Portal 2 Reporting

Overview

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.

These filters can be:

- Shop Order

- Operation Id

- Work Center

- Sched Resource

- Dispatch Rule

- Selection

- Department No

- Labor Class

To clear the filtering, click on the 'Clear' and 'Filter' buttons again.

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

Status

Color Code

Color

Default

#E9EFF5

Released

#E9EFF5

Planned

#E9EFF5

Cancelled

#E9EFF5

Closed

#E9EFF5

Setup Started

#F0F257

Partially Reported

#FFAA17

In Process

#67D64B

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.

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.

Available functions from table header:

Button

Description

Start or stop a setup session or the production on the selected operation

Start or stop and report a machine downtime on the work center

Approve the selected operation

Report scrap on the operation

Start or stop an indirect process

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.

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

Represents the assigned employees to the selected operation.

By-Product

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

Clockings

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

Material

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

Control Plan

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

Documents

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

Tools

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

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