AVEVA™

Manufacturing Execution System (MES)

Operator

User Guide

Version 6.2
August, 2020
© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.

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Publication date: August, 2020

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 AVEVA™ MES Operator User Guide

Contents
Chapter 1 Getting Started..................................................................................................... 7
Introduction .............................................................................................................................. 7
Starting and Logging onto Operator............................................................................................ 7
Saving and Loading a Saved Logon Entity List ...................................................................... 8
Job-Based Logon ................................................................................................................ 9
Multiple Users and Operator .................................................................................................... 11
Logging in During Another User’s Session .......................................................................... 12
Changing Your Language and Password ............................................................................ 13
Switching Us ers ................................................................................................................ 13
Logging Out ............................................................................................................................ 14
Exiting Operator ...................................................................................................................... 15

Chapter 2 Operator Window .............................................................................................. 17

Operator Window Layout ......................................................................................................... 17
Title Bar ................................................................................................................................. 18
Entering a Final Reason for a Raw Utilization Reason ......................................................... 18
Changing the Active Entity ................................................................................................. 18
Job Summary Area ................................................................................................................. 18
Tab Area ................................................................................................................................ 19
Button Toolbar ........................................................................................................................ 20
Common Buttons .............................................................................................................. 20
On-Screen Keyboard............................................................................................................... 21
Chapter 3 Operator Tabs.................................................................................................... 23
Rout e Tab .............................................................................................................................. 23
Work Queue Tab .................................................................................................................... 23
Work Queue Tab Buttons .................................................................................................. 25
Creating a Work Order to Replenish an Item’s Inventory ...................................................... 28
Production Tab ....................................................................................................................... 30
Filtering the Grid ............................................................................................................... 30
Production Tab Buttons ..................................................................................................... 31
Entering Production Counts ............................................................................................... 31
Enter Production Settings............................................................................................. 32
Reducing Production ......................................................................................................... 33
Reclassifying Production.................................................................................................... 34
Specifying the Default Lot Data for Production .................................................................... 35
Specifying That the Production Lot Has Been Processed ..................................................... 35
BOM Tab................................................................................................................................ 36
Filtering the BOM Item Records by Job Steps ..................................................................... 36

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Adding Consumption of a BOM Item ................................................................................... 37

Adding Scrap Consumption................................................................................................ 38
Specifying the Default Lot Data for Consumption ................................................................. 39
Genealogy Tab ....................................................................................................................... 40
Filtering the Grid ............................................................................................................... 40
Genealogy Tab Buttons ..................................................................................................... 40
Reducing Consumption ..................................................................................................... 40
Reclassifying Consumption ................................................................................................ 41
Util/OEE Tab .......................................................................................................................... 43
Util/OEE Tab Buttons ........................................................................................................ 43
Starting a New Utilization E vent ......................................................................................... 43
Specifying a Utilization Reason for a Utilization Record from a UCO ..................................... 44
Changing the Utilization Reason for a Utilization E vent ........................................................ 45
Splitting an E vent .............................................................................................................. 46
Merging an E vent with an Adjacent E vent ........................................................................... 51
Starting a Job to Enter Production Counts for OEE .............................................................. 52
Entering Production Counts for OEE ................................................................................... 53
Stopping a Production Counts Job...................................................................................... 54
Folders Tab ............................................................................................................................ 54
Folders Tab Buttons .......................................................................................................... 55
Labor Tab............................................................................................................................... 55
Labor Tab Buttons ............................................................................................................. 56
Changing Labor Settings for Entities and Operations ........................................................... 57
Steps Tab............................................................................................................................... 58
Steps Tab Buttons ............................................................................................................. 59
Completing Steps .............................................................................................................. 61
Additional Actions That Can Be Required by a Step ............................................................ 61
Adding Production ....................................................................................................... 62
Adding Consumption ................................................................................................... 62
Acknowledging Step Information Before Executing the Step ........................................... 62
Logging Data............................................................................................................... 62
Entering Form Data ..................................................................................................... 62
Entering SPC Data ...................................................................................................... 62
Entering Required Data................................................................................................ 63
Changing a Step's Status from the Status List ..................................................................... 63
Specs Tab .............................................................................................................................. 63
Data Area ......................................................................................................................... 64
Spec Group Pane ........................................................................................................ 64
Specs Grid .................................................................................................................. 64
Specs Tab Buttons ............................................................................................................ 65
Viewing and Editing Specs................................................................................................. 65
Updating Template Spec Values ........................................................................................ 65
Audit Tab................................................................................................................................ 66
Audit Tab Buttons .............................................................................................................. 66
Data Log Tab.......................................................................................................................... 66
Data Log Buttons .............................................................................................................. 67
Inventory Tab ......................................................................................................................... 67
Inventory Tab Buttons ....................................................................................................... 68
Filtering the Lot Records in the Grid ................................................................................... 68
Receiving Inventory from Another Location Entity ................................................................ 69

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Trans ferring Inventory to Another Location Entity ................................................................ 70

Reclassifying Inventory Grade, Status, and Expiry Date ....................................................... 70
Scrapping Invent ory .......................................................................................................... 71
Splitting Items Out from One Lot to Another Lot ................................................................... 72
Combining Items from Multiple Lots into a Single Lot ........................................................... 73
Managing Lot Attributes ..................................................................................................... 74

Chapter 4 Configuring Operator Window Components ................................................. 77

Introduction to Operator Window Configuration ......................................................................... 77
Showing and Hiding Job Summary Fields ................................................................................. 77
Saving and Reloading Job Summary Configurations............................................................ 77
Configuring Grids in Tab Displays and Dialog Boxes ................................................................. 78
Specifying What Columns and Rows Are Displayed ............................................................ 78
Grouping Grid Data ........................................................................................................... 79
Sorting by Columns ........................................................................................................... 81
Changing the Column Order .............................................................................................. 81
Filtering the Grid ............................................................................................................... 81
Configuring a Tab’s Toolbar Buttons ........................................................................................ 82
Opening the Configure Button Bar Window ......................................................................... 82
Adding a Button to the Toolbar ........................................................................................... 82
Removing a Button from the Toolbar .................................................................................. 83
Configuring a Button in the Toolbar .................................................................................... 83
Saving and Reloading Tab Configurations ................................................................................ 84
Hiding Fields on Dialog Boxes ................................................................................................. 84
Hiding the Numeric Keypad on Dialog Box es ............................................................................ 84

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C HAPTER 1
Getting Started
Introduction
Manufacturing Execution System (MES) Operator is the application that is typically used on the shop
floor. It is the production employee’s interface to the MES system. Operator is used to execut e a process.
Production employees use Operator t o claim quantities produced and report consumption. They also use
the application to ent er data into the system using steps, specifications, and Data Logger. Operator is
used to capture machine utilization and labor data. Operator supports a number of login scenarios,
including multiple us ers logged in to one or multiple machines and a single user logged into mul tiple
machines.
The system can be set up to require a significant amount of interaction between the production
employees and the application or minimal interaction. Many of the production employee transactions
with Operator can be automated by directly linking MES with shop floor PLCs.

Starting and Logging onto Operator

Logging on to MES Operator is a two-step process: first you log onto MES Operator, then you log onto
the entities for which you will be viewing or entering data.
1. On the Start menu, click the MES Operator tile.
The MES Operat or logon window appears.

2. In the Language list, click the language in which you want the login dialog box to appear.
You can select only those languages that are configured in the MES Client application. If you restart
the application, the language setting resets to the default language, which is specified by the Display
system parameter Default Language in MES Client.
3. Enter your user name and password and click the green check mark button.
If you are not using a physical keyboard, click the Browse (...) button next to the User Name and
Password boxes to display the on-screen keyboard (see On-Screen Keyboard on page 21).

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If the Pass word general system parameter in MES Client is set to Unique, only the password field
will be visible.
Unless your user account has been set up for a job -based logon, after logging onto Operat or, the
Entity Logon dialog box appears. The entities that you have permiss ion to work with are listed in the
Available box.

If your user account has been set up for a job-based login, see Job-Based Logon on page 9.
4. To select the entities with which you want to work during this logon session, do one of the following:

 Select the entities in the Available box and then click the single right arrow button to move
them to the Selected box.

 To include all of the entities from the Available box in the Selected box, click the double
right arrow button.

You can also move entities from the Selected box back to the Available box using the single

right arrow button or double right arrow button.

5. When you have finis hed entering the entities to log on to in the Selected box, click the Entity
Logon button.
You are logged in to the entities that were in the Selected list. The entities in the Selected list are
moved to the Currently Logged On to list.

If you decide you have logged on to the entities in error and want to log off of them, click the
Entity Logout.
6. Click OK to close the Entity Login dialog box.
The first entity in the Currently Logged On to list is opened in Operator.

Saving and Loading a Saved Logon Entity List

You can save the currently logged-on list of entities as your default list of logon entities.

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You can also save another logged-on list of entities. Then, the next time you log on to Operator, you can:
 Log on to your default list of entities.
 Log on to your saved list of entities.
 Select a unique list of entities to log on to, by moving them from the Available box to the Selected
box.
To save the list of entities in the Currently Logged On to box as your default list
1. Below the Selected box, select the Default List option

2. Click the Save Entity List button.

To save the list of entities in the Currently Logged On to box as a saved list
1. Below the Selected box, select the Last Saved List option.

2. Click the Save Entity List button.

To select the default list or the saved list of entities to log on to
1. Below the Selected box, click either the Default Li st or La st Saved List option.
2. The default or saved list appears in the Selected box.

Job-Based Logon
MES user accounts can be set up in MES Client to use a job-based logon. If this is the case with your
user account, then the Job Ba sed Filter dialog box appears after logging on at the MES Operator logon
screen instead of the Entity Logon dialog box.

For a job-based logon, you are logged on to only the entity that is associated with the job. So you will not
be able to work with any other entity during the current session.
To perform a job-based logon
1. On the Job Ba sed Filter dialog box, do one of the following:
 Enter a valid work order ID in the work order box, then click the Find button.
The Job Route window appears.
 Optionally enter filter criteria in the serial (lot) num ber, manufacturing order ID, item number, or
work order boxes (use the buttons to select entries from lists), then click the Work Order button.

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AVEVA™ MES Operator User Guide Getting Started

The Select a Work Order window appears, listing the work orders that match any entered filter
criteria.

2. Select a work order, then click OK.

The Job Route window appears.

The buttons that appear on t he Job Route window depend on the s etting of the Aut o start jobs when
using job based login Operator system parameter (in MES Client ):
o If set to Yes, a Log On button is shown.
o If set to No, Start Job and Start Some buttons are shown.
3. Select the job for the entity that you want to log on to.

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Getting Started AVEVA™ MES Operator User Guide

4. Do one of the following:

 If the Log On button is shown, click it.
You are logged onto the entity that is associated with the job. The job is started automatically if it
is not already running. If t he job has been queued t o a group, you will be prompted t o select from
a list of entities on which to start or continue the job.
 If the Start Job and Start Some buttons are shown, see one of the two proc edures below,
depending on whether you want to set required and start quantities before logging on to the
entity.
To immediately log on to the entity that is associated with the selected job
 Click Start Job.
You are logged on to the entity associated with the job. If the selected job has been queued to a
group, you will be prompted to select from a list of entities on which to start or continue the job.
To set required and start quantities for the job instead of using the default quantities
before logging on to the entity
1. Click Start Some.
The Start Some dialog box appears.

2. In the Start Qty box, enter a start quantity for the job.
3. In the Quantity box, enter the required quantity for the job.
The Quantity value cannot be greater than the Start Qty value.
4. Click OK.
You are logged on to the entity associated with the job. If the selected job has been queued to a
group, you will be prompted to select from a list of entities on which to start or continue the job.
Bypassing the Job-Based Logon
You can bypass the job-based logon by clicking the Indirect Labor button on the Job Ba sed Filter
dialog box. You will then be able to select the entities to log on to as described in Starting and Logging
onto Operator on page 7.

Multiple Users and Operator

Often, the machine on which Operator is running is located on the shop floor and shared by multiple
users. The Switch User function allows multiple users to be logged into Operator at a time and in a
controlled way.

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AVEVA™ MES Operator User Guide Getting Started

You initiate the Switch User function by clicking the Switch User button, which is available on
most of the Operator tabs. This opens the User Functions dialog box, which is shown in the following
figure. The legend below the figure describes the button functions.

1. Log the selected user in

2. Log the selected user out
3. Log in a user not currently logged in
4. Change the selected us er’s password

Logging in During Another User’s Session

1. On a tab that includes the Switch User button in its toolbar, click the Switch User button.
The User Functions dialog box appears.

2. Click the Add a New User button.

The Operator Login screen displays.
3. Enter your login name and password to begin your Operator session.

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Getting Started AVEVA™ MES Operator User Guide

Your user name will be included in the logged-on user list of the User Functions dialog box the next
time it is displayed.

Changing Your Language and Password

With the User Functions dialog box displayed, you can change the language displayed in your session
of Operator and change your password.

To change the displayed language

1. Select your login name.
2. Select the language in the language list at the top of the dialog box.

3. Click the Login button to log in to your session.

To change your password
1. Select your login name.

2. Click the Change Password button. The Change Password dialog box appears.
3. Enter your old and new password, then click OK.

4. Click the Login button to log in to your session.

Switching Users

1. On a tab that includes the Switch User button in its toolbar, click the Switch User button.

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AVEVA™ MES Operator User Guide Getting Started

The User Functions dialog box appears.

2. Select your login name.

3. Enter your password.

4. Click the Login button to log in to your session.

Logging Out
To log out of Operator using the Switch User feature

1. On a tab that includes the Switch User button in its toolbar, click the Switch User button.
The User Functions dialog box appears.
2. Select your login name and and enter your password.
The Logout button becomes available.

3. Click the Logout button.

You are prompted to confirm that you want to log off.
4. Click the Ye s button to log off.

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Getting Started AVEVA™ MES Operator User Guide

The User Functions dialog box remains displayed to allow anot her user to log on.
To log out of Operator using the application Close button
1. At the upper right corner of the Operator window, click the Close button.
If you are the only user logged on to Operator, the application closes.
If other users are logged on to Operator, the Multiple Users Logged In dialog box appears.

2. To log off but allow the other us ers to log back on, click Log Off.
The User Functions dialog box appears.

Exiting Operator
You can exit from Operator if you have exit privileges.
To exit Operator when you are the only user logged on
1. At the upper right corner of the Operator window, click the Close button.
You are prompted to confirm your log off and closing of the application.

2. Click Yes.
The Operator window closes.
To exit Operator when more than one user is logged on
1. At the upper right corner of the Operator window, click the Close button.
The Multiple Users Logged In dialog box appears.

2. Click Exit.
All user sessions are closed and the Operator window closes. Any current ly running jobs are paused.

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AVEVA™ MES Operator User Guide Getting Started

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 AVEVA™ MES Operator User Guide

C HAPTER 2
Operator Window
Operator Window Layout
The Operator window provides access to each entity that you have logged in to, one entity at a time. The
main areas of the window are called out in the following figure and described below.

1. The title bar displays the name of the entity currently selected for work. This bar also allows you to
switch to and work with other entities.
2. The job summary area displays basic information for the jobs currently running on that entity. It also
determines which job is active, so that its data can be displayed and worked with in the tab area.
3. The tab area provides access to the detailed information and tasks for the active entity and its
running jobs, grouped by functional tabs. Most tabs provide access to the detailed information and
tasks for one currently running job only (the active job). These tabs will be unavailable if no job is
running on the entity. Multiple running jobs must be accessed individually.
4. The button toolbar includes buttons for performing tasks that are available wit h the currently
displayed tab.

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AVEVA™ MES Operator User Guide Operator Window

Title Bar
The title bar shows the name of the logged -on entity with which you are currently working. This entity is
the active entity. The information displayed and tasks performed are relevant to this entity only.

Entering a Final Reason for a Raw Utilization Reason

The title bar will flas h to indicate that a raw machine utilization reason has come from a Utilization
Capability Object (UCO) and that you need to enter a final reason.
To enter a final reason, go to the Util/OEE tab (see Util/OEE Tab on page 43).
The title bar will continue to flas h until reasons have been ent ered for all reason pending utilization log
entries.

Changing the Active Entity

1. In the title bar, click the entity name.
The Please select an entity dialog box appears.

2. Select an entity to make it the active entity.

3. Click the Switch Entity button to switch to the selected entity.

Job Summary Area

The job summary area summarizes the data for the jobs that are currently running on the active entity.
When multiple jobs are running at the same time, it determines which job is active so that that job’s data
can be displayed and worked with in the tab area. The summary fields are automatically refreshed when
job conditions change. Unwanted fields in the job summary area can be hidden, to customize your
display.
For an entity capable of running only one job at a time, the data fields are spaced evenly thro ughout the
summary area. If a job is currently running, that is the active job.
For an entity that is capable of running multiple jobs simultaneously, each job’s data is displayed in one
summary line in a scrollable pane.
To select one currently running job to be the active job
 Click its summary line.
The data that is displayed in the job summary area is described below.

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WO ID
The ID of the work order to which this job belongs.
Oper ID
The ID of the operation (a portion of the work order) to be completed by this job.
Part Number
The ID of the item produced by this job.
Start Qty
The quantity of mat erial available at the start of this job.
Reqd Qty
The quantity of produced items nee ded from this job.
Job State
The status of this job (New, Running, Complet ed, etc.).
Job De sc
The description of this job/operation.
Part Desc
The description of the item produced by this job.
Batch Size
The number of units that is considered to be a single batch of this produced item, based on company
standards.
Good Qty
The quantity of acceptable items that have been produced, so far, for this job.
Reject Qty
The quantity of unaccept able items that have been produced, so far, for this job.
Reqd By
The date and time by which this job needs to be completed.
Estimated Finish
The estimated completion date and time for this job.
Machine Status
The current state of the active entity (Idle, Running, Down, etc). This dat a can be provided by a P LC
or the user in the Util/OEE tab.
WO Desc
The description of the work order to which this job belongs.
Sequence
The position number of this job within the operation. This is used when multiple entities split the work
load of one operation.
Note s
Notes about this job, work order, and item. Press the Browse button (…) to open the Notes window.
Options control which notes are displayed and/or updated. All Operator users can view these notes.
User privileges will determine if you can add to or overwrite the notes as well.

Tab Area
The tab area provides access to the detailed information and tasks available for the active entity and its
running jobs.
Most tabs provide access to the detailed information and tasks for one currently running job only (the
active job). These tabs will be unavailable if no job is running on the active entity. Multiple running jobs
must be accessed individually, by selecting the active job in the job summary area.

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AVEVA™ MES Operator User Guide Operator Window

If you have the May Configure Operator us er privilege, you can configure the columns in the grid. See
Configuring Grids in Tab Displays and Dialog Boxes on page 78.

Button Toolbar
The button toolbar includes buttons for performing tasks that are available with the currently displayed
tab.
The specific buttons that can be displayed on the toolbar relate to context of the currently displayed tab.
For example, the Work Queue tab includes buttons related to controlling the jobs in the work queue,
while the Production tab includes buttons related to adding, reducing, or reclassifying production
counts.
Several buttons provide general functions that are not related to a specific tab, and so c an be included on
the toolbars of several of the tabs. These buttons are described in Common Buttons on page 20.
By default, not all all available buttons for a tab are included in its toolbar. To add and remove buttons
from a tab’s toolbar, see Configuring a Tab ’s Toolbar Buttons on page 82.

Common Buttons
The buttons described below provide general functions and are included on the toolbars of several tabs.
Refre sh

Updates the dat a displayed in the tab.

Help

Displays the online help.

External Program

Runs an external application. The button can be set to pass paramet ers or arguments to the
application. See Configuring a Tab ’s Toolbar Buttons on page 82.
Launch Internet Brow ser

Launches a defined browser and a predefined page. See Configuring a Tab ’s Toolbar Buttons on
page 82.
Switch User

Displays the User Functions dialog box, whic h allows you to change the active user in Operator.
See Multiple Users and Operator on page 11.
Open Form

Opens a predefined form.

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On-Screen Keyboard
To assist users who do not have a physical keyboard attached to the local machine, text boxes in MES
.NET applications, such as Operator and Data Editor, include a keyboard button. Clicking this button
opens an on-screen keyboard, as shown below.

 After opening the keyboard, the focus for the text entry will be to the text box associated with the
keyboard button.
 You can leave the keyboard open (either displayed or minimized). However, if the keyboard is open
and you click another text box keyboard button, the focus will go to the keyboard and not to the new
text box. You must first click in the new text box before typing on the keyboard to enter text into it.
 The Enter and Tab keys work just like they do on a physical keyboard.
 The keyboard can be resized by clicking and dragging an edge or corner.
Depending on the Windows version, there are additional keyboard features, such as the Fade key
(making it transparent) and selectable options on the option keys. For more information about the
on-screen keyboard features, see the help topic "Use the On-Screen Key board (OSK) to type" on the
Microsoft Support web site.
To change the keyboard language
 Open the Input Method menu on the system tray and select the language.

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C HAPTER 3
Operator Tabs
Route Tab
The Route tab is available if a job is currently running on the entity. It is used to dis play the routing for the
work order in progress. The flow diagram illustrates the routing and illustrates the state of each operation
with the corresponding color. A dashed line surrounds the active job icon.

For a description of the buttons that are available with the Route tab, see Common Buttons on page 20.

Work Queue Tab

The Work Queue tab is used to manage the Job Queue for the active entity or the entity selected in the
Acce ssi ble Entities list, and to change the state of a job at an entity. You can also use t he Work Queue
tab to split jobs or link jobs together.
Job sequencing can be defined in the MES Client Queue module and restrictions can be put on
operators to enforce the desired work flow.

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AVEVA™ MES Operator User Guide Operator Tabs

The Work Queue tab can also be used to view the routing of an upcoming job. The routing diagram can
be viewed by double-clicking on any row in the Work Queue tab. The amount of jobs displayed in the
grid is controlled by the Queue look ahead user privilege parameter setting for your user account in MES
Client.

If you have May use job from unrelated queue permission, the Acce ssible Entitie s list is available
above the grid. You can use this list to select a different entity to display its queue in the grid without
making it the active entity.

When an entity that is not the active entity is selected in the Acce ssible Entities list, the column headers
are displayed in yellow. This indicates that the grid data is read -only. You have to make the entity active
to make the grid data editable (see Changing the Active Entity on page 18).

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Work Queue Tab Buttons

The following buttons are specific to the Work Queue tab. For information about the ot her buttons, see
Common Buttons on page 20.
Run

Depending on the us er's privileges, this starts the highlighted job, and, if the job is part of a batch of
jobs, any other jobs that are in the batch are also start ed. This means that the job is now being
work ed on by the active user on the entity. If you have the May Ready Job privilege, a user can set a
job to Running if the job state is Suspended, Ready, or New. If you do not have the May Ready Job
privilege, then you can only set a Suspended or Ready job to Running.
You will not be allowed to start a job that has been assigned an access certification that you do not
possess.
Stop

Completes a currently running or suspended job. If all required information or production quantities
are not met, you will be prompted to complete all tasks before completing the job.
Pause

Allows you to change the state of a Running, Suspended, or Onhold job to a Paused state, or a
different paused state. This indicates that work on an unfinished job has been halted or needs to be
started over for some reason.
Ready Job

If y ou have the May Ready Job privilege, clicking this button moves the selected job’s state to Ready.
Routing Diagram

Allows you to view the routing diagram for the selected job in the queue grid.

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AVEVA™ MES Operator User Guide Operator Tabs

The diagram is always for the selected job in the queue even if there is a different job running.

WO/Job Note s

Displays work order, job, or item notes for the selected job in the queue. Notes are read -only.
Notes displayed are always for the selected job in the queue even if there is a different job running.

BOM Detail

Displays all components needed for the selected job and relevant information about each (such as
quantity, minimum grade, storage location, etc.).

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The BOM details that are displayed are always for the selected job in the queue even if there is a
different job running.

Create New Work Order Against Shortage

Displays the Create Work Order-Select Item dialog box, which lists all the produced item
shortages. You can select an item and manually create a work order to replenish the inventory level
for that item. See Creating a Work Order to Replenish an Item’s Invent ory on page 28.
Job Attributes

Displays all job attributes that are assigned to the selected job to be viewed or changed.
Job attributes that are displayed are always for the selected job in the queue even if there is a
different job running.

Item Attribute s

Allows you to view and c hange the attributes assigned to t he item produc ed by the job selected in the
queue grid.

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Link Jobs

Opens the Select Jobs to Batch dialog box, whic h allows you to link two or more jobs together so
that they are automatically readied, started, paused, and completed at the same time.
Split Jobs

Opens the Split Job dialog box, which allows you to split a portion of the required production from
the selected job into a new job and, optionally, schedule it to another entity.
Start Some

Opens the Start Some dialog box, which allows you to specify an amount to pull from the required
production from the selected job into a new job for the active entity. The new job is started
automatically.
Add/Assign Serial Numbers

This button is available when the item of the selected job is serialized and the job is not in a
completed or canceled state. It opens the Add/Assi gn Serial Numbers dialog box, which allows
you to assign serial numbers to the selected job up to the required quantity defined. Usually this is
performed on the first job of the work order.
Transfer Serial Numbers

This button is available when the item of the selected job is serialized and the job is not in a
completed or canceled state. It opens the Transfer Serial Numbers to dialog box, which allows you
to transfer serial numbers from another job or entity to the current job you are working on.
Job LogOff

If t he active user is required t o use a job-based login and is logged into the job selected on the Queue
grid, this button is available. It logs the user off of the selected job.
After clicking this button, a dialog box appears, prompting the user to choose between logging off the
job and setting the state of the job to Paused or Completed, or to leave the job running. The entity
must be able to run without an operator, or there must be another user logged into the job for the
active user to make the choice to log off and leave the job running. The user must have the privilege
to end a job and all of the job’s requirements must be met for the user to be able to log off and end the
job.

Creating a Work Order to Replenish an Item’s Inventory

You can create a new work order to replenish the inventory level for an item.

1. Click the Create New Work Order Against Shortage button.

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The Create Work Order-Select Item dialog box appears. It lists all of the produced item shortages.

2. Select the item to replenish and click the Select button.

The Create Work Order from Process dialog box appears. Default information is entered in some
of the fields.

3. Enter and modify the information as needed.

Process ID
The ID of the process from which you want to create a work order.
Work Order ID
The unique ID for the work order.
Description
A brief description of the work order.
Item
The item being added.

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Starting Quantity
The starting quantity is the amount of product that is intended to be made, if there were no rejects.
The last operation in t he work order starts with the starting quantity. If t he starting quantity is left at its
default of 0, and a required quantity is specified, the starting quantity will be changed to be equal to
the required quantity. The maximum value that can be ent ered is 999,999.
Required Quantity
The required quantity of the produced items. Required quantity is the quantity that the last operation
in the work order must produce to complete t he operation. The maximum value that can be entered is
999,999.
Release Date/Time
The date and time for the releas e of the first job. Click the Browse button to select the date and time
from the calendar. Release date and time is used by the system to change the first job in the work
order from New to Ready. It is also used to set the required dates for the jobs. The work order
required dat e is assigned to the jobs during the last operation.
Due Date/Time
The planned work order completion date and time. Click the Brow se button to select the date and
time from the calendar.
Priority
The priority for the work order. It prioritizes all jobs creat ed for the work order.
Note s
Additional information about the work order.
4. Click OK to save your changes.
A work order for the item is created.

Production Tab
The Production tab is used for reporting produced items. Production can be reported as either good or
rejected pieces. This tab also allows you to specify the default lot data that is used when production is
being added.

By default, all reported production is shown in the grid.

Filtering the Grid

If the filter row in the grid’s column configuration has been turned on and filtering has been enabled for
any of the columns, then you can filter the dat a rows included in the grid by those columns.
To filter the grid by a column’s data
1. In the filter cell for the column, ent er the filter criteria.

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The filter criteria must include the beginning characters of the data on which you want to filter, or the
entire dat a value. For example, if all work order IDs begin with WO-, then t he filter c riteria must begin
with those characters. So the filter WO-3 could include rows whose work order ID begins with WO-3,
WO-300, WO-301, or WO-3249. However, the filter entry 300 would not match any work order ID
entry.
Filter criteria is case-sensitive.

2. Press the Tab key.

Only rows whos e data match the entered filter criteria appear in the grid.

To clear the filter

 Delet e the filter entry and press the Tab key.

Production Tab Buttons

The following topics describe tasks for the buttons that are specific to the Production tab. For
information about the ot her buttons, see Common Buttons on page 20.

Entering Production Counts

1. Click the Add Production button.
The Enter Production dialog box appears.
2. Select the type of production you are entering: Good Quantity or Reject Quantity.

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The settings on the dialog box change depending on whether Good Quantity or Reject Quantity is
selected.

3. Enter the production quantity and the corresponding production information. See Enter P roduction
Settings on page 32.
To clear your ent ries, click Clear.
4. To save the entries, click Save.
5. To close the dialog box, click Close.

Enter Production Settings

Good or Reject Quantity
The amount of produced items to add.
Good Qty Production Code
The reason to assign to this Good production of the item.
Reject Reason
The reason to assign to this Rejected production of the item.

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To select from a list of available reasons, click the Select Reject Reason button. The Select Reject
Reason dialog box appears.

Select the reason group and reason in the lists, then click OK.
Item Desc
The description of the item being produced. If you select a different item description, the Item ID
value is automatically updated to reflect that item.
Item ID
The unique ID of the item being produced. If you select a different item description, the Item Desc
value is automatically updated to reflect that item.
Lot No
The lot number of the item being produced.
To Storage Location
The storage entity to which items produced by this entity are sent. The produced items will be
marked as being stored at the entity selected.

Reducing Production
1. In the grid, select the production record whose quantity you want to reduce.

2. Click the Reduce Production button.

The Reduce Production dialog box appears.

3. In the Quantity box, enter the amount by which to reduce the quantity.

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The reduced quantity cannot exceed the current quantity, which is displayed to the right of the box.
4. Click OK.

Reclassifying Production
1. In the grid, select the production record that you want to reclassify.

2. Click the Reclassi fy Production button.

The Recla ssify Production dialog box appears.

3. Enter the production quantity and corresponding production information, as described below.
Quantity
The amount of produced items to reclassify.
The Rejected quantity cannot exceed the current quantity, which is displayed to the right of the box.
Lot No
The lot number of the items being reclassified.
To Enti ty
The storage entity at which the reclassified items are to be stored.
Item
The item whose production is being reclassified.
Reason Group and Reason
The new reason group and reas on for the items.
4. When you are finished entering the reclassify information, click OK.

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Specifying the Default Lot Data for Production

You can specify the default lot number, production code, and storage locati on for the current production
that is being added. When production counts are being entered, the new lot number, production code,
and storage location will be display ed as the defaults.

1. Click the Set New Lot Data button.

The Set Lot Data dialog box appears.

2. Enter the lot information, as described below.

Item
The item being produced.
Production Code
The default reason to assign to production of the item.
Lot No
The default lot number of the item being produced.
To Storage Location
The default storage entity to which items produced by this entity are sent.
3. Click OK.

Specifying That the Production Lot Has Been Processed

You can specify that a production lot has been processed. The lot number that is used is the default lot
number that has been set in the Set Lot Data dialog box (see Specifying the Default Lot Data for
Production on page 35). This information is mainly used for E RP systems.

 Click the Set Production Lot a s Proce ssed button.

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BOM Tab
The BOM tab is used for reporting consumption against the currently running job on the active entity. The
consumption can be reported for a consu mable Bill of Mat erial item that is listed in the table. This
consumption can also be recorded as scrap from this tab. You can set the default lot data to be used
when reporting cons umption from this tab.

If a BOM item has substitute items defined (substitutions for an item are done in the MES Supervisor
Items window), the Item field for that BOM item will have a list of the substitute items that can be
selected. Once a substitute item is selected and is displayed in the grid, consumption and lot data can be
applied.
The following topics describe tasks related to the buttons that are specific to the BOM tab. For
information about the ot her buttons, see Common Buttons on page 20.

Filtering the BOM Item Records by Job Steps

1. Click the Filter button.

The Filter dialog box appears. The job steps that are associated with BOM items are listed.

2. Select the check boxes of the job steps whose BOM items you want listed on the BOM tab.
To clear all of the check boxes, click Clear.
3. When you have finis hed selecting the check boxes, click Apply.

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Adding Consumption of a BOM Item

1. On the BOM tab, select the BOM item record to which you want to add item consumption.

2. Click the Add Consumption button.

The Enter Consumption dialog box appears.

3. Complete the consumption information, as described below.

Quantity
The quantity that was consumed.
Consum ption Code
The reason code that indicates why the item was consumed.
Item Desc
Description of the item that was consumed.
Item ID
The unique identifier of the item that was consumed.
Lot No
The lot number for the item that will be consumed.
Storage Location
The entity at which the items to be consumed are stored.
Expiration Date
The calendar day that the selected lot expires.

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Work Order Id
The work order for which the BOM item was consumed. This is verified when the cons umption
transaction is processed.
Actual Qty
Read-only. Amount previously consumed for the selected BOM item.
Remaining Qty
Read-only. Amount needed to meet the standard quantity scheduled for the selected BOM item.
4. When you have finis hed entering the consumption information, click OK.

Adding Scrap Consumption

You can record scrap of consumable items against the work order.
1. On the BOM tab, select the BOM item record to which you want to add scrap consumption.

2. Click the Add Scrap Consumption button.

The Waste of Raw Material dialog box appears.

3. Complete the scrap information, as described below.

Quantity
The amount of the BOM item to be scrapped.
Lot No
The lot number of the item being produced.
From Storage
The storage entity at which items to be scrapped are stored.

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Item
The description of the item being scrapped.
Reason Group and Reason
Select the reason group and then the reason for why the item is being scrapped.
4. When you have finis hed entering the scrap information, click OK.

Specifying the Default Lot Data for Consumption

You can specify the default lot number, production code, and storage location for the current
consumption that is being added. When consumption counts are being entered, the new lot number,
production code, and storage location will be displayed as the defaults.

1. Click the Set New Lot Data button.

The Set Lot Data dialog box appears.

2. Enter the lot information, as described below.

Item
The item being cons umed.
Consum ption Code
The default reason to assign to consumption of the item.
Lot No
The default lot number of the item being consumed.
Storage Location
The default storage entity of the item being consumed.
3. Click OK.

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Genealogy Tab
The Genealogy tab shows the consumption history against the running work order.

By default, all reported consumption is shown in the grid.

Filtering the Grid

To filter the grid to show only information for the current shift
 Select the Current Shift option at the top right of the tab.
To filter the grid by users
 Select the Current User or All Users option at the top left of the tab.

Genealogy Tab Buttons

The following topics describe tasks related to the buttons that are specific to the Genealogy tab. For
information about the ot her buttons, see Common Buttons on page 20.

Reducing Consumption
1. On the Genealogy tab, select the record of the item from which you want to reduce consumption.

2. Click the Reduce Consumption button.

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The Reduce Consumption dialog box appears.

3. Enter the quantity by which to reduce consumption of the item.

4. Click OK.

Reclassifying Consumption
You can reclassify a consumption record by changing its quantity, lot number, item storage location, or
reason for the consumption.
1. On the Genealogy tab, select the record of the item whose reas on you want to change.

2. Click the Reclassi fy Consumption button.

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The Recla ssify Consumption dialog box appears.

3. Complete the reclassify information, described below.

Quantity
The amount of the cons umed item to be reclassified.
Lot No
The lot number to be used for the reclassified consumption.
From Storage
The entity at which the the consumed item was previously stored.
Item
The item whose consumption is being reclassified.
Reason Group and Reason
Select the reason group and then the reason for why the item was consumed.
4. When you are finished entering the reclassify information, click OK.

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Util/OEE Tab
The Util/OEE tab displays the history of entity utilization and allows for the entry of changes to the entity
state. The tab also displays some analysis data tools.

When displayed, any new events will be automatically shown and selected.

Util/OEE Tab Buttons

The following topics describe tasks related to the buttons that are specific to the Util/OEE tab. For
information about the ot her buttons, see Common Buttons on page 20.

Starting a New Utilization Event

You can start a new utilization event for the entity to indicate that its operating condition has changed.

1. Click the Enter Machine Reason button

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The Enter Reason dialog box appears.

The dialog box includes the following read -only fields.

Since
Displays the start time of the last utilization event. For a new event, a start time is not shown.
Duration
Length of the last utilization event, in the format HH:MM:SS. For a new event, a duration is not
shown.
2. Select a utilization reason group and then the utilization reason for the new event.
3. Optionally, enter a comment about the new utilization event.
4. Click OK.

Specifying a Utilization Reason for a Utilization Record from a UCO

You can specify a utilization reason when the entity receives a new utilization record that does not have
a final reason code. This will occur when data is being sent from the machine through a Utilization
Capability Object (UCO). The Enter Past Machine Reason button is available only when this type of
entry is required.
1. Select the event record in the grid.

2. Click the Enter Past Machine Reason button.

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The Enter Reason dialog box appears.

The dialog box includes the following read -only fields.

Since
Displays the start time of the last utilization record.
Duration
Length of the last utilization record in the format HH:MM:SS.
3. Select a utilization reason group and then the utilization reason.
4. Optionally, enter a comment about the event.
5. Click OK.

Changing the Utilization Reason for a Utilization Event

You can change the reason assigned to a utilization event.
1. Select the event record in the grid.

2. Click the Edit Final Reason button.

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The Edit Final Reason dialog box appears.

The dialog box includes the following read -only fields.

Since
Displays the start time of the last utilization record.
Duration
Length of the last utilization record in the format HH:MM:SS.
3. Select a utilization reason group and then the utilization reason.
4. Optionally, enter a comment about the event.
5. Click OK.
Note that, if the event now has the same utilization reason as an existing event prior to or following it, the
events will be merged. See Merging an Event with an Adjacent Event on page 51.

Splitting an Event
You can s plit an event so that the new event is added either before or after the original event that is being
split.
For the event to be split into two events, either the utilization reason group:reason or the Comment entry
must be different. Otherwise, the event will effectively not be split aft er saving the operation.

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For example, if a Production:Idle event actually included some Setup: Operational Check time at the end
of its duration, you could split the original event into two events , one Production: Idle and the other
Setup:Operational. Or, if desired, you could split an event into two events that are assigned the same
utilization group and reason but have different comments to provide unique descriptions of what
occurred during the two similar events.
To split an event
1. In the event grid, select the event to be split.

2. Click the Split or Edit Event button.

The Utilization Split dialog box appears.

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3. Do one of the following:

 To have the new event follow the original event (that is, occur later in time), click the
New Event Follows button.
 To have the new event occur prior to the original event (that is, occur earlier in time), click the
New Event Prior button.
The time chart at the top of the dialog box shows the new and original events in the After row. The
new event is outlined by a dashed box. The new event defaults to the same reason and comment as
the original event.

4. In the Utilization Reason tree, select the utilization reason for the new event.

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The utilization reason is assigned to the new event. By default, the durations of both events are half
of the duration of the original event.

5. Using the time cont rols, adjust the start or end time of the new event as needed:

 If the new event follows the original event, adjust the new event's start time.
The end time of the original event will be adjusted aut omatically.
 If the new event is prior to the original event, adjust the new event's end time.
The start time of the original event will be adjusted automatically.

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The duration of the new event will change in the time chart.

6. Optionally, edit the comment for the new event.

7. Click the Save button.

The dialog box closes. The new event and the original event, with its duration adjusted, appear in the
grid.

Clearing the Split Operation

If you selected the wrong split operation or utilization reas on for the new event and the dialog box is still
open, you can clear your selections by clicking the active Cancel button: Cancel New Event
Follows or Cancel New Event Prior. You can then restart the procedure at step 3 above.
Automatic Merging of the New Event with a Similar Adjacent Event
Note that, if the new event has the same utilization reason as an existing event prior to or following it, the
events will be merged.

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For example, the following screen shows an original Setup:Operational Check event that is being split
with a new Production:Idle event. The new event is adjacent to a prior Production: Idle event.

In such a case, after clicking the Save button, a message appears explaining that the two
adjacent events will be merged into one event:

Note that the system can also be configured in MES Client such that the comments of the events being
merged must also match to allow the merge to occur.

Merging an Event with an Adjacent Event

You can use the Edit Final Reason feature to merge an event into an adjacent event.
Typically, you are merging events that should actually have the same utilization group and reason.
However, the system might be configured in MES Client such that the comme nts of the events being
merged must also match to allow the merge to occur. If this is the case, both the utilization reason group
and reason, and the event comments, must be the same for the merge to occur.
1. Select the event record in the grid to be merged into an adjac ent event.

2. Click the Edit Final Reason button.

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The Edit Final Reason dialog box appears.

3. Select the utilization reason group and utilization reason of the adjacent event.
4. If required, modify the entry in the Comments box so that it matches the comments of the adjacent
event.
5. Click OK.
The selected event is merged into the adjacent event. The new duration is equal to the duration of
the two source events.

Starting a Job to Enter Production Counts for OEE

You can start a job on the entity that is not based on a work order derived from a BOM. The job that is
created will not contain BOM definitions or start/required quantities. The main function for this job is to
collect production counts for tracking the entity's performance for OEE. This functionality is intended for
applications where production and consumption are not needed and so are not being entered.

1. Click the Start button.

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The Start Data Entry Job dialog box appears.

2. Specify the job paramet ers.

Work Order ID
The identifier that uniquely identifies the work order for the job in the system.
Operation ID
The identifier that identifies the job's operation.
Item ID
The item being produced.
Units
The unit of measure for the selected item.
Estimated Production Rate
The estimated rate at which items will be produced for this job.
Production Rate Units
The unit of measure for the estimated production rate.
3. After entering the job parameters, click OK.
The job is creat ed on the entity and started.
You can now enter production counts.

Entering Production Counts for OEE

Entering production counts for OEE tracking similar to entering production counts for work orders that
were created from a BOM. For the procedure, see Entering P roduction Counts on page 31.

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Stopping a Production Counts Job

To stop a job that was created to enter production counts for OEE tracking

 Click the Stop Job button.

Folders Tab
In MES, the Folders function in MES Supervisor and the file assignment functions in MES Client allow a
collection of files and web pages, such as operating instructions and other documentation, to be
available to operators using MES Operator. These files a re typically relevant to an item’s production,
during a specific operation, on a specific entity (production line, machine, tool, and so on).
Using Folders in MES Supervisor, files can be assigned to items and entities. Using file assignment
functions in MES Client, files and web pages can be assigned to entities, items, work orders,
specifications, and operations from which jobs are instantiated.
You access folders and files on the Folders tab.
When a job is not running on the entity onto which you are lo gged, the Folders tree is shown in the left
panel (see the figure below). Select a node in the tree to see which files are assigned to that node and the
nodes above it. Also included in the list of documents are any files or web pages that were assigned in
MES Client to the operation, item, or entity in the node tree.

When a job is running on the entity onto which you are logged, there is no Folders tree shown (see the
figure below). The list of documents are:
 Any files or web pages that were assigned in MES Client to the item being produced or to the
logged-on entity

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 Any files that were assigned in Folders in MES Supervisor to the item being produced

Folders Tab Buttons

The following buttons are specific to the Folders tab. For information about the other buttons, see
Common Buttons on page 20.
View File

View the selected file.

Edit File

Edit the selected file.

Labor Tab
The Labor tab displays a history of the current user’s labor activity, based on logging on to and off of
entities.

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Buttons for logging onto and off of the current entity and changing the current entity are provided for
convenience. It also allows you to change the labor category, department, and percent of l abor to apply
by entity and by the operations running on the current entity.

The labor history entries can be filtered by the current shift, previous shift, and last 24 hours.

Labor Tab Buttons

The following buttons are specific to the Labor tab. For information about the other buttons, see
Common Buttons on page 20.
Log In Another User

Displays the MES Operator Login screen, to allow another us er to log in to Operator.
Logout from Operator

Logs the current user out of Operator.

Switch User

Displays the User Functions dialog box, whic h allows another user who is already logged in to
Operator to become the active user. See S witching Users on page 13.
Change Labor Category

Allows you to change the labor category, department, and percent of labor to us e for entities and the
operation currently running on the logged -on entity. See Changing Labor Settings for Entities and
Operations on page 57.
Log Into Another Entity

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Displays the Select Which Entities to Logon dialog box, which allows you to log onto anot her entity
or set of entities. This is the same dialog box that appears during a normal login to Operator; see
Starting and Logging onto Operator on page 7.

Changing Labor Settings for Entities and Operations

You can change the labor categories, departments, and percent of labor to apply for labor data being
collected for all entities that you are currently logged into.

1. Click the Change Labor button.

The Labor dialog box appears.

2. Complete the labor information for each entity, as described below.

Category
The labor category to use for the entity.
Department
The labor department to use.
% Labor to Apply
The percent age of labor of your total labor to apply to the entity.
3. When you are finished entering the labor information, click OK.

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Steps Tab
The Steps tab is used as a step-by-step procedure guide to the currently running job. The sequence of
activities that must be performed to complete the operation are displayed on the tab.

Steps can link to a document file, require data entry, require inspector sign-off, or simply require a
verification that the step was completed. Individual steps can be bypassed if you have permission to do
so. Each step requires you to log in and then mark the step Completed when finished. Time stamps are
recorded for the login and completion of each step. A user does not have to be logged into a step for the
step to be running.
Steps can be logged into by multiple us ers and can be repeated over multiple lots. Use the lists located
above the steps grid to select the user currently completing the steps, the serial (lot ) number of the lot
being processed, and the step group that is currently active.

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Below the steps grid are a set of read-only dat a about the currently selected step.

Steps Tab Buttons

The following buttons are specific to the Steps tab. For information about the other buttons, see
Common Buttons on page 20.
Before using any of these buttons, select the step with which you want to work.
Step Login

Logs the current operator into the step.

Step Logout

Logs the current user off of the step. This does not complete the step.
List Operators

Lists the users that are currently logged on to the step.

View Documents

Displays the document that is attached to the step. If the step has no file attached, this button is not
available.
Step Action

Initiates the action that has been defined for the step.

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Step Complete

Changes the state of the step to Completed. All actions, if applicable, must be performed prior to
marking the step as Complete.
Step Bypa ss

Skips the execution of the step and marks the step as Bypassed.
Authorize

Performs an authorization sign-off for a step that requires a certification audit.

Step Rework

Displays the Select Steps to Rework dialog box to allow you to select a completed step to be
reworked. All completed steps for the current job are listed.

If a step needs to be reworked, select the step and click OK. The original step is marked as
Superseded and a copy of the step is added to the step grid. The new step will have a status of New.
Enter Event

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Displays the Job Event dialog box, so that information about the job can be recorded. This dialog
box allows a more granular description of issues related to a job.

For the Event Type box, you can enter an event type manually or select an event type that has
already been entered from the list.

Completing Steps
1. Select the step in the grid to be completed.
2. On the Operator list above the grid, select your user account.

3. Click the Login to Step button.

The status of the step changes to Running.
4. If a required action has been associated with the step, complet e the action.
For more information, see Additional Actions That Can Be Required by a Step on page 61.

5. After the step has been performed, click the Step Accept/Complete button.
The status of the step changes to Completed. The Fini sh time box is populated and all users are
logged off of the step.
Depending on how the system is configured, the steps might be required to be completed in sequence.
Steps can also be configured to allow them to be bypassed in the sequence.

Additional Actions That Can Be Required by a Step

A step can require the user to add production, add consumption, enter data, Operator Acknowledge, or
enter form data.

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Adding Production
If a step has an action of Add Production, the Enter Production dialog box appears when you first log
into the step or if you click the Step Execute Action button. Good and Rejected quantities can be added
on this dialog box just as they are when adding production from the Production tab. See E ntering
Production Counts on page 31.

Adding Consumption
If a step has an action of Add Consumption, the Enter Step Consumption dialog box appears when you
first log into the step or if you click the Step Execute Action button. Consumption quantities can be
added on this dialog box just as they are when adding consumption from the BOM tab. See Adding
Cons umption of a BOM Item on page 37.

Acknowledging Step Information Before Executing the Step

If a step has the action of Operator Acknowledge, a dialog box appears when you first log into the step.
The dialog box will show the step number and the step description.

Logging Data
If a step has an action of Log Data, the DataLog dialog box appears when you click the Step Execute
Action button. Data about the job can be added on this dialog box just as they are when logging data
from the Data Log tab. See Data Log Tab on page 66.

Entering Form Data

If a step has the action of Enter Form Data, a predefined form appears when you first log into the step or
if you click the Step Execute Action button. You have to complete the form before completing the step.
The form is defined in MES Client when the step is configured.

Entering SPC Data

If a step has the action of Enter SPC Data, a dialog box appears when you first log into the step or if you
click the Step Execute Action button. You have to enter the SPC (Statistical Process Control) data
before completing the step.

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Entering Required Data

If y ou have to enter data for the step, the Data Edit box and Enter Data button will be available below the
steps grid. For example, if the step is to record the operating temperature of an oven for the current
operation, you might use this feature to enter it.

To enter required data

1. Click the Enter Data button.
The Enter dialog box appears.
The entry format of the dialog box depends on the data entry format that has been configured for the
step. Data entry for an analog value is shown below.

2. Enter or select the required dat a and click OK.

The data value appears in the Data Edit box.

Changing a Step's Status from the Status List

If a step is in a status ot her than New, you can change its status from t he S tatus list below the steps grid.
The available statuses that the step can be changed to depend on its current status.

Specs Tab
A specification provides guidelines for a measurement or setting that will be needed during a job. A
specification can include minimum, maximum, and set point (standard or typical) values, as well as files
and instructions. The actual value for this measurement or setting is recorded once for the job; it is used
either at one point during the job or lasts throughout the job. (Values that vary throughout the job are
recorded using the Data Log tab; see Data Log Tab on page 66.) Specifications can also be assigned to
a particular step within a job.

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The Specs tab shows the specifications assigned to the active job, but not assigned to any particular
step. Using this tab, you can consult the minimum, maximum, and set point values, as well as any
attached files or comments/instructions. You enter actual values for the active job in the Current Value
column. With the appropriat e user privileges, you can also change the specification guidelines, for this
job only or for all subsequent jobs.

Data Area
The data area includes the:
 Spec Group pane
 Specs grid

Spec Group Pane

The Spec Group pane lists all specification groups that have been assigned to the active job, but not to
a particular step.
Select a specification group to show its specifications in the specs grid.
The Spec Group pane can be hidden, to give the specifications more room in the window.
To hide or show the Spec Group pane
 Click the pane’s hide/show bar, highlighted in the following figure.

Specs Grid
The specs grid shows the det ailed information for all specifications in the selected group, using one row
for each specification.
Note that not all columns in the pane are shown by default. For information about how to show and hide
columns in the grid, see Specifying What Columns and Rows Are Displayed on page 78.
The Current Value and New Comments fields are the only specification values that you can ent er or
change without special user privileges.

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Specs Tab Buttons

The following topics describe tasks related to the buttons that are specific to the Specs tab. For
information about the ot her buttons, see Common Buttons on page 20.

Viewing and Editing Specs

If you have the May Edit Specification Value user privilege, you can change the selected specification’s
minimum, maximum, and set point values.

1. Click the Edit Specs button.

The Edit Specification dialog box appears.

2. Change the specs as needed.

Min Value
Defines the lower limit of the actual value that may be rec orded for the selected specification.
Max Value
Defines the upper limit of the actual value that may be recorded for the selected specification.
Spec
Defines the set point, or standard value, for the selected specification.
3. When you are finished changing the specs, click OK.

Updating Template Spec Values

You can c opy all specification guidelines (minimum, maximum, and set point values) that are assigned to
the active job back to the operation’s definition, so that the changes made here can be used by
subsequent jobs.

 Click the Update Template Spec Values button.

The Update Template Spec Values button is not included in the tab’s toolbar by default. It, along with
several of the general buttons, can be added to the Specs tab toolbar using the toolbar Configure option;
see Configuring a Tab’s Toolbar Buttons on page 82.

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Audit Tab
The Audi t tab displays all certifications required for a job to be completed. This tab also allows a user to
sign off these certifications and enter comments for each.

Audit Tab Buttons

The following button is specific to the Audit tab. For information about the other buttons, see Common
Buttons on page 20.
Certification Signoff Button

Launches the Certi fication Login dialog box. This dialog box allows a user with the appropriate
certification levels to sign off and add comments to the selected certification.

Data Log Tab

The Data Log tab allows you to record information about the current job that is being run on this entity.
The data log categories that are available on the tab are configured in MES Supervisor.
The data collected is typically not a value that is specified prior to run ning the job.

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Data Log Buttons

The following buttons are specific to the Data Log tab. For information about the other buttons, see
Common Buttons on page 20.
New Row Button

Adds a data log record to the grid with blank data values. Before clicking this button, select the data
log group to which you want to add the record from the list above the dat a log grid.
Save Data Button

Saves all entered data.

Delete Row Button

Delet es the selected row from the grid.

Toggle Chart Button

Changes the grid display to the chart display. The chart displays all of the data poi nts of the currently
selected data log group.

Inventory Tab
The Inventory tab displays the current inventory status of the selected entity. This tab allows you to:
 Filter the lot records that are listed in the grid.
 Trans fer in, trans fer out, and reclassify inventory for the selected loc ation entity.
 Split inventory out to another lot.
 Combine items from different inventory records into one lot.

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 Manage lot attributes for an inventory record.

Inventory Tab Buttons

The following topics describe tasks related to the buttons that are specific to the Inventory tab. For
information about the ot her buttons, see Common Buttons on page 20.

Filtering the Lot Records in the Grid

You can filter the lot rec ords that appear in the Inventory tab’s grid.
1. Select the location entity whose invent ory records you want to appear in the grid.

2. Click the Filter button.

The Inventory Filter dialog box appears.

3. Enter the filter criteria, which is described below.

You can use the wildcard character % in any of the filter text boxes.
To clear the entered filter criteria at any time, click Clear.

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Di splay inventory for all entities located at the selected entity

Select this option to include the inventory for all of the child entities of the current location entity. If
this option is cleared, only the inventory of the current location entity will appear in the grid.
Item ID
Enter item ID criteria by which to filter the inventory records.
Item Desc
Enter item description criteria by which to filter the inventory records.
Item Class ID
Enter item class ID criteria by which to filter the inventory records.
Item Class De sc
Enter item class description criteria by which to filter the inventory records.
Lot No
Enter lot number criteria by which to filter the inventory records.
Expiry Date
Select the expiry dates by which to filter the inventory records.
Grade
Select the inventory grades by which to filter the inventory records.
Status
Select the inventory statuses by which to filter the inventory records.
4. When you are finished entering the filter criteria, click OK.
Only the inventory records that match the ent ered filter criteria appear in the grid.

Receiving Inventory from Another Location Entity

1. In the entity list to the left of the grid, select the location entity to which you want to trans fer invent ory.

2. Click the Transfer Item In button.

The Transfer In dialog box appears.

3. Optionally, select the Current Job Item s option to filter the lots that will be listed on the dialog box to
those for the current job running on the source entity.
4. Complete the settings on the dialog box to specify the source entity and inventory information for the
transfer.

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Received From
The entity from which the inventory will be trans ferred.
Item
Description of the item to be transferred.
Item ID
Unique identifier of the item to be trans ferred.
Move Qty
The amount of the item to transfer.
5. When you have finis hed specifying the source entity and inventory information, click OK.
Context Menu Commands
Right -clicking on the dialog box causes a context menu with the Options command to appear. Click this
menu option to show or hide the filter options at the top of the dialog box

Transferring Inventory to Another Location Entity

1. In the entity list to the left of the grid, select the location entity from which you want to trans fer
inventory.
2. Select one or more inventory records whose inventories you want to transfer.

3. Click the Transfer Item Out button.

The Transfer Out dialog box appears.

4. In the Move Qty box of each invent ory record, ent er the amount of inventory to be trans fered.
5. On the To Entity list, select the entity to which the invent ory will be transferred.
6. When you have finis hed specifying the inventory amounts and target entity, click OK.

Reclassifying Inventory Grade, Status, and Expiry Date

You can change the grade, status, and expiry date for items of a lot.
1. In the entity list to the left of t he grid, select the location entity whos e inventory you want to reclassify.
2. In the grid, select one or more inventory records whos e inventory you want to reclassify.

3. Click the Reclassi fy button.

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The Recla ssify dialog box appears. The selected inventory records are listed.

4. To reclassify one or more of the three classification parameters for the inventory listed—grade,
status, or expiry date—at the bottom of the dialog box, select the parameter's check box and select
the new setting from the list.
5. When you are finished reclassifying the inventory, click OK.

Scrapping Inventory
1. In the entity list to the left of the grid, select the loc ation entity whose inventory you want to scrap.
2. In the grid, select the invent ory record that includes invent ory that you want to scrap.

3. Click the Scrap button.

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The Waste dialog box appears.

4. Complete the item scrapping information, as described below.

Quantity
The amount of the item to be scrapped.
Reason Group and Reason
Select the reason group and then the reason for why the item is being scrapped.
5. When you are finished entering the information, click OK.
The scrapped items will be rec orded as consumed items in the MES dat abase but will not be shown in
the Inventory tab.

Splitting Items Out from One Lot to Another Lot

You can split items from one lot to another lot.
1. In the entity list to the left of the grid, select the location entity whose inventory you want to split out.
2. In the grid, select the invent ory record that includes invent ory that you want to split out.

3. Click the Split Items button.

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The Split Lot dialog box appears.

4. Complete the new lot information, as described below.

Enti ty Name
The name of the entity where the new lot is stored.
Lot
The lot number of the lot to which the inventory is being split out.
Grade
The grade for the inventory that is being split out.
Status
The status of the inventory that is being split out.
Quantity
The amount of the item to be split out to the other lot.
Expiry Date
The expiry date for the inventory being split out.
5. When you are finished entering the information, click OK.

Combining Items from Multiple Lots into a Single Lot

You can combine items from multiple lots into a single lot.
1. In the entity list to the left of the grid, select the location entity whose items you want to combine into
a single lot.
2. In the grid, select any inventory record that includes the item whose inventory you want to combine.

3. Click the Combine Items button.

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The Combine Lots dialog box appears. Inventory records for the item are lis ted.

4. For each record that includes inventory that you want to combine into another lot, in the Combine
Qty box enter the item quantity to be combined into the other lot.
5. Complete the new lot information for the inventory being combined into the other lot, as described
below.
Enti ty Name
The name of the entity where the target lot is stored.
Lot
The lot number of the lot to which the inventory is being combined.
Grade
The grade for the inventory that is being combined.
Status
The status of the inventory that is being combined.
Expiry Date
The expiry date for the inventory being combined.
6. When you are finished entering the information, click OK.

Managing Lot Attributes

You can add attributes to a lot. You can also modify or delete a lot's attributes.
To add attributes to a lot
1. In the entity list to the left of the grid, select the location entity that stores the lot to which you want to
add attributes.
2. In the grid, select the invent ory whose lot attributes you want to add.

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3. Click the Lot Attributes button.

The Lot Attribute s dialog box appears.

4. Click the Add button.

The Add Attribute s dialog box appears. Attributes that are available to be added are listed.

5. Select the attributes to add, then click OK.

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The attributes are listed in the Lot Attribute s dialog box.

6. For each attribute that was added, enter t he attribute value and, optionally, a not e about the attribute.
7. When you are finished, click OK.
To modify or delete an attribute
1. Open the Lot Attribute s dialog box for a lot, as described in the Add procedure above.
2. Do either of the following:
 Modify the name or value of the attribute.
 To delet e an attribute, select it and click Delete.
3. When you are finished, click OK.

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C HAPTER 4
Configuring Operator Window Components
Introduction to Operator Window Configuration
You can configure the following Operator window components:
 The fields that display in the Job Summary area
 The column configuration for grids in the tabs and some dialog boxes
 The toolbar buttons for the tabs
 The fields that display in certain dialog boxes
 Showing or hiding the numeric keypad in cert ain dialog boxes
You can also save and reload a configuration for the Job Summary area and each tab.
The Operator window configuration functions require that you have the May Configure Operator user
privilege.

Showing and Hiding Job Summary Fields

Be default, all of the job summary fields appear in the job summary area. However, you can select which
fields to show or hide.
To show or hide job summary fields
1. Right -click in the job summary area and click Configure.
The Hide Control s dialog box displays.

2. Select the fields whose visibility you want to change.

3. Use the arrow buttons to move fields betwee n the Hidden Control s and Vi sible Control s lists.
4. Click OK to save your changes.

Saving and Reloading Job Summary Configurations

You can save the current configuration of which job summary fields are shown. You can then reload the
saved configuration or the default configuration.

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If you do not save changes that you made to the current configuration, those changes are lost when you
log out of Operator.
To access the save and reload configuration options
 Right -click anywhere in the job summary area, then click the desired menu command.
The menu commands are described below.
Save Configuration
Saves the current configuration for the active entity.
If you reload the default configuration, this saved configuration is cleared.
Save Configuration for All Logged On Entitie s
Saves the current configuration for all currently logged-on entities.
If you reload the default configuration, this saved configuration is cleared.
Save As Default Configuration
Saves the current job summary configuration as the default configuration for all Operator users.
Reload Configuration
Reloads your last saved configuration.
Revert to Default Configuration
Reloads the default configuration. This also clears the saved configuration.

Configuring Grids in Tab Displays and Dialog Boxes

With the grids in tabs and some dialog boxes, you can:
 Specify what columns and rows are displayed
 Arrange the grid rows by groups and subgroups
 Sort the grid by columns
 Arrange the order of the columns
 Filter the grid rows by a column’s data

Specifying What Columns and Rows Are Displayed

1. Right -click on the tab grid area and click Configure.
The Column Configuration for Grid dialog box displays.

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The list of columns that are available are specific to the tab.

2. Set the desired options, described below.

Include Title Row
Select this option to include a title row for the table, and enter the title in the accompanying box.
Include Group By Row
Include the Group By row in the grid, which allows you to rearrange the grid into groups and
subgroups. See Grouping Grid Data on page 79.
Include Filter Row
Include a filter row, which allows you t o filt er the contents of the grid. To use filtering, see Filtering the
Grid on page 30.
Visible
To make a column visible in the grid, select this option.
Filterable
To enable the filter cell for a column, select this option. To use filtering, see Filtering the Grid on page
30.
Back Color
This option is not supported.
3. Click OK to save your changes.

Grouping Grid Data

The grid can be arranged into groups and subgroups by column data categories.

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To group the grid data by column data categories

1. Drag the column heading to the shaded area above the column headings.

The rows of the grid are now grouped by that data category.

2. Drag another column heading to this area to add a subgroup.

As you add groupings, the diagram in the shaded area is updated to illustrat e the order in which each
grouping is applied. The data rows will also be divided into sections, reflecting t he grouped method used.
To remove a grouping
 Drag the heading of that grouping from the shaded area.

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Sorting by Columns
To sort by a column
 Click the column heading.
To reverse the sort
 Click the column heading again.
To add a secondary or tertiary sort column
 Shift+click another column.

Changing the Column Order

To change the order of a column
 Drag the column heading to the desired location in the column heading row.

Filtering the Grid

If the filter row in the grid’s column configuration has been turned on and filtering has been enabled for
any of the columns, then you can filter the dat a rows included in the grid by those columns.
To filter the grid by a column’s data
1. In the filter cell for the column, ent er the filter criteria.
The filter criteria must include the beginning characters of the data on which you want to filter, or the
entire dat a value. For example, if all work order IDs begin with WO-, then t he filter c riteria must begin
with those characters. So the filter WO-3 could include rows whose work order ID begins with WO-3,
WO-300, WO-301, or WO-3249. However, the filter entry 300 would not match any work order ID
entry.
Filter criteria is case-sensitive.

2. Press the Tab key.

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Only rows whos e data match the entered filter criteria appear in the grid.

To clear the filter

 Delet e the filter entry and press the Tab key.

Configuring a Tab’s Toolbar Buttons

You can add and remove the buttons that are included in a tab’s toolbar.
Some of the available buttons are specific to the tab. Other general buttons might also be available to be
included in the toolbar; for a list of these, see Common Buttons on page 20.

Opening the Configure Button Bar Window

 Right -click the toolbar area and click Configure.

Adding a Button to the Toolbar

1. On the Configure Button Bar dialog box, select the button in the Available Buttons pane.
2. Click the Add button.
3. In the settings pane, enter the Position number of the button to determine its position in the toolbar.

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You can add one or more space separator buttons, shown in the following figure, to visually separate
groups of buttons in the toolbar.

Removing a Button from the Toolbar

1. On the Configure Button Bar dialog box, select the button in the toolbar.
2. Click the Remove button.
The button is moved back to the Available Buttons pane.

Configuring a Button in the Toolbar

You can configure settings for selected button in the toolbar. These settings are described in the
following table.
Control ID
Identifies the control (for example, window or tab) on which this toolbar appears.
ID
Identifies the selected button (and its definition) in the database.
Posi tion
Specifies the position number, or location, of the selected button in the toolbar.
Execution Level
Specifies the minimum Button Execution Level that a user must have (a user privilege defined in
MES Client) to have authorization to use the selected button.
Text
Defines the text, if any, that appears as a label on the selected button.
Tooltip
Defines the text, if any, that will appear when the cursor is hovered over the selected button .
User Data
Defines the external application and/or parameters that will be passed when the selected button is
pressed.
Image
Indicates which image, if any, should be displayed on the selected button. The selected image is
displayed below this list.
Add Image button
Not supported.

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Saving and Reloading Tab Configurations

You can save the current grid and toolbar button configuration for a tab. You can then reload the saved
configuration or the default configuration.
If you do not save changes that you made to the current configuration, those changes are lost when you
navigate to another tab.
You can also save the c urrent configuration as the default configuration for t he tab for all Operator users.
To access the save and reload configuration options
 Right -click anywhere on the t ab area except the toolbar area, then click t he desired menu command.
The menu commands are described below.
Save Configuration
Saves the current configuration for the active entity.
If you reload the default configuration, this saved configuration is cleared.
Save Configuration for All Logged On Entitie s
Saves the current configuration for all currently logged-on entities.
If you reload the default configuration, this saved configuration is cleared.
Save As Default Configuration
Saves the current configuration for this tab as the default configuration for all Operator users.
Reload Configuration
Reloads your last saved configuration for this tab.
Revert to Default Configuration
Reloads the default configuration for this tab. This also clears the saved configuration.

Hiding Fields on Dialog Boxes

Right -clicking on some dialog boxes that have fields displays a context menu with a Configure Fields
option. Selecting this option causes a dialog box to appear that allows you to control whether fields that
are not required for input are hidden or visible.

Hiding the Numeric Keypad on Dialog Boxes

Right -clicking on dialog boxes that have a numeric keypad displays a context menu with a Hide Numeric
Keypad option. Selecting this option hides the numeric keypad.

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To redisplay the keypad, right-click on the dialog box and click Show Numeric Keypad.

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