SOP-42Q-MES0071 Employee Validation Maintenance
This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'
Employee Validation Setup
This edition applies to MES15 Portal 1.0 (Employee Validation Module) and all subsequent releases and modifications until otherwise indicated in new revisions.
This module is responsible for creating trainings that operators should perform to work in manufacturing processes. The whole operator control (registration and information maintenance) and trainings and certificates required for the operators work in shop floor (mainly in medical plants) will be administered by this feature.
Employee Validation is a manual input module that allows individuals working on the employee other than those creating a new configuration and maintaining an existing one.
It provides a method of creating employee / password / training records that can be administered by non-SFDC personnel, and provides a method of identifying specific processes that must be controlled.
It will still support the traditional login methods for data collectors without controlled processes.
Employee Validation is accessed using two paths:
1. Shop Floor Control > Configuration > Employee Validation
2. Quality > Employee Validation.
The Certificate, EV Process, and Process Group maintenance sub-modules are available only through path 1, which is known as EV Configuration. Class Maintenance and Employee Maintenance sub-modules are available only through path 2, which is known as EV Maintenance.
These instructions address the path 2 (EV Maintenance) sub-modules.
Figure 1: Employee Validation Maintenance Portal Location
The Employee Validation Maintenance page is displayed as follows:
Figure 2: Employee Validation Maintenance
Figure 2 EV Maintenance Main Page.jpg
Employee Validation is composed by sub-modules and these work instructions will help users to understand each one.
- Employee Maintenance
- Class Maintenance
Employee Maintenance
To access Employee Maintenance, navigate to Quality > Employee Validation and click on Employee Maintenance in the employee validation main page.
Listing employees
The Employee List displays all employee names, type, and number. The user may search the list by entering data in the filter fields, edit employees, or delete employees.
Figure 3: Employee Maintenance Page
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This is the main Employee Validation maintenance page and the users are able to perform searches, sort, add, edit, delete, import and print/export employees.
Performing Searches
For searches, the following filtering capabilities are provided: Employee #, Employee Name, Employee Type, Employee Group, Certificate, Process and the Active/Show Expired flags.
1. Perform a search by using one or more of the filtering options provided and select Filter. The results are then displayed in the Employee list.
Figure 4: List and Search Employees
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NOTE: It is possible to list only the active employees by checking the Active box.
Adding Employee
This portlet allows adding employees in the application. Employee records can be added individually. Also, a user may import a number of records.
1. To Add Employees, select Add from the Employee Maintenance main page. A pop-up appears that allows the user to enter the information of an employee:
Figure 5: Adding Employee
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2. Complete the mandatory fields:First Name, Last Name,Password, Password Confirmation, and Employee#.
3. Select an Employee Type from the drop-down box:
- Trainers refers to the type of personnel used to create a class. Someone has to be a designated trainer in order to create a class in EV. They are also the people typically holding classes and performing any hands on training.
- Operators refers the production personnel who perform work. They require certification to perform a process.
- Supervisors refers to superusers who can scan serial numbers through any process without having the actual certification, but are nevertheless required to be in EV and have at least one certificate.
- Debug/Rework refers to the production personnel who perform work with debug/rework roles.
4. Assign the new employee with at least one group (see instructions below).
5. Select Ok.(The user is given the option add an employee picture at this time.)
Assigning Employees to Groups
An employee should be assigned to at least one group. Follow the instructions below to assign users to a group.
1. To assign Employees to groups, click Add in the employee pop-up window. The employee group pop-up window appears.
2. From the group list in the pop-up, check the box of the groups to assign to the employee.
3. Select Ok to complete the assignment, or Close to cancel.
Figure 6: Assigning an Employee to a Group
Importing Employees
The Import portlet allows employees to be imported to the system en masse using a CSV spreadsheet.
1. To import employees, click on Import in the Employee Maintenance main page. The import employee pop-up window is displayed.
Figure 7: Import Employees
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NOTE: If Skip when exists is selected, the user will not be updated if already existing in the system.
2. The user may import a local spreadsheet by clicking Select and uploading the file. If a local spreadsheet has not yet been created or is not otherwise available, the user may select Get Template to download a CSV file that is organized so that the user can immediately enter the information correctly. Once the spreadsheet is created, the user can then import it using the Select feature.
3. Once a CSV has been selected for import, click Ok to proceed with the import (or click Close to cancel). A popup appears showing the import results.
Figure 8: Import Employees Results Pop-up
Print Filtered Employees
1. To print a list of employees in the search results, click on Print Filtered Employees button. A PDF report is generated with classes, certificates, and processes, which the user can then print or save.
Figure 9: Exporting Employees
Editing Employees Information
Figure 10: Editing Employee Information
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It is possible to edit the employee information by selecting the employee and clicking Edit.
The steps to edit employees are the same as that for adding employees. See the Add Employeesection above for more information.
Deleting Employees Information
Delete an employee by selecting the employee and selecting Delete.
Figure 11: Deleting Employees
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NOTE: The deleted employees will also be removed from classes. The portlet does not allow removing a trainer that is assigned to a class.
Class Maintenance
Toaccess theClass Maintenance, navigate to Quality > Employee Validation and select Class Maintenance from the Employee Validation main page. The Class Maintenance main page is displayed.
Figure 12: Class Maintenance
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The user is able to add, copy, or edit classes and perform searches from the main class page.
Adding Classes
Figure 13: Add Class
1. Click on Add Class in the Menu bar. The Class Maintenance page displays.
Figure 14: Class Maintenance
2. Select the trainer, the certificate and the date for training from the drop-down list. When the certificate is selected, the Grace Period and Training Expiration Date will automatically be filled.
3. Next, select Add Employee from the Class Maintenance page. The Find Employees pop-up appears.
NOTE: The class must have at least one assigned certificate.
Figure 15: Add Employees
4. Select employees from the list and click Ok to add the employees, or Close to cancel the action.
Adding Employee Groups
1. To add employee groups, Click on Add Group from the Class Maintenance page. The Find Groups pop-up displays to find groups.
2. Select a group and click on Ok to add the employee group, or Close to cancel. Both groups and employees will be displayed in the employees list.
Figure 16: Add Employees Groups
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NOTE: The add employees by group is a way to make adding employees fast and EV does not store group information (i.e., if the selected group has a new employee added in the future, he or she will not be added to the class).
Editing Classes
To Edit Classes, select the class to be edited and click on Edit icon. Follow the same steps performed to add classes. Click Ok to complete the changes, or Close to cancel.
Figure 17: Editing Classes
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NOTE: Classes cannot be deleted.
Revision Log
| Date | Author | Title | Version | Change Reference |
| 08/07/13 | Elaine Fonaro | Technical Writer | v 1.0 | This is the first revision of MDS User’s Guide |
| 02/06/2014 | Dane Parker | Technical Writer | V 1.0 | Accuracy and new images added |
| 02/25/2014 | Elaine Fonaro | Technical Writer | V1.0 | Review and Formatting |
