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

1. Select the personal settings icon. A new window will appear 
2. Select the Shop Floor ID as requested 
3. Select a Refresh Interval (Minutes) 
4. 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. 

• Multiple Shop Orders can be seen in a MFG Line time slot

Figure 2: Drag and Drop Shop Order

Search a Shop Order

To do a simple search

1. Write down theShop Order or the MFG Line and the Start and End date. 
2. Then select the Search button. 

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 3: +MORE Options for Searching

 

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

 

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.

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 4: Day, Week, or Month Visualization Options

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. Select the shift.
3. Select the not working icon in the desired shift.
4. The not working shift will turn red in the plant calendar and will appear in the line schedule.

 

Figure 5: Plant Calendar in OEE Configuration

HTPS PlantCalendarinOEEConfiguration.png

Figure 6: Scheduled Non-Production Time 

• For more information, about scheduling non-production time or Downtime  at OEE plant calendar or at Production Schedule, please refer to the Production Scheduling document.

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.

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 7: Editing Production Scheduling - MFG Line

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 as the information is entered.

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.

 

 

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.

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.

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 18: Merge Production Scheduling pop-up

PS11 Production Scheduling Merge.png

 

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

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.
 

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.