42Q-MES0136-C OEE Configuration

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  OEE Configuration Version MES15.5 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.

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

 

 

 

OEE Configuration

The OEE Configuration modules allow users to define the following:

• Shift
• Plant Calendar
• Work Center
• Root Cause Category
• Root Cause
• Repair Code Category
• Repair Code

Users complete the following tasks within OEE:

• Map Tag IDs to Assets (Tag Mapping)
• Define Up/Down Thresholds for Asset Types
• Import Tag Mapping
• Import Up/Down Thresholds
• Set Target UPH for Mfg Line, Process Part Number, and Shop Order

Prerequisites

The OEE application utilizes data configured in CMMS Asset (Shop Floor Control > Configuration > CMMS Asset). The following CMMS categories must be predefined. Associations are noted throughout this document.

• Asset
• Asset Type
• Problem Type
• Problem Category
• Problem
• Location

 

Shift

The Shift submodule is utilized by supervisory personnel to define time and days of operation to the various shifts operating in their plants in order to accurately measure OEE availability. Administrators assign Shift Names and Shift Codes to scheduled shifts, and edit and add shifts as needed.

 

1. Navigate to Shop Floor Control > Configuration > OEE > Shift. The Shift’s main page displays.

Figure 1: Shift Main Page

 

2. Users may add, edit, and enable/disable the shift, and search for shifts using the following filters:

• Shift Name
• Shift Code

 

Add Shift

1. Select the Add button on the top menu bar to create a new shift entry.

Figure 2: Add Shift

 

2. The following fields are available:

• Shift Name: Provide a name to differentiate the Shift.
• Shift Code: Provide a Code for the Shift.
• From Time: Note the Shift’s start time with the drop-down calendar provided.
• To Time: Note the Shift’s end time with the drop-down calendar provided.
• Workdays: Select all days that have shifts assigned. Available days are Monday - Sunday. NOTE: Monday-Friday are selected by default.
• Active Status: Mark active shift days by activating the checkmark. Shifts marked as active are enabled in the system. The default selection is Active.

Edit Shift

1. Select one Shift from the list then click Edit to open the Edit Shift page.

Figure 3: Edit Shift

 

2. Change the Shift Name, Shift Code, From Time, To Time as needed.

3. Change the workdays: A Checkbox signifies there is a working shift assigned to the day. Change the Active status as needed. When the checkbox is selected the shift is in active status.

4. Click Save to save the changes of shift or Cancel to leave the Edit Shift page.

 

Enable/Disable Shift

1. Select the desired shift by double clicking on the line of data.

2. Select Enable/Disable to change the shift status from active/inactive into inactive/active.

 

Plant Calendar

The Plant Calendar is a planning tool that allows administrators to add or remove special shifts from the work schedule (such as holidays, or extra work days, e.g. Sundays), without affecting the regular work shift calendar. NOTE: Plant Calendar is not a standard monthly view calendar.

1. Navigate to Shop Floor Control > Configuration > OEE > Plant Calendar to access the plant calendar main page.

 

Figure 4: Plant Calendar Main Page

2. The Plant Calendar screenshot above shows all 3 Shifts that run at this plant; they are scheduled as not working on the Friday following Thanksgiving holiday. The information will be automatically recorded as downtime by the MES.
3. Users can Add, Edit, Delete, and Search the Plant Calendar by Shift Name or Shift Date.

 

 

Add Plant Calendar

1. Select the Add button to open the Add form.

 

Figure 5: Add Plant Calendar

2. Select the Shift and Shift Date using the drop-down menus provided.
3. Select Working if the shift is scheduled to work on the given date; deselect if the shift is off duty on the selected date.
4. Select Save to save the new plant calendar, or cancel to exit the add form.

 

 

Edit Plant Calendar

1. Select the Plant Calendar for modification then select the Edit icon to open the Edit Form.

 

Figure 6: Edit Plant Calendar

 

2. Change the Shift and Shift Date.

3. Select Working if the shift is scheduled to work on the selected date; deselect if the shift is off duty.

4. Click Save to save the changes in the plant calendar, or cancel to exit the edit form.

 

Delete Plant Calendar

1. Select the Plant Calendar, then click Delete button.

 

Figure 9: Delete Plant Calendar

 

2. A message window displays asking the user to confirm the action. Select Yes to delete the Plant Calendar, or No to cancel.

 

Work Center

The Work Center defines a group of machines that build the same product on a production line or shop floor. Work Center is a configuration tool used by managers to:

1. Designate the Work Center Name
2. Assign an Asset to the Work Center.

Assigning the asset is a critical step that allows data to move between portals within the MES system, thus providing superior traceability and data collection. NOTE: Assets are configured within the CMMS Asset portal (Shop Floor Control > Configuration > CMMS Asset).

1. Navigate to Shop Floor Control > Configuration > OEE > Work Center to access the Work Center’s main page.

 

Figure 8: Work Center Main Page

2. Users can Add, Edit, Delete, and search the Work Center.

 

 

Add Work Center

1. Select the Add Button to open the add form.

 

Figure 9: Add Work Center

2. Enter the Work Center name

3. Select the Asset ID for the machine running on the work center.

4. Select the Save button to add the new Work Center or Cancel to exit the field.

 

 

Edit Work Center

Select one Work Center from the list then click Edit to open the Edit form.

 

Figure 10: Edit Work Center

2. Change Work Center or Asset ID as needed.

3. Select Save to save the updates, or Cancel to close the edit form without saving.

 

 

Delete Work Center

1. Select the Work Center, then click Delete.

 

Figure 11: Delete Work Center

2. A Message window displays asking the user to confirm the action.

3. Click Yes to delete the Work Center, or click No to cancel.

 

 

Root Cause Category

Root Cause Categories are broad descriptions of machine downtime problems. Possible manufacturing Root Cause Category examples include: Process, Energy, System, and Maintenance. Engineers may also add new root causes or edit associated root causes from the Category submodule.

Root Cause Categories are organized in a parent/child hierarchy in a visual tree format. Main categories are represented by yellow folders (parents); blue file folders represent subcategories (children).

1. Navigate: Shop Floor Control > Configuration > OEE > Root Cause Category.

2. To add/edit a category, select the category’s location within the hierarchy by right clicking on the parent or child icon. A pop-up window displays, which allows the user to Add a new category or Edit the selected category. (See figure, below.)

 

Figure 12: Add Child Root Cause Category

 

 

Add Root Cause Category

1. A new window displays, with the following fields available for entry (see figure, below):

• Root Cause Category Name (Mandatory)
• Root Cause Category Code (Mandatory)
• Description (Optional)

2. Select the Add & Exit icon to save the new root cause category as a “child” to the selected “parent” Root Cause.

TIP: Users can add corresponding Root Causes directly to Root Cause Category in Edit mode.

 

3. GENERAL NOTES about Categories:

• Parent folders are denoted by a yellow folder icon.
• Child folders are denoted by a blue folder icon.
• Users may not add more than 5 levels to one root cause category.
• Only active Parent categories (denoted by a blue checkmark in the Active column) are available for edit. Likewise, children categories cannot be added to inactive parent categories.
• Children categories display indented beneath their parent.
• If a second child category is added to the first child, its position moves to the left side of the screen to signify parent hierarchy (and changes to yellow file folder icon)

Figure 13: Add a New Root Cause Category Pop-up Window

 

Edit Root Cause Category

To edit a Root Cause Category:

1. Right click on the root cause to activate the Edit Root Cause Category window.

2. Modify any of the fields:

• Root Cause Category: Select a different category from the drop-down list.
• Root Cause Category Name: Change the Name of the Root Cause Category
• Root Cause Category Code: Change the Code for the Root Cause Category
• Description: Add or change the description.
• Active: Change the status of the root cause category by activating or deactivating the checkmark. Active = Checked.

 

 

Edit Root Cause

Root Causes associated with the selected category may also be added/edited directly from the Edit Root Cause Category submodule by selecting the Root Cause Tab.

 

Figure 14: Edit Root Cause Category: Root Cause Tab

 

To Add a new Root Cause, select Add.

1. Complete the fields in the new window: Root Cause Code, Root Cause Name, Description, Active/Inactive status.

2. Select Add & Exit or Close to cancel.  

 

To Edit a Root Cause:

1. Select the Root Cause in the list by activating the checkmark next to its data.

2. Modify any of the fields in the new window: Root Cause Code, Root Cause Name, Description, Active/Inactive status.  

 

To change the statusof a Root Cause:

1. Select the Root Cause by activating the checkmark.

2. Select Enable/Disable.  

Root Cause

Root Cause Engineers and administrators configure Root Causes for machine downtime according to their plant’s manufacturing process. Examples of root causes pertaining to a manufacture environment include: Material Issues, Shortage of Operators, Unscheduled Maintenance, Change Over, End of Shift Cleaning, and Tool Change. NOTE: Selecting exact root causes assists engineering teams in troubleshooting, thereby creating strong OEE metrics for optimal productivity.

System Administrators must predefine Root Causes and Categories within a parent/child hierarchy. Navigate to: Shop Floor Control > Configuration > Root Cause. Users may add, edit, enable/disable, or export root cause data to a local drive.

 

Add a Root Cause

To create a new Root Cause:

1. Select the Add button at the Root Cause submodule.

2. The Add a New Root Cause window displays with the following options:

• Root Cause Category (Mandatory) Select the appropriate category from the drop-down menu. Categories are listed as icons in a tree format according to parent/child relationship.
• Root Cause Code (Mandatory) Enter the Root Cause Code into the text field.
• Root Cause Name (Mandatory) Enter the Name of the Root Cause in the text field.
• Description (Optional) Add any additional instructions that may be necessary.
• Active (Checkmark) Select the checkmark to activate the Root Cause.

 

Figure 6: Add New Root Cause

Edit Root Cause

To edit a Root Cause:

1. Select the Root Cause from the Root Cause list.

2. Modify any of the fields:

• Root Cause Category: Select a different category from the drop-down list.
• Root Cause Code: Change the Code for the Root Cause selected.
• Root Cause Name: Change the Name of the Root Cause selected.
• Description: Add or change the description.
• Active: Change the status of the root cause by activating or deactivating the checkmark. Active = Checked.

Export Root Cause

Users may Export data about a Root Cause.

1. Select the Root Cause to Export.

2. Select the Export icon.

3. The data automatically downloads in .csv file onto the user’s local drive and is available to save, print, or share as desired.

  

Glossary of Terms

• Availability: Machine Downtime, according to duration. Takes into account all machine downtime to include minor stoppages, slow production, and idling. Calculated as: Operation Time/Planned Production Time = Availability.
• KPI: Key Performance Indicators
• Loading: Represents the percentage of time that an operation is scheduled to operate compared to the total Calendar Time that is available. Calculated as: Scheduled Time/Calendar Time = Loading
• OEE: Overall Equipment Effectiveness is a manufacturing metric that identifies the percentage of productive manufacturing time according to Quality, Performance, and Availability. It is the single best metric for identifying losses, benchmarking progress, and improving the productivity of manufacturing equipment. Calculated as: Availability x Performance x Quality = OEE
• Performance: A measure of productivity, specifically the speed at which parts are built. Calculated as: Actual Rate/Standard Rate = Performance
• PLC: Programming Logic Control
• OPC Server: Open Platform Communication Servers
• Quality: The percentage of parts that meet quality standards without rework. Calculated as: Good Units/Total Units = Quality
• TEEP: Total Effective Equipment Performance. Calculated as: Loading x OEE.

 

Document Revision History

Date	Author	Title	Version	Change Reference	Approved by
09/06/17	Helena Wang	Technical Writer	A1	This is the first edition of the OEE Work Instruction Phase II
10/13/17	Martha Jordan	Technical Writer	A2	English grammar/New features
11/14/17	Martha Jordan	Technical Writer	A3	Add Phase III	Simon Zhou
11/17/17	Martha Jordan	Technical Writer	A4	Screenshot updates	Simon Zhou
11/09/17	Martha Jordan	Technical Writer	A5	Move to Separate document page and combine modules: OEE configuration. Add changes per 11/2018 OEE upgrade.	Simon Zhou