Difference between revisions of "SOP-MES0031 Admin Profile Maintenance"

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Revision as of 12:52, 10 April 2019

42Q HomeAdministration > Admin Profile Maintenance
RTENOTITLE

 

 

 

Administration
Profile Maintenance
Version MES15 Portal 1.10
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.

 

 

Administration

This edition applies to MES 15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.

Administrative privileges for the 42Q portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration.

This work instruction is intended to guide administrators on how to manage and maintain the 42Q Portal, as well as to provide specific user groups a common sense of portal operation.

To access any of the Administration functionalities, the user must sign into the 42Q Portal and then select the Administration expandable heading located in the menu on the left of the screen.

 

Figure 1: User Sign-In

PM 42Q Log in Screen.jpg

Figure 2: 42Q Welcome

RTENOTITLE
 

 

Profile Maintenance

This section covers Profile Maintenance instructions for the 42Q Portal, including how to add or edit roles and how to assign users specific roles. 

To access the Profile Maintenance page, navigate to Administration>Profile Maintenance.

 

Figure 3: Profile Maintenance Main Page

RTENOTITLE

 

All the available roles will be listed alphabetically by Name.

 

Filter Results

1. To filter the results, enter the Profile Name in the Name field and select Search.

 

Figure 4: Filter Results

PM04 Filter.jpg

 

Add Profile

1. To add a profile in Profile Maintenance, select Add located above the username list.

 

Figure 5: Add Profile

PM05AddProfile.jpg

 

2. The Add Profile form will display.

 

Figure 6: Add Profile Form

PM06AddProfileForm.jpg

 

3. Enter a name into the Name field.

4. Enter details into the Description field.

5. Select Add to add the profile into the list.

6. Select Cancel to exit without saving.

 

Edit Profile

1. To edit a profile, select the desired profile by placing a checkmark in the box to the left of the profile name.

2. Select Edit.

 

Figure 7: Edit Profile

PM07EditProfile.jpg


3. The edit profile form will display.

 

Figure 8: Edit Profile Form

08 PMEditProfile Form.jpg

 

4. The user can edit the Name and the Description.

5. After changes to the profile have been completed, select Save to confirm changes or Cancel to exit.

Delete Role

1. To delete a profile, select the desired profile by placing a checkmark in the box to the left of the profile name.

2. Select Delete.

 

Figure 09: Delete Profile

09DeleteProfile.jpg

 

3. A confirmation pop-up will display. Select Yes to confirm or No to cancel.

 

Assign User

1. To assign a user in the Profile Maintenance page, check the box to the left of the appropriate profile name, then select Assign User.

 

Figure 10: Assign User

10AssignUser.jpg

2. A list of available employees will display.

3. Check the box next to the name of the employee that should be assigned the role.

4. Select the Update button at the top left of the screen to save the selection.

 

Figure 11: Confirm Assign User

11PMConfirmAssignUser.jpg

 

 

Define Permissions

Once a new profile has been created, the site permissions need to be added to it. The user can add permissions to multiple sites using the Define Permissions function.

 

1. To add permissions to a profile, select the desired profile and then select the Define Permissions icon located above the name list.

2. The Define Permissions form displays:

 

Figure 12: Define Permissions

12PMDefinePermissions.jpg

Figure 13: Selecting Permissions

12PMSelectingPermissions.jpg


3. Select which sites to grant access to the new profile. (These sites are listed in the expandable format. If you check the box beside an expandable title, all subtitles will be checked. If  the role is minimal, please only select the boxes beside the appropriate roles.)

4. Select Save to confirm permissions addition. Select Back to exit.

 



Appendix A

42Q Profiles Table

 

MES15 Page / Functionality MES Support / Corp Admin
(no profile)
Plant Administrator Production operator
(plant )
Quality
(plant )
Planner Engineering
(plant )
Supervisor /Manager Training Documentation Control Manufacturing Engineer Spare Part/Asset Management MESWeb Admin
Welcome
...Welcome X
...Application Version X X X X X X X
...Audit Report X X X X X X
...MES Wiki X X X
Administration X X X
...Profile Maintenance X X X X X X X X X
....(Define permission) X X X X X X X X X X
....(Profile add) X X X X X X X X X
....(Profile edit) X X X X X X X X X
....(Profile Delete) X X X X X X X X X
....(Assign User) X X X X X X X X X
...User Maintenance X X X
....(Delete User) X X X X X X X X
....(Add User) X X X X X X X X
....(Edit User) X X X X X X X X
....(Deactive User) X X X X X X X X
....(Active User) X X X X X X X X
....(Change password) X X X
...Site Maintenance X X X X X X X X X
....(Add Site) X X X X X X X X X X
....(Edit Site) X X X X X X X X X X
....(Delete site) X X X X X X X X X X
....(Disable site) X X X X X X X X X X
....(Enable site) X X X X X X X X X X
....(Manager Site Page) X X X X X X X X X X
....(Assign Profile) X X X X X X X X X X
....(Assign User) X X X X X X X X X
...Server Information X X X X X X X X
....(Delete) X X X X X X X X X X
....(Add) X X X X X X X X X
....(Edit) X X X X X X X X X
...Generic Attribute Maintenance X X X X X X X X
....(Add) X X X X X X X X X X
....(Edit) X X X X X X X X X
...SFDC Administrator X X X X X X X X
... Android Device Maintenance X X X X X X X X X
......Device Maintenance X X X X X X X X
......Downloads & Services X X X X X X X X X
........(Clean) X X X X X X X X X
........(SFDC Status) X X X X X X X X X
........(Download & Services) X X X X X X X X X
........(Console) X X X X X X X X X
......Input Device Status X X X X X X X X X
......NetDC Status X X X X X X X X X
......System Logs X X X X X X X X X
......Task Scheduler X X X X X X X X X
........(System Information) X X X X X X X X X
........(Work Space) X X X X X X X X X X
........(Task Scheduler) X X X X X X X X X
......SSH Logins Maintenance X X X X X X X X X X
........(System Information) X X X X X X X X X X
........(Work Space) X X X X X X X X X X
........(SSH Logins Maintenance) X X X X X X X X X X
...Document Control X X X X X X
......Document Mapping X X X X X X X X
......Document Type X X X X X X X X
........(Delete) X X X X X X X X
........(Add) X X X X X X X X
........(Edit) X X X X X X X X
......Search Doc X X X X X X X X X X
......List Doc X X X X X X
...PTS (traceability) Administrator X X X X X X X X X X
......System Settings X X X X X X X X X X
........(Update) X X X X X X X X X X
......Error Message Maintenance X X X X X X X X X X
......Add Deviation Note X X X X X X X X X X
........(Create) X X X X X X X X X X
........(Delete) X X X X X X X X X X
........(Deviation Note) X X X X X X X X X X
......Upload BOM X X X X X X X X X X
......Upload AML X X X X X X X X X X
......Upload Picture X X X X X X X X X X
......Panton Part X X X X X X X X X X
......Accept Property Setting X X X X X X X X X X
......BOM Export X X X X X X X X X X
......BOM Export Configuration X X X X X X X X X X
......Add Work Order X X X X X X X X X
......Indirect Material Control X X X X X X X X X
......IC Part Number Mapping X X X X X X X X X
Label Engine Admin                        
...Notification & Escalation X X X X X X X
...MESWeb Central X X X X X X
                         
Shop Floor Control X X X X
...Configuration X X X X X
......SFDC Configuration X X X X X X X X
.........(All other Maintenances) X X X X X X X X X
.........(Part Maintenance) X X X X X X X X
.........(Revision Control) X X X X X X X X
......KV Layout Config X X X X X X X X X
......Multi-level Containerization Config X X X X X X X X X
.........(Multi-level Container Configuration) X X X X X X X X X
......Employee Validation X X X X X X X X
......SQC Configuration X X X X X X X X
......Labor Tracking Maintenance X X X X X X X X
........(Labor Maintenance Edit) X X X X X X X X
........(Labor Maintenance Delete) X X X X X X X X
........(Add HR Employee) X X X X X X X X X
........(Edit Employee) X X X X X X X X X
........(Delete Employee) X X X X X X X X X
........(Add Non HR Employee) X X X X X X X X X
......Algorithm Tool X X X X X X X X
......MDS Labels X X X X X X X X X
.........(All subitems)     X X X X X X X X X X
......CMMS - Admin X X X X X X X
........Group X X X X X X X
........Plant X X X X X X X
........Department X X X X X X X
........Escalation Setting X X X X X X X
........Project X X X X X X X
........WR Category X X X X X X X
........Log X X X X X
........Import Spare Parts X X X X X X
........Import Assets X X X X X X
........CMMS Setting X X X X X X X
......CMMS - Asset X X X X X X
........Asset X X X X X X
........Production Line X X X X X X
........Location X X X X X X
........Asset Type X X X X X X
........Check List X X X X X X
........Problem X X X X X X
........Problem Type X X X X X X
........Problem Category X X X X X X
........Asset Mapping X X X X X X
........Import Mapping X X X X X X
........My Asset X X X X X X
........Asset View X X X X X X
......Tooling Mapping X X X X X X X
......Target Maintenance X X X X X X X X X
......MES-Fuji Configuration X X X X X X X
........PTS Configuration X X X X X X X
........SFDC Configuration X X X X X X X
........Panel Configuration X X X X X X X
........Fuji-PTS Line Mapping X X X X X X X
........Production Line Setting X X X X X X X
......Configuration Publish X X X X X X X
......OEE X X X X X X X
........Shift X X X X X X X
........Plant Calendar X X X X X X X
........Work Center X X X X X X X
........Root Cause X X X X X X X
........Root Cause Category X X X X X X X
........Tag Mapping X X X X X X X
........Up Down Threshold X X X X X X X
........Import Tag Mapping X X X X X X X
........Import Up Down Threshold X X X X X X X
........Repair Code X X X X X X X
........Repair Code Category X X X X X X X
........Target UPH X X X X X X X
...Production Control X X X X X
......Shop Order Control X X X X X X X X X
......Serialized Item Tracker X X X X X X X X
........(Serialized Items List) X X X X X X X X
........(Location x Sit Type) X X X X X X X X X
........(Part x Sit Type) X X X X X X X X X
......Multi-level Container Browser/Pack X X X X X X X
........(Containerization Browser) X X X X X X X
........(Container Pack) X X X X X X X
......KV Control X X X X X X X X
......Production Setup (PTS) X X X X X X X X X
......Incoming (PTS) X X X X X X X X X X
.........Material Labeling X X X X X X X X X X
.........Reprint Material Label X X X X X X X X X X
.........Split / Transfer Material X X X X X X X X X X
.........Print Sub Label X X X X X X X X X X
.........Enable / Disable AML X X X X X X X X X X
.........Manufacturer Info X X X X X X X X X X
.........Virtual Receipt Traveler X X X X X X X X X X
.........Reset Qty to Zero X X X X X X X X X X
......Notification & Escalation X X X X X X X
......Line Sequencing X X X X X X X
                         
Production X X X X
...Production Scanning X X X X
...Batch Process X X X X
...Data Collector X X X X
...Documentation X X X X
......Search Doc X X X X
......List Doc X X X X X X X X X X
...Production Part Traceability ( PTS ) X X X X X X X X X
......Confirm High Value QTY X X X X X X X X X
......Break Panel X X X X X X X X X
......Rework Record X X X X X X X X X
......Touch (combines load/unload materials) X X X X X X X X X
......Replace board barcode X X X X X X X X X
......Board scanning status X X X X X X X X X
......Time Sensitive Material Control X X X X X X X X X
                         
...SMT Machine Part Traceability ( PTS ) X X X X X X X X
......EZ Picklist X X X X X X X X X
......SMT Comparison X X X X X X X X X
......SMT-BOM Comparision X X X X X X X X X
......Show BOM X X X X X X X X X
......Compare BOM & Picklist X X X X X X X X X
......PN Extra Info X X X X X X X X
......Feeder Registry X X X X X X X X
......Feeder Rework X X X X X X X X
......Feeder Type Registry X X X X X X X X
......Workstation Type X X X X X X X X
......JIG Registry X X X X X X X X
......Machine Registry X X X X X X X X
...MSD (Moisture Sensitive Device) X X X X X X
......Check MSD Status X X X X X X
......Pending MSD Handling X X X X X X X
......Customized Bake Time X X X X X X X
......Manual Input X X X X X X X
......Expired Board Handling X X X X X X X
......Expired Board Report X X X X X X
......In Use MSD Report X X X X X X
......WIP board Report X X X X X X X
......Pending MSD Report X X X X X X X
...Tool Set Part Traceability X X X X X X
......Inspection X X X X X X X
......Pallet X X X X X X X X
......Repair X X X X X X X
...100% Traceability X X X X X X X
......Hand Placement X X X X X X
......Fujitrax Rework X X X X X X
...Labor Tracking (operation) X X X X X X X
......(Change Labor) X X X X X X X
......(Clock In Labor) X X X X X X X
......(Clock Out Labor) X X X X X X X
Label Engine Labels                      
.....Integration Scanning X X   X X X X X
..CMMS - Calibration X X X X X X
......My Requested X X X X X X
......My Assigned X X X X X
......My Rescheduling X X X X X X
......My Approvals X X X X X X
......Import Calibration X X X X X X
......Calibration List X X X X X
..CMMS - Preventive Maintenance X X X X X X X
......PM List X X X X X X X
......PM Calendar X X X X X X X
......PM Reschedule X X X X X X X
......Import PM X X X X X X X
..CMMS - Spare Parts X X X X X X
........Part List X X X X X X
........Company X X X X X X
........Receive Parts X X X X X X
........Issue Parts X X X X X X
........Reture Parts X X X X X X
........Adjust Parts X X X X X X
........Sub Inventory X X X X X X
........Scrap Parts X X X X X X
........Reuse Parts X X X X X X
........Cycle Count X X X X X X
........Inventory View X X X X X X
........Transfer Parts X X X X X X
........Transaction Logs X X X X X X
........Purchase Request X X X X X X
........Part Category X X X X X X
..CMMS - Work Order X X X X X X X
........Work Order X X X X X X
..CMMS - Work Request X X X X X X X
........Work Request X X X X X X X
........My Requested X X X X X X X
........My Approvals X X X X X X X
........My Assigned X X X X X X
.....Tooling Load/Unload X X X X X X
..... Manual Update Usage X X X X X X
..OEE Data Collection X X X X X X
........Data Collection X X X X X X
..Reporting   X X X X X X X
...MESWeb X X X
...42Q Live X X X
......Monocle X X X
......Operation Dashboard X X X
...Defect Codes X X X X X X
...Serial Number X X X X X X
...Work In Progress X X X X X X
...Current Yield/Defects X X X X X X
...Historical Yield/Defects X X X X X X X
...Part Traceability   X X X X X X X
......Board in Production X X X X X X X
......Board in Model X X X X X X X
......Board in Work Order X X X X X X X
......Board History Report X X X X X X X
......Material Report ( PTS ) X X X X X X X
......Receipt Traveler Report ( PTS ) X X X X X X X
......Material on Hold X X X X X X X
......Break Panel Query X X X X X X X
......Load Material Report X X X X X X X
......Replace barcode report X X X X X X X
......Prepare material report X X X X X X X
...Audit Report X X X X X X X X
...MES-Fuji X X X X X X X
......FujiTrax Scan Board Report X X X X X X X
......Production Line Errors Report X X X X X X X
......Transaction Logs Report X X X X X X X
..CMMS - Report X X X X X
......Parts Details X X X X X
......Asset Downtime X X X X X
......Labor History X X X X X
......Work Order X X X X X
......Equipment X X X X X
......WO Status X X X X X
......Downtime Problem X X X X X
......Downtime Trend X X X X X
......MTBF & MTTR X X X X X
......PM Plan X X X X X
......Tooling Where Used X X X X X
......Asset Event History X X X X X
..CMMS - Dashboard X X X X X
......Machine Status X X X X X
......ePanel X X X X X
......PM Calendar X X X X X
          X              
Quality X X X X X X
...SPC X X X X X X X X
...SPC TV X X X X X X X
...Employee Validation X X X X X X
......(Certificate Maintenance) X X X X X X X X X X
......(Class Maintenance) X X X X X X X
......(EV Process Maintenance) X X X X X X X X X X
......(Employee Maintenance) X X X X X X
......(Process Group Maintenance) X X X X X X X X X X
...Quality Batch Release X X X X X X X X X

 


 


Document Revision History

Date Author Title Version Change Reference Approved by
02/17/14 Ashley Martin Technical Writer v 1.0 This is the first revision of Generic Attribute User Guide  
02/24/14 Elaine Fonaro Technical Writer v 1.0 Formatting to WIKI  
04/28/16 Elaine Fonaro Technical Writer v 1.0 Converted to 42Q  
07/26/16 Molly Kits Technical Writer v 1.0 Converted to Google Doc  
11/07/16 Benjamin Cavanaugh Technical Writer v 1.0 Minor edits  
03/05/18 Elaine Fonaro Technical Writer v 1.0 Updated all images. Added the Define Permissions Topic. Updated the Add Profile Topic.  
03/22018 Elaine Fonaro Technical Writer v 1.0 Applied new Template for format.  
08/27/18 Elaine Fonaro Technical Writer v 1.0 Added a new Appendix to 42Q Profiles  
04/10/18 Elaine Fonaro Technical Writer v 1.0 Updated Appendix A: 42Q Profile Table with PTS, CMMS, and OEE permissions.