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AMI

 AutoAGENT  
     Shop  Floor  Manager

                                                                   
                                                                   
Contents  
Introduction .............................................................................................................................................................. 2
Introduction ...................................................................................................................................................... 3
What's In This Manual ..................................................................................................................................... 4
Symbols and Conventions ............................................................................................................................... 5
Shop Floor Manager Navigation Tips ............................................................................................................ 6

Part  1: Shop  Floor  Manager  Setup .......................................................................................................... 8  


Chapter  1: Database  Connection ................................................................................................................... 9  
Defining Database Connection ...................................................................................................................... 9

Chapter  2: Parameters ....................................................................................................................................... 9


Entering Shop Floor Parameters .................................................................................................................... 9

Chapter  3: Job  Status  Codes .......................................................................................................................... 12  


Entering Job Status Codes ............................................................................................................................. 12

Chapter  4: Downtimes  Codes ....................................................................................................................... 14


Entering  Downtimes  Codes  ...............................................................................................  14  
Chapter  5: Automatic  Items .......................................................................................................................... 14
Defining Automatic Items ............................................................................................................................. 15

Part  2: Schedule  Board   .................................................................................................................................. 19


Chapter  6:  Schedule  Board ........................................................................................................................... 19
Accessing the Schedule Board...................................................................................................................... 19

Part  3: Processing ............................................................................................................................................... 24  


Chapter  7: Job  /  Employee  Schedule ......................................................................................................... 25
Processing Job / Employee Schedule........................................................................................................... 25

Chapter  8:  Time  /  View  Maintenance ........................................................................................................ 28  


Processing Time /View Maintenance .......................................................................................................... 28

Chapter  9: Transaction  Update .................................................................................................................... 30


Updating Shop Floor Transactions ............................................................................................................... 30

Part  3: Reports  /  Inquires ............................................................................................................................. 33  


Chapter  10: Reports .......................................................................................................................................... 34
Accessing Reports ........................................................................................................................................... 34

Chapter  11:  Inquiries ........................................................................................................................................ 41  


Accessing Inquiries ......................................................................................................................................... 42

S H O P   F L O O R   M A N A G E R   i    
     

Chapter  12:  Purge  Transactions ................................................................................................................... 43  


Purging Transactions ...................................................................................................................................... 43

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INTRODUCTION:  AutoAGENT  SHOP  FLOOR  MANAGER  
Introduction  
Welcome to AutoAGENT Shop Floor Manager, an important
component within AMI AutoAGENT. Shop Floor Manager automates
the collection of employee time and attendance information, and
production data, giving you accurate and detailed insight into your
production environment.

Accurate production information is available faster and in more detail


than if it were collected manually. Employees can record the time used
and the raw materials, and components consumed for individual jobs
or operations.

This introduction is divided into the following sections:

•   What’s in this Manual?


•   Symbols and Conventions
•   Shop Floor Manager Navigation Tips

2     S H O P   F L O O R   M A N A G E R                                
    I N T R O D U C T I O N      

What’s  in  this  Manual?  


This manual is designed to give you an in-depth understanding of
how to use the features of The Shop Floor Manager and how it
integrates with AMI AutoAGENT. Step-by-step instructions guide the
user through each function.

The manual is divided into the following parts:

•   Part  1,  Shop  Floor  Manager  Setup,  introduces  Shop  Floor  


Manager  and  explains  the  setup  process.      

•   Part  2,  Schedule  Board,  explains  how  to  use  the  Shop  Floor  
Manager  Schedule  Board  to  manage  your  shop  floor  scheduling  
activities.  

•   Part  3,  Processing,  explains  how  to  process  all  shop  floor  
transactions.  

•   Part  4,  Reports  /  Inquiries,  explains  shop  floor  manager  reports  


and  inquiries  options.  

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I N T R O D U C T I O N        

Symbols  and  Conventions    


This manual uses the following symbols to highlight specific types of
information.

Light Bulb - The light bulb symbol indicates helpful tips,


shortcuts, and suggestions.

Warning Symbol - The warning symbol indicates situations


you should be especially aware of when completing tasks.
Typically, this includes cautions about performing steps in
their proper order, or important reminders about how other
information may be affected.
Drop-­‐‑down  button  -­‐‑  This  button  allows  you  to  select  a  single  
option  from  a  list  by  clicking  the  arrow  button  to  the  right  of  the  
field.      
 
See  AutoAGENT  System  Setup  User  Guide  for  more  
navigation  and  windows  tips.
Lookup  button  -­‐‑  The  lookup  button  indicates  that  a  lookup  
window—a  list  of  items  already  entered  in  the  system—is  
available  for  a  particular  field  or  window.  You’ll  select  an  item  
from  the  list  to  enter  in  the  window.  
 
See  AutoAGENT  System  Setup  User  Guide  for  more  
navigation  and  windows  tips.

This manual uses the following conventions to refer to sections,


navigation and other information.

Building a Template Italicized type indicates the name of a section


or procedure.

File >>Print The (>>) symbol indicates a sequence of


actions, such as choosing items from a menu or
a toolbar or choosing buttons in a window.
This example directs you to pick File and then
pick Print.

TAB or ENTER Small capital letters indicate a key or a key


sequence.

Underlined characters An underlined field title on the screen indicates


/ fields on screen the ability to click on it to link to the screen
where the record can be updated

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    I N T R O D U C T I O N      

Shop  Floor  Manager  Navigation  Tips  


To help you to better navigate through the AutoAGENT Shop Floor
Manager menus and screens, here are some tips. If you are using AMI
AutoAGENT you will be able to access the Shop Floor Manager under
a short cut on the navigation menu, labeled Shop Floor Manager,
located on the navigation panel on the left of the screen. If you are
using the Shop Floor Manager as a standalone web-based solution you
can access the Shop Floor Manager from a URL on web browser.
Across the top of every Shop Floor Manager menu are the following
options:

1.   Home – Select this option to return to the Shop Floor Manager


home screen at any time.

2.   Back – Select this option to immediately go back to the previous


Shop Floor Manager screen you last visited.

3.   Contact Us – Enter any question or comment you wish to send to


an AMI representative by filling out the following contact screen.
Upon completion, select send to have the message sent to the AMI
help desk.

1.   Subject – Select the subject that most closely matches your issue.

2.   Company Name – Enter your company name.

3.   E-Mail Address – Enter your email address so that an AMI representative


is able to immediately make contact with you to help you to answer your
questions.

4.   Contact Name – Enter your contact name.

5.   Telephone – Enter your telephone number.

6.   Type Additional Comments – Type in your question or comments in this box.

7.   Send – Choose Send to send this message to an AMI representative.

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I N T R O D U C T I O N        

8.   Clear – Choose Clear to clear all the fields on the screen.

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PART  1:  SETUP  
 

Part  1:       Setup  


Here you can set up the Shop Floor Manager to the unique
requirements of your company. You will have the ability to define
your own job status and downtime codes that are best suited to your
company needs and naming conventions. This section is divided into
the following chapters:

•   Chapter  1,  “Database  Connections”,  Defines  the  integration  path  


form  Shop  Floor  Manager  to  AutoAGENT  Enterprise  components.  
 
•   Chapter  2,  “Parameters”,  builds  a  template  of  required  information  
for  the  Shop  Floor  Manager.  
 
•   Chapter  3,  “Job  Status”,  describes  how  to  set  up  job  status  codes  
that  uniquely  define  the  immediate  status  of  a  shop  floor  
transaction.    

•   Chapter  4,  “Downtime  Codes”,  describes  how  to  set  up  user  
defined  downtime  codes  used  to  categorize  downtime  activities  for  
reporting  and  inquiry  purposes.  

•   Chapter  5,  “Automatic  Items”,  Defines  production  items  that  will  


run  unattended  on  the  shop  floor.  
 
 

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Chapter  1:     Database  Connections  


Here you define the database connection path to allow Shop Floor
Manager data to be transferred between the shop floor manager and

Shop Floor Manager Database Connections  


Setting up the Shop Floor Manager is easy. The first step is to set the
default parameters to match the needs of your company. The Shop
Floor Manager parameters are typically a one-time setup routine but
can be changed at any time.  

To  set  up  Shop  Floor  Manager  Parameters:  


1.   Open the Shop Floor – Parameter Setup window under shortcuts located in
the Navigation Panel. (Shop Floor >> Setup >> Parameters)

2.   Server – Enter the name of the server that will be used to store and process
your Shop Floor Manager transactions. Typically, this refers to the name of
the computer from your location that will be designated as the Shop Floor
Manager Server for the AMI AutoAGENT.

3.   Database – Enter the name of the database that will store Shop floor
transactions. This database must already exist on the server identified in
step 2. Typically, this refers to the name of the SQL server database located
on your Shop Floor Manager server.

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P A R T   1   S E T U P  

4.   Login – Enter the login User ID to be used to access the SQL database.
This ID must already exist on the server identified in step 2 and must have
read and write access to the SQL database.

5.   Password – Enter the password associated with the User ID from step 4. It
is recommended that you use strong passwords in order to protect your
company’s computer investment and data integrity. Contact AMI’s support
department if you need assistance in developing strong passwords.

6.   Confirm Password – Re-enter the password to confirm it has been entered


correctly.

7.   Test Connection – Choose the test connection to verify that your


connection to the Shop Floor Manager server is successful. If the
connection is complete, the message “Connected Successfully!” will be
displayed. Otherwise the message “Connection Failed!” will be displayed.
If this occurs, you must verify that the Server, Database, Login and
Password are correct. Note: These fields are case sensitive.

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Chapter  2:     Parameters  


Here you can customize the way your company will use the Shop Floor
Manager module. Parameters for employee breaks, lunch breaks, and
shift times allow you to customize the automation of shop floor
transactions to the exact needs of your company. Here can also define
job status codes and downtime codes that fit your manufacturing
reporting needs.

Shop Floor Manager Parameters  


Setting up the Shop Floor Manager is easy. The first step is to set the
default parameters to match the needs of your company. The Shop
Floor Manager parameters are typically a one-time setup routine but
can be changed at any time.  

To  set  up  Shop  Floor  Manager  Parameters:  


1.   Open the Shop Floor – Parameter Setup window under shortcuts located in
the Navigation Panel. (Shop Floor >> Setup >> Parameters)

2.   Next Transaction Number – Each shop floor ticket (job ticket) is


automatically assigned a unique transaction serial number. The number
entered here will be appended to a Julian Date (for the day) each time a job
ticket is printed this next transaction number will increment by one
digit.

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P A R T   1   S E T U P  

Here is an example where the next transaction number is 2005

062252005

The first two digits are the YEAR (2006)


The next three digits are the Julian Date (225)
The last four digits are the transaction number (2005)

3.   Shift/Lunch/Breaks – Each company will be able to define up to three (8


hour) shifts.

All time should be entered as military hours and regular minutes. For
example, 2:30 PM should be entered 14:30

a.   Shift From: Enter the start time for this shift.


b.   Shift To: Enter the end of shift time.

c.   Lunch From: Enter the start time for lunch for this shift
d.   Lunch To: Enter the end time for lunch for this shift.

e.   Breaks From: Enter the start time for up to 4 breaks for this shift.
f.   Breaks To: Enter the end time for up to 4 breaks for this shift.

4.   Round Start & End Time – When an employee clocks in at the beginning
of the shift and clocks out at the end of the shift there may be times when
the actual time is not exactly on the shift start or end time. If you check this
box you will be able to enter a minute value that will represent the
allowable (under and over) starting and ending time, in minutes, that will
automatically round to the start and end time.

For example: If you enter Round Start time +- 10

Suppose the shift start time is 7:00 and an employee clocks in at 6:51

The shift start time for this employee will automatically adjust to 7:00

In the same example if the employee clocks in at 6: 49 will not adjust to 7:00.

This rounding will help eliminate incomplete shift hours for each employee
to reflect a full 8 hours of work to feed to the payroll system.

5.   Round Start & End Lunch Time – When an employee clocks out for
lunch or back from lunch there may be times when the actual time is not
exactly on the lunch start or end time. If you check this box you will be
able to enter a minute value. This will be the number of minutes that you
will adjust to the lunch start and end times.

For example: If you enter Round Start time +- 3

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C H A P T E R   1   P A R A M E T E R S  
       

Suppose the lunch start time is 12:00 and an employee clocks out at 11:57

The lunch start time for this employee will automatically adjust to 12:00.

If the employee clocks out at 11:56 it will not adjust to 12:00.

This rounding will help eliminate incomplete lunch break minutes for each
employee to reflect a full lunch break period for the workday for employees
across the shop floor.

6.   Automatic Lunch Update – Check the “Automatic Lunch Update” box if


you want lunch breaks to be automatically recorded.

7.   Automatic Break Update – Check “Automatic Break Update” if you want


breaks to be automatically recorded.

8.   Clear – Choose Clear to clear all fields on the screen.

9.   Save – Choose Save to save this entry.

                                  S H O P   F L O O R   M A N A G E R   1 3      
 

Chapter  3:     Job  Status  Codes  


Moving information into the Shop Floor Manager involves using an
automated data entry device such as a bar-code reader to enter
information. Once assigned a job ticket, an employee will scan the job
tickets bar-coded transaction/serial number and employee badge to
create an open shop floor transaction. This transaction will identify;
work center, item number, and employee ID.

Each open transaction will have a job status (active working condition)
as follows:

START (job started)


FINISH (job finished)
SETUP (job setup begins)
DOWNTIME (employee downtime begins)
LUNCH (lunch break begins)
BREAK (break begins)
MISC (miscellaneous)
ADJUST (setup adjustment)

The Shop Floor Manager applications use job status codes to create a
description to identify the type of work that is being logged against this
job transaction. These are predefined codes that are automatically
displayed on any Shop Floor Manager collection device.

Each job status code may have the need for additional information to
be collected such as pieces produced, reworked or scrapped. Here you
will use job status codes setup to customize each job status to best fit
the shop floor data collection needs of your company.

 
 
 
 
 
 
 
 
 
 
 
 
 
     
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P A R T   1   S E T U P  
       

 
To  set  up  Job  Status  Codes:  
1.   Open Shop Floor – Job Status window.
(Shop Floor >> Setup >> Job Status)

2.   Status – Select or enter a code that uniquely identifies this job. Available
status codes include:

START (job started)


FINISH (job finished)
SETUP (job setup begins)
DOWNTIME (employee downtime begins)
LUNCH (lunch break begins)
BREAK (break begins)
MISC (miscellaneous)
ADJUST (setup adjustment)
Description – Enter a detailed description of this job status.

3.   Quantity Produced – Check the “Qty Produced” box if this job status code
should prompt for a quantity produced. If there could be pieces produced
while an employee is scanned in under this job status code then this box
should be checked so that when the quantity prompt will be displayed.

4.   Quantity Reworked – Check the “Qty Reworked” box if this job status
code should prompt for a quantity reworked. If there could be pieces
reworked while an employee is scanned in under this job status code then
this box should be checked so that when the quantity prompt will be
displayed.

5.   Quantity Scrapped – Check the “Qty Produced” box if this job status code
should prompt for a quantity scrapped. If there could be pieces scrapped
while an employee is scanned in under this job status code then this box
should be checked so that when the quantity prompt will be displayed.

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C H A P T E R   2   J O B   S T A T U S   C O D E S  

6.   Code – Check the “Code” box if this job status code should prompt for a
downtime code.

7.   Pay Code – Check the “Pay Code” box if this job status code should
prompt for a pay code.

8.   Save – Choose Save to save the entry when you are finished.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Chapter  4:     Downtime  Codes  
 

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P A R T   1   S E T U P  
       

Improving shop floor efficiencies and eliminating downtime are


important to the success of a manufacturing company’s profitability.
To help you better analyze you’re shop floor production efficiencies
and identify the causes of production downtime; here we give you the
capability to define downtime codes that are most prevalent in your
manufacturing operations.

By defining downtime codes you will be able to capture labor hours


against all downtime and drill down to specific types of downtime on
efficiency reports and production inquiry options.  

To  set  up  Downtime  Codes:  


1.   Open Shop Floor – Downtime Codes window.
(Shop Floor >> Setup >> Downtime Codes)

2.   Downtime Code – Select or enter a downtime code that to uniquely


identify or differentiate this code from other downtime codes.

3.   Description – Enter a description that best describes this downtime activity.

4.   Transaction Code – Enter the one character transaction code that you want
to link this downtime code to isolate this downtime for reporting or inquiry
purposes. Typically you would enter a “D” for downtime because the
majority of downtime transactions will be entered with a transaction code of
“D”. You may want to create some key downtime transactions that are
common to your manufacturing processes that would be key to your day-to-
day efficiency improvement initiatives.

5.   Clear – Choose Clear to clear entry.

6.   Delete – Choose Delete to delete the record.

7.   Save – Choose Save to save the record.

                                  S H O P   F L O O R   M A N A G E R   1 7      
P A R T   1   S E T U P  

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P A R T   1   S E T U P  
       

Chapter  5:           Automatic  Items      


This is used to allow you to define automatic items and 2

To  access  the  Automatic  Items:        


1.   Open the Shop Floor – Schedule Board window. (Shop Floor Manager >>
Setup >> Automatic Items)

2.   Highlight the work center you wish work with from the work center list that
is (vertically) positioned on the left of the schedule board screen.

3.   View – Select “All” to view all scheduled and unscheduled requirements for
a given work center.

4.   Import – Choose Import to import new shop floor demand that was
generated from the Repetitive MRP generate shop schedule process.

5.   Resources – If you want to change machine or employee resources for a


WIP item choose Resources and the following Work Center Resource
maintenance screen will appear:

                                  S H O P   F L O O R   M A N A G E R   1 9      
 
PART  2:  SCHEDULE  BOARD  

 
 
 

Part  2:       Schedule  Board  


Here you can set up the shop floor manager to the unique requirements
of your company. You will have the ability to define your own job
status and downtime codes that are best suited to your company needs
and naming conventions. This section is divided into the following
chapters:

•   Chapter  6,  “Schedule  Board”,  builds  a  template  of  required  


information  for  the  Shop  Floor  Manager.  
 
 

   
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C H A P T E R   4   S C H E D U L E   B O A R D  

Chapter  6:           Schedule  Board      


The Schedule Board is a powerful yet easy to use tool to give your
scheduling supervisor the most up to date information to perform daily
scheduling functions like; schedule creation from the manufacturing
resource plan, adjusting work center demand and employee assigned
workloads.

To  access  the  Schedule  Board:        


1.   Open the Shop Floor – Schedule Board window. (Shop Floor Manager >>
Schedule Board)

2.   Highlight the work center you wish work with from the work center list that
is (vertically) positioned on the left of the schedule board screen.

3.   View – Select “All” to view all scheduled and unscheduled requirements for
a given work center.

4.   Import – Choose Import to import new shop floor demand that was
generated from the Repetitive MRP generate shop schedule process.

5.   Resources – If you want to change machine or employee resources for a


WIP item choose Resources and the following Work Center Resource
maintenance screen will appear:

 
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P A R T   2   S C H E D U L E   B O A R D  

1.   Active Employees – Employees assigned to each work center will


be displayed here. Place a check mark next to each employee that
you wish to assign to this work center. By placing a check mark
next to an employee you are making this employee active for this
work center.

This means that this employee is in the plant and available to work
in this work center. Employee head counts will be used in the
scheduling process to determine if there are enough available
employee resources to complete the scheduled job by the required
date. If there are not enough employee resources assigned to this
job it will be flagged with a red status line on the schedule board to
give the supervisor an immediate red flag that a resource change
may need to be made to successfully complete this job on time.

2.   Active Machines – Machines that are assigned to each work center


will be displayed here. Place a check mark next to each machine
that you wish to assign to this work center. By placing a check
mark next to a machine you are making this machine active for this
work center.

This means that this machine is up and running and available to the
work center. Like employee resources, machine resources will be
used in the scheduling process to determine if there are enough
available resources to complete the scheduled job by the required
date. If there is not enough employee and or machine resources
assigned to this job, it will be flagged with a red status line on the
schedule board to give the supervisor an immediate red flag that a
resource change may need to be made to successfully complete this
job on time.

3.   Item – Place a check mark for each item under the corresponding
machine to link this item to this machine.

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C H A P T E R   4   S C H E D U L E   B O A R D  

4.   Save – Press the save button to save your resource changes.

5.   Cancel – Press cancel to exit this screen.

Note: Each time you make resource changes, you must run the
schedule process and create a new schedule for any resource
changes to take affect on a schedule.

4.   Schedule – Once you have imported shop floor demand and adjusted
employee and machine resources you are ready to create a shop floor
schedule that will create a new or update an existing schedule. This job
schedule demand will automatically be updated to the schedule board to
give you a visual representation of jobs scheduled for each work center.
See “Schedule Board” for more information.

Choose “Schedule” to create a new schedule or update an existing


schedule. The following prompt will appear:

1.   Work Center – Choose all to schedule all work centers or select


the work center that you are currently working with here.

2.   New – Choose new to create a new schedule for all work


centers or a selected work center. If you have made any
resource adjustments you must select new to generate a new
schedule for these resource changes to take affect across
your schedule.

3.   Update – Choose Update if you only want to import new


schedule demand onto the current schedule. Update will
not affect your current schedule and resource allocations. It
will only add new demand that is not reflected on the
current schedule.

4.   Generate – Choose Generate to execute the schedule


creation or update process. Otherwise press cancel to exit
this option.

 
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PART  3:  PROCESSING  

                               
   
   
 
 

Part  3:       Processing  


Once a schedule has been created, you can monitor all shop floor
activity. Shop floor supervisors are able to check the status of
scheduled jobs, print job tickets, make transaction adjustments or
perform updates.

This section is divided into the following chapters:

•   Chapter  7,  “Job  /  Employee  Schedule”  is  used  to  check  the  status  
of  jobs  scheduled  to  a  work  center  or  to  print  job  tickets.  
 
•   Chapter  8,  “Time  /  View  Maintenance”,  to  make  adjustments  to  
transactions  that  have  been  automatically  updated  from  the  shop  
floor  data  collection  devices.  
 
•   Chapter  9,  “Transaction  Update”,  to  update  all  open  transactions  
from  the  Shop  Floor  Manager  into  the  Production  Manager  
module.  
 
 

   
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Chapter  7:     Job  /  Employee  Schedule  


Use Job Employee Schedule to view open jobs and to get an up to the
minute status of a job that is currently running or scheduled to run on
the shop floor. You can print a job ticket for any open jobs to assign the
job to an employee. Each employee will scan into the job by scanning the
transaction serial number on the job ticket along with their employee
badge.

To  run  Job  /  Employee  Schedule:  


1.   Open the Shop Floor – Job / Employee schedule window.
(Shop Floor >> Processing >> Job / Empl Sched)

2.   View – You can view all shop floor demand for each work center by selecting
“All”. To view jobs up to a specific date select “Up To” and enter the to date
from the calendar. Press the following symbol to access the calendar .

If you only want to view jobs for a specific date select “On” and enter the
date from the calendar.

Each work center is listed vertically on the left of the screen. Highlight the
work center to view any open jobs for that work center.

3.   Print Job Tickets – Choose “Print Job Tickets” to print new job tickets or
to reprint job tickets. The following job ticket print screen will appear:

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1.   New – Select new to print job tickets for the first time. Each job ticket is
assigned a unique, transaction serial number. Here you can print a job ticket
for selected scheduled jobs. You may also want to print multiple job tickets
(each with a unique transaction serial number) because you potentially may
have enough work for multiple employees to work on a scheduled job over
multiple shifts.

4.   Printed – Choose “Printed” to print another copy of a job ticket that has
already been printed. Perhaps an employee is currently scanned into a job
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and misplaced their job ticket or is unable to scan the job ticket for whatever
reason. Here you will be able to quickly and easily ID a job ticket by
transaction serial number using the Find command and reprint this job ticket.

5.   Print – Choose “Print” to execute the print process. Here is an


example of a job ticket:

             
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Chapter  8:            Time  /  View  Maintenance  


Each time an employee scans into job, finishes a job or just scans in or
out of any shop floor related activity a transaction is automatically
recorded into the shop floor manager module. Here through
transaction maintenance you will be able to maintain these
transactions.

To  use  Time  /  View  Maintenance:    


1.   Open the Shop Floor – Time View Maintenance window.
(Shop Floor >> Processing >> Time /View Maint)

2.   Transaction Serial Number – Select or enter the transaction serial number


you wish to work with and all the transactions that have been recorded on or
against this transaction serial number will be displayed.

3.   Qty Produced – The total quantity produced against this transaction serial
number will be displayed here. You can make adjustments to this total by
entering a new (overriding) produced quantity.

4.   Qty Scrapped – The total quantity scrapped against this transaction serial
number will be displayed here. You can make adjustments to this total by
entering a new (overriding) scrapped quantity.

5.   Clear – Choose Clear to clear entry.

6.   Delete – Choose Delete to delete the record.

7.   Save – Choose Save to save the record.

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Chapter  9:   Transaction  Update  


Transaction update will allow you to update all shop floor transactions
into the AutoAGENT Production Manager module. This update will
update all inventory quantities and labor time for all the work that was
performed and recorded in the shop manager module.

To  update  Shop  Floor  Transactions:    


1.   Open the Shop Floor – Transaction Update window.
(Shop Floor >> Processing >> Trans. Update)

2.   Transactions – Choose “All” or “Range” to display a range transaction


serial numbers to update. By Choosing “On” and using the calendar , you
can update a all the transactions for a specific date .

3.   Pre-Update Report – Select Pre-Update Hours report to print a report


that summarizes all the hours worked. This can be used as an audit report
to verify that the hours are correct prior to updating all the transactions
into AutoAGENT Production Manager. Below is a sample report:

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4.   Update – Choose “Update” to begin the transaction update process.


All transactions will automatically be updated once you begin this
process. Make sure that you have reviewed the Pre-Update Report for
accuracy before running this update.

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PART  4:  REPORTS  AND  INQUIRIES  


 

   
     
 
 
 

Part  4:       Reports  and  Inquiries  


Reports and Inquiries

•   Chapter  10,  “Reports”,  explains  all  the  reporting  capabilities  of  the  
shop  floor  manager.  
 
•   Chapter  11,  “Inquiries”,  explains  all  the  inquiry  options  within  the  
shop  floor  manager.  

•   Chapter  12,  “Purge  Transactions”,  explains  how  to  purge  


transactions  from  the  shop  floor  manager.  
 
 
 
 
 

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Chapter  10:     Reports  


Here you can analyze shop floor manager information and display the
information on the computer screen or on a printed report. You also
can save it to a file.

To  access  Reports  
1.   Open the Shop Floor – Reports window.
(Shop Floor >> Reports / Inquiries >> Reports)

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Job Ticket – Select Job Ticket to print select or range of job tickets. The
following prompt screen will appear:

2.   Work Center – Select the work center from the drop down list to access a
list of open job tickets.

3.   Item/Trans. Serial No./Machine ID – Select Item for an on the screen


sort of job tickets by Item. Select Trans Serial No for an on the screen
sort of job tickets by transaction serial number. Select Machine ID
for an on the screen sort of job tickets by Machine ID.

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4.   Find – You can search for an item, machine ID, or transaction serial
number by selecting from the Item drop down list. Press the find to
complete the search.

a.   Selected – Place a check mark next to each job ticket that you
want to print.

b.   Print – Choose “Print” to execute the print process. Here


is an example of a job ticket:

 
 
 
 
 
 
 
 
 

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C H A P T E R   8   R E P O R T S    

Employee Pre – Update Hours Report – Select Pre-Update Hours report


to print a report that summarizes all the hours worked. This can be used
as an audit report to verify that the hours are correct prior to updating all
the transactions into AutoAGENT Production Manager. Below is a
sample report:

 
 

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P A R T   4   R E P O R T S   A N D   I N Q U I R I E S    
   

Employee Badge – Employee badges are barcode employee ID badges


that are used by each employee to scan into a job ticket. Each time an
employee first scans into a job by scanning the job ticket (barcode) serial
number they are immediately prompted to scan their employee badge.
Here you will be able to print additional employee badges in the event that
an employee needs a new badge to replace a lost or damaged employee
badge. To print an employee badge, range of employee badges or all
employee badges. Select “Employee Badge” report prompt and the
following screen will appear:
 

 
 
1.   All – Select “All” to print all employee badges.

2.   Range – Select “Range” to get a from and through range of employee


badges to print.

3.   Selected – Select “Select” to individually select employee badges.


Place a checkmark next to each employee badge you wish to print.

4.   Custom – Select “Custom” to access the following screen. From this


screen you will be able to enter custom “free form” text for the fields
described on the screen.

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C H A P T E R   8   R E P O R T S    

5.   Print – Choose “Print” to execute the print process. Here is an


example of an employee badge:

Break –Time Exception Report – The break-time exception report will


list all employee breaks that fall outside the standard defined breaks for an
employees shift. For example if shift 1 is allowed 2 breaks and an
employee has 3 breaks scanned on this shift the breaks will print on this
exception report.
 
 

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Chapter  11:         Inquiries  


Shop floor inquiries is used by management to inquire on all shop floor
manager static tables that are used by the shop floor manager to collect
information for all worked performed on the shop floor.  

To  access  Inquiries:  
1.   Open the Shop Floor – Inquiries window.
(Shop Floor >> Reports / Inquiries >> Inquiries)

2.   Work Centers Inquiry – This inquiry will display each work center
and the scheduled production hours as defined for this work center.

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C H A P T E R   9   I N Q U I R I E S    

3.   Work Center Machines Inquiry – This inquiry will display each


work center and the scheduled machine hours as defined for this
work center. Active machines have a status of A.

4.   Work Center Employees Inquiry – Displays for each work center all
employee labor capacity. Active employees have a status of A.

5.   Job Status Inquiry – Displays all the job status codes that are used in the
shop floor manager data collection to record transactions.

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6.   Downtime Codes Inquiry – Displays all defined downtime codes


you will be able to use to capture labor hours against all downtime
and drill down to specific types of downtime on efficiency reports
and production inquiry options.

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C H A P T E R   9   I N Q U I R I E S    

7.   Schedule Header / Detail Inquiry – Displays all currently


scheduled work by work center.

8.   Job Tickets Inquiry – Displays all open job tickets in sequential


order.

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P A R T   4   R E P O R T S   A N D   I N Q U I R I E S    
   

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9.   Job Tickets Time Inquiry – Displays all job status activities posted
against a selected transaction serial number.

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10.   Job Tickets History Inquiry – Displays historical transactions that


have been updated from the Shop Floor Manager into the
Production Manager for all job tickets on one inquiry screen.

11.   Job Tickets Time History Inquiry – Displays all the historical
transactions that have been updated from the Shop Floor Manager
into the Production Manager for each job ticket you select here.

12.   Downtime Pay Code Inquiry – Displays all downtime codes and
its corresponding pay code.

13.   Time View Inquiry – Displays all time and production data
collected for a job ticket.

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Chapter  12:   Purge  Transactions  


Use the Purge Transactions options to purge used job tickets, unused
job tickets and historical transactions from the shop floor manager
database.

To  access  Purge  Transactions:  


1.   Open the Shop Floor – Purge Transactions window.
(Shop Floor >> Reports / Inquiries >> Purge Transactions)

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2.   Unused – Select “Unused” to display all unused job tickets to purge from
the shop floor manager database.

Place a check mark in the selected box for each transaction serial no. (job
ticket), that you want to purge from the open job ticket tables.

3.   Used – Select “Used” to display all used job tickets to purge from the shop
floor manager database.

Place a check mark in the selected box for each transaction serial no. (job
ticket), that you want to purge from the open job ticket tables.

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C H A P T E R   9   I N Q U I R I E S    

4.   History – Select “History” to display all historical job tickets you can purge
from the shop floor manager database.

Place a check mark in the selected box for each transaction serial no. (job
ticket), that you want to purge from the historical job ticket tables.

5.   Purge – Choose “Purge” to execute the purge.

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