# Portal 2 Reporting

## Overview

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkbJ1T-WGx7Hb98yulp%2F-MkbJGqChHeLd3DFNcuA%2Fpage_sections.png?alt=media&#x26;token=517500e9-a177-49b7-9e14-a240aa8e9fec" alt=""></div>

1\.	Filters

2\.	Operator, operation, operation status details

3\.	Guidelines

4\.	Shop Order Operations

5\.	Button pane

6\.	Bottom pane with operation details tabs

### 1.	Filters

With this pane, users can filter the Shop Order Operations table.

|                                                                                                                                                                                                   |                                                                                                                                                                                                                                                                         |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>These filters can be:</p><p>-	Shop Order</p><p>-	Operation Id</p><p>-	Work Center</p><p>-	Sched Resource</p><p>-	Dispatch Rule</p><p>-	Selection</p><p>-	Department No</p><p>-	Labor Class</p> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkbKU_LpHhcYwJDrOkL%2F-MkbM_leNFjcwkHNcvx9%2Ffilter_pane.png?alt=media&#x26;token=c01baa95-ee78-4f89-ac8e-38a86a11ba24" alt="" data-size="original"> |

{% hint style="info" %}
To clear the filtering, click on the 'Clear' and 'Filter' buttons again.
{% endhint %}

###

### 2.	Operator, operation, operation status details

This pane contains 3 sections:

| Portlet              | Description                                                                                                                         |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| **Operator**         | Shows some basic information about the logged-in operator and the current work center                                               |
| **Operation**        | Shows the selected operation line basic data such as order number, operation number, remaining quantity, and the state of materials |
| **Operation status** | Shows the actual state of the selected operation. Every state has its own background-color&#xD;&#xD;                                |

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkbKU_LpHhcYwJDrOkL%2F-Mkbdj8mdY-zVwEFPiBQ%2Foperator_pane.png?alt=media&#x26;token=b0f4e65a-4ff3-40e8-a524-5c86647bca54" alt=""></div>

| Status             | Color Code | Color                                                                                                                                                                                                                                                              |
| ------------------ | ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Default            | #E9EFF5    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPJNwKUVWPFijLKJN%2Fe9eff5.png?alt=media&#x26;token=243ddb68-408f-413f-b72f-f524f5a5737f" alt="" data-size="original"> |
| Released           | #E9EFF5    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPJNwKUVWPFijLKJN%2Fe9eff5.png?alt=media&#x26;token=243ddb68-408f-413f-b72f-f524f5a5737f" alt="" data-size="original"> |
| Planned            | #E9EFF5    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPJNwKUVWPFijLKJN%2Fe9eff5.png?alt=media&#x26;token=243ddb68-408f-413f-b72f-f524f5a5737f" alt="" data-size="original"> |
| Cancelled          | #E9EFF5    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPJNwKUVWPFijLKJN%2Fe9eff5.png?alt=media&#x26;token=243ddb68-408f-413f-b72f-f524f5a5737f" alt="" data-size="original"> |
| Closed             | #E9EFF5    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPJNwKUVWPFijLKJN%2Fe9eff5.png?alt=media&#x26;token=243ddb68-408f-413f-b72f-f524f5a5737f" alt="" data-size="original"> |
| Setup Started      | #F0F257    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPZ1Nqe9-XJL3eydS%2Ff0f257.png?alt=media&#x26;token=62809ca5-2c6c-462b-a940-c5540cafd561" alt="" data-size="original"> |
| Partially Reported | #FFAA17    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPdKg4d36Gk9Rhcyn%2Fffaa17.png?alt=media&#x26;token=3a8dd166-7f8c-4183-97e7-92854a6e346a" alt="" data-size="original"> |
| In Process         | #67D64B    | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-Mkf-BRFnmZtzXP4PbNZ%2F-MkfPik6ICWJz_WO_1zV%2F67d64b.png?alt=media&#x26;token=3accf87a-2523-465a-8e4e-a873daab6914" alt="" data-size="original"> |

### 3.	Guidelines

This table shows the guidelines connected to the selected operation. If signoff is required, then the Signoff and/or Inspection Signoff buttons will be enabled.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfPr4B534o83ZdwdM_%2F-MkfQh86B-D04lhHqyvV%2Fguidelines.png?alt=media&#x26;token=c43dfc5b-d82e-48e6-bdbf-687f27f2ccfa" alt=""></div>

| Column    | Description                                                                                                                                                                                                                                                             |
| --------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| No        | This number is used to sequence the order in which the work guidelines are performed.                                                                                                                                                                                   |
| Signed By | The identity of the employee entered in the Shop Floor Reporting when sign-off was performed.                                                                                                                                                                           |
| Type      | The type of work guideline. Possible values are ‘Instruction’ and ‘Subtask’. Subtask type guidelines are only valid for routing components. The only difference between a guideline type Instruction and Subtask is that a Subtask may require a signoff or inspection. |
| Guideline | The text of the work guideline.                                                                                                                                                                                                                                         |

### 4.	Shop Order Operations

This table shows all the operations available to the logged-in user.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfRCCo9GWw1JftmGWW%2F-MkfRpoNwDr6W3TegFeh%2Fso_ops.png?alt=media&#x26;token=935ad272-8a18-4470-8626-277de4af6ba8" alt=""></div>

Available functions from table header:

| Button                                                         | Description                                                               |
| -------------------------------------------------------------- | ------------------------------------------------------------------------- |
| :white\_check\_mark::negative\_squared\_cross\_mark:Start/Stop | Start or stop a setup session or the production on the selected operation |
| :x:Downtime                                                    | Start or stop and report a machine downtime on the work center            |
| :thumbsup:Approve Op                                           | Approve the selected operation                                            |
| :thumbsdown:Report Scrap                                       | Report scrap on the operation                                             |
| :ballot\_box\_with\_check: Start/Stop Indirect                 | Start or stop an indirect process                                         |
| :arrow\_up:Upload Document                                     | Upload a media item or a document file attached to the operation          |
| Create MRB                                                     | Create a new MRB case                                                     |
| Receive By-Products                                            | Receive by-products per operation                                         |

### 5.	Button pane

It contains the available functions on the selected Shop Order operation. Some of the functions are not available on the selected operation, in this case, the button still remains disabled.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MlEhGfFvmfCjL7q9E5H%2F-MlEj8jYxKxYnWeX8JPe%2Fbutton_pane_3.png?alt=media&#x26;token=03833c0d-5093-40dd-a7b3-27d1678ec6ed" alt=""></div>

Users can control the following functions on this pane:

| Button              | Description                          |
| ------------------- | ------------------------------------ |
| Start/Stop          | Start or stop a setup or production  |
| Downtime            | Report downtime on work center       |
| Approve Op          | Approve the selected operation       |
| Report Scrap        | Report scrap on the operation        |
| Start/Stop Indirect | Start or stop indirect process       |
| Receive SO          | Manual receive the operation’s part  |
| Create MRB          | Create an MRB case                   |
| Issue Material      | Issue all materials on the operation |
| Inspection          | Register analysis results            |

For more information about these functions, check the functional documentation.

### 6.	Bottom pane with operation details tabs

This section contains 7 different tabs. These are:

* Assignments
* By-Products
* Clockings
* Material
* Control Plan
* Documents
* Tools

#### Assignments

&#x20;Represents the assigned employees to the selected operation.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfZkuDCim7X0zdE1ej%2F-MkfbCy4VAy-VZC85SRk%2Fassignments_tab.png?alt=media&#x26;token=09eeba5c-7dc5-4e04-a483-55aafdecbd01" alt=""></div>

#### By-Product

Shows the selected operation’s by-products and users can use the top left button to receive by-products.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfbGDGxEqWk96YITu9%2F-MkfbS6Rx23ZwjEy8DkX%2Fby-product_tab.png?alt=media&#x26;token=73dd2a6b-aa79-4652-8e9c-7b9c1d8733e9" alt=""></div>

#### Clockings

Shows the reported machine and labor time on the selected operation.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfbGDGxEqWk96YITu9%2F-MkfbpWGnPXqVHzJpcok%2Fclockings_tab.png?alt=media&#x26;token=58ee69e8-d7b3-48b1-ad19-f540511dae7f" alt=""></div>

#### Material

This tab contains the allocated materials to the operation, and in addition, users can handle the material issue or manual material issue.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfbGDGxEqWk96YITu9%2F-Mkfc6vLQnI2mx-Rzmu-%2Fmaterial_tab.png?alt=media&#x26;token=dc5d6520-16a8-452c-ada7-af89111ec1ce" alt=""></div>

#### Control Plan

Shows the available control plan for the selected operation and users can report inspection and report the results.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfbGDGxEqWk96YITu9%2F-MkfcKOvgaxC8B_k3uK6%2Fcontrol_plan_tab.png?alt=media&#x26;token=56fcef60-40d2-4e9b-ac2f-3fcdab4ffecd" alt=""></div>

#### Documents

Presents the uploaded document and media files, and users can download and check these files.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfbGDGxEqWk96YITu9%2F-MkfcXTm8Y17iSJVUQRY%2Fdocuments_tab.png?alt=media&#x26;token=e55fed43-a0db-4d09-96d8-bd69fd75ae44" alt=""></div>

#### Tools

Contains the tools on the selected operation and users can report tool usage.

<div align="left"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MiW42YxFsGXIDjQJKNR%2F-MkfbGDGxEqWk96YITu9%2F-MkfcoZfTYYlqVmA5PDA%2Ftools_tab.png?alt=media&#x26;token=9cf19548-eb3f-484e-a948-cfa7e8bcc96d" alt=""></div>
