Difference between revisions of "SOP-MES0084 Target Maintenance"

From 42Q
Jump to navigation Jump to search
 
(29 intermediate revisions by 4 users not shown)
Line 1: Line 1:
<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>  
+
<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Shop_Floor_Control|Shop Floor Control]] > [[Configuration|Configuration]] > Target Maintenance</small><br/> &nbsp;
<center>'''SFDC Configuration''' </center> <center>'''Target Maintenance''' </center> <center>'''Version MES15 Portal 1.0''' </center> <center>'''Work Instruction''' </center>
 
<br>
 
<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>  
 
  
----
+
&nbsp;
 +
 
 +
<br/> &nbsp;
 +
 
 +
&nbsp;
 +
<center>'''Shop Floor Control'''</center> <center>'''Configuration'''</center> <center>'''Target Maintenance'''</center> <center>'''Version MES15.75'''</center> <center>'''Revision E1'''</center> <center>&nbsp;</center>
 +
&nbsp;
 +
<center><span class="mw-headline" id=""><span class="mw-headline" id="">&nbsp;</span></span></center>
 +
&nbsp;
 +
 
 +
= <span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance">Target Maintenance</span></span></span></span></span></span></span></span></span></span></span></span> =
  
=== Target Maintenance  ===
+
This document 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 by adding columns (attributes) and defining the data type.
  
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.
+
&nbsp;
  
To access the target Maintenance functionalities, the user must sign into the <span style="background-color: navy; color: white;" />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, go to&nbsp;'''42Q Portal >Shop Floor Control> Configuration'>Target Maintenance&nbsp;'''
  
The Target Maintenance main page is displayed:
+
'''&nbsp;''' &nbsp; &nbsp;
  
'''Figure 1: User Sign-in'''  
+
'''Figure 1: Target Maintenance&nbsp;'''
  
[[Image:SOP-5-I-MES0084-C Target-Maintenance-User-Signin.jpg]]<br>
+
&nbsp;[[File:TMaint MainMenu.png|x350px|TMaint MainMenu.png]]
  
All available Targets are listed by Target Name.<br> <br>
+
All available Targets are listed by Target Name.<br/> &nbsp;
  
=== Target List ===
+
== <span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List">Target List</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
  
The Target List displays the following fields:  
+
The Target List is the first page displayed (shown above)&nbsp; and shows 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
+
*'''Total Lines''': the number of lines in the spreadsheet  
 +
*'''Verification Status: '''displays the target status for critical or non-critical targets
 +
 
 +
&nbsp;
 +
 
 +
To open a Target, users have to double-click on it; Targets display in pagination mode. The quantity of items displayed per page is configurable (up to the value set in the generic attribute '''enable_target_pagination_view''').
  
'''Figure 2: Target List'''  
+
'''Figure 2: Open a Target'''
  
[[Image:Target02.png|800px|Target02.png]]<br>
+
'''[[File:TMaint OpenTarget.png|x335px|TMaint OpenTarget.png]]'''
  
==== Filter  ====
+
Users can also filter, rename and delete a Target from the Target List, moreover, it is possible to export or import a Target.
  
The user can filter the available targets by '''Target Name'''.  
+
The portlet offers two methods for importing Targets, '''Full''' and '''Append'''.
  
1. To filter the target list, enter the '''Target Name''' and then select '''Filter'''.  
+
Users are able to upload a single Target as well as massive Targets, around 900 to 1000 per day.
  
''Result:'' The target list will display the targets according to the user<nowiki>’</nowiki>s entry.
+
See the process of uploading massive targets below:
  
'''NOTE''': To begin a new search, select '''Clear''' to empty the fields and re-enter information into the available fields. <br> <br>
+
#On the first day, create 900 to 1000 Records per day.
 +
#On the second day, delete the previous records (using Delete API).
 +
#Insert the new records.  
  
=== Add Target  ===
+
&nbsp;
  
Users can add a new target (empty) to add columns and lines or import a .CSV file from a local path.  
+
'''<u>Note</u>:''' When a Target has been opened and is displayed in pagination mode before users go to the next page or filter again, the items need to be saved in order to be persisted in the database.
  
1. To add a target, select the '''Add '''icon located next to the Target List tab.  
+
For more information, please refer to the [https://42qrpt1.42-q.com/mes_wiki/index.php/SOP-5-I-MES0036A-C_RA1_Generic_Attribute_Maintenance Generic Attribute Maintenance SOP] &nbsp;
  
''Result:'' The target form displays.
+
&nbsp;
  
'''Figure 3: Add Targets'''
+
=== <span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter">Filter</span></span></span></span></span></span></span></span></span> ===
  
[[Image:Target03.png|800px|Target03.png]]<br>
+
Users can filter the available targets by '''Target Name'''.
  
2. Enter the '''Target Name'''; if there is a target to import, select it from the local path
+
#To filter the target list, enter the '''Target Name''' and then select '''Filter'''.
  
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.  
+
Result: The target list will display the targets according to the user’s entry.
  
4. Select '''Save''' to complete. <br> <br>
+
'''<u>Note</u>:''' To begin a new search, select '''Clear''' to empty the fields and re-enter information into the available fields
  
=== Target Maintenance  ===
+
'''Figure 3: Filter a Target'''
  
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:
+
[[File:TMaint FilterTarget.png|900px|TMaint FilterTarget.png]]
  
*Create Columns (Attributes)
+
<br/> &nbsp;
  
*Create, Delete, and Copy Lines
+
== <span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target">Add Target</span></span></span></span></span></span></span></span></span></span></span></span> ==
  
*Manage Tab
+
Users can add a new target (empty) to add columns and lines or import a&nbsp;CSV file from a local path.
  
*Reset, Delete, Save, and Download/ Upload Tab (.CSV)
+
1. To add a target, select the '''Add '''icon located next to the Target List tab.
  
'''Note''': To save any table update, the user needs to select '''Save''' in the '''Manage Tab''' section.  
+
Result: The target form displays.
  
'''Figure 4: Target Maintenance'''  
+
'''Figure 4: Add Targets'''
  
[[Image:Target04.png|800px|Target04.png]]<br> <br>
+
[[File:TMaint AddTargets.png|x330px|TMaint AddTargets.png]]
  
==== Column (Attribute)  ====
+
2. Enter the '''Target Name'''; if there is a target to import, select it from the local path
  
This functionality allows users to add columns to the selected target.  
+
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.
  
'''Figure 5: Target Column'''  
+
4. Select '''Save''' to complete.<br/> &nbsp;
  
[[Image:Target05.png|800px|Target05.png]]<br> <br>  
+
== <span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2">Target Maintenance</span></span></span></span></span></span></span></span></span></span></span></span> ==
  
===== Create Column  =====
+
Users can manage targets by double-clicking the target name in the Target List. The Target Maintenance page displays the following functionalities will be available:
  
To access the Column Form in order to add a Column, the user should select '''Column'''.
+
*Create Columns (Attributes)
 +
*Add a Unique Identifier
 +
*Create, Delete, and Copy Lines
 +
*Manage Tab
 +
**Reset, Delete, Save, and Download/ Upload Tab (CSV) 
 +
*Revision
 +
*Filter
  
'''Figure 6: Add Column Form'''  
+
'''Figure 5: Target Maintenance'''
  
[[Image:Target06.png|800px|Target06.png]]<br>
+
[[File:TMaint TargetMaintenance.png|x250px|TMaint TargetMaintenance.png]]
  
Fill the available fields and select '''Insert'''.
+
&nbsp;
  
*'''Column Name''': the name of the new column
+
<u>'''Note''':</u> To save any table update, the user needs to select '''Save''' in the '''Manage Tab''' section.
  
*'''Mask''': enter a mask to be used in the attribute
+
&nbsp;
  
*'''Type''': Attribute type
+
=== <span class="mw-headline" id="Create_a_Column_.28Attribute.29"><span class="mw-headline" id="Create_a_Column_.28Attribute.29"><span class="mw-headline" id="Create_a_Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29">Create a Column (Attribute)</span></span></span></span></span></span></span></span></span></span></span></span> ===
  
*'''Required''': if selected, the user must add a value for the column line
+
This functionality allows users to add columns to the selected target.
  
*'''Add More''': if selected, a new Column Form displays automatically
+
&nbsp;
  
*Select '''Save '''in the '''Manage Tab''' section to complete.<br>
+
'''Figure 6: Target Column'''
  
<br>  
+
[[File:TMaint TargetColumn.png|x335px|TMaint TargetColumn.png]]<br/> &nbsp;
  
===== Delete Column  =====
+
Users have to Fill in the available fields and select '''Insert'''.
  
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.  
+
*'''Column Name:''' The name of the new column.  
 +
*'''Mask:'''&nbsp;Enter a mask to be used in the attribute
 +
*'''Type:''' Attribute type.
 +
*'''Required:'''&nbsp;If selected, the user must add a value for the column line.
 +
*'''Critical:'''&nbsp; Select this field to turn the column critical. The different statuses will be signed for the critical table. Critical columns will be displayed highlighted in yellow. If the user clicks on save, a confirmation message will be displayed and a new validation is necessary by a second user and the status for this table will be updated to “Waiting for Verification”. &nbsp;
  
'''Figure 7: Delete Column'''
+
The critical table has the following status:
  
[[Image:Target07.png|800px|Target07.png]]<br>
+
*'''Input Data in Process:'''
 +
**The 1st User is entering the data and he did not submit it.&nbsp;
 +
**The table will be read-only for another user.  
 +
*'''Waiting for Verification:'''
 +
**The 1st User finished to entry data and&nbsp;submitted it.&nbsp;
 +
**The table is waiting for another person (2nd User) to start to enter the critical data, the 2nd user will be able to view only non-critical data. &nbsp;
 +
**The 1st User can no longer edit. 
 +
*'''Verification in Process:'''&nbsp;
 +
**The 2nd User is entering the data and he did not submit it. &nbsp;
 +
**The table will be read-only for another user. 
 +
*'''Passed:'''
 +
**The 2nd User finished entering the data and submitted it.&nbsp;
 +
**The data from the 1st User and 2nd User was matched.&nbsp;
 +
**The table will be read-only for all users.&nbsp; 
 +
*'''Failed:'''
 +
**The 2nd User finished entering the data and submitted it.&nbsp;
 +
**The data from 1st User and 2nd User had no mismatch.
 +
**The data were cleared and any person can enter data again. 
  
Select '''Save''' in the '''Manage Tab''' section to complete.<br> <br>  
+
'''<u>Note</u>:''' Depending on the table status, the Column/Line and Manage Tab buttons are displayed Enable or disable.
 +
<ol start="6" style="list-style-type: lower-alpha;">
 +
<li>'''Add More:'''&nbsp;If selected, a new Column Form displays automatically.</li>
 +
<li>'''Unique:'''&nbsp;Allows the user to create a Unique Identifier that it can be a combination of multiple columns.</li>
 +
</ol>
  
===== Edit Column  =====
+
Select '''Inteset '''or'''Cancel '''to continue
  
To edit a column, roll the cursor over the appropriate column name and select '''Edit Name Column''' from the drop down menu.
+
&nbsp;
  
'''Figure 8: Edit Column'''
+
==== <span class="mw-headline" id="Delete_or_Edit_a_Column"><span class="mw-headline" id="Delete_or_Edit_a_Column"><span class="mw-headline" id="Delete_or_Edit_a_Column"><span class="mw-headline" id="Delete_or_Edit_a_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column">Delete or Edit a&nbsp;Column</span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
[[Image:Target08.png|800px|Target08.png]]<br>
+
To delete or edit a column, roll the cursor over the appropriate column name and select Edit Column / Delete Column from the drop-down menu.
  
The Edit Column Form displays. Edit the necessary fields and select '''Update''' to complete.
+
&nbsp;
  
'''Figure 9: Edit Column Form'''  
+
'''Figure 7: Edit/ Delete a Column'''
  
[[Image:Target09.png|800px|Target09.png]]<br> <br>
+
[[File:TMaint EditDeleteaColumn.png|x280px|TMaint EditDeleteaColumn.png]]
  
===== Target Key Column  =====
+
&nbsp;
  
When the user checks the '''Target Key''' checkbox, a key column displays showing a key for each table line.  
+
The Edit Column Form displays. Edit the necessary fields and select '''Update''' to complete.
  
'''Figure 10: Hide Column'''  
+
If the user chooses to delete, a pop-up will ask if you are sure to delete, click '''Yes''' or '''No''' to continue.
  
[[Image:Target10.png|800px|Target10.png]]<br> <br>
+
&nbsp;
  
==== Line Menu  ====
+
'''<u>Note:</u> '''If the table is at '''Verification In Progress, '''just the 2nd user entries will be deleted.
  
This section allows users to '''Create''', '''Delete,''' and '''Copy '''lines.
+
&nbsp;
  
'''Figure 11: Line Menu'''
+
=== <span class="mw-headline" id="Add_Unique_Identifier"><span class="mw-headline" id="Add_Unique_Identifier"><span class="mw-headline" id="Add_Unique_Identifier">Add Unique Identifier&nbsp;</span></span></span> ===
  
[[Image:Target11.png|800px|Target11.png]]<br>
+
This button allows the user to create a '''Unique Identifier''' that it can be a combination of multiple columns.&nbsp;
  
'''Note''': To save any update in the table, select '''Save '''in the '''Manage Tab''' section.<br> <br>
+
'''Figure 8: Unique Identifier'''
  
===== Create Line  =====
+
'''[[File:TMaint Unique dentifier.png|x370px|TMaint Unique dentifier.png]]'''
  
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.
+
<span class="mw-headline" id="_2">&nbsp;</span>
  
'''Figure 12: Create Line'''
+
=== <span class="mw-headline" id="Line"><span class="mw-headline" id="Line"><span class="mw-headline" id="Line">Line</span></span></span> ===
  
[[Image:Target12.png|800px|Target12.png]]<br>
+
This section allows users to '''Create''', '''Delete''', and '''Copy''' lines.
  
Select '''Save '''in the '''Manage Tab''' section to complete. <br> <br>
+
&nbsp;
  
===== Delete Line =====
+
==== <span class="mw-headline" id="Create_Line"><span class="mw-headline" id="Create_Line"><span class="mw-headline" id="Create_Line">Create Line</span></span></span> ====
  
There is no rule to delete a line. Select the line to be deleted and then select the '''Delete''' icon.  
+
To create lines, select the '''Create''' icon within the '''Line Menu''' and a new line will be inserted at the beginning of the table. Repeat this process as often as necessary.
  
'''Figure 13: Delete Line'''  
+
'''Figure 9: Create a Line'''
  
[[Image:Target13.png|800px|Target13.png]]<br>
+
[[File:TMaint CreateLine.png|900px]]
  
Select '''Save '''in the '''Manage Tab''' section to complete. No confirmation message is displayed when the line is deleted.<br> <br>
+
&nbsp;
  
===== Copy Line =====
+
==== <span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line">Delete Line</span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
To copy a line, select the line to be copied and select the '''Copy '''line icon.  
+
There is no rule to delete a line. Select the line to be deleted and then select the '''Delete''' icon.
  
'''Figure 14: Copy Line'''
+
&nbsp;
  
[[Image:Target14.png|800px|Target14.png]]<br>
+
'''Figure 10: Delete&nbsp;a Line'''
  
Select '''Save '''in the '''Manage Tab''' section to complete.<br> <br>
+
[[File:TMaint DeleteLine.png|x275px|TMaint DeleteLine.png]]
  
==== Manage Tab  ====
+
A'''&nbsp;'''confirmation message is displayed click '''Yes''' or '''No''' to continue.
  
This section allows users to '''Reset''', '''Delete''', '''Save''', '''Import''', and '''Export '''tables.
+
&nbsp;
  
'''Figure 15: Manage Tab'''
+
==== <span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line">Copy Line</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
[[Image:Target15.png|800px|Target15.png]]<br> <br>
+
To copy a line, select the line to be copied and select the '''Copy '''line icon.
  
===== Reset Tab  =====
+
'''Figure 11:&nbsp;Copy Line'''
  
The '''Reset''' '''Tab''' icon will clear any update performed and will restore the original table values.  
+
[[File:TMaint CopyLine.png|x335px|TMaint CopyLine.png]]
  
'''Figure 16: Reset Tab'''
+
&nbsp;
  
[[Image:Target16.png|800px|Target16.png]]<br> <br>  
+
=== <span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab">Manage Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
  
===== Delete Tab  =====
+
This section allows users to '''Reset''', '''Delete''', '''Save''', '''Import''', and '''Export''' tables.
  
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.
+
==== <span class="mw-headline" id="Reset_Tab"><span class="mw-headline" id="Reset_Tab"><span class="mw-headline" id="Reset_Tab">Reset Tab</span></span></span> ====
  
'''Figure 17: Delete Tab'''
+
The Reset Tab icon will clear any update performed and will restore the original table values.
  
[[Image:Target17.png|800px|Target17.png]]<br> <br>
+
'''Figure 12: Reset Tab'''
  
===== Save Tab  =====
+
'''[[File:TMaint ResetTab.png|x270px|TMaint ResetTab.png]]'''
  
The '''Save Tab''' icon will save any changes made in the target. After the target has been updated, select '''Save'''.
+
&nbsp;
  
'''Figure 18: Save Tab'''
+
==== <span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab">Delete Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
[[Image:Target18.png|800px|Target18.png]]<br> <br>
+
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.
  
===== Export Tab  =====
+
&nbsp;
  
To download tables, just select the '''Export Tab''' icon and a .CSV file should be saved locally by the user.
+
'''Figure 13: Delete Tab'''
  
'''Figure 19: Export Tab'''
+
[[File:TMaint DeleteTab.png|x252px|TMaint DeleteTab.png]]<br/> &nbsp;
  
[[Image:Target19.png|800px|Target19.png]]<br>
+
&nbsp;
  
Sample of an exported file:
+
==== <span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab">Save Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
'''Figure 20: Exported File'''  
+
The '''Save Tab''' icon will save any changes made in the target. After the target has been updated, select '''Save'''.
  
[[Image:Target20.png|800px|Target20.png]]<br> <br>
+
&nbsp;
  
===== Import Tab =====
+
'''Figure 14: Save Tab'''
  
To upload a target, select the '''Import Tab''' icon and select the necessary target to be uploaded.  
+
[[File:TMaint SaveTab.png|x270px|TMaint SaveTab.png]]<br/> &nbsp;
  
'''Figure 21: Import Tab'''  
+
'''<u>Note:</u>&nbsp;I'''f the column is not validated first, the error shone below will show.
  
[[Image:Target21.png|800px|Target21.png]]<br> <br>
+
&nbsp;
  
----
+
'''Figure 15: Error'''
 +
 
 +
'''[[File:TM Errormsg.png]]'''
 +
 
 +
&nbsp;
 +
 
 +
==== <span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab">Export Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
 +
 
 +
To download tables, just select the '''Export Tab''' icon, and a CSV file should be saved locally by the user.
 +
 
 +
'''Figure 16: Export Tab'''
 +
 
 +
'''[[File:TMaint ExportTab.png|x260px|TMaint ExportTab.png]]'''
 +
 
 +
'''<u>Note:</u> '''It is recommended to open the CSV files in Google Spreadsheet or LibreOffice, and not Microsoft Excel, because Microsoft Excel does not handle CSV files well.
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
==== <span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab">Import Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
 +
 
 +
To upload a target, select the '''Import Tab''' icon and select the necessary target to be uploaded.
 +
 
 +
&nbsp;
 +
 
 +
'''Figure 17: Import Tab'''
 +
 
 +
[[File:TMaint ImportTab.png|x333px|TMaint ImportTab.png]]<br/> &nbsp;
 +
 
 +
 
 +
 
 +
=== <span class="mw-headline" id="Revision"><span class="mw-headline" id="Revision">Revision</span></span> ===
 +
 
 +
Target Revision creates versions and shows the last six months of data revisions with the date and time made on the columns.
 +
 
 +
'''Figure 18: Target&nbsp; Revision&nbsp;'''
 +
 
 +
'''[[File:TM Revision.png|900px|TM Revision.png]]'''
 +
 
 +
&nbsp;
 +
 
 +
 
 +
=== <span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter_2"><span class="mw-headline" id="Filter_2"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter_2"><span class="mw-headline" id="Filter_2"><span class="mw-headline" id="Filter_2"><span class="mw-headline" id="Filter_2"><span class="mw-headline" id="Filter_2"><span class="mw-headline" id="Filter_2">Filter</span></span></span></span></span></span></span></span></span></span></span> ===
 +
 
 +
The users can filter the table by adding one or more filters available.
 +
 
 +
#To filter the table, select the '''Filter''' icon, then, select the filters to be used.
 +
 
 +
'''<u>Note</u>:''' The selected filters will be added to the main window.
 +
 
 +
&nbsp;
 +
 
 +
'''Figure 19: Add Filters'''<br/> [[File:TMaint AddFilters.png|x305px|TMaint AddFilters.png]]
 +
 
 +
&nbsp;
  
== Document Revision History  ==
+
'''<u>Note</u>:''' To begin a new search, select '''Clear''' to empty the fields and re-enter information into the available fields.
  
{| border="2" cellspacing="0" cellpadding="4" width="100%"
+
----
|-
 
| bgcolor="#00FFFF" | Date
 
| bgcolor="#00FFFF" | Author
 
| bgcolor="#00FFFF" | Title
 
| bgcolor="#00FFFF" | Version
 
| bgcolor="#00FFFF" | 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
 
|}
 
  
[[Category:Uncategorized]]
+
&nbsp;

Latest revision as of 20:25, 10 January 2023

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

 


 

 

Shop Floor Control
Configuration
Target Maintenance
Version MES15.75
Revision E1
 

 

 

 

Target Maintenance

This document 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 by adding columns (attributes) and defining the data type.

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

 

To access the target Maintenance functionalities, go to 42Q Portal >Shop Floor Control> Configuration'>Target Maintenance 

     

Figure 1: Target Maintenance 

 TMaint MainMenu.png

All available Targets are listed by Target Name.
 

Target List

The Target List is the first page displayed (shown above)  and shows the following fields:

  • Target Name: table name
  • Last Modified: when the spreadsheet was updated and who (user) made the change
  • Total Lines: the number of lines in the spreadsheet
  • Verification Status: displays the target status for critical or non-critical targets

 

To open a Target, users have to double-click on it; Targets display in pagination mode. The quantity of items displayed per page is configurable (up to the value set in the generic attribute enable_target_pagination_view).

Figure 2: Open a Target

TMaint OpenTarget.png

Users can also filter, rename and delete a Target from the Target List, moreover, it is possible to export or import a Target.

The portlet offers two methods for importing Targets, Full and Append.

Users are able to upload a single Target as well as massive Targets, around 900 to 1000 per day.

See the process of uploading massive targets below:

  1. On the first day, create 900 to 1000 Records per day.
  2. On the second day, delete the previous records (using Delete API).
  3. Insert the new records.

 

Note: When a Target has been opened and is displayed in pagination mode before users go to the next page or filter again, the items need to be saved in order to be persisted in the database.

For more information, please refer to the Generic Attribute Maintenance SOP  

 

Filter

Users 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

Figure 3: Filter a Target

TMaint FilterTarget.png


 

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 4: Add Targets

TMaint AddTargets.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 the following functionalities will be available:

  • Create Columns (Attributes)
  • Add a Unique Identifier
  • Create, Delete, and Copy Lines
  • Manage Tab
    • Reset, Delete, Save, and Download/ Upload Tab (CSV)
  • Revision
  • Filter

Figure 5: Target Maintenance

TMaint TargetMaintenance.png

 

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

 

Create a Column (Attribute)

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

 

Figure 6: Target Column

TMaint TargetColumn.png
 

Users have to Fill in 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.
  • Critical:  Select this field to turn the column critical. The different statuses will be signed for the critical table. Critical columns will be displayed highlighted in yellow. If the user clicks on save, a confirmation message will be displayed and a new validation is necessary by a second user and the status for this table will be updated to “Waiting for Verification”.  

The critical table has the following status:

  • Input Data in Process:
    • The 1st User is entering the data and he did not submit it. 
    • The table will be read-only for another user.
  • Waiting for Verification:
    • The 1st User finished to entry data and submitted it. 
    • The table is waiting for another person (2nd User) to start to enter the critical data, the 2nd user will be able to view only non-critical data.  
    • The 1st User can no longer edit.
  • Verification in Process: 
    • The 2nd User is entering the data and he did not submit it.  
    • The table will be read-only for another user.
  • Passed:
    • The 2nd User finished entering the data and submitted it. 
    • The data from the 1st User and 2nd User was matched. 
    • The table will be read-only for all users. 
  • Failed:
    • The 2nd User finished entering the data and submitted it. 
    • The data from 1st User and 2nd User had no mismatch.
    • The data were cleared and any person can enter data again.

Note: Depending on the table status, the Column/Line and Manage Tab buttons are displayed Enable or disable.

  1. Add More: If selected, a new Column Form displays automatically.
  2. Unique: Allows the user to create a Unique Identifier that it can be a combination of multiple columns.

Select Inteset orCancel to continue

 

Delete or Edit a Column

To delete or edit a column, roll the cursor over the appropriate column name and select Edit Column / Delete Column from the drop-down menu.

 

Figure 7: Edit/ Delete a Column

TMaint EditDeleteaColumn.png

 

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

If the user chooses to delete, a pop-up will ask if you are sure to delete, click Yes or No to continue.

 

Note: If the table is at Verification In Progress, just the 2nd user entries will be deleted.

 

Add Unique Identifier 

This button allows the user to create a Unique Identifier that it can be a combination of multiple columns. 

Figure 8: Unique Identifier

TMaint Unique dentifier.png

 

Line

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

 

Create Line

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

Figure 9: Create a Line

TMaint CreateLine.png

 

Delete Line

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

 

Figure 10: Delete a Line

TMaint DeleteLine.png

A confirmation message is displayed click Yes or No to continue.

 

Copy Line

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

Figure 11: Copy Line

TMaint CopyLine.png

 

Manage Tab

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

Reset Tab

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

Figure 12: Reset Tab

TMaint ResetTab.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 13: Delete Tab

TMaint DeleteTab.png
 

 

Save Tab

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

 

Figure 14: Save Tab

TMaint SaveTab.png
 

Note: If the column is not validated first, the error shone below will show.

 

Figure 15: Error

TM Errormsg.png

 

Export Tab

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

Figure 16: Export Tab

TMaint ExportTab.png

Note: It is recommended to open the CSV files in Google Spreadsheet or LibreOffice, and not Microsoft Excel, because Microsoft Excel does not handle CSV files well.

 

 

Import Tab

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

 

Figure 17: Import Tab

TMaint ImportTab.png
 


Revision

Target Revision creates versions and shows the last six months of data revisions with the date and time made on the columns.

Figure 18: Target  Revision 

TM Revision.png

 


Filter

The users can filter the table by adding one or more filters available.

  1. To filter the table, select the Filter icon, then, select the filters to be used.

Note: The selected filters will be added to the main window.

 

Figure 19: Add Filters
TMaint AddFilters.png

 

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