stop Down (Down but still running)
- WFP (Waiting for Parts)
- WFB (Waiting for Buy Off)
NOTE: Plants predefine status types to reflect their company’s work flow. Configuration of machine assets is completed in the CMMS Asset portal: Shop Floor Control > Configuration > CMMS Asset.
Asset Type Display
Icons in the Dashboard portal display brilliant, contrasting colors; coordinating color schemes and icon sizes are selected by default. If desired, users may adjust the appearance of the dashboard. Users may changecolor; text box width and height; asset name font size; and the update rate of the dashboard screen. To change any elements of the screen’s appearance, navigate to the Style Set panel. (NOTE: Style Set Panel automatically displays after the Machine Status icon is selected. See Figure 2, below.)
Change Asset Type Color/Text Color
- Select the drop-down boxes to the right of the default colors in the Style Set panel.
Figure 2: Change Asset Type Color and Font
2. A color palette will display:
Figure 3: Choose Color
3. Select the desired color for the asset type from the palette.
4. Text color can similarly be adjusted by selecting the drop down available. NOTE: Default text color is white.
Figure 4: Change Sizes and Update Rate
Change Asset Icon Size
- Adjust the width and height of the Asset’s icon with the drop-down available. NOTE: Default is 108 wide by 48 high.
Change Asset Name Font Size
- Adjust the Asset Name Font Size with the drop-down available. NOTE: Default font size is 10.
Change Update Rate
- Change the screen refresh time with the drop-down available next to Update Rate (min).Time increments are by minutes. NOTE: Default time is 5 minutes.
Add Assets to Dashboard
To view asset activity in live time on the Dashboard:
- Select a location from the drop down menu provided.
- Production lines from the selected location will now display in the panel on the right-hand side of the page.
- Select the production line by activating the checkbox next to its name.
- Selected lines will populate onto the bottom portion of the page.
- Users may select individual lines or Select All. NOTE: If a production line is not selected, the dashboard will display all the assets at this certain location by default.
- Select Done on the bottom right of the screen; or Clear to refresh the page information.
- Selecting Done releases the asset information onto the dashboard and the user is automatically directed to the Dashboard screen. NOTE: The coordinating URL address becomes available in the search bar.
Figure 5: Select Production Line
Machine Status Dashboard
The Machine Status Dashboard displays the status of all the machines on selected production lines. On the bottom of the screen, a helpful key is available for color-coding reference. This information can be displayed on a large monitor located on the shop floor and within the portal.
NOTE: To return to the main menu, select the gear icon on the right-hand corner of the page.
Figure 6: CMMS Work Order Dashboard
Create Work Order/View Work Order List
Users may create a work order to schedule a repair or view a work order list associated with a given asset directly from the Dashboard screen, thus eliminating the need to navigate back through the system (Production > CMMS Work Order).
To Create a Work Order for a machine asset:
- Select the machine’s icon.
- Right click on the icon.
- A message screen displays, offering the option to create a work order or view the work order list.
Figure 7a: Create Work Order/View Work Order List
4. Select Create Work Order.
5. The Create Work Order pop-up window displays.
6. The top portion of the field (Asset ID; Name; Machine Down Time) automatically populates based on the asset selected and the current date and time.
7. The following additional fields are available for completion:
Priority: Select the urgency of the repair from the drop-down menu. Choices include: P1, P2, or P3.
- Select the name of the project from the drop-down menu.
- Select the group assigned to the work order (Mandatory).
- Select the name of the group requesting the repair.
- Mark whether the repair is non-stop by activating the checkmark. Default status is unchecked. NOTE: Non-stop signifies that the production line should continue even though the machine is down. An unchecked box alerts the operators that both the line and the machine are down.
Figure 7b: Create Work Order Window
To View a Work Order List for a machine asset:
- Select the machine’s icon.
- Right click on the icon.
- A message screen displays, offering the option to create a work order or view the work order list.
- Users may view all details of a work order from the pop-up window.
- NOTE: The work order within the Dashboard portal is view only. Work orders are available for edit in various portals, depending on their purpose: Preventive Maintenance (Production > CMMS Preventive Maintenance) or Work Order (Production > CMMS Work Order). Checklists can be imported, exported and edited within the CMMS Asset portal (Shop Floor Control > Configuration > CMMS Asset > Check List).
'
'''Figure 7c: View Work Order List
E Panel Submodule
CMMS E Panel allows managers and employees on the shop floor to view machine (asset) status on a large screen according to production line. Asset status remains on the screen for the programmed amount of time. Then the next asset status automatically displays. The amount of seconds remaining before the next screen displays is noted in live time on the top left corner of the dashboard. Dashboard’s familiar color scheme (orange lettering on black background) is featured by default.
- The following information pertaining to the Work Orders selected will display:
- WO#
- Summary
- Line#
- Asset
- Priority
- Assigned Group
- Assignees
- Reason
- Requester
- Requester Group
- Status
- Down Time
2. Screens rotate to show all Open Repair W/Os; and all Open Preventive Maintenance W/Os according to the production line selected for view.
Figure 8a: E Panel Display: Open Repair Work Orders
Figure 8b: E Panel Display: Open PM WOs
3. To change the production lines displayed on Dashboard, select the gear icon on the bottom right hand corner of the page.
4. The user is directed to a new window, similar to the Production Line Selection screen within the Machine Status Submodule submodule of this Dashboard’s work instruction.
5. Check the lines for desired viewing on the Dashboard.
Figure 8c: E Panel Production Line Selection
PM Calendar Submodule
- The PM Calendar view of CMMS Dashboard provides live time updates of all repairs and maintenance according to Planned and Confirmed Work Orders ; Planned but Unconfirmed Work Orders; Rescheduled (Confirmed) Work Orders; Generated Work Orders; and Canceled Work Orders.
- Categories are color-coded for easy understanding. NOTE: The same calendar features are also available in the Preventive Maintenance portal of CMMS Asset Management: Production > CMMS Preventive Maintenance > PM Calendar.
- Calendar view is available to view according to Month, Week, or Day.
Figure 9a: Color-Coded Dashboard Calendar View
Figure 9b: Scheduled PM WOs for the Month of November, 2016
Figure 9c: Scheduled PM WOs for the Week of November 17, 2016
Figure 9d: Scheduled PM WOs for November 17, 2016
4. Users may hover across an entry to view more details; or right click to reschedule work orders.
5. See the SOP-5-I-MDS0076-C CMMS Work Order & Preventive Maintenance Work Instruction of 42Q’s CMMS Asset Management for more detailed description of Calendar.
Document Revision History
| Date | Author | Title | Version | Change Reference |
| 05/30/14 | Ashley Martin | Tech Writer | 2.0 | This is the first revision of CMMS Dashboard |
| 02/01/17 | Martha Jordan | Tech Writer | 1.10 | Recreated document as 42Q. Edited document to match new functions in 42Q portal. Replaced all images. |
| 05/12/17 | Martha Jordan | Tech Writer | 1.10 | Added E Panel/Calendar instructions. Updated screenshots. Added introduction. |
