Difference between revisions of "SOP-MES0084 Target Maintenance"
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Target Revision creates versions and shows the last six months of data revisions with the date and time made on the columns. | Target Revision creates versions and shows the last six months of data revisions with the date and time made on the columns. | ||
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'''Figure 18: Target Revision ''' | '''Figure 18: Target Revision ''' | ||
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Revision as of 20:25, 10 January 2023
42Q Home > Shop Floor Control > Configuration > Target Maintenance
Target Maintenance
This document is intended to guide users on how to manage and maintain spreadsheets faster and more efficiently and also helps any MES Application customization. It will show users how to create data by adding columns (attributes) and defining the data type.
Targets are meant to be used as a source of any custom data.
To access the target Maintenance functionalities, go to 42Q Portal >Shop Floor Control> Configuration'>Target Maintenance
Figure 1: Target Maintenance
All available Targets are listed by Target Name.
Target List
The Target List is the first page displayed (shown above) and shows the following fields:
- Target Name: table name
- Last Modified: when the spreadsheet was updated and who (user) made the change
- Total Lines: the number of lines in the spreadsheet
- Verification Status: displays the target status for critical or non-critical targets
To open a Target, users have to double-click on it; Targets display in pagination mode. The quantity of items displayed per page is configurable (up to the value set in the generic attribute enable_target_pagination_view).
Figure 2: Open a Target
Users can also filter, rename and delete a Target from the Target List, moreover, it is possible to export or import a Target.
The portlet offers two methods for importing Targets, Full and Append.
Users are able to upload a single Target as well as massive Targets, around 900 to 1000 per day.
See the process of uploading massive targets below:
- On the first day, create 900 to 1000 Records per day.
- On the second day, delete the previous records (using Delete API).
- Insert the new records.
Note: When a Target has been opened and is displayed in pagination mode before users go to the next page or filter again, the items need to be saved in order to be persisted in the database.
For more information, please refer to the Generic Attribute Maintenance SOP
Filter
Users can filter the available targets by Target Name.
- To filter the target list, enter the Target Name and then select Filter.
Result: The target list will display the targets according to the user’s entry.
Note: To begin a new search, select Clear to empty the fields and re-enter information into the available fields
Figure 3: Filter a Target
Add Target
Users can add a new target (empty) to add columns and lines or import a CSV file from a local path.
1. To add a target, select the Add icon located next to the Target List tab.
Result: The target form displays.
Figure 4: Add Targets
2. Enter the Target Name; if there is a target to import, select it from the local path
3. When the user selects the checkbox Save Imported Data Right Away (selected by default), the imported target will be exactly as it is (with lines and columns filled); when left unselected, the target will be imported with only the columns and so no values are filled.
4. Select Save to complete.
Target Maintenance
Users can manage targets by double-clicking the target name in the Target List. The Target Maintenance page displays the following functionalities will be available:
- Create Columns (Attributes)
- Add a Unique Identifier
- Create, Delete, and Copy Lines
- Manage Tab
- Reset, Delete, Save, and Download/ Upload Tab (CSV)
- Revision
- Filter
Figure 5: Target Maintenance
Note: To save any table update, the user needs to select Save in the Manage Tab section.
Create a Column (Attribute)
This functionality allows users to add columns to the selected target.
Figure 6: Target Column
Users have to Fill in the available fields and select Insert.
- Column Name: The name of the new column.
- Mask: Enter a mask to be used in the attribute
- Type: Attribute type.
- Required: If selected, the user must add a value for the column line.
- Critical: Select this field to turn the column critical. The different statuses will be signed for the critical table. Critical columns will be displayed highlighted in yellow. If the user clicks on save, a confirmation message will be displayed and a new validation is necessary by a second user and the status for this table will be updated to “Waiting for Verification”.
The critical table has the following status:
- Input Data in Process:
- The 1st User is entering the data and he did not submit it.
- The table will be read-only for another user.
- Waiting for Verification:
- The 1st User finished to entry data and submitted it.
- The table is waiting for another person (2nd User) to start to enter the critical data, the 2nd user will be able to view only non-critical data.
- The 1st User can no longer edit.
- Verification in Process:
- The 2nd User is entering the data and he did not submit it.
- The table will be read-only for another user.
- Passed:
- The 2nd User finished entering the data and submitted it.
- The data from the 1st User and 2nd User was matched.
- The table will be read-only for all users.
- Failed:
- The 2nd User finished entering the data and submitted it.
- The data from 1st User and 2nd User had no mismatch.
- The data were cleared and any person can enter data again.
Note: Depending on the table status, the Column/Line and Manage Tab buttons are displayed Enable or disable.
- Add More: If selected, a new Column Form displays automatically.
- Unique: Allows the user to create a Unique Identifier that it can be a combination of multiple columns.
Select Inteset orCancel to continue
Delete or Edit a Column
To delete or edit a column, roll the cursor over the appropriate column name and select Edit Column / Delete Column from the drop-down menu.
Figure 7: Edit/ Delete a Column
The Edit Column Form displays. Edit the necessary fields and select Update to complete.
If the user chooses to delete, a pop-up will ask if you are sure to delete, click Yes or No to continue.
Note: If the table is at Verification In Progress, just the 2nd user entries will be deleted.
Add Unique Identifier
This button allows the user to create a Unique Identifier that it can be a combination of multiple columns.
Figure 8: Unique Identifier
Line
This section allows users to Create, Delete, and Copy lines.
Create Line
To create lines, select the Create icon within the Line Menu and a new line will be inserted at the beginning of the table. Repeat this process as often as necessary.
Figure 9: Create a Line
Delete Line
There is no rule to delete a line. Select the line to be deleted and then select the Delete icon.
Figure 10: Delete a Line
A confirmation message is displayed click Yes or No to continue.
Copy Line
To copy a line, select the line to be copied and select the Copy line icon.
Figure 11: Copy Line
Manage Tab
This section allows users to Reset, Delete, Save, Import, and Export tables.
Reset Tab
The Reset Tab icon will clear any update performed and will restore the original table values.
Figure 12: Reset Tab
Delete Tab
There is no rule to delete a table. Select the Delete Tab icon in the Manage Tab section. A confirmation message is displayed. Select Yes to complete.
Figure 13: Delete Tab
Save Tab
The Save Tab icon will save any changes made in the target. After the target has been updated, select Save.
Figure 14: Save Tab
Note: If the column is not validated first, the error shone below will show.
Figure 15: Error
Export Tab
To download tables, just select the Export Tab icon, and a CSV file should be saved locally by the user.
Figure 16: Export Tab
Note: It is recommended to open the CSV files in Google Spreadsheet or LibreOffice, and not Microsoft Excel, because Microsoft Excel does not handle CSV files well.
Import Tab
To upload a target, select the Import Tab icon and select the necessary target to be uploaded.
Figure 17: Import Tab
Revision
Target Revision creates versions and shows the last six months of data revisions with the date and time made on the columns.
Figure 18: Target Revision
Filter
The users can filter the table by adding one or more filters available.
- To filter the table, select the Filter icon, then, select the filters to be used.
Note: The selected filters will be added to the main window.
Note: To begin a new search, select Clear to empty the fields and re-enter information into the available fields.