SOP-42Q-MDS0029 CMMS Dashboard

42Q Home > Reporting > CMMS Dashboard
 

 

 

Reporting CMMS Dashboard Version MES15.82 Revision F1

 

 

 

 

 

CMMS Dashboard Summary

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 four submodules: Asset Status; WO Dashboard; WO Status; and PM Calendar.

Figure 1: Dashboard Submodules

 

 

 

Asset Status

The Asset Status submodule displays the status of all assets on a production line. Asset status is color-coded for quick information retrieval. The following asset status types are available for view:

• Running: Asset is running/in use. 
• Spare: Asset is running, but not manufacturing product.
• Setup: The production line/asset is setting for the preparation.
• Idle: It is used to record the asset idle time when the asset is up and running, but it does not produce any product.
• In Maintenance: Asset is in Maintenance.
• Calibration: Asset is in Maintenance.
• Scheduled Down: Asset is down for scheduled events.
• Unscheduled Down: Asset is down for unscheduled reasons.

Note: Plants predefine status types to reflect their company’s workflow. Configuration of machine assets is completed in the CMMS Asset portal: Shop Floor Control > Configuration > CMMS Asset.

Asset  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, Click the configuration ICON at the top right panel. (Note: Display Option and Select Production Line display. See Figure 2, below.)

Figure 2: Asset Status Dashboard Configuration ICON

Figure 3: Asset Status Dashboard Setting

Display Options Change Asset Color/Text Color

1. Select the drop-down boxes to the top display by Asset ID or Asset Name.

 

Figure 4: Display Option Change Asset  Color and Font

     2. Select the color of the text, a color palette will display:

Figure 5: 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: The default text color is white.
 

Change Asset Icon Size

1. 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

1. Adjust the Asset Name Font Size with the drop-down available.

Note: The default font size is 10.

 

Change Update Rate

1. 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:

1. Select Add more production line(s).
2. Select a location from the drop-down menu provided.
3. Production lines from the selected location will now display in the panel on the right-hand side of the page.
4. Select the production line by activating the checkbox next to its name.
5. Selected lines will populate onto the bottom portion of the page.
6. 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.
7. The users can select to show the Asset ID or Asset Name on the dashboard.
8. Select SAVE on the bottom right of the screen, or CANCEL to refresh the page information.
9. Selecting SAVE 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 6: Select Production Line

 

 

 

WO Dashboard

The WO(work order) Dashboard displays the status of all the assets on selected production lines. On the bottom of the screen, a color-coded key is available for easy reference. This information is typically displayed on a large monitor located on the shop floor but is also accessible through the 42Q portal. For more details about Asset Status refer here

Note: To return to the main menu, select the gear icon on the right-hand corner of the page.
 

Figure 7: WO Status 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 an asset:

1. Select the asset’s icon.
2. Right-click on the icon.
3. A message screen displays, offering the option to create work order or view work order list.

Figure 8: Create Work Order/View Work Order List

 

4. Select Create Work Order. 
5. The Add Repair Work Order window displays.
6. The top portion of the field (Asset ID; Asset Name; Asset 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. The default status is unchecked. Note: Non-stop signifies that the production line should continue even though the asset is down. An unchecked box alerts the operators that both the line and the asset are down.

Figure 9: Create Work Order Window

To View a Work Order List for a machine asset:

1. Select the asset’s icon.
2. Click on the icon.
3. A message screen displays, offering the option to create work order or view work order list.

 

Figure 10: View Work Order List Pop-up Window

 Users may view all details of a work order.​​​​​​

 

Asset 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, Click the configuration ICON at the bottom right panel.   Figure 11: Work Order Dashboard Setting

WO Status

CMMS WO Status allows managers and employees on the shop floor to view asset (machine) status on a large screen according to the 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 are noted in live time on the top left corner of the dashboard. 

1. The following information pertaining to the Work Orders selected will display:

• WO
• Summary
• Line Name
• Asset
• Priority
• Assigned Group
• Assignees
• Reason ( Optional, this  column show at the Status Keep Same Alert report )
• Requester
• Requester Group
• Status
• Down Time

     2. Screens rotate to show the Open Repair WOs,  all Open Preventive Maintenance WOs and Status Keep Same Alert according to the production line selected for view.

 

Figure 12: Work Order Display: Open Repair Work Orders

 

To change the Production Lines displayed on the Dashboard:

1. Select the  icon on the top right corner of the page.
2. The user is directed to the original screen, similar to the production line selection scrren with the asset status submodule.
3. Select Location.
4. Check the lines for the desired viewing on the Dashboard.
5. Select Save.

Figure 13: WO Status Dashboard Setting

 

Show Items

 

There are three options available:

• Asset Open Repair WO
• Asset Open PM WO
• Status Keep Same Alert

If more than one item is selected, the system will switch one item every one minute at the dashboard.

For the Status Keep Same Alert item, users need to select the Screen Alert checkbox at the Escalation Setting module. Please see the document for more details.

• Screen Alert- The default is selected. If the user does not want a screen alert, remove the checkmark from the box provided. The alert information appears on the dashboard. If selected, this escalation setting will send alerts onto the CMMS dashboard (shop floor monitor) once the setting condition is satisfied. If not, no alert will be sent.

Figure 14: Escalation Setting - Screen Alert

 

 

PM Calendar

1. The PM Calendar view of CMMS Dashboard provides live time updates of all repairs and maintenance according to Planned(no Confirmation needed) Work Orders; Planned( need confirmation) Work Orders; Rescheduled (Confirmed) Work Orders; Generated Work Orders; and Canceled Work Orders.
2. 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.
3. The calendar view is available to view according to Month, Week, Day or List.

Figure 15: Color-Coded Dashboard Calendar View

Figure 16: Scheduled PM WOs for the Week

 

     4. Users may hover across an entry to view more details or click to reschedule work orders.

     5. Users may use the search to view special PM Calendar

Figure 17: Search Special Scheduled PM WOs

    6. See the SOP-5-I-42Q-MES0076-C CMMS Work Order & Preventive Maintenance Work Instruction of 42Q’s CMMS Asset Management for a more detailed description of the Calendar.

---