SOP-MES0002 Assembly Maintenance

42Q Home > Shop Floor Control > Configuration > Assembly Maintenance

 

 

 

SFDC Configuration Assembly Maintenance Version MES15 Portal 1.0 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.

 

 

SFDC Configuration Setup

42Q’s powerful data collection system collects critical information from a plant’s shop floor, utilizing shop floor data collector, an intuitive tool developed by 42Q’s experienced manufacturing team. The aggregate information is stored in a cloud database, and available to MESWeb, where quality reports are generated. The 42Q system uses manual and automated barcode scanning to collect data for a product line or plant. Thus, 42Q plays an important role in maintaining unit histories and directing product movement on the manufacturing floor. The current version of 42Q includes configuration capabilities, which provide access to all sub-modules pages and their functionalities (view, add, edit, print/generate output files).
 

SFDC Configuration

1. To access SFDC Configuration, navigate to Shop Floor Control>Configuration>SFDC Configuration. The main SFDC Configuration and sub modules page is displayed:

 

Figure 1: MES Portal – SFDC Configuration Sub-modules

 

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

 

Assembly Maintenance

Assembly Maintenance defines the components or sub-assemblies that are merged to a main product. Also defined are the Data Collection Locations where sub-assemblies are merged, and prompts displayed to the operator. Assembly Maintenance tables are configured to perform serial, part, and location validation of items merged to the main product.

This module defines the procedures for assembling a product, along with the steps for each component’s integration. When the user enters information into the workstation, the description of how to perform specific labor will display. This description is available on the scanner, located at the station display, and may also inform the user on the exact location of where the component should be placed in the part.

 

List Assemblies

Based on the actual SFDC Configuration, the application displays a list of all Assemblies.

To list assemblies, select Assembly from the SFDC Configuration Maintenance menu.

NOTE: The user only has access to this module if it has been added to his/her profile.

Filter Assemblies

There are three available filter fields:

• Shop Floor ID
• Location
• Part

1. Enter desired filter criteria and select Filter.

2. To clear the filter fields, select Clear. The filter result is displayed in the Assembly list.

 

Figure 2: List and Search

Add Assembly

This functionality allows users to add an assembly.

1. To add an assembly, select the Add button.

 

Figure 3: Add Assembly

 

The Assembly form is displayed. The user must populate all mandatory fields when adding assembly steps. If the mandatory fields are not populated, an error message is displayed.

NOTE: When adding an Assembly the user must define a Part Number. However, when a creating an Assembly Step (below), defining a Part Number is not mandatory.

 

Figure 4: Add Assembly Form

 

2. Select the appropriate location from the Location drop-down box.

3. Enter the appropriate part number in the Part Number field.

4. Select Save to create the assembly.

5. Leave Part Number field blank if assembly will be configured for all parts.

6. After this step validates the entered information in the database, the Assembly Step List page is displayed.

 

NOTE: The user must add at least one step to the Assembly for it to be saved in the system.

 

List Steps

This functionality displays a list with all Assembly Steps.

1. To access the Assembly Step menu, the user must first check the box to the left of the appropriate Shop Floor ID, then select Step List. The Assembly Step List displays.

 

Figure 5: Assembly List – Step List

 

The Assembly Step List enables the following Tasks:

• Add Assembly Step
• Edit, Copy, and Delete
• Print/Export Filtered Assembly Steps

 

 

 

Add Assembly Step

This functionality adds an assembly step in the system.

To add an assembly step, select Add Assembly Step from the step list screen.

 

Figure 6: Add Assembly Step

 

The user must populate all mandatory fields (indicated in Red) when adding assembly steps. If the mandatory fields are not populated, an error message is displayed.

Type: The type of Assembly Step that is being created. The following types are available:

• Custom Component: A component that requires development for customized validations prior to being added to an assembly.
• Non-Tracked - A component that is not tracked prior to being added to an assembly.
• Standard - A component that is tracked prior to being added to an assembly. These components have their own Unit History and MUST be completed prior to being added to an assembly. 
• Unique Component - A component that is not tracked prior to being added to an assembly. A serial record for these components is generated dynamically upon being scanned into an upper-level assembly. This ensures that this component cannot be added to any other build unless first removed from the prior build.
• Non-Serialized Batch - 
• PTS ID - A component that is tracked via the Parts Traceability System prior to being added to an assembly.
• Consume for NSB - is used when there must be a Non-Serialized Batch (NSB) serial available, using the same assembly rules as with a tracked component [matching the comp_id_mask, with a part number that the component_part mask specifies, and at the location specified by comp_loc_key or by OPTIONS COMPONENT STATUS].
• Non-Tracked with Quantity - is used when there is no Non-Serialized Batch (NSB) serial expected to be available.

Step: Number automatically generated by the Step Number function.

Component ID Prompt: The prompt displayed to the operator upon scanning the main assembly. This prompt should specify the sub-assembly being added to the main assembly. The prompt length can be up to 16 characters. This prompt is only displayed if the sub-assembly has not been previously installed at this station.

NOTE: If another Location has the same Process Name with the same Assembly sequence and the main assembly is scanned there (because of a Manual Move), SFDC prompts for the sub-assemblies to be installed even if they were installed previously.

NOTE: If the OPTIONS ASM_BY_PROCNAME=YES option is installed in the Setup Data Editor Form, the component prompt is displayed for all Locations with the same Process Name that is assigned to the Location in which the assembly is configured.

NOTE: For further information about options,  see SOP-5-I-SFDC0010-C-SFDC SDE Quick Reference under the Options section.

Component Id Mask: The serial mask of the sub-assembly. The maximum length of the data field is 40 characters. The maximum length of a single ID mask is 20 characters. Multiple ID masks are separated by a comma (,).

Reference Designator: The reference designator (or nomenclature) of the sub-assembly. This is a text string up to 22 characters in length. When a new Component ID prompt is entered for a step, this data field contains the same default value. The field is editable.

Component Part: The part number of the sub-assembly being added to the main assembly. It must exist in the Part Table and is only needed if the Component ID mask is the same for multiple products.

NOTE: Any valid part mask is acceptable for Non-Tracked, Standard, or PTS ID assembly step types. More than one part number separated by a comma is an acceptable part mask.

NOTE: Once the component part number is entered, the Shop Floor ID field will be available to populate.

Shop Floor ID: The ID of the Shop Floor associated with the assembly step.

NOTE: Once the Shop Floor ID is chosen, the Component Location field will be available to populate.

Component Location: Valid only if the sub-assembly is tracked. This is the Location where the sub-assembly is expected to be. Using this data field ensures the sub-assembly is ready to be installed into the main assembly.

Expected HPU: Enter the expected HPU in seconds.

Once all the required information has been entered, select Save. To exit, select Cancel. To clear all fields, select Clear.

The new assembly step is displayed in the list.

 

NOTE: For further information concerning mask characters and their respective definitions, see SOP-5-I-42Q-MES0099-C Mask Characters for reference. Documentation applies to Assembly, Attribute Definition Maintenance, and SDE (sub)modules.

 

Figure 7: Assembly Step in the List

 

Edit Assembly Step

This functionality allows modification of any available Assembly Steps. If a mandatory field is not populated, an error message is displayed.

1. To edit an assembly step, select an existing assembly step, then select Edit. The Assembly Step Form page is displayed.

 

Figure 8: Assembly Step List – Edit

 

2. Edit the necessary field(s) then select Save.

 

Copy Assembly Step Data

This functionality allows the user to copy data from one assembly step to another.

1. To copy assembly step data, select an existing assembly step, then select Copy. The Copy Step pop-up is displayed:

 

Figure 9: Assembly Step List – Copy

 

2. Enter the desired step that will be a copy of the original selected step.

3. Select Save to confirm.

4. The data from the original selected step will be copied to the new step.

 

Delete Assembly Step

This functionality deletes the selected Assembly Step.

1. To delete an assembly step, select an existing step, then select Delete. A confirmation message is displayed.

 

Figure 10: Assembly Step List – Delete

 

2. Select Yes to confirm deletion. Select No to cancel.

 

Print/Export Filtered Assembly Step

This functionality prints the current filtered list of steps. The report prints to the default printer for the workstation. The system displays print result information.

1. To print all assembly steps, select Print/Export Filtered Assembly Step.

Figure 11: Print Filtered Assembly Steps

 

A PDF report is generated and the user is able to save the file locally.

 

Figure 12: Print /Export Step List Report

 

2. Select Save to save the report results.

3. Select Print to print the report results.

 

Save/Publish

The Save/Publish Conduit-based function at the bottom of the Assembly Step List screen is available to users with the appropriate permissions and can be used by selecting the down arrow adjacent to the Save button. Whereas Save gives the record a pending status relative to Conduit, Save/Publish saves the record and publishes it to Conduit.

Figure 13: Save/Publish - Conduit Function

 

 

Copy Assembly

This functionality allows user to copy data from one Local Assembly to another part.

1. To copy Local Assembly to another part, select an existing Assembly, then select Copy. The Copy Assembly page is now displayed.

Figure 14: Assembly List - Copy Assemblies

 

 

2. Enter the data and then select Save.

 

Delete Assembly

This functionality allows user to delete the selected Local Assembly.

1. To delete Local Assembly, select the Assembly to be deleted, then select Delete. A confirmation message is displayed.

 

Figure 15: Assembly List - Delete Assemblies

 

2. Select Yes to confirm or No to exit.

 

Import/Export

The Import and Export functions allow the user to import an Assembly into the database via a CSV spreadsheet. Similarly, the Export function allows the user to export Assembly database information as a CSV and save it to a local destination.

NOTE: CSVs that are to be imported must adhere to a specific template. This template can be acquired by selecting Get Template in the Import Attribute window.

Figure 16: Import Attribute Window

 

Print/Export Assembly

This functionality allows user to generate an output file with the Assembly contents.

1. To export assemblies, select Print/Export.

 

Figure 17: Assembly List - Print/Export Assemblies

 

A PDF report is generated and the user is able to save the file or print from an external program.

 

Figure 18: Print/Export from List Report

 

 

 

 

Publish History

For sub-modules that use Conduit, the Publish History functionality can also be found in the menu bar by users with the appropriate permissions. The Publish History function shows the action history of an item. With this functionality, the user can publish an action history record to Conduit.

Figure 19: Publish History - Conduit Function

Print Shop Floor ID Assemblies

This functionality allows the user to print or export Assemblies for the selected Line. The report prints to the default printer for the workstation.

 

1. To print/export SFDC ID Assemblies for the selected SFDC ID, select Print SFDC ID Assemblies in the menu. A pop-up appears prompting the user to select the appropriate Shop Floor ID.

 

Figure 20: Print SFDC ID Assemblies

 

2. Select a Shop Floor ID from the drop down box.

3. A PDF report is generated.

 

Figure 21: Print/Export Assembly List Report

 

Print Filtered Assemblies

This functionality allows the user to print the Assembly Steps of filtered assemblies. The report prints to the default printer for the workstation.

1. Select the desired filter criteria to obtain desired list of assemblies to print.

2. Select Print Filtered Assemblies in the menu.

 

Figure 22: Print Filtered Assemblies

 

3. A PDF report is generated.

 

Figure 23: Print/Export Filtered assemblies

 

Print All Installed Steps

This functionality allows the user to print all installed assembly steps. The report prints to the default printer for the workstation.

1. To print all installed steps, select Print All Installed Steps in the Assembly List menu. A pop-up appears prompting the user to select the appropriate Shop Floor ID.

 

Figure 24: Print All Installed Steps

 

2. Select a Shop Floor ID from the drop down box.

3. A PDF report is generated.

 

Figure 25: Print/Export Installed Assemblies Report

 

 

Appendix

Glossary

Access Control

A module where permissions are set for users and external customers of 42Q

Administrator

The System Administrator 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, MES 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 42Q.

Username

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

 

Document Revision History

Date	Author	Title	Version	Change Reference	Approved by
07/08/13	Elaine Fonaro	Technical Writer	v 1.0	This is the first revision of Assembly Maintenance User’s Guide
06/02/14	Ashley Martin	Technical Writer	v 1.0	Accuracy and new images added
07/02/14	Elaine Fonaro	Technical Writer	v 1.0	Review and Formatting
21/01/16	Dane Parker	Technical Writer	v 1.0
04/3/17	Martha Jordan	Technical Writer	v 1.0	Rewrite SFDC introductory paragraph according to current 42Q functionality	Bob Moss
29/01/18	Elaine Fonaro	Technical Writer	v 1.0	Updated images to display the Conduit(Publish History) and pagination feature
04/09/18	Elaine Fonaro	Technical Writer	v 1.0	Applied new Template for formatting.
07/04/18	Elaine Fonaro	Technical Writer	v 1.0
07/31/19	Marisol Vargas	Technical Writer	v 1.0	Added note regarding SDE options
11/19/19	Elaine Fonaro	Technical Writer	v.1.0	Added the “Consume from NSB” and “Non-tracked with Quantity” Component Types; (Add/Edit Assembly Step)
7/2/20	Tiana H.	Technical Writer	v.1.0	Added a reference link and note for SOP Mask Characters.