Difference between revisions of "SOP-MES0017 Traveler Maintenance"

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<center>'''Traveler Maintenance''' </center>
 
<center>'''Traveler Maintenance''' </center>
  
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<center>'''Version MDS Portal 1.0''' </center>
+
<center>'''Version MES15 Portal 1.0''' </center>
  
 
<center>'''Work Instruction''' </center>
 
<center>'''Work Instruction''' </center>
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<center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
 
<center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
  
−
''This edition applies to MDS Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.''
+
''This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''
  
 +
==SFDC Configuration Setup==
  
−
1. <font size = "4">'''SFDC Configuration Setup'''</font>
 
−
 
−
''This edition applies to MDS Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.''
 
  
 
The Shop Floor Data Collection System (SFDC) communicates interactively with the Customer Order Processing System (COPS), and Statistical Process Control/Statistical Quality Control (SPC/SQC). The Manufacturing Data System (MDS) makes the communication between these systems possible.
 
The Shop Floor Data Collection System (SFDC) communicates interactively with the Customer Order Processing System (COPS), and Statistical Process Control/Statistical Quality Control (SPC/SQC). The Manufacturing Data System (MDS) makes the communication between these systems possible.
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SFDC provides real-time information used by SPC/SQC and MESWeb to create quality control reports. The data configuration for SFDC PC is handled within the Manufacturing Data System (MDS), which is a complete factory automation system. The SFDC System uses barcode scanning, both manual and automated, to monitor and control a single product line or an entire plant. SFDC Configuration collects data, provides analysis, maintains unit histories, and controls product movement on the manufacturing floor.
 
SFDC provides real-time information used by SPC/SQC and MESWeb to create quality control reports. The data configuration for SFDC PC is handled within the Manufacturing Data System (MDS), which is a complete factory automation system. The SFDC System uses barcode scanning, both manual and automated, to monitor and control a single product line or an entire plant. SFDC Configuration collects data, provides analysis, maintains unit histories, and controls product movement on the manufacturing floor.
  
−
The system provides Access Control between the modules of the application, including the functionalities of each page. The current version has an SFDC Configuration page which provides access to all pages and its functionalities (view, add, edit, delete, print and generate output file).
+
The system provides Access Control between the modules of the application, including the portlets of each page. The current version has an SFDC Configuration page which provides access to all pages and their portlets (view, add, edit, delete, print and generate output file).
  
−
'''NOTE''': A user only has access to the modules assigned to his/her profile.
+
NOTE: A user only has access to the modules assigned to his/her profile.
  
 
===Traveler Maintenance===
 
===Traveler Maintenance===
  
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A Traveler is a source of information for installing each part for a unit. It provides a view of each unit structure and provides control over parts released to the manufacturing floor.
+
A traveler is a source of information for installing each part for a unit. It provides,
  
−
The Traveler provides a list for checking-off parts during the assembly of individual units. The Traveler improves control of manufacturing workflow and allows for better planning of product assembly.
+
* A view of each unit structure, and control over parts released to the manufacturing floor.
 +
* A list for checking-off parts during the assembly of individual units.
 +
* Improves control of manufacturing workflow and allows for better planning of product assembly.
  
 
The Traveler Maintenance application builds and maintains the traveler configurations for orderable part numbers.  A traveler configuration is a defined list of parts required to build an orderable unit or an Internally Configured Part (ICP).
 
The Traveler Maintenance application builds and maintains the traveler configurations for orderable part numbers.  A traveler configuration is a defined list of parts required to build an orderable unit or an Internally Configured Part (ICP).
  
−
Each line item on a traveler is an entry from the General Parts and Bases list. Part numbers can be added or deleted from a traveler configuration depending on the manufacturing procedure required for unit assembly. Any changes to a traveler configuration are pending (status P) until approved by engineering personnel and released to manufacturing.
+
Each line item on a traveler is an entry from the General Parts and Bases list. Part numbers can be added or deleted from a traveler configuration depending on the manufacturing procedure required for unit assembly. Any changes to a traveler configuration are pending until approved by engineering personnel and released to manufacturing.
  
 
All traveler configurations contain the following information:
 
All traveler configurations contain the following information:
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* Traveler Configuration Status
 
* Traveler Configuration Status
  
−
To access Traveler Maintenance click on '''Traveler Maintenance''' in the MDS Modules page.
+
To access Traveler Maintenance click on navigate to '''Shop Floor Control <nowiki>></nowiki> SFDC Configuration <nowiki>></nowiki> Traveler'''.
  
−
'''Figure 1: MDS Traveler Maintenance'''
+
'''Figure 1: MES Traveler Maintenance'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_01.png|thumb|none|550px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_01.jpg|framed|none]]
 +
 
 +
----
  
 
====Traveler Main Page====
 
====Traveler Main Page====
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'''Figure 2: Traveler Main Page'''
 
'''Figure 2: Traveler Main Page'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_02.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_02.jpg|framed|none]]
  
−
This page (Traveler Maintenance) displays all defined travelers. The '''filter '''feature allows filtering results by Traveler Status, Part Number or Part type. The user is able to execute the following actions:
+
The main page, called Traveler Maintenance, displays all defined travelers. The user is able to execute the following actions:
  
−
'''Edit''', '''Copy''', '''Delete''', '''Print/Export, Release, Exploded View, Indented View, Single Level View and Where Used, Add Traveler, Comparison File''' and '''Sign Off '''functionalities.
+
'''Filter '''results''', Edit''', '''Copy''', '''Delete''', '''Print/Export, Release, Exploded View, Indented View, Single Level View and Where Used, Add Traveler, Comparison File''' and '''Sign Off '''portlets.
  
 
====Traveler Filter====
 
====Traveler Filter====
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The '''filter feature''' allows filtering results by '''Traveler Status, Part Number''' or '''Part type'''.
+
The '''Filter '''allows the user to filter results by '''Traveler Status, Part Number''' or '''Part Type'''.
−
 
 
−
1. Enter desired filter criteria and click the '''Filter''' button.
 
  
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The filter results are displayed:
+
1. Enter desired criteria into the filter fields and select '''Filter'''. The filter results are displayed.
  
 
'''Figure 3: Traveler Filter'''
 
'''Figure 3: Traveler Filter'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_03.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_03.jpg|framed|none]]
  
 
2. Click '''Clear''' to clear the filter fields.
 
2. Click '''Clear''' to clear the filter fields.
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====Add Traveler Configuration====
 
====Add Traveler Configuration====
  
−
1. To add a traveler, click the '''Add Traveler''' button in the Tasks window.
+
1. To add a traveler, select '''Add '''from the Traveler Maintenance page. The Add Traveler Config page is displayed.
  
−
'''Figure 4: Add Traveler'''
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'''Figure 4: Traveler Configuration'''
  
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[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_04.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_04.jpg|framed|none]]
  
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The '''Add Traveler Config''' page is displayed.
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2. Enter a part number into the '''Part Number''' field. (NOTE: Upon entering three characters into the Part Number field, a drop-down box will appear that auto-generates a list of part numbers consistent with what the user has already entered.)
  
−
'''Figure 5: Traveler Configuration'''
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3. Select '''Save''' to finish, or '''Cancel''' to abort.
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_05.png|thumb|none|623px]]
+
----
  
−
2. Select a part number from the drop-down list and click on '''OK'''.
+
=====Add Part=====
 +
Once a traveler configuration has been created, the user may now add parts to the list:
  
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3. Update the new traveler configuration as needed.
+
1. Click on '''Add Part''' button to insert parts to the list.
  
−
=====Add Part=====
+
'''Figure 5: Add Parts to Traveler Configuration '''
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After create a Traveler Configuration, click on '''Add Part''' button to insert parts to the list.
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_05.jpg|framed|none]]
  
−
'''Figure 6: Add Parts to Traveler Configuration '''
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2. Enter the '''Part Number''' using the available filter (part type). Click on '''Ok '''to confirm. The part number is now listed under the Traveler Form.
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_06.png|thumb|none|623px]]
 
  
−
Select the part number using the available filter (part type). Click on '''Ok '''to confirm. The part number is displayed at the list.
+
----
  
 
=====Load/Remove from File=====
 
=====Load/Remove from File=====
−
This functionality enables the user to specify a ''.csv ''file from which to load or remove parts.<br>Only valid part numbers can be loaded. If any part numbers are found to be invalid, an error messaged is displayed.
+
This portlet enables the user to specify a CSV'' ''file from which to load or remove parts.<br>Only valid part numbers can be loaded. If any part numbers are found to be invalid, an error messaged is displayed.
  
 
The Load/Remove file format is as follows:
 
The Load/Remove file format is as follows:
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1. To load or remove part numbers from a file, click '''Load/Remove from File'''.
 
1. To load or remove part numbers from a file, click '''Load/Remove from File'''.
  
−
'''Figure 7: Load/Remove from file'''
+
'''Figure 6: Load/Remove from File'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_07.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_06.jpg|framed|none]]
  
−
2. Navigate to the desired ''.csv'' file and click '''Ok.'''
+
2. Select Search under Load/Remove From File. Then navigate to the desired CSV'' ''file and click '''Ok.''' The part numbers from the file are now added or deleted (depending on the file data) to the list.
  
−
The part numbers from the file were added, or deleted (depending on the file data) to the list.
+
----
  
 
=====Insert Text Line Item=====
 
=====Insert Text Line Item=====
−
This functionality enables the user to manually add a Text Line Item.
+
This portlet enables the user to manually add a Text Line Item.
−
 
 
−
1. To add a Text Line Item, click the '''Insert Line Item''' button.
 
  
−
'''Figure 8: Insert Line Item'''
+
1. To add a Text Line Item, select '''Insert Line Item''' in the Traveler Form. A new Text-Line-Item line is created in the Traveler Form List.
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_08.png|thumb|none|624px]]
+
'''Figure 7: Insert Line Item'''
  
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A new ''Text-Line-Item'' line is created.
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_07.jpg|framed|none]]
  
−
2. Enter Print Sequence and Quantity by double-clicking the desired field, key-in the value, and press Enter.
+
2. Enter '''Print Sequence''' and '''Quantity''' by double-clicking the desired field. Enter the values, and then select '''Update'''.
  
−
3. Double click in Text field to type a comment describing the line item.
+
3. Enter a comment describing the line item into the '''Text''' field.
  
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The text field is opened to type the comments.
+
.
  
 
4. Click '''Update''' to save the Traveler Configuration, or click '''Cancel''' to close the Traveler Details screen and return to the Traveler Config List.
 
4. Click '''Update''' to save the Traveler Configuration, or click '''Cancel''' to close the Traveler Details screen and return to the Traveler Config List.
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====Edit Traveler Configuration====
 
====Edit Traveler Configuration====
−
This functionality enables the user to edit an existing traveler configuration.
+
This portlet enables the user to edit an existing traveler configuration.
  
−
1. To edit, select the desired Traveler Configuration and click the '''Edit''' button in the list.
+
1. To edit, select the desired Traveler Configuration and click '''Edit'''. The Traveler Form'' ''is displayed for the selected part number.
  
−
'''Figure 9: Editing Traveler'''
+
'''Figure 8: Editing Traveler – Traveler Form'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_09.png|thumb|none|623px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_08.jpg|framed|none]]
  
−
The ''Traveler Form ''is displayed for the selected part number:
+
2. Reference section 1.1.3 Add a Traveler Configuration, as the steps and information are the same.
  
−
'''Figure 10: Traveler Form'''
+
----
−
 
 
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_10.png|thumb|none|624px]]
 
−
 
 
−
2. Reference section Add''''' a Traveler Configuration''''' as the steps and information are the same.
 
  
 
====Copy Traveler====
 
====Copy Traveler====
−
This functionality enables the user to copy an existing traveler configuration.
+
This feature allows the user to copy an existing traveler configuration.
  
−
1. To copy an existing Traveler Configuration, select the desired configuration and click the '''Copy''' button.
+
1. To copy an existing Traveler Configuration, select the desired configuration and click '''Copy'''. The Copy Traveler Config window is displayed.
  
−
'''Figure 11: Traveler Copy'''
+
'''Figure 9: Traveler Copy with Traveler Form'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_11.png|thumb|none|579px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_09.jpg|framed|none]]
  
−
The ''Copy Traveler Config'' window is displayed:
+
2. Enter the desired '''Part Number'''.
  
−
'''Figure 12: Traveler Form - Copy'''
+
3. Click '''Save''' to complete the action (or '''Cancel''' to abort). The Traveler Form'' ''for the new part number is displayed. The Traveler Configuration Form has been copied for use with the new part number.
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_12.png|thumb|none|576px]]
+
4. Reference section 1.1.3 Add a Traveler Configuration as the steps and information are the same.
  
−
2. Enter the desired Part Number, or select from the drop-down list.
+
5. Click '''Save''' to finish, or click '''Cancel''' to abort and return to the Traveler Maintenance list.
  
−
3. Click '''Save''' to confirm copy, or '''Cancel''' to cancel the operation.
+
----
  
−
The ''Traveler Form ''for the new part number is displayed. The Traveler Configuration Form have been copied for use with the new part number.
+
====Delete Traveler Configuration====
 +
This portlet enables the user to delete an existing traveler configuration. Traveler configurations are only able to be deleted when viewing the Traveler Status Pending display.
  
−
4. Reference section '''''Add a Traveler Configuration''''' as the steps and information are the same.
+
1. To delete an existing traveler configuration, select the desired configuration and click the '''Delete''' button in the list.
  
−
5. Click '''Save''' to save the Traveler Configuration, or click '''Cancel''' to close the Traveler Details screen and return to the Traveler Config List.
+
2. Select '''Yes''' to delete, or '''No''' to abort.
  
−
====Delete Traveler Configuration====
+
'''Figure 10: Delete Traveler'''
−
This functionality enables the user to delete an existing traveler configuration. Traveler Configurations are only able to be deleted when viewing the Traveler Status Pending display.
 
  
−
1. To delete an existing Traveler Configuration, select the desired configuration and click the '''Delete''' button in the list.
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_10.jpg|framed|none]]
  
−
'''Figure 13: Delete Traveler'''
+
----
−
 
 
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_13.png|thumb|none|623px]]
 
−
 
 
−
2. Confirm '''Yes''' to confirm, or '''No''' to cancel the deletion operation.
 
  
 
====Release Traveler====
 
====Release Traveler====
−
This functionality enables the user to release a traveler configuration. A traveler must be released to production prior to use.
+
This portlet enables the user to release a traveler configuration. A traveler must be released to production prior to use.
  
−
'''Note''': Once a Traveler Configuration has been released, it is not possible to edit the details when accessed via the ''Traveler Status Released ''display.
+
NOTE: Once a traveler configuration has been released, it is not possible to edit the details when accessed via the Traveler Status Released display.
  
−
1. To release a pending traveler configuration, select the desired configuration and click the '''Release''' button.
+
1. To release a pending traveler configuration, select the desired configuration and click the '''Release''' button. A PDF report is generated.
  
−
'''Figure 14: Traveler Release'''
+
'''Figure 11: Traveler Release'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_14.png|thumb|none|579px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_11.jpg|framed|none]]
  
−
The following report is generated:
+
'''Figure 12: Traveler Release Report'''
  
−
'''Figure 15: Traveler Release Report'''
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_12.jpg|framed|none]]
−
 
 
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_15.png|thumb|none|584px]]
 
  
 
====Print Traveler====
 
====Print Traveler====
−
This functionality enables the user to print an existing traveler configuration.
+
This portelets enables the user to print an existing traveler configuration.
  
−
1. To print a traveler configuration, select the desired configuration and click the '''Print''' button.
+
1. To print a traveler configuration, select the desired configuration and click the '''Print''' button. A PDF report is generated that the user may print or save.
  
−
'''Figure 16: Print Traveler Configuration'''
+
'''Figure 13: Print Traveler Configuration'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_16.png|thumb|none|582px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_13.jpg|framed|none]]
  
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A report is generated and the user is able to save the file or open it:
+
'''Figure 14: Print Traveler Report'''
  
−
'''Figure 17: Print Traveler Report'''
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_14.jpg|framed|none]]
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_17.png|thumb|none|568px]]
+
2. Click '''Save''' to save, or '''Print''' to print the report results.
  
−
2. Click '''Save''' to save, or '''Print''' to print the report results.
+
----
  
 
====View Traveler Configuration====
 
====View Traveler Configuration====
−
There are three options for viewing traveler configurations – '''Exploded''', '''Indented''', and '''Single Level'''.
+
There are three options for viewing traveler configurations:
  
−
'''''Exploded View'''''
+
* '''Exploded''' view displays all associated Print Sequences, Quantities, Part Numbers, and Descriptions. Any underlying traveler configurations queries are''' r'''eleased''' '''versions.
 +
* '''Indented''' view displays all associated Part Numbers, Descriptions and Quantities.
 +
* '''Single Level''' view displays all configuration details.
  
−
The Exploded View displays all associated Print Sequences, Quantities, Part Numbers and Descriptions.<br>Any underlying traveler configurations queried are''' Released '''versions.
+
1. To view a Traveler Configuration, select the desired configuration and click the icon for the desired viewing option.
  
−
1. To view the '''Exploded View''' of a Traveler Configuration, select the desired configuration and click the '''Exploded View''' button in the list.
+
'''Figure 15: Traveler Viewing'''
  
−
'''Figure 18: Exploded View'''
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_15.jpg|framed|none]]
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_18.png|thumb|none|624px]]
+
2. When Exploded or Indented are select, a PDF report is generated that the user may print or save. When Single Level is selected a read-only report pops up on the screen for the user to view.
  
−
A report is generated:
+
'''Figure 16: Exploded View Report'''
  
−
'''Figure 19: Exploded View Report'''
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_16.jpg|framed|none]]
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_19.png|thumb|none|582px]]
+
----
−
 
 
−
====Indented View====
 
−
The Indented View displays all associated Part Numbers, Descriptions and Quantities.<br>
 
−
1. To view the '''Indented View''' of a Traveler Configuration, select the desired configuration and click the Indented View button.
 
−
 
 
−
'''Figure 20: Indented view
 
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_20.png|thumb|none|577px]]
 
−
'''
 
−
 
 
−
A report is generated:
 
−
 
 
−
'''Figure 21: Indented View Report'''
 
−
 
 
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_21.png|thumb|none|623px]]
 
−
 
 
−
====Single Level View====
 
−
All configuration details are displayed for Single Level View.<br>
 
−
Note: This view is ideal for users that require read-only view of Traveler Configuration.<br>
 
−
1. To view the '''Single Level View''' page of a Traveler Configuration, select the desired configuration and click the '''Single Level View''' button.
 
−
 
 
−
'''Figure 22: Single Level view'''
 
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_22.png|thumb|none|623px]]
+
'''Figure 17: Indented View Report'''
  
−
A read-only Traveler Form is displayed:
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_17.jpg|framed|none]]
  
−
'''Figure 23: Single Read Only View'''
+
'''Figure 18: Single Read Only View'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_23.png|thumb|none|623px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_18.jpg|framed|none]]
−
 
 
−
2. Click '''Cancel''' to return to the Traveler Maintenance main page.
 
  
 
====Where is it Used?====
 
====Where is it Used?====
−
This functionality is used to view a Traveler Configuration by part number. This is useful to view the impact when Traveler Configuration modifications are necessary.
+
This portlet is used to view a Traveler Configuration by part number. This is useful to view the impact when Traveler Configuration modifications are necessary.
  
−
1. To view where a Traveler Configuration is used by part number, select the desired configuration and click the '''Where Used''' button.
+
1. To view where a Traveler Configuration is used by part number, select the desired configuration and click the '''Where Used''' icon. The List Where Used for Part pop-up displays, showing any traveler configuration using the specified part number.
  
−
<br>
+
'''<br>Figure 19: Where Used'''
  
−
'''Figure 24: Where Used'''
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_19.jpg|framed|none]]
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_24.png|thumb|none|624px]]
+
2. Sort by traveler status by selecting the status from the list box and clicking '''Filter'''. Only the selected traveler list displays in the Where Used for Part list.
  
−
The List Where Used displays, showing any traveler configuration using the specified part number.
+
3. To print the List Where Used for Part, select''' Print'''.
  
−
2. It is possible sort by traveler status: select the status from the list box and click on''' Filter'''. Just the selected traveler list displays in the '''Where Used '''list.
+
----
−
 
 
−
3. To print the '''List Where Used''', click on''' Print '''button.
 
  
 
====Comparison File====
 
====Comparison File====
−
Comparison – Creates a file in the same format as found in the Traveler, Summary of All Traveler Configurations report.  The text file contains the selected traveler(s). This file is used to compare COPS and COPICS BOMs.
+
This portlet creates a text file that contains the selected traveler(s). This file is used to compare COPS and COPICS BOMs.
  
 
1. To compare files, select the desired Traveler Configurations and click the '''Comparison File''' button.
 
1. To compare files, select the desired Traveler Configurations and click the '''Comparison File''' button.
  
−
'''Figure 25: Comparison File'''
+
'''Figure 20: Comparison File'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_25.png|thumb|none|624px]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_20.jpg|framed|none]]
  
−
2. The user can '''Save '''or''' Open '''the file.
+
2. The user can '''Save '''or''' Open '''the file. The file is created in the destination selected above.
  
−
The file is created in the destination selected above.
+
'''Figure 21: Comparison TXT File'''
  
−
'''Figure 26: Comparison txt file'''
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_21.jpg|framed|none]]
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_26.png|framed|none]]
+
----
  
 
====Sign Off File====
 
====Sign Off File====
−
It creates a file for the selected traveler configuration, pending or released. The text file contains the selected traveler configuration and the corresponding tokens for the configuration.
+
This portlet creates a file for the selected traveler configuration, pending, or released. The text file contains the selected traveler configuration and the corresponding tokens for the configuration.
  
 
The file naming convention used is as follows for the part number:
 
The file naming convention used is as follows for the part number:
  
−
* The first character is P for pending and R for released.
+
* The first character is "P" for pending and "R" for released.
 
* Characters 2-7 are the first 7 characters of the part number
 
* Characters 2-7 are the first 7 characters of the part number
 
* The three character extension is an incrementing value to make the filename unique.
 
* The three character extension is an incrementing value to make the filename unique.
Line 329: Line 294:
 
1. To create the Sign Off file, select the desired Traveler Configurations and click the '''Sign Off File''' button.
 
1. To create the Sign Off file, select the desired Traveler Configurations and click the '''Sign Off File''' button.
  
−
'''Figure 27: Sign Off File'''
+
'''Figure 22: Sign Off File'''
−
 
 
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_27.png|thumb|none|624px]]
 
  
−
2. Navigate to the desired location to save the file, and click '''Save '''or just select''' Open with '''and click on''' Ok'''.
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_22.jpg|framed|none]]
  
−
The file is created in the destination selected above.
+
2. Navigate to the desired location to save the file, and click '''Save '''or just select''' Open with '''and click on''' Ok'''. The file is created in the destination selected above.
  
−
'''Figure 28: Sign Off  txt file'''
+
'''Figure 23: Sign Off  TXT File'''
  
−
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_28.png|framed|none]]
+
[[Image:SOP-5-I-MDS0045-C_RA1_MDS_MDS_Traveler_Maintenance_23.jpg|framed|none]]
  
−
==Appendix A==
+
==Appendix==
  
 
'''Glossary'''
 
'''Glossary'''
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|v 1.0  
 
|v 1.0  
 
|This is the first revision of MDS Traveler User<nowiki>’</nowiki>s Guide
 
|This is the first revision of MDS Traveler User<nowiki>’</nowiki>s Guide
 +
 +
|-
 +
|09/24/13
 +
|Ashley Martin
 +
|Technical Writer
 +
|v 1.0
 +
|General review and new screen captures
 +
 +
|-
 +
|09/24/13
 +
|Elaine Fonaro
 +
|Technical Writer
 +
|v 1.0
 +
|Formatting for WIKI
  
 
|}
 
|}
 +
 +
[[category:uncategorized]]

Revision as of 17:21, 21 February 2014

Sanmina logo.png


SFDC Configuration
Traveler Maintenance
Version MES15 Portal 1.0
Work Instruction


This Work Instruction is Sanmina's corporate standard.
This document is under revision control. The latest revision is located on SanminaNet.
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.

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

SFDC Configuration Setup

The Shop Floor Data Collection System (SFDC) communicates interactively with the Customer Order Processing System (COPS), and Statistical Process Control/Statistical Quality Control (SPC/SQC). The Manufacturing Data System (MDS) makes the communication between these systems possible.

SFDC provides real-time information used by SPC/SQC and MESWeb to create quality control reports. The data configuration for SFDC PC is handled within the Manufacturing Data System (MDS), which is a complete factory automation system. The SFDC System uses barcode scanning, both manual and automated, to monitor and control a single product line or an entire plant. SFDC Configuration collects data, provides analysis, maintains unit histories, and controls product movement on the manufacturing floor.

The system provides Access Control between the modules of the application, including the portlets of each page. The current version has an SFDC Configuration page which provides access to all pages and their portlets (view, add, edit, delete, print and generate output file).

NOTE: A user only has access to the modules assigned to his/her profile.

Traveler Maintenance

A traveler is a source of information for installing each part for a unit. It provides,

  • A view of each unit structure, and control over parts released to the manufacturing floor.
  • A list for checking-off parts during the assembly of individual units.
  • Improves control of manufacturing workflow and allows for better planning of product assembly.

The Traveler Maintenance application builds and maintains the traveler configurations for orderable part numbers. A traveler configuration is a defined list of parts required to build an orderable unit or an Internally Configured Part (ICP).

Each line item on a traveler is an entry from the General Parts and Bases list. Part numbers can be added or deleted from a traveler configuration depending on the manufacturing procedure required for unit assembly. Any changes to a traveler configuration are pending until approved by engineering personnel and released to manufacturing.

All traveler configurations contain the following information:

  • Part Number
  • Part Description
  • Traveler Configuration Status

To access Traveler Maintenance click on navigate to Shop Floor Control > SFDC Configuration > Traveler.

Figure 1: MES Traveler Maintenance

SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 01.jpg

Traveler Main Page

Figure 2: Traveler Main Page

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 02.jpg

The main page, called Traveler Maintenance, displays all defined travelers. The user is able to execute the following actions:

Filter results, Edit, Copy, Delete, Print/Export, Release, Exploded View, Indented View, Single Level View and Where Used, Add Traveler, Comparison File and Sign Off portlets.

Traveler Filter

The Filter allows the user to filter results by Traveler Status, Part Number or Part Type.

1. Enter desired criteria into the filter fields and select Filter. The filter results are displayed.

Figure 3: Traveler Filter

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 03.jpg

2. Click Clear to clear the filter fields.

Add Traveler Configuration

1. To add a traveler, select Add from the Traveler Maintenance page. The Add Traveler Config page is displayed.

Figure 4: Traveler Configuration

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 04.jpg

2. Enter a part number into the Part Number field. (NOTE: Upon entering three characters into the Part Number field, a drop-down box will appear that auto-generates a list of part numbers consistent with what the user has already entered.)

3. Select Save to finish, or Cancel to abort.

Add Part

Once a traveler configuration has been created, the user may now add parts to the list:

1. Click on Add Part button to insert parts to the list.

Figure 5: Add Parts to Traveler Configuration

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 05.jpg

2. Enter the Part Number using the available filter (part type). Click on Ok to confirm. The part number is now listed under the Traveler Form.

Load/Remove from File

This portlet enables the user to specify a CSV file from which to load or remove parts.
Only valid part numbers can be loaded. If any part numbers are found to be invalid, an error messaged is displayed.

The Load/Remove file format is as follows:

Part Number, Quantity,AddOrDelete

part_number1,3,A

part_number2,1,A

1. To load or remove part numbers from a file, click Load/Remove from File.

Figure 6: Load/Remove from File

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 06.jpg

2. Select Search under Load/Remove From File. Then navigate to the desired CSV file and click Ok. The part numbers from the file are now added or deleted (depending on the file data) to the list.

Insert Text Line Item

This portlet enables the user to manually add a Text Line Item.

1. To add a Text Line Item, select Insert Line Item in the Traveler Form. A new Text-Line-Item line is created in the Traveler Form List.

Figure 7: Insert Line Item

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 07.jpg

2. Enter Print Sequence and Quantity by double-clicking the desired field. Enter the values, and then select Update.

3. Enter a comment describing the line item into the Text field.

.

4. Click Update to save the Traveler Configuration, or click Cancel to close the Traveler Details screen and return to the Traveler Config List.

Edit Traveler Configuration

This portlet enables the user to edit an existing traveler configuration.

1. To edit, select the desired Traveler Configuration and click Edit. The Traveler Form is displayed for the selected part number.

Figure 8: Editing Traveler – Traveler Form

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 08.jpg

2. Reference section 1.1.3 Add a Traveler Configuration, as the steps and information are the same.

Copy Traveler

This feature allows the user to copy an existing traveler configuration.

1. To copy an existing Traveler Configuration, select the desired configuration and click Copy. The Copy Traveler Config window is displayed.

Figure 9: Traveler Copy with Traveler Form

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 09.jpg

2. Enter the desired Part Number.

3. Click Save to complete the action (or Cancel to abort). The Traveler Form for the new part number is displayed. The Traveler Configuration Form has been copied for use with the new part number.

4. Reference section 1.1.3 Add a Traveler Configuration as the steps and information are the same.

5. Click Save to finish, or click Cancel to abort and return to the Traveler Maintenance list.

Delete Traveler Configuration

This portlet enables the user to delete an existing traveler configuration. Traveler configurations are only able to be deleted when viewing the Traveler Status Pending display.

1. To delete an existing traveler configuration, select the desired configuration and click the Delete button in the list.

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

Figure 10: Delete Traveler

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 10.jpg

Release Traveler

This portlet enables the user to release a traveler configuration. A traveler must be released to production prior to use.

NOTE: Once a traveler configuration has been released, it is not possible to edit the details when accessed via the Traveler Status Released display.

1. To release a pending traveler configuration, select the desired configuration and click the Release button. A PDF report is generated.

Figure 11: Traveler Release

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 11.jpg

Figure 12: Traveler Release Report

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 12.jpg

Print Traveler

This portelets enables the user to print an existing traveler configuration.

1. To print a traveler configuration, select the desired configuration and click the Print button. A PDF report is generated that the user may print or save.

Figure 13: Print Traveler Configuration

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 13.jpg

Figure 14: Print Traveler Report

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 14.jpg

2. Click Save to save, or Print to print the report results.

View Traveler Configuration

There are three options for viewing traveler configurations:

  • Exploded view displays all associated Print Sequences, Quantities, Part Numbers, and Descriptions. Any underlying traveler configurations queries are released versions.
  • Indented view displays all associated Part Numbers, Descriptions and Quantities.
  • Single Level view displays all configuration details.

1. To view a Traveler Configuration, select the desired configuration and click the icon for the desired viewing option.

Figure 15: Traveler Viewing

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 15.jpg

2. When Exploded or Indented are select, a PDF report is generated that the user may print or save. When Single Level is selected a read-only report pops up on the screen for the user to view.

Figure 16: Exploded View Report

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 16.jpg

Figure 17: Indented View Report

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 17.jpg

Figure 18: Single Read Only View

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 18.jpg

Where is it Used?

This portlet is used to view a Traveler Configuration by part number. This is useful to view the impact when Traveler Configuration modifications are necessary.

1. To view where a Traveler Configuration is used by part number, select the desired configuration and click the Where Used icon. The List Where Used for Part pop-up displays, showing any traveler configuration using the specified part number.


Figure 19: Where Used

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 19.jpg

2. Sort by traveler status by selecting the status from the list box and clicking Filter. Only the selected traveler list displays in the Where Used for Part list.

3. To print the List Where Used for Part, select Print.

Comparison File

This portlet creates a text file that contains the selected traveler(s). This file is used to compare COPS and COPICS BOMs.

1. To compare files, select the desired Traveler Configurations and click the Comparison File button.

Figure 20: Comparison File

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 20.jpg

2. The user can Save or Open the file. The file is created in the destination selected above.

Figure 21: Comparison TXT File

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 21.jpg

Sign Off File

This portlet creates a file for the selected traveler configuration, pending, or released. The text file contains the selected traveler configuration and the corresponding tokens for the configuration.

The file naming convention used is as follows for the part number:

  • The first character is "P" for pending and "R" for released.
  • Characters 2-7 are the first 7 characters of the part number
  • The three character extension is an incrementing value to make the filename unique.

1. To create the Sign Off file, select the desired Traveler Configurations and click the Sign Off File button.

Figure 22: Sign Off File

File:SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 22.jpg

2. Navigate to the desired location to save the file, and click Save or just select Open with and click on Ok. The file is created in the destination selected above.

Figure 23: Sign Off TXT File

SOP-5-I-MDS0045-C RA1 MDS MDS Traveler Maintenance 23.jpg

Appendix

Glossary

Access Control

it is a module that will set the permissions for users and external customers of Sanmina-SCI

administrator

the System Administration has full access - all plants, all reports, all users.

component

A component is a specific piece of data that appears on a label, for example: bar code, part numbers, graphic images, line or text. Hence, label components are broken down into several different types: text, graphic images, MDS database values, or a combination of text and database values.

framework

In software development, a framework is a defined support structure in which another software project can be organized and developed. A framework may include support programs, code libraries, a scripting language, or other software to help develop and glue together the different components of a software project.

SFDC Configuration

The rules used to define how SFDC collects data, provides analysis, controls processing and maintains unit histories

Site Minder

Universal login of Sanmina-SCI

username

the username is the siteminder username (or a partial string)

Document Revision History

Date Author Title Version Change Reference
09/24/13 Elaine Fonaro Technical Writer v 1.0 This is the first revision of MDS Traveler User’s Guide
09/24/13 Ashley Martin Technical Writer v 1.0 General review and new screen captures
09/24/13 Elaine Fonaro Technical Writer v 1.0 Formatting for WIKI
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