SOP-MES0019 Employee Validation
42Q Home > Shop Floor Control > Configuration > Employee Validation Configuration
Contents
Introduction
This module is responsible for configuration certificates, processes, and process groups.
Employee Validation Configuration (EVC) is a manual input module that allows admins to create new configurations for employees and maintain the existing ones. It provides a method of creating employee/password/training records that can be administered by non-Shop Floor Control personnel and a method of identifying specific processes that must be controlled.
Employee Validation is accessed by navigating to: Shop Floor Control > Configuration > Employee Validation Configuration
Figure 1: Employee Validation Configuration
Employee Validation (EV) configuration is composed of sub-modules and the following work instructions will help users to understand each one.
Note: To change between sub/modules, the user can look for an option located in the upper right corner.
Process Maintenance
Processes are created in the Shop Floor Configuration Maintenance module. In EV, the user is able to add these processes. The added processes are those that EV will download to Shop Floor Control and check for Classes. In this step the user is able to add, edit, remove and re-add processes and process groups that will be managed inside the Employee Validation Module.
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To access the EV Processes Maintenance, navigate to Shop Floor Control> Configuration > Employee Validation and select EV Process Maintenance from the main page. The Process list main page is displayed. |
Listing Process
Figure 2: Processes List
To search, type the process name into the Filter field. Search results are generated as the user enters letters into the field.
Adding Processes
Figure 4: Add Process List
The available processes are displayed to be added in EV.
To define the processes to be controlled by EV, double-click a process on the left-hand side of the page. The selected processes are moved to the process list on the right-hand side of the page and are highlighted in yellow.
1. If preferred, move all processes over by selecting Select All Processes.
2. Select Save to update or Reset to cancel.
Note: If there are multiple processes that are to be controlled by Employee Validation, yet fall into the same certification, these processes can be grouped together by defining a process group. Click on the Process Group Maintenance module. See the Process Group Maintenance section for specific instructions on how to create process groups.
Editing Processes
To Edit (Enable and Disable) Processes, follow the steps below.
Figure 5: Edit Processes
1. Select the processes to be updated and click the Enable/Disable icon.
2. Click on Yes to complete the action or No to cancel.
Note: The process will be disabled when it is not used, but it can be used anytime by enabling it.
Removing Processes
To remove a process, select the process and select the Remove button.
Figure 6: Remove Processes
Note: Users cannot remove any processes that have assigned certificates.
Undo a Delete
To undo a deletion of a process, select the Undo Delete icon. The selected process will change the color and continue displaying in the list.
Figure 7: Undo Delete Processes
Select Yes to complete the action, or No to cancel.
Process Group Maintenance
To access the Process Group Maintenance, navigate to ShopFloor > 'Configuration > Employee Validation, and click on Process Group Maintenance from the main menu.
Adding Process Groups
To add process groups, follow the steps below:
Figure 8: Add Process Groups
1. To add process groups, select the Add icon, enter the Process Group Name, and select the processes to be added into the process group. The selected Process Group will be displayed in yellow. Selecting the process group, the user can see all assigned processes.
Note: Every time that a new process group is created, the user must associate at least one process to it.
Selecting a process group allows the user can see all assigned processes.
2. Select Save to add the process group, or Close to cancel.
Editing Process Group Name
Figure 9: Edit Process Groups
1. To edit a process group name, select the process group and select the Edit icon.
Only the process group name can be updated. Update the name and select Save to complete the action. To cancel, select Close.
Editing Process Group Status
Figure 10: Change Process Group
1. To change the process group status, in the Process Groups list check the box of a group and select the Edit icon.
Note: The updated Process Group is displayed in red:
2. SelectYes to complete the edit, or No to cancel.
Removing Process Group
Figure 11: Remove Process Group
1. To Remove Process Group from the list, select the process group and select Remove.
Note: Users cannot remove process groups with assigned certificates.
Undo Delete Process Group
Figure 12: Undo Delete Process
1. To undo delete a process group, select the Undo Delete icon. The selected process group color will be changed and continue displaying in the list.
2. Select Yes to delete, or No to cancel.
Process Maintenance
Searching Process
Figure 13: Filter Processes
1. To filter processes already assigned to a Process Group, enter the process name in the Filter field. The process displays with the respective assigned process group.
Adding Process
Figure 14: Add Process
1. To Add Process, check the box of the group from the Process Groups list and select the Add Process icon on the right-hand side. The available processes are displayed.
2. Select the process and click Save. The selected processes will be displayed in the Processes list. This action could be affecting existing Certificates and the user is able to update them.
Note: A process can only belong to a single Process Group.
Removing Process
Figure 15: Remove Process
1. To remove a process, check the box of the process group, then check the box of the process to be removed, and click the Remove Process icon.
If the update on the process group affects existing certificates, the user is alerted and has the option to change the certificate before saving the change.
2. Click Save to finish the removal, or click Close to cancel.
Certificate Maintenance
To access the Certificates Maintenance, navigate to Quality > Employee Validation and select Certificate Maintenance from the Employee Validation main page. The main certificate maintenance page displays.
Certificate List
Figure 16: Certificate List
Adding Certificates
1. To add certificates and associate processes and process groups or parts/families to certificates, click on Add Certificate in the Certificate List page. The Certificate Maintenance screen displays.
Figure 17: Add Certificate
1. Complete the fields with the appropriate information:
- Certificate Name: The name of the new certificate.
- Pilgrim Role: Used to assign a certificate to a Pilgrim role (follow the link for documentation). It was created to maintain a list of the roles in Pilgrim that require training for EV purposes and are linked to the EV certificates assigned to the respective roles.
- Life Span: The number of days a certificate is valid.
- Grace Period: The number of days allowed after expiration (cannot be greater than 30).
2. Click on Ok to confirm. The new certificate must display in the Certificate list.
3. Click on the Add Process / Process Group tab to define the process or group that is assigned to the certificate (see the expanded instructions below).
Adding Process/Process Group to the certificate:
Figure 18: Certificate X Process/Process Group
Use the Process/Process Group tab to define the process or group that is assigned to the certificate.
1. Select the Process Groups checkbox to add process groups available in the list. Do the same steps to Processes and click on the Add button. The inserted process/process group is displayed in the Process/Process Group tab.
Note: You cannot create a certificate without having at least one processor group assigned.
Figure 19: Certificate Maintenance Process/Process Group Tab
2. To add a process to the process groups, select Add Process. The added processes/process groups are shown highlighted.
Creating generic certificates: If multi-pass device numbers are used in Shop Floor Control, then it is recommended to create a generic certificate and assign some process to it. The process does not have to exist in any route. An example would be Shop Floor Control Training for the process. The process is not used for any locations or in any route. The process is controlled by Employee Validation and a generic certificate is created for this process. All employee numbers are assigned to this certificate/process. The reason for this is to allow any employee to log into a device number that has one or more EV-controlled processes. Without a generic certificate/process, employees would not be able to log into the device number to perform the non-EV-controlled processes that are assigned to the multi-pass device number. Employee validation ensures that serial numbers that are at a controlled process and can only be scanned by employees that have the necessary certification for the controlled process. Without the generic certificate/process, non-certified employees will not be able to log into multi-pass device numbers.
Remove a Certificate Process/Process Group: Figure 20: Remove Process Group
1. Click the process/process group to select it and click on Remove Selected button. The removed process/process group displays in dark gray in the list. 2. To undo, select it from the list and click on Undo.
Adding Part Number/Part Family/Customer Code to Certificates:
Figure 21: Part Number/Part Family/Customer Code Tab
Users can also add Part Numbers/Family and Customer Codes to the Certificate by using the portlets under the Part Number/Part Family/Customer Code tab. The steps to add, remove, and undo remove are the same as described above for Process and Process Group.
Figure 22: Customer Code
1. To add customer code, select the items in the list and click on Ok.
Figure 23: Part Family
1. To add part numbers/family, select the items in the list and click Ok when finished, or Close to cancel.
Editing Certificates
1. To edit certificates, select the certificate in the Certificate List and follow the same instructions to Add Certificates: update the mandatory fields and click on Ok to commit the change.
Figure 24: Certificate Maintenance
Note: Every time the user adds a new process to a certificate, the application creates a new instance of that certificate. All classes created before the certificate changes will be linked to the old certificate instance.
Consider the following scenario:
- Create Certificate CERT with processes A and B.
- Create a Class for CERT with employees Thomas and Keith.
- Edit CERT and add the new process C.
In this example, the employees Thomas and Keith will be trained only on processes A and B. If the certificate is changed, they will need to be trained on process C as well; therefore, another class will need to be created for the same CERT.
Figure 25: Certificate Instances
In the Certificate List, processes that are listed with gold stars represent the last update, while silver stars are the old processes that are assigned to the classes already created.
Removing Certificates
To remove certificates from the list, follow the steps below:
1. Select the certificate to be removed.
2. Select Remove Certificate. A pop-up message displays to confirm the certificate removal.
3. SelectYes to confirm, select No to cancel.
Figure 26: Remove Certificate from List
Note: Certificates already assigned with classes cannot be removed.
Shop Floor Control setup to enable Employee Validation
After completing the configuration of Employee Validation, the configuration must be downloaded to the Shop Floor Configuration PC in order to take effect.
To download the Employee Validation configuration, perform an emvdnld on the Shop Floor Control PC. Refer to the Shop Floor Configurations Operations manual for additional information. Two OPTIONS lines (OPTIONS EMPVAL VALIDATION=YES and OPTIONS EMPVAL_PROD PRODUCT=pbm) must be enabled in the Setup Data Editor and downloaded to the Shop Floor Configuration PC in order for the configuration to actually take effect. Refer to the Employee Validation section in the Shop Floor Configuration Operations manual for details for all the required configurations for Employee Validation in the Setup Data Editor.
