SOP-MES0019 Employee Validation

42Q Home > Shop Floor Control > Configuration > Employee Validation Configuration
 

 

 

 

Shop Floor Control Configuration Employee Validation Configuration Version MES 15.79 Revision D1  

 

 

 

 

 

 

 

 

Introduction

 

This module is responsible for configuration certificates, processes, and process groups.  

 

Employee Validation Configuration (EVC) is a manual input module that allows admins to create new configurations for employees and maintain the existing ones.  It provides a method of creating employee/password/training records that can be administered by non-Shop Floor Control personnel and a method of identifying specific processes that must be controlled.   

 

Employee Validation is accessed by navigating to:  Shop Floor Control > Configuration  > Employee Validation Configuration 

 

Figure 1: Employee Validation Configuration

 

 

Employee Validation (EV) configuration is composed of sub-modules and the  following work instructions will help users to understand each one.  

 

Note: To change between sub/modules, the user can look for an option  located in the upper right corner.

 

 

 

Process Maintenance    

Processes are created in the Shop Floor Configuration Maintenance module. In EV, the user is able to add these processes. The added processes are those that EV will download to Shop Floor Control and check for Classes. In this step the user is able to add, edit, remove and re-add processes and process groups that will be managed inside the Employee Validation Module.

To access the EV Processes Maintenance, navigate to Shop Floor Control> Configuration > Employee Validation and select EV Process Maintenance from the main page. The Process list main page is displayed.

 

Listing Process

 

Figure 2: Processes List

 

To search, type the process name into the Filter field. Search results are generated as the user enters letters into the field.

 

Adding Processes

 

Figure 3: Add Process List

 

The available processes are displayed to be added in EV.

To define the processes to be controlled by EV, double-click a process on the left-hand side of the page. The selected processes are moved to the process list on the right-hand side of the page and are highlighted in yellow.

1. If preferred, move all processes over by selecting Select All Processes.

2. Select Save to update or Reset to cancel.

 

Note: If there are multiple processes that are to be controlled by Employee Validation, yet fall into the same certification, these processes can be grouped together by defining a process group. Click on the Process Group Maintenance module. See the Process Group Maintenance section for specific instructions on how to create process groups.

 

Editing Processes

 

To Edit (Enable and Disable) Processes, follow the steps below.

 

Figure 4: Edit Processes

 

1. Select the processes to be updated and click the Enable/Disable icon.

2. Click on Yes to complete the action or No to cancel.

Note: The process will be disabled when it is not used, but it can be used anytime by enabling it.

 

 

 

Removing Processes

 

To remove a process, select the process and select the Remove button.

 

Figure 5: Remove Processes

 

Note: Users cannot remove any processes that have assigned certificates.

 

 

 

 

Undo a Delete

 

To Undo a deletion of a process, follow the steps below.

 

Figure 6: Undo Delete Processes

 

1. Select the Undo Delete icon. The selected process will change the color and continue displaying in the list.

2. Select Yes to complete the action, or No to cancel.

 

 

Process Group Maintenance   

 

To access the Process Group Maintenance, select Process Group Maintenance from the main page.  

 

Adding Process Groups

 

To add process groups, follow the steps below:

 

Figure 7: Add Process Groups

 

1. To add process groups, select the Add icon, enter the Process Group Name, and select the processes to be added into the process group. Selecting the process group, the user can see all assigned processes.

 

Note: Every time that a new process group is created, the user must associate at least one process to it. By selecting a process group, the user can see all processes assigned to it.

 

The Process Group Name box will be highlighted in red if it is empty.

 

2. Select Save to add the process group, or Close to cancel.

 

Editing Process Group Name

 

Figure 8: Edit Process Groups

To edit a process group name, select the process group and select the Edit icon.

Only the process group name can be updated. Update the name and select Save to complete the action. To cancel, select Close.

 

 

Editing Process Group Status

 

Figure 9: Change Process Group

 

To change the process group status, in the Process Groups list check the box of a group and select the Edit icon.

 

Note: The updated Process Group is displayed in red:

 

Select Yes to complete the edit, or No to cancel.

 

 

Removing Process Group

 

Figure 10: Remove Process Group

 

To Remove Process Group from the list, select the process group and select Remove.

 

Note: Users cannot remove process groups with assigned certificates.

It will remove the Process Group from the list automatically without a dialogue box popping up.

 

 

Undo Delete Process Group

 

Figure 11: Undo Delete Process

 

To undo delete a process group, select the Undo Delete icon. The selected process group color will be changed and continue displaying in the list.

Select Yes to delete, or No to cancel.

 

Process Maintenance

 

Searching Process

 

Figure 12: Filter Processes

 

To filter processes already assigned to a Process Group, enter the process name in the Filter field. The process displays with the respective assigned process group.

 

Adding Process

 

Figure 13: Add Process

 

To Add Process, check the box of the group from the Process Groups list and select the Add Process icon on the right-hand side. The available processes are displayed.

Select the process and select Save. The selected processes will be displayed in the Processes list in yellow. This action could be affecting existing Certificates and the user is able to update it.

Note: A process can only belong to a single Process Group.

 

 

 

Removing Process

 

Figure 14: Remove Process

 

To remove a process, check the box of the process group, then check the box of the process to be removed, and select the Remove Process icon. 

If the update on the process group affects existing certificates, the user is alerted and has the option to change the certificate before saving the change.   Once the Remove Process icon is selected, it will automatically do the action without a dialogue box popping up.

 

Note: When the process is removed from the process list, the Process Group selected will be highlighted in red if you change from that Process Group to another. The red highlight and the deleted process will disappear when the user goes back to the Employee Validation Configuration main page.

 

Certificate Maintenance   

 

To access the Certificates Maintenance, select the appropriate icon from the Employee Validation Configuration main page. The main certificate maintenance page displays.

 

Figure 15: Certificate List

 

Adding Certificates

 

To add certificates and associate processes and process groups or parts/families to certificates, select Add Certificate in the Certificate List page. The Certificate Maintenance screen displays.

 

Figure 16: Add Certificate

 

1. Complete the fields with the appropriate information:

 

• Certificate Name: The name of the new certificate.
• Pilgrim Role: Used to assign a certificate to a Pilgrim role. It was created to maintain a list of the roles in Pilgrim that require training for EV purposes and are linked to the EV certificates assigned to the respective roles.
• Life Span: The number of days a certificate is valid.
• Grace Period: The number of days allowed after expiration (cannot be greater than 30).
• Active: Select if the certificate is active in the Certificate List.

 

2. Select the Add Process / Process Group tab to define the process or group that is assigned to the certificate (see the expanded instructions below).

 

Adding Process/Process Group to the certificate:

Figure 17: Certificate X Process/Process Group

The inserted process/process group is displayed in theProcess/Process Group tab.

 

Use the Process/Process Group tab to define the process or group that is assigned to the certificate.   

1. A list of Process Groups will be displayed in the left column. Select two times the Process Group that will be assigned to the certificate. 
2. Once it is selected, it will appear in the right column to the Process Group list. To remove the selected Process Group from the list, select it two times.
3. Select Ok when all the wanted Process Groups are selected. The Process Group selected will appear highlighted in yellow below the Process Group Tab.

 

Note:  

• Users cannot create a certificate without having at least one process or group assigned.
• Users can add a Process Group by scanning or typing the name of the Process Group.
• Users can add a Process Group by using the filter for the name of the Process Group.

 

Figure 18: Certificate Maintenance Process/Process Group Tab

 

       4. To add a process to the process groups, select Add Process. The added processes/process groups are shown highlighted.

       5. Once it is selected, it will appear in the right column to the Process list. To remove the selected Process from the list, select it two times.

       6. Select Ok when all the wanted processes are selected. The Process Group selected will appear highlighted in yellow below the Selected Process Groups.

 

Note:

• Users can add a Process by scanning or typing the name of the Process Group.
• Users can add a Process by using the filter for the name of the Process Group.

 

Creating generic certificates

If multi-pass device numbers are used in Shop Floor Control , then it is recommended to create a generic certificate and assign some processes to it.  The process does not have to exist in any route.  An example would be Shop Floor Control Training for the process.  The process is not used for any locations or in any route.  The process is controlled by Employee Validation and a generic certificate is created for this process.  

All employee numbers are assigned to this certificate/process. The reason for this is to allow any employee to log into a device number that has one or more EV controlled processes. Without a generic certificate/process, employees would not be able to log into the device number to perform the non-EV controlled processes that are assigned to the multi-pass device number.  Employee validation ensures that serial numbers that are in a controlled process and that can only be scanned by employees who have the necessary certification for the controlled process.  Without the generic certificate/process, non-certified employees will not be able to log into multi-pass device numbers.

 

 

Figure 20: Remove Process Group

 

1. Select the Process/Process Group and then select the Remove Selected button. The removed Process/Process group is displayed in dark gray in the list.
2. To undo, select the item from the list and select Undo.
3. Select OK when all the items are selected and Close to Cancel.

 

Adding Part Number/Part Family/Customer Code to Certificates:

Figure 21: Part Number/Part Family/Customer Code Tab

Users can also add Part Numbers/Family and Customer Codes to the Certificate by using the portlets under the Part Number/Part Family/Customer Code tab. The steps to add, remove, and undo remove are the same as described above for Process and Process Group.

 

Figure 22: Customer Code

File:SOP-5-I-MDS0023-C-MDS Employee Validation 31.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 31.jpg

1. To add customer code, select the items in the list and click on Ok.

Figure 23: Part Family

File:SOP-5-I-MDS0023-C-MDS Employee Validation 32.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 32.jpg

1. To add part numbers/family, select the items in the list and click Ok when finished, or Close to cancel.

Editing Certificates

1. To edit certificates, select the certificate in the Certificate List and follow the same instructions to Add Certificates: update the mandatory fields and click on Ok to commit the change.

 

Figure 24: Certificate Maintenance

File:SOP-5-I-MDS0023-C-MDS Employee Validation 33.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 33.jpg

Note: Every time the user adds a new process to a certificate, the application creates a new instance of that certificate. All classes created before the certificate changes will be linked to the old certificate instance.

 

Consider the following scenario:

• Create Certificate CERT with processes A and B.
• Create a Class for CERT with employees Thomas and Keith.
• Edit CERT and add the new process C.

 

In this example, the employees Thomas and Keith will be trained only on processes A and B. If the certificate is changed, they will need to be trained on process C as well; therefore, another class will need to be created for the same CERT.

Figure 25: Certificate Instances

File:SOP-5-I-MDS0023-C-MDS Employee Validation 34.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 34.jpg

 

In the Certificate List, processes that are listed with gold stars represent the last update, while silver stars are the old processes that are assigned to the classes already created.

 

Removing Certificates

To remove certificates from the list, follow the steps below:

1. Select the certificate to be removed.

2. Select Remove Certificate. A pop-up message displays to confirm the certificate removal.

3. SelectYes to confirm, select No to cancel.

 

Figure 26: Remove Certificate from List

File:SOP-5-I-MDS0023-C-MDS Employee Validation 35.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 35.jpg

 

Note: Certificates already assigned with classes cannot be removed.

Shop Floor Control setup to enable Employee Validation

After completing the configuration of Employee Validation, the configuration must be downloaded to the Shop Floor Configuration PC in order to take effect.

To download the Employee Validation configuration, perform an emvdnld on the Shop Floor Control PC. Refer to the Shop Floor Configurations Operations manual for additional information. Two OPTIONS lines (OPTIONS EMPVAL VALIDATION=YES and OPTIONS EMPVAL_PROD PRODUCT=pbm) must be enabled in the Setup Data Editor and downloaded to the Shop Floor Configuration PC in order for the configuration to actually take effect. Refer to the Employee Validation section in the Shop Floor Configuration Operations manual for details for all the required configurations for Employee Validation in the Setup Data Editor.

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