SOP-MES0019 Employee Validation

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

 

 

 

Shop Floor Control Configuration Employee Validation Version MES15 1.0  

 

This SOP 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 SOP require approval.  Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'

 

Employee Validation Setup

This edition applies to MES15 Portal 1.0 (Employee Validation Module) and all subsequent releases and modifications until otherwise indicated in new revisions.

This module is responsible for creating training that operators should perform to work in manufacturing processes. The whole operator control (registration and information maintenance) and training and certificates required for the operator's work on the shop floor (mainly in medical plants) will be administered by this feature.

Employee Validation is a manual input module that allows individuals working on the employee other than those creating a new configuration and maintaining an existing one.

It provides a method of creating employee/password/training records that can be administered by non-SFDC personnel and provides a method of identifying specific processes that must be controlled.

It will still support the traditional login methods for data collectors without controlled processes.

Employee Validation is accessed using two paths:

1. Shop Floor Control> Configuration> Employee Validation.

2. Quality > Employee Validation.

 

The Certificate, EV Process, and Process Group maintenance sub-modules are available only through path 1, which is known as EV Configuration. Class Maintenance and Employee Maintenance sub-modules are available only through path 2, which is known as EV Maintenance.

These instructions address the path 1 (EV Configuration) sub-modules.

 

Figure 1: MES Modules

 

RTENOTITLE

 

The Employee Validation Maintenance page is displayed as follows:

Figure 2: Employee Validation Maintenance

Figure 2 EV Configuration Page.jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

Employee Validation is composed of sub-modules and these work instructions will help users to understand each one.

• EV Process Maintenance
• Process Group Maintenance
• Certificate Maintenance

 

 

Process Maintenance

Processes are created in the SFDC Maintenance module. In EV, the user is able to add these processes. The added processes are those that EV will download to SFDC 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 3: Processes List

File:SOP-5-I-MDS0023-C-MDS Employee Validation 12.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 12.jpg

 

1. 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 4: Add Process List

File:SOP-5-I-MDS0023-C-MDS Employee Validation 13.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 13.jpg

 

The available processes are displayed to be added in EV.

1. 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.

2. If preferred, move all processes over by selecting Save All Processes.

3. 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 5: Edit Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 14.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 14.jpg

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 6: Remove Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 15.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 15.jpg

 

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

 

Undo a Delete

1. To undo a deletion of a process, select the Undo Delete icon. The selected process will change the color and continue displaying in the list.

 

Figure 7: Undo Delete Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 16.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 16.jpg

 

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

 

 

Process Group Maintenance

To access the Process Group Maintenance, navigate to Shop Floor > Configuration> Employee Validation, and click on Process Group Maintenance from the main menu.

Adding Process Groups

To add process groups, follow the steps below:

Figure 8: Add Process Groups

File:SOP-5-I-MDS0023-C-MDS Employee Validation 17.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 17.jpg

 

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. The selected Process Group will be displayed in yellow. 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.

Selecting a process group allows the user can see all assigned processes.

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

 

Editing Process Group Name

Figure 9: Edit Process Groups

File:SOP-5-I-MDS0023-C-MDS Employee Validation 18.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 18.jpg

 

1. 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 10: Change Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 19.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 19.jpg

 

1. 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:

2. SelectYes to complete the edit, or No to cancel.

 

Removing Process Group

Figure 11: Remove Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 20.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 20.jpg

 

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

 

Note: Users cannot remove process groups with assigned certificates.

 

Undo Delete Process Group

Figure 12: Undo Delete Process

File:SOP-5-I-MDS0023-C-MDS Employee Validation 21.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 21.jpg

1. 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.

2. Select Yes to delete, or No to cancel.

 

Process Maintenance

Searching Process

Figure 13: Filter Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 22.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 22.jpg

 

1. 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 14: Add Process

File:SOP-5-I-MDS0023-C-MDS Employee Validation 23.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 23.jpg

 

1. 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.

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

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

Removing Process

Figure 15: Remove Process

File:SOP-5-I-MDS0023-C-MDS Employee Validation 24.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 24.jpg

 

1. To remove a process, check the box of the process group, then check the box of the process to be removed, and click 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.

2. Click Save to finish the removal, or click Close to cancel.

Certificate Maintenance

To access the Certificates Maintenance, navigate to Quality> Employee Validation and select Certificate Maintenance from the Employee Validation main page. The main certificate maintenance page displays.

Certificate List

Figure 16: Certificate List

Adding Certificates

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

 

Figure 17: Add Certificate

File:SOP-5-I-MDS0023-C-MDS Employee Validation 26.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 26.jpg

 

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 (follow the link for documentation). 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).

2. Click on Ok to confirm. The new certificate must display in the Certificate list.

3. Click on 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 18: Certificate X Process/Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 27.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 27.jpg

 

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

1. Select theProcess Groups check box to add process groups available in the list. Do the same steps to Processes and click on the Add button. The inserted process/process group is displayed in the Process/Process Group tab.

'Note': <u You cannot create a certificate without having at least one processor group assigned.

Figure 19: Certificate Maintenance Process/Process Group Tab

File:SOP-5-I-MDS0023-C-MDS Employee Validation 28.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 28.jpg

2. To add a process to the process groups, select Add Process. The added processes/process groups are shown highlighted.
Creating generic certificates: If multi-pass device numbers are used in SFDC, then it is recommended to create a generic certificate and assign some process to it. The process does not have to exist in any route. An example would be SFDC 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 at a controlled process and can only be scanned by employees that 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.

 

Remove a Certificate Process/Process Group: Figure 20: Remove Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 29.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 29.jpg

1. Click the process/process group to select it and click on Remove Selected button. The removed process/process group displays in dark gray in the list. 2. To undo, select it from the list and click on Undo.

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

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

File:SOP-5-I-MDS0023-C-MDS Employee Validation 30.jpg

SOP-5-I-MDS0023-C-MDS Employee Validation 30.jpg

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 SFDC PC in order to take effect.

To download the Employee Validation configuration, perform an emvdnld on the SFDC PC. Refer to the SFDC 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 SFDC PC in order for the configuration to actually take effect. Refer to the Employee Validation section in the SFDC Operations manual for details for all the required configurations for Employee Validation in the Setup Data Editor.

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