How to use Production Scheduling Tool

Summary

This How-to document for Production Scheduling will help you know more quickly the steps to use this tool more quickly, allowing users to schedule when shop orders are expected to run in the Manufacturing Lines. It presents a calendar view where users can see their MFG Lines capacities and set them by Day, Week, or Month. The following are some of the features:

• Manually scheduling Shop Orders by line
• Personalization of the configuration
• Access to the Targets and Cycle time information
• Import and export schedules
• Display the percentage of completion of each sub schedule and more 

  Please use the table of contents to locate what you need to know, and for more detailed information, refer to the Production Scheduling SOP.  

 

Access to Production Scheduling

Navigate to: Shop Floor Control > Production Control > Production Scheduling.  

 

Production Scheduling Features Information 

At the top of the  Production Scheduling main page there are three available features for this tool

 

Export Schedules

1. Select the  download icon to download the scheduled information such as Shop Orders, Preventative Maintenance, etc.
2. A window will appear at the bottom of the screen confirming that the action was completed.

 

Import Schedules

1. Select the upload icon. The Bulk Upload window will appear.
2. Drag and drop a selected .csv file from the device or browse it.
3. Select Validate Records to proceed or Cancel to exit. 
4. If the Cancel button is selected, a pop-up window will appear to confirm the action. Select ‘Yes’ to cancel or ‘No’, to go back.

Figure 1: Bulk Upload

 

Edit Personal Settings

Select the personal settings icon. A new window will appear 

Select the Shop Floor ID as requested 

Select a Refresh Interval (Minutes) 

Select Save to keep the changes 

Add a Shop Order to Calendar

1. Select the Shop Order button. A list of Shop Orders will be displayed on the right side of the screen. 
2. Select a Shop Order to drag and drop into the calendar. 

 

Figure 4: Drag and Drop Shop Order

PS6 Production Scheduling Drag and Drop.png

 

Search a Shop Order

To do a simple search

1. Write down the Shop Order and the Start and End date. 
2. Then select the Search button. 

 

Figure 5: Search Fields 

PS5 Search Fields.png

 

To do specific searches 

Searches by Shop Order, Status, Part Number, Part Family, Priority, and/or Customer:

1. Select the Shop Order button to display the searching window. 
2. Then write down the information in the corresponding field. 

• When the searching window is opened, only the Shop Order and the Status fields are visible. Add more searching fields with the +More button.

 

Figure 6: +MORE Options for Searching

PS6 More Options for Searching.png

 

• To display the Status options (All, Scheduled, Unscheduled), select the arrow at the right side of the field.

 

Figure 7: Searching Status Options

PS7 Searching Status Options.png

 

Filter Shop Order Information

1. Select the Shop order button. A new window will be displayed with the searching fields and the list of scheduled Shop Orders (if there is no schedule, the list will be empty).
2. Select three dots icon to display the View Shop Order window with the following options information to see in the list:
   • Shop Order
   • Part Number
   • Part Family
   • Quantity
   • Priority
   • Status
   • Start Time
   • End Time
   • Customer
   • Duration (Mins)
   • Release Time
3. Select all the filters that users need.

 

Figure 8: View Shop Order Information

PS8 View Shop Order Information.png

 

 

Switch Calendar to Day, Week, or Month

Select one of the three options located on the top right corner of the calendar to see the calendar by day, week, or month.  

 

Figure 9: Day, Week, or Month Visualization Options

PS9 Day, Week or Month Visualization Options.png

Figure 10: Day - Shift

PS10 Day - Shift.png

Figure 11: Week or Month - Date

PS11 Week or Month - Date.png

 

How to Schedule Non-Production Time at the OEE plant calendar

1. Go to: Shop Floor Control > Configuration > OEE Configuration, at the OEE Configuration page, select Plant Calendar.
2. On the Plant Calendar page, set the shift date not working. 

 

Figure 12: Plant Calendar in OEE Configuration

PS12 Plan Calendar OEE Configuration.png

 

Figure 13: Scheduled Non-Production Time 

Figure 6a- scheduled non-production date.png

 

Edit, Unschedule, Split, Merge a Shop Order 

To execute any of these actions:

1. Right-click on the Shop Order Menu.
2. Then, select the desired action. In every case, a pop-up window will appear where the user should:
   • Complete the required information to proceed.
   • Or confirm the action.

 

Figure 14: Shop Order Menu

PS7 Production Scheduling SO Edit menu.png

 

Edit a scheduled Shop Order:

1. Select the Edit option that is displayed from the Shop Order menu. 
2. The ‘Edit Production Scheduling’ window will be displayed where users can:
   • Select the Process.
   • Change the Duration, Status, Start Date, and the Color.
   • And add Comments to it.
3. Select the Save button to proceed or Cancel to quit the process.

 

Figure 15: Edit Production Scheduling Pop-up

PS15 Edit Production Scheduling pop-up.png

 

Unschedule a Shop Order

1. Select the Unschedule option from the Shop Order menu. A pop-up window will be displayed with a  warning message to confirm the action.
2. Select Save to proceed or Cancel to quit.

 

Figure 16: Unscheduling Confirmation Message

PS9 Production Scheduling Unschedule .png

 

Split a Shop Order

1. Select the option from the Shop Order menu. A new page will be displayed with all of the information related to the Shop Order. 
2. Select another MFG Line, Process, Status, Duration, Start Date, End time, Quantity, and Color (color provides visibility to the changes helping to identify the split cell in the calendar).
3. Select Save to proceed or Cancel to quit the process.

 

Figure 17: Split Production Scheduling pop-up

PS10 Production Scheduling Split.png

 

Merge Scheduled Shop Orders

1. Select the Merge option from the Shop Order menu. 
2. Then select the MFGLine.
3. Any of the following options can be selected from Merge:
   • Merge From 
   • Merge To MFG Line 
   • Status, (it can be Schedule or Unschedule)
   • Duration
   • End Time
   • Quantity
   • Color.
4.  The ‘Edit Production Scheduling’ window will be displayed where users can:
   • Select the Process.
   • Change the Duration, Status, Start Date, and the Color.
   • And add Comments to it.
5. Select Save to proceed or Cancel to quit.

Figure 18: Merge Production Scheduling pop-up

PS11 Production Scheduling Merge.png

 

Note: Users can only merge schedules that are in the same Shop Order.

 

Edit or Color MFG Lines

Color MFG Lines

1. Select ‘Color’ from the Shop Order Menu. The Activity Display Options menu will open; assign a color to any of the available options:
   • Types
   • My Schedules
   • MFG Line
2. Select the Save button to proceed or Cancel to quit the process.

 

Figure 19: Activity Display Options 

PS12 Production Scheduling Edit Color .png

 

Edit an MFG Line and its processes

1. Select Edit from the Shop Order Menu. The Edit Production Scheduling will be displayed.
2. To see the list of available processes, click on the Process field and select one.
3. Select the Save button to proceed or Cancel to quit the process.

 

Figure 20: Edit Production Scheduling - MFG Line

PS Edit Production Scheduling.png

How to See Action and Changes in the Performed Shop Orders 

1. Select the Activity Log button to display the Activity Log List.
2. Find specific Shop Orders searching by Shop Order, Action Type, Start time, and/or End Time.

 

Figure 21: Activity Log List

PS21 Activity Log List.png

 

How to Search Active or Inactive MFG Lines

1. Select the MFG Line option from the top menu. A window will open with the MFG Line list.
2. Search an MFG Line by name or by status Active/Inactive. The searched MFG Line will appear in the list.

 

Figure 22: MFG Line Window

PS22 MFG Line Window.png

 

Activate or Inactivate manually an MFG Line

1. Select an MFG Line from the list. A checkmark and a cross will appear at the right side of the selected MFG Line.
2. Choose cross for Inactivate or check for Activate. The color of the status will change. Green for Active or Red for Inactive.

 

Figure 23: Active and Inactive Options

PS23 Active and Inactive options.png

 

How to view the percentage of completion of each schedule or sub-schedule in real-time

1. Locate the cursor over the scheduled or sub-schedule. A window will display the following information:
   • Total number of units of the whole Shop Order
   • Units that belong to the sub-schedule
   • Total number of units completed at that time
   • Completion percentage of the selected sub-schedule at that moment

 

Figure 24: Sub-schedule 

PS Sub-schedule 1.png

 

 

How to see the calculated time that is necessary to complete a production schedule or sub-schedule 

1. Select the Shop Order button to display a new window with the Shop Order list. 
2. Use the search fields in case you want to find a specific Shop Order. Different filters can be added with the +MORE button. 
3. Select any Shop Order.
4. Drag and drop the selected Shop Order to the Production Scheduling Panel.
5. Read the length of time that was automatically calculated according to the Target TPHr necessary for the schedule to be completed.

Note: To visualize the calculation of the time it is necessary to configure correctly the location associated with the selected MFG Line in Shop Floor Configuration.
 

Figure 25: Scheduling a Shop Order

PS25 Scheduling a Shop Order.png

 

Figure 26: Target and Cycle Information

PS Target and Cycle time information.png

Note: To visualize the value of Target TPHr when a Shop Order is scheduled, users must do some configuration or make sure is configured correctly. For more information, refer to Production Scheduling SOP.

How to display Schedule Downtime

1. Navigate to Shop Floor Control > Configuration > OEE Configuration.
2. Select the Schedule Down icon from the menu. A new tab will appear at the top of the menu.

 

Figure 27: OEE Configuration menu - Schedule Down

OEE Configuration menu - Schedule Downtime.png

 

3. Select the ADD button located at the right top corner of the page to open the corresponding window.

 

Figure 28: Add Schedule Down button 

Add button - Schedule Downtime.png

 

 

4. Input the required information. Those fields with red stars are mandatory.
5. Save the action by selecting the SAVE button, at the bottom of the window, or select CANCEL to quit.

Figure 29: Add Schedule Down window

Add Schedule downtime window.png

Note: The Production Line (OEE) is the same as MFG Line (Production Scheduling) so, it is necessary to map the associated MFG Line with a CMMS line. To know more about this precondition, please refer to the Production Scheduling SOP.

 

How to display Non-Production Time 

1. Navigate to Shop Floor Control > Configuration > OEE Configuration.
2. Select the Plant Calendar icon from the menu. A new tab will appear at the top of the menu.

Figure 30: OEE Configuration menu - Plant Calendar

OEE Configuration menu - Plant Calendar.png

 

3. Select the My Production Line/Asset button to display its corresponding window.
4. Then, select the ADD button located at the right top of the window to open the corresponding window.

 

Figure 31: My Production  Line/Asset List window

My Production Line Asset - Plant Calendar.png

 

5. Write down the MFG Line name in the Production Line field.
6. Save by selecting the corresponding button or select Cancel to quit.

Figure 32: Add Production Line window

Add Production Line window - Plant Calendar.png

 

7. Put the cursor on one shift of the production line and then right click to display the “Not working” icon to change the status. A warning message will ask if user wants to proceed.

Figure 33: Not working icon 

Not working icon.png

 

8. Select Save to proceed or Cancel to quit.

 

Figure 34: Warning message to change status

Warning message to change status.png
Once done, the system will mark in red the non-production time. And it will be displayed at the Production Scheduling calendar in the corresponding MFG Line.

 

Figure 35: Non-production time marked in red

Non-production time marked in red.png
 

Figure 36: Non-production time scheduled in Production Scheduling 

Non-production time scheduled in Production Scheduling.png
 

Note: As a precondition, it is necessary to associate a Production Line (OEE) to a MFG Line (Production Scheduling). To know more about this previous configuration, please refer to the Production Scheduling SOP.