MES Supervisor Workbench

This chapter describes the features of the MES Supervisor Workbench, including the ability to monitor shop floor progress on the Dashboard and to avoid potential problems through actions taken on the Supervisor Workstation.

This chapter covers the following topics:

Overview of the MES Supervisor Workbench

The MES Supervisor Workbench is the starting point for supervisors to view shop floor progress and potential problems. This includes shop floor status, performance, and exceptions to shop floor workflow. The details displayed in the Supervisor Workbench are determined by the specifics of the login information. You can view the entire organization; or specify a particular department, resource, employee, or machine. This workbench has the following regions:

Note: If Oracle Endeca is installed and licensed in your environment, then refer to the Oracle E-Business Suite Information Discovery Integration and System Administration Guide for detailed information about the Endeca enhancements to your product.

MES Supervisor Workbench Startup

The Startup page is used to enter specific parameters for organization, department, and resource. You can set different login and workbench initialization modes. For example, you can:

See: Workstation Startup and Initialization Modes

To access the MES Supervisor Workbench

  1. Navigate to Startup page and select the specifics for a particular Badge Number, Organization, Department, Resource, and Employee or Machine.

    The Organization field is required; select values in the other fields depending on how much detailed information you want to view.

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  2. Enable the Save Startup Parameters check box to save these parameters for future logins.

  3. Select Start to display the Dashboard page.

  4. Select a task from the Actions box to access available global actions. Choose Go to navigate to the appropriate page.

    Available global actions are specified in the Global Actions parameter. These views and tasks include other workbenches and reports. See: Global Actions

  5. The MES Supervisor responsibility opens in the Dashboard view, see: Using the Supervisor Dashboard

    Select other tiles to access the following information:

    • Work Orders

    • Exceptions

    • Operations

    • Component Availability

List Search Capability

List Search is a tool that helps you quickly and easily retrieve information and create custom search criteria for future retrievals. The Work Orders and Exceptions pages in the MES Supervisor Workbench provide a List Search panel. List Search is enabled only when both the following profile option and query bean property are enabled:

The List Search panel enables you to perform a Quick Search on one value, such as Starting Today, or create a new custom search as shown in the search panel for the specific tile you are viewing.

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You can search based on default filters, add, and remove filters on values such as Job, Assembly, Status and so forth. You can use multiple items from a list of values. For each search criteria value, there is the option to select a conditional qualifier such as: is, greater than, is between.

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The Exceptions page displays filter values such as Assembly, Exception id, Exception Type, among other choices.

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You have the ability to create a custom search and save it for future inquiries. The Create Saved Search dialog box provides the option to use this criteria r as a default that can also be displayed as a tile on the page.

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See: List Search, Oracle E-Business Suite Setup Guide, and Querying and Viewing Data, Oracle E-Business Suite User's Guide

Using Tiles to Access Information

The MES Supervisor Workbench provides tiles enabling you to access corresponding pages of detailed content for the following areas:

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Using the Supervisor Dashboard

The Dashboard displays performance graphs, links to detailed information in the Metrics tabbed region, and a Shopfloor Progress tabbed region. The graphs in the Metrics region are configured using several parameters including:

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The Dashboard graphs include:

Important: Data displayed in the graphs on the dashboard are based on time calculated in the server time zone, and not the client time zone.

Production to Plan View

The Production to Plan graph displays progress for actual production in comparison to planned production. Planned quantity is the scheduled quantity for a job operation with a scheduled end time. Actual production quantity is the number of good units completed at a job operation. This view gives supervisors the capability to monitor production and synchronize it with demand. The key performance indicators are calculated for organization and department levels. The Production to Plan KPI parameter is one of the key performance indicators on the Dashboard. See: Production to Plan KPI.

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The progress percent is defined in the Production to Plan KPI parameter and can be calculated on either quantity or operation lead time. The calculated values at each job operation is then summed up, and the average is calculated at the department or organization level:

Data is used from the WIP_OPERATIONS table for planned jobs; and from the WIP_MOVE_TRANSACTIONS table for actual completion. Depending on how the parameter is set, the program also considers other factors such as job types, job statuses, scrap, reject, and unplanned completions. When the concurrent program is generated, information from these two sources, at the shift level, is calculated for the seven-day period to display in the chart for each day.

You can navigate to the Production to Plan Summary and Production to Plan Details tables by selecting Details. This view also enables you to navigate to the other Dashboard performance tables and graphs. You can set your display for:

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The Production to Plan Summary table displays the period, actual completion percent, unscheduled completion percent, scrap percent, reject percent, and overall progress percent of your production—based on your setup of the Production to Plan KPI parameter setup for the organization.

Select a record to display the details of that record in the Production to Plan Details table. This view displays the department, job operation, unit of measure, planned quantity, actual completion, operation lead time, and operation progress percent.

Labor Performance View

The Labor Performance graph provides visibility in managing shop floor resources using values set in the Labor Performance Metrics parameter,and calculated in the Labor Performance Metrics concurrent request. Labor Performance metrics are displayed in different time buckets for views by organization, department, resource, or employee. Aggregated data for all employees, at every shift for the previous seven days, is populated into the graph. Time is captured using shift, clock, and job information.

The Labor Performance graph displays the performance metrics and the target goals for efficiency, productivity, and utilization for a seven-day time frame.

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Labor performance reporting uses the following in its calculations:

Using Third Party Time and Attendance Systems

MES for Discrete Manufacturing can be integrated with third party time and attendance systems to collect actual time. The WIP_TIME_ENTRY_INTERFACE table is used to enter records for Direct Labor Hours and Actual Attendance Hours. The Import Actual Times concurrent program moves the records from this table and imports them into the MES system. The Labor Performance Metrics Calculation is then generated to view labor metrics with the imported data. See: Time and Attendance Systems Integration

Labor Performance View and Labor Performance Summary

In the Labor Performance Graph, select Details to navigate to both the Labor Performance View and Labor Performance Summary tables. This view also enables you to navigate to the other Dashboard performance tables and graphs. The detail of the information displayed, and the selection of specific criteria, depends on the level of your login values entered in the startup page. You can set your display for:

Select Go to display the results of your search.

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First Pass Yield View

The First Pass Yield graph displays the ratio of usable parts to the material used for its processing, achieved without rework or reprocessing. This metric provides supervisors a view of manufacturing operations at the macro level for decision making. The view is enabled using the Supervisor Dashboard View parameter and generated through the First Pass Yield Calculation program accessed in the global actions. See: Supervisor Dashboard View

The First Pass Yield concurrent program uses the following considerations in its calculation:

The first pass yield percentages displaying on the chart are for the previous seven days from the current date.

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Select Details to view First Pass Yield Summary and Details. This view also enables you to navigate to the other Dashboard performance tables and graphs. The data displayed in the summary and detail regions depends on your display parameters. You can set your display for:

In the First Pass Yield Summary Region, select view and date values to filter your display for the Scrap Percent, Reject Percent, First Pass Yield Percent values.

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Select a record to display the First Pass Yield Details for a particular assembly or department for the date parameters specified.

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Parts Per Million Defects View

The Parts Per Million Defects graph displays the ratio of defective parts per million on completed work orders. This view is calculated from job with statuses of Completed, Complete-No Charges, and Closed. The view is enabled using the Supervisor Dashboard View parameter and generated through the Parts Per Million Defects Calculation program, accessed in the global actions. See: Supervisor Dashboard View

The parts per million defects percentages displaying on the chart are for the previous seven days from the As Of date field value.

The Parts Per Million Defects concurrent program uses the following considerations in its calculation:

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Select Details to view Parts Per Million Defects Summary and Details charts, and a table of the listing the records in a seven-day date range. This view also enables you to navigate to the other Dashboard performance tables and graphs. The data displayed in the summary and detail regions depends on your display parameters. You can set your display for:

In the Parts Per Million Defects Summary Region, select shift or date values to filter your display for the Assembly and Parts Per Million Defects values. If you select date, you can see a particular date or all dates in the previous seven-day period.

Select a record to display the Parts Per Million Defects Details for a particular assembly or department for the date parameters specified.

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Monitoring Shop Floor Progress

Shopfloor Progress displays tabbed regions for the status of jobs, machines, and people on the shop floor: Current State, Capacity Shortages, and Operator Availability including:

Current State

The Current State tabbed region displays a real time view of all the clocked in job operations. It provides a status of current jobs, and machines and operators.

You can filter the list of records by specifying a resource view in the View box and selecting Go. Choices are:

Select a resource record, and the Dispatch List icon to navigate to the Dispatch list to view other jobs using this resource. This enables you to monitor those jobs and perform transactions.

Use the Table Setting icons to set fields for this view including Department, Job Operation, Assembly, Operator, Actual Start Date, Projected Completion Date, Quantity Scrapped, and Quantity Rejected.

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Capacity Shortages

The Capacity Shortages tabbed region displays potential capacity shortages for bottleneck resources. The jobs appearing are those whose projected completion time exceeds the shift or scheduled time.

You can set your display to a particular shift by selecting a time slot in the View By Shift box, and selecting Go. The other fields in this view include Jobs Not Started, Remaining quantities (for Available, Required, Shortage), and Unit of Measure. The resources considered when calculating capacity shortages are set in the parameter, Resources for Capacity Shortages

This view enables you to select a resource record and navigate to the Dispatch List page to view other jobs using this resource. You can then monitor those jobs and perform transactions.

Note: Resource shortages do not change the ready status of a job operation. A particular job may have shortages, but the job can display as ready on the Dispatch List and Work Content pages. The Ready Status function is designed to enable the supervisor to determine if a job is ready for work. However, you can customize how you want job readiness calculated using a client extension. See: Viewing Dispatch Lists

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Operator Availability

The Operator Availability tabbed region provides a view of labor availability based on employees who have reported their attendance either through MES for Discrete or another time and attendance system integrated with MES. This aids supervisors in managing shop floor work. This list is dependent on the level of the login information. For example, if the supervisor logs in specifying Department, the list displays employees attached as resource instances to the department. You can:

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To view attendance hours for operators:

As a supervisor, you can view the attendance history of operators on the shopfloor using the View Attendance Hours page. Use the Discrete MES Import Actual Times concurrent request to load the shift-in and shift-out details for shopfloor operators.

  1. Click the View Attendance Hours icon available for an operator.

  2. The View Attendance Hours page displays the employee name and employee number of the operator.

  3. Click Go to see all the shift-in and shift-out record details for the operator.

  4. (Optional) Use the following criteria to search for specific time and dates for the operator's attendance:

    • Start Time Within - Enter the number of hours as the start time within which you would like to search for an operator's attendance. For example, you may want to search for attendance details for an operator within the last 10 hours.

    • End Time Within - Enter the number of hours if you want to specify a start and end time range within which you would like to search for an operator's attendance. For example, you may want to search for attendance details for an operator within 10 to 24 hours.

    • Start Date From - Enter a start date from which you would like to search for an operator's attendance.

    • Start Date To - Enter a start date if you want to specify a from and to start date range to search for an operator's attendance.

    • End Date From - Enter an end date from which you would like to search for an operator's attendance.

    • End Date To - Enter an end date if you want to specify a from and to end date range to search for an operator's attendance.

  5. Click Go.

    The table lists the start time and end time of the operator's shift-in and shift-out details. The total duration that an operator worked appears in hours. If the operator is still available, the End Time will be blank.

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  6. Click Return to Dashboard: Shopfloor Progress to go back to the Operator Availability tab.

Viewing and Updating Work Order Status Details

The Work Orders page provides a job centric view of scheduling statuses listing all the jobs fitting the criteria in your Startup page parameters. You view a dispatch list of your jobs by statuses when selecting specific tabs and tiles.

To search for work orders

  1. Navigate to the Work Orders page and select Search.

    The Simple Search panel appears.

  2. Select search criteria in the following fields:

    • Work Orders

    • Assembly

    • Job Status

    • Schedule Group

    • Build Sequence

    • Project Number

    • Task Number

    • Start Date To and From

    • Completion Date To and From

    • Department

    • Resource

    • Outside Processing Resource Exists check box

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  3. Select Go to display the results of your query.

  4. If List Search capability is set up—you can search based on default filters, add and remove filters, and use multiple items from a list of values. See: List Search Capability

To view and take work order actions

  1. Navigate to the Work Orders page.

  2. Select tiles for a listing of jobs scheduled. Choices are shown in the following table:

    Starting Today Jobs with Scheduled Start Date as today and status of Unreleased, Released, On Hold, Cancelled, Completed, and Completed No Charges.
    Finishing Today Jobs with scheduled completion date as today and status of Unreleased, Released, On Hold, Cancelled, Completed, and Completed No Charges.
    On Track Released and On Hold jobs without delays or operation delays.
    Delayed Released and On Hold jobs where the current date is past the Scheduled Job Completion date by more than the tolerance specified.
    With Exceptions Released and On Hold Jobs having open exceptions in at least one of the job operations.
    With Operation Delay Released and On Hold Jobs with operations that are yet to be started and include one of the following:

    • Start delay: current date is past scheduled operation start date by more than the delay tolerance specified.

    • Operations that are yet to be completed and have a completion delay: current date is past scheduled operation completion date by more than the delay tolerance specified.

    • Jobs that are unreleased and first operation is delayed: current date is past the scheduled start date of the first operation by more than the tolerance specified.
    On Hold Jobs that are on hold.
    Expedited Expedited jobs in the status of Unreleased, Released, and On Hold.
    Starting Tomorrow Jobs with Scheduled Start Date as the next day.
    Finishing Tomorrow Jobs with Scheduled Completion Date as the next day.

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    The fields appearing in the table for all statuses are Job Number, Job Status, Assembly Number, Scheduling Dates, Quantity Start and Complete numbers, Unit of Measure, and available Actions.

  3. You have the option to select one or multiple records listed in the table and choose Email in the Actions box to send the work order records to another employee.

  4. You can filter the list of records by specifying Status, Job, or Assembly in the View box, or selecting a value and choosing Go.

    The results of your query appear in the table.

  5. Select the Job link to navigate to the Work Order Detail page for this record to view details and perform actions. See: Viewing and Maintaining Work Order Details

  6. Select the Schedule icon that appears in the Scheduling Dates field to reschedule work orders that are unreleased, released, complete or on hold. See: Rescheduling Work Orders.

  7. Select the Actions column for a specific record and choose one of the following available actions for a work order. Specific actions are available depending on the work order status:

    • Email: Sends an email with the job summary detail information to a designated party.

    • Put Jobs On Hold

    • Cancel Job

    • Release or Unrelease Job

    • Expedite

    • Add Notes: Navigates to the Update Note page to add text regarding this job. See: Updating Job Notes

    • Generate Assembly Serial Numbers for serialized assembly jobs.

Viewing and maintaining work order Details

You can navigate to the Work Order details page by selecting a work order link. This page enables you to view information regarding a specific work order, select more detailed information, and choose actions.

To view details for a specific work order

  1. Navigate to the Work Order details page for a selected work order.

    Information displays in fields in the following regions with the associated fields:

    • Overview: Status, Job Description, Assembly, Current Operation, Job Type, Planner, Customer, Expedited, Class, Quantities, and Unit of Measure.

    • Dates: Scheduled Start, Scheduled Completion, Actual Start, and Actual Completion

    • Bill: Reference, Alternate, Description, Supply Type, Revision, Revision Date

    • Routing: Reference, Alternate, Description, Supply Type, Revision, Revision Date, Serialization Start Operation

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  2. In the Details column, you can access detail information in the following regions:

    • Operations

    • Exceptions

    • Components

    • Resources

    • Instructions

    • Notes

    • Serial Numbers

    • Additional Information

    Operations: You can view each Operation Sequence and Code, Scheduling Dates, the Quantities and status in each Operation Step, and Instructions. See: Viewing and Managing Operations

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    Exceptions: You can view a listing of exceptions for this work order record displaying details on Type, Description, Department, Operation, Reported By, Reported Date, and Reason. See: Viewing and Resolving Exceptions

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    Components: You can view the component details for Component number, Description, Supply Type; and Quantities Per Assembly Required, Issued, Reserved. Available On Hand, and Shortages. See: Viewing and Managing Component Availability

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    Resources: You can view details for Resource Sequence, Resource Department, Description; and Quantities Required, Applied, Open, and Shortages.

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    Instructions: You can setup a sequential display of instructions needed to perform the operation. See: Configuring Document Attachments

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    Notes: Information and notes can be viewed and created on the Update Note page. See: Updating Job Notes

    Serial Numbers: You can view a listing of serial numbers data regarding this work order including : Serial Number, Operation Sequence, Operation code, Department, Step, and Status.

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    Additional Information: Descriptive flexfield data appears if you defined descriptive flexfield structures. See: Using Descriptive Flexfields

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  3. The following options are available in all the regions in the Actions box:

    • Email Job

    • Put Job On Hold

    • Cancel Job

    • Unrelease Job

    • Expedite

    • Add Notes

  4. Select Done to close any of the detail pages and navigate back to the Work Orders page.

Rescheduling Work Orders

You can use the Reschedule Work Order page to reschedule work orders that are unreleased, released, complete or on hold.

To reschedule a work order

  1. Navigate to the Work Orders page and search for work orders. Follow the steps given in Viewing and Updating Work Order Status Details to search for work orders.

  2. The Work Orders page displays information for work orders in the Job, Status, Assembly, Scheduling Dates, Quantity Start and Complete, UOM, and Actions columns. Note that you can only reschedule work orders with the status of Unreleased, Released, Completed or On Hold.

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  3. In the Scheduling Dates field for a work order, click the Reschedule icon.

  4. The Reschedule Work Order page appears. This page displays the existing schedule start and scheduled completion dates that have been saved for the work order.

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  5. To reschedule the work order, select a start date in the Schedule Start Date field or the scheduled completion date in the Scheduled Completion Date field.

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  6. Click Cancel to cancel your changes.

  7. Click Apply to reschedule the work order.

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  8. View the changes in the Work Orders page.

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  9. The changes in the work order schedule will also reflect in the Discrete Jobs, Operations, and Resource Requirements windows.

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Viewing and Printing Job Traveler for Multiple Jobs

You can view and print the Job Traveler for multiple jobs in the Work Orders page using the View and Print Job Traveler action.

Note: You can print the Job Traveler for a maximum of 15 work orders.

To view and print Job Traveler for multiple jobs:

  1. On the Work Orders page, select multiple jobs.

  2. From the Actions list of values, select View and Print Job Traveler.

    Print Job Traveler for Multiple Jobs

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  3. Click Go.

  4. You can then review details for all the selected job in the Job Traveler report that opens per the Job Traveler template you have set.

Viewing and Resolving Exceptions

Exceptions are reported and displayed for situations preventing work on job operations. They can include material shortages, labor balancing problems, machine downtime, and quality problems. When an exception is reported, a workflow is invoked and notifications are sent to the appropriate recipients to signal that there are production issues. When notified about exceptions, you can view other job operations affected and take action. Exception types are in the following categories:

The same exception can be created for any or all of the impacted jobs. Various resolutions are available. You can choose a record and select an action to resolve the production problem. For example, for the following exception types, you can:

Additionally, you can define a custom exception type using the Oracle Applications Lookup functionality.

The Exception page can be accessed from the Exceptions tile on the MES Supervisor Dashboard and the View Exception job operation action if set up as actions on the Dispatch List and Work Content pages.

To view a summary listing of exceptions to production work

  1. Navigate to the Exceptions page.

    If accessed from the Exceptions tile on the MES Supervisor Dashboard, all exceptions fitting the criteria in your Startup parameters appear in a table on the page. You can view the list in the following categories by selecting tiles for:

    • Open Exceptions

    • Reported Today

    • Reported Yesterday

    • Reported Last 7 Days

    • Closed Today

    • Closed Yesterday

    • Closed Last 7 Days

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    Exception data appears in a table in the following fields:

    • Exception Number

    • Exception Type

    • Type Description

    • Department

    • Job Operation

    • Reported By

    • Reported Date

    • Reason: Reason codes for various exceptions are set up in the parameter: Reason Codes for Exception Types

    • Impacted Jobs

    • Action

  2. Select Create to navigate to the Report Exceptions page to create new records, see: Reporting Exceptions

  3. Select Search to navigate to the Simple Search Exceptions page to find and filter exception records. See: Searching for Exceptions

  4. Select one or multiple records listed in the table and choose one of the following options in the Actions box:

    • Email: Sends an email with the exception summary detail information to a designated party.

    • Add Notes: Navigates to the Update Note page to add text regarding this exception. See: Updating Job Notes

  5. You can filter the records in the table display by selecting either Department or Exception Type in the View box. Then select a value and choose Go.

    The results of your query appear in the table.

  6. In the summary table, select an Exception Number link to navigate to the Exception page, see: Viewing an Exception Detail Record

  7. In the Impacted Jobs column, select the number link for a particular record to navigate to the Impacted Jobs page. See: Viewing and Adding Exceptions to Impacted Jobs

  8. Exceptions created for shop floor issues can be resolved using various options. Depending on the status, select a record and one of the following choices available for resolution in the Actions drop-down icon:

    • Email: Sends an email with the exception summary detail information to a designated party.

    • Resolve: If this exception has been corrected, selecting Resolve closes this record.

    • Add Notes: Navigates to the Update Note page to add text regarding this exception. See: Updating Job Notes

    • Assign Alternate Resources: Navigates to the Assign Alternate Resources page enabling a switch from the current resource group to an alternate resource group. See: Assigning Alternate Resources

    • Assign Shopfloor Statuses: Enables you to change the status of a specific interoperation step. See: Changing Shopfloor Statuses

    • Put Jobs On Hold: Changes the job status to On Hold.

    • Reschedule Jobs: Navigates to the Reschedule Operation window to change scheduling direction and start dates. See: Rescheduling Operations

To search for exception records

  1. Navigate to the Search Exceptions page.

    This page enables you to search for specific exceptions and filter long lists of exception records.

  2. In the Simple Search region, select values related to your search in the following fields:

    • Work Order

    • Assembly

    • Start Date From and To

    • Completion Date From and To

    • Schedule Group

    • Build Sequence

    • Project Number

    • Task Number

    • Exception Identification

    • Department

    • Type

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  3. Select Go to display the results of your search.

  4. If List Search capability is set up—you can search based on default filters, add and remove filters, and use multiple items from a list of values. See: List Search Capability

  5. Select Done to navigate back to the Exceptions page.

  6. Select Create View to navigate to the Create View page listing attributes that can be edited to change the view or filter the data that is displayed.

Viewing an exception detail record

  1. Navigate to the Exception page for a specific exception record.

    In the Exception region, the following fields appear for this record:

    • Exception ID number

    • Value of the designated Exception Type if this is a Resource or Component exception.

    • Status

    • Attachments

    • Reported By

    • Reported Date: This field displays the date and number of days since reported.

    • Type, one of the following Exception Types:

      • Resource

      • Component

      • In Process Assembly

      • Quality

      • Others

    • Reason: Reason codes for various exceptions are set up in the parameter. Reason Codes for Exception Types

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  2. If attachments exist, select the View link to open the Attachments dialog box to view a summary window of existing attachments. This window enables you to view, update, publish, and delete the attachment file.

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  3. Select Add Attachments to add files, URLs, or text. See: Oracle E-Business Guide Suite Attachments, Oracle E-Business Suite User's Guide

  4. In the Job Details region of the page, information appears for this record in the following fields:

    • Job Operation

    • Scheduled Start and End Dates

    • Description

    • Job Status

    • Operation code

    • Assembly

    • Assembly Description

    • Job Start Quantity

    • Assembly Serial Number

    • Customer

  5. You have the option to add informational text in the Notes region of the page. Enter text in the Notes region and select Add.

    All note text appears in the section after the Notes region.

  6. The Actions drop-down box enables you to perform the following actions:

    • Resolve: If this exception has been corrected, selecting Resolve closes this record.

    • Email: Sends an email with the exception summary detail information to a designated party.

  7. Select Impacted Jobs to navigate to the Impacted Jobs page to see other jobs affected by this exception. See: Viewing and Adding Exceptions to Impacted Jobs

  8. Select Apply to save changes to this record.

Viewing and Adding Exceptions to Impacted Jobs

This page displays information for all job operations affected by a specific exception.

To add exceptions to impacted jobs

  1. Navigate to the Impacted Jobs page for a particular exception record.

    A summary table appears with information for the jobs in the following fields: Job number, Status, Assembly number, Schedule Dates, Quantity Start and Complete values, and Unit of Measure.

  2. Use the Cut Off Date field to select a date to change the calculated shortage values by date. Select Refresh to show the results in the table.

    • Shift end time is used as the end time value in the calculation.

    • If the shortage calculation is based on Component Shortage Calculation Level: of Subinventory, the shortages displayed are based on the specific subinventory. See: Component Availability Calculations

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  3. To send an email with the exception summary detail information to a designated party, select one or multiple records listed in the table. Choose Email in the Actions box.

  4. Select a Job link to navigate to the Work Content page for this work order.

    This enables you to view details of the work order and take actions. See: Viewing Work Content

  5. Review and select the relevant records, and select appropriate tasks for specific work orders in the Actions box . TheActions include the following:

    • Email Job

    • Put Job On Hold

    • Cancel Job

    • Unrelease Job

    • Expedite

    • Add Notes to navigate to the Update Note page to enter job information details. See: Updating Job Notes

  6. Select Done to close this page.

Related Topics

WIP Exception Notification Workflow

Viewing and Managing Operations

The Operations tile on the Supervisor Workstation enables you to navigate to the job operation Dispatch List page. Dispatch lists are a listing of all job operations to be worked on—according to specific department, resource, resource instance, or a combination of these values. You can perform express move transactions and access other pages for performing and viewing transactions.

To view operations on the Supervisor Workstation

  1. Select the Operations tile to navigate to the Supervisor Workstation Dispatch List.

  2. Use the View Options and More Options regions to filter the records.

    The results of your query appear in the table. You can reorder the records display. This list is based on operation schedule times including:

    • Current: Job operations with assembly quantities in all steps except Scrap and Reject.

    • Scheduled: Job operations with assembly quantities in all steps except Scrap and Reject, plus all other job operations having schedule times within time range.

    • Upstream: Job operations that have quantities in Queue, Run and To Move steps in their immediate preceding count point operation within the time range.

  3. You can perform tasks or view a variety of operation features, see: Viewing Dispatch Lists

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Reordering Job Operations on the Dispatch List

You can change the order and rearrange job operations on the dispatch list. This action enables you to group job operations together on the dispatch list. Reordering may be performed for more efficient display and processing of job operations with similar setups, components, or for expediting.

Note: To adjust to the changes and dynamic nature of the shop floor, the supervisor might need to re-order the dispatch list. Because the Dispatch list is a supervisor or scheduler function, Oracle recommends that you limit access to this action.

To reorder job operations on the dispatch list

  1. Navigate to the Reorder Dispatch List page.

    Job operations from your dispatch list display in a table view; all operations are shown as in your dispatch list, including any filtering performed on the list. The fields appearing on the page are set in the parameter, Dispatch List Ordering Criteria

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    The ordering is performed first by the Expedite column changes, then by the attributes. Changing the values of the attributes creates the reordering.

  2. Select the job operations you want to expedite by enabling the Expedite check box.

  3. Select values in the attribute fields according to your preference for reordering the list.

  4. Select Apply to save your work.

    The dispatch list refreshes with your changes.

Related Topics

Viewing Operation Details

Reserving Components for Operations

Viewing Operation Details

You can view operation details for a selected job operation in the Supervisor Workbench using the Operations tab or the Work Content page. Select the View Operation Detail action as a button or choice list action to ensure the action appears in the Dispatch list and Work Content actions. See: Job Operation Actions and Work Content Actions

To view operation details:

  1. On the Operations tile or tab, select a job operation in the Dispatch List. See: Viewing and Managing Operations

    Alternatively, select a job operation in the Dispatch List and then select the View Work Content action to open the Work Content page.

  2. From the Actions list of values, select View Operation Detail.

  3. Click Go.

  4. On the Operation Details page that opens, you can review information in the following regions:

    • Operation Properties - This region shows information about this operation including description, department, dates, quantity at the intraoperation steps, and progress percent. You can use the Update button to update the progress percent. See: To update job operation progress percent

      Operation Properties

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    • Resources - This region show information about the type of resource, instance name, unit of measure, basis, set up, usage rate or amount, quantity details, assigned units, and the start and completion dates.

    • Time Entries - This region shows information about the resource, instance name, start and end dates, duration, unit of measure, reported by, charge, and status.

    • Competencies - If you set up the labor skills validation to certify the qualifications of operators performing transactions, this region shows information about the competence, skill levels, certification required, and qualification for the operation.

    • Components - This region provides information about the component name, description, required date, basis, quantity details, unit of measure, and supply details such as supply type, subinventory, and locator. Comments if any display and you can also use the Add Attachment icon in the Instructions field to add any additional information for the component.

    • Outside Processing - This region shows information about the status, purchase order number, requisition number, line numbers, cancelation information, need-by and promised dates, pending quantity and the unit of measure for the outside processing operation.

    • Instructions - If you have set up sequential instructions to perform an operation, this region provides the sequence, title, type, description, category, usage, when the operation was updated and by whom, deletion and publish to catalog information for the operation.

    To update job operation progress percent

    1. In the Operation Properties region on the Operation Details page, click the Update button.

      Update Progress Percent

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    2. On the Update popup page that opens, enter a value between 0 and 100 in the Progress % field.

    3. Click Update.

      When you update the progress percent for a job operation, this update will display in the Operation Properties region when you open the Operation Details page for the job operation using the View Operation Detail action in the Dispatch list as well as from the Work Content page actions.

Reserving Components for Operations

You can perform material reservations for a selected job operation in the Supervisor Workbench using the Operations tab or the Work Content page. Select the Reserve Components action as a button or choice list action to ensure the action appears in the Dispatch list and Work Content actions. See: Job Operation Actions and Work Content Actions

To reserve components:

  1. On the Operations tile or tab, select a job operation in the Dispatch List. See: Viewing and Managing Operations

    Alternatively, select a job operation in the Dispatch List and then select the View Work Content action to open the Work Content page.

  2. From the Actions list of values, select Reserve Components.

  3. Click Go.

    A message appears that components for the operation have been reserved.

  4. Open the Operation Details page for the job operation for which you reserved components. See: Viewing Operation Details

  5. Use the Components region on the Operation Details page to view information about the material reservations you created for the job operation.

Viewing and Managing Component Availability

Component Availability Management enables production schedulers to react to unplanned component shortage situations and make adjustments. You can take stock of open component requirements of work orders at a point of time, and set up the system to order production of jobs in a specified priority sequence. The Components Availability region provides both a job and a component view.

Job View

Component View

Component Availability Calculations

To view component availability in the job oriented view

  1. Navigate to the Component Availability page and select the Job View tabbed region.

    You have the option to view the information in a categorized or single view. The Single View table displays all work order records in a table by allocation order.

    The Categorized View table displays three regions including:

    • Unreleased Fully Allocated Jobs

    • Unreleased Partially Allocated and Unallocated Jobs

    • In Process Jobs

  2. Use the Filter Options region to restrict the data displayed by selecting values in the following fields:

    • Assembly

    • Status

    • Job

    • Start Date From and To

    • All Components Available

    • Demand Class

    • Schedule Group

    • Build Sequence

    • Base Assembly

    • Planner

    • Customer

    • Sales Order

    • Ship Date From and To

    • Project Number

    • Task Number

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  3. Select Go.

    The results of your query appear in the three regions.

    In the categorized view, depending on the region, job information appears in a table in the following fields:

    • Details

    • Job number

    • Job Status

    • Assembly number

    • Planner

    • Buyer

    • Quantity Start and Completed numbers

    • Unit of Measure

    • Start Date

    • Customer

    • Number of Components: Total and With Shortage

    • All Components Available flag

    • Allocation: Order and Actions

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  4. Select a Job link record to navigate to the details page for a particular work order, see: Viewing Job Details

  5. Select the Customer name link to view sales order summary information.

  6. In the Actions column, select the drop-down arrow to choose one of the following actions, depending on the region:

    • Unreleased Fully Allocated Jobs region: Unallocate

    • Unreleased Partially Allocated region: Force Allocate

  7. Select Details to show the listing of components by Operation Sequence. The information appears in the following fields:

    • Operation Sequence

    • Component

    • Supply Subinventory

    • Date Required

    • On Hold

    • Projected Availability

    • Open Quantity

    • Shortage

    • Unit of Measure

    • Available

    • Expected Supply

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  8. Select the Component link to navigate to the Component View tabbed region showing all the work orders using this component.

    See: Component View

  9. Select the Expected Supplies icon to show a summary of the quantity and dates of the component ordered.

  10. Review and select the relevant records, and select appropriate tasks for specific work orders in the Actions box.

    • Select Add Notes to navigate to the Update Note page to enter job information details. See: Updating Job Notes

    • Other choices depending on if the job meets the appropriate criteria are:

      • Cancel Job

      • Put Job On Hold

      • Release Job

      • Unrelease Job

  11. After you select the action, select Go.

  12. You have the option to select records in the tables and select Export. This action will save or open the details as a comma separated values file (.csv) for a spreadsheet.

  13. Select Switch to Single View Table to view all work order records in a table by allocation order.

  14. Use the Filter Options region to restrict the data displayed by selecting values and selecting Go.

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  15. In the single view, information appears in a table in the following fields:

    • Details

    • Job number

    • Job Status

    • Assembly number

    • Planner

    • Quantity: Start and Completed values

    • Unit of Measure

    • Completion Date

    • Customer

    • Number of Components: Total and With Shortage

    • All Components Available flag

  16. This view enables you to select records and perform actions. Select appropriate records, and in the Select and field, choose one of the following actions relevant to your component availability situations:

    • Add Note

    • Cancel Job

    • Put Job On Hold

    • Release Job

    • Unrelease Job

To view component availability in the component oriented view

  1. Navigate to the Component Availability page and select the Component View tabbed region.

  2. Use the Filter Options region to restrict the data displayed by selecting values.

    There are two sections in the Filter Options region, select search criteria in the following fields:

    Show Components with

    • Component

    • Supply Type

    • Date Required From and To

    • Buyer

    • Category

    • Component Available

    • Subinventory

    • Locator

    Show Components of Jobs with

    • Assembly

    • Status

    • Job

    • Start Date From and To

    • Completion Date From and To

    • Demand Class

    • Schedule Group

    • Build Sequence

    • Planner

    • Customer

    • Sales Order

    • Ship Date From and To

    • Project Number

    • Task Number

  3. Select go to show the results of your search.

    Information appears in the following columns:

    • Component

    • Buyer

    • Subinventory

    • On Hand

    • Open Quantity

    • Shortage

    • Unit of Measure

    • Expected Supplies

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  4. You have the option to select records and choose Export. This action will save or open the details as a comma separated values file (.csv) for a spreadsheet.

  5. Select Details to show the listing of all jobs requiring a specific component. The information appears in the following fields:

  6. Select the Expected Supplies icon to view a dialog window showing any orders for components.

Assigning Alternate Resources

You can use alternate resources to resolve production problems on the shop floor. Resources can be substituted in groups, enabling a switch from the current resource group to an alternate resource group. If several resources are available, they display in a drop-down box.

To assign alternate resources

  1. Navigate to the Assign Alternate Resources page.

    The page displays job number and description, assembly number and description, operation number and description.

    The Resource table displays information about the available resources. The Required Amount and Available Amount indicates the resource load.

  2. Select the resource you want to assign in the Resource box.

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  3. Enable the Group radio button if this is a resource group.

  4. Select Apply to save your work.

Rescheduling Operations

You can reschedule operations to resolve exceptions in bottleneck job operations. You have the option to change scheduling direction, and start dates. Material and resource requirement dates are also updated. Use Oracle planning products to reschedule discrete jobs by modifying discrete job operations, importing modified jobs and schedules, and replanning planned orders using Oracle planning products.

To reschedule an operation

  1. Navigate to the Reschedule Operation page.

    Information displays in fields for Job, Job Description, Operation Sequence, Operation Description, and Actual Start and Completion Dates.

  2. Select a direction in the Scheduling Direction field, choices are:

    • Forward: Scheduling begins at the start date and calculates a production end date.

    • Backward: Scheduling begins at the production end date and calculates a production start date.

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  3. Select a value in the Include in Scheduling field, used to set the automatic scheduling option. Choices are:

    • Backward from operation (Midpoint Backward): Moves only the selected and prior operations, keeping them in sequence, when a time slot is located to move this specified operation. Next operations are not rescheduled.

    • Both directions from operation (Midpoint): Reschedules all prior and next operations when a time slot is found for the operation. Prior operations are backward scheduled. Next operations are forward scheduled.

    • Forward from operation (Midpoint Forward): Moves only the selected and next operations, keeping them in sequence, when a time slot is located to move this specified operation. Prior operations are not rescheduled.

    • Operation Only: Only the operation that is selected is scheduled. Prior and next operations are not rescheduled.

  4. Select a value in the Start Date field to begin the rescheduling process.

  5. Select Apply to save your work.

Related Topics

Rescheduling Discrete Jobs, Oracle Work in Process User's Guide

Changing Shopfloor Statuses

You may need to change the status of a job operation because exception problems. When you display the Assign Shopfloor Statuses page, existing exceptions display in a table view list. This page enables you to change the status of a specific interoperation step. The job progresses through the routing until it reaches that step

To change the status of the job operation

  1. Navigate to the Assign Shopfloor Statuses page.

    Exceptions display in a table view, the number of records in the list is dependent on your selection from the Exceptions page.

  2. In the Job Op field, select the interoperation step for the status change.

  3. In the Status field, select the new status for this interoperation step.

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  4. Select Apply to save your work.

Expedite and Undo Expedite

Any job operation can be moved to top priority on the dispatch list. Scheduled operation start and end times are not changed—the operation is moved on the display to make it prominent. The Ready column displays an arrow icon indicating the operation is expedited. Since expediting is performed at the job level, all operations are affected—and moved and marked on the dispatch list.

Using Contingent Workers

A contingent worker is typically a self-employed individual or an agency supplied worker. Contingent workers can perform many of the roles assigned to your employees. This type of worker is not paid in your payroll; they submit payment invoices to your accounts payable department or can be set up in the Oracle Services Procurement using Oracle Time and Labor to generate payment invoices automatically.

Note: Contingent workers exist as a separate category of worker from short-term or fixed-term contractors who are hired directly by your organization and are paid in your payroll.

MES for Discrete Manufacturing pages show contingent worker data along with other employees in the login context of the MES Workstation and the MES Supervisor Workbench. You can also view worker information in the following pages:

Contingent workers assigned as resource instances can use the Reporting Resource Usage and Report My Time pages for time entry. Resources are tracked using employee badge numbers and resource instances. Your employees can use their Employee Number interchangeably as their Badge Number for transactions. However, a contingent worker requires a badge number to perform transactions.

Note: The contingent worker requires a unique badge number; badge sharing between an employee and a contingent worker in the same organization is not supported.

See: Contingent Workers, Oracle Human Resources Management Systems Workforce Sourcing, Deployment, and Talent Management Guide

To setup a contingent worker

  1. Define the contingent worker in the Oracle Human Resources application. See:

    • Hiring an Applicant (People Window and Application Window), Oracle Human Resources Management Systems Workforce Sourcing, Deployment, and Talent Management Guide

    • Entering Contingent Worker Information, Oracle Human Resources Management Systems Workforce Sourcing, Deployment, and Talent Management Guide

    • Workforce Sourcing and Deployment, Oracle Human Resources Management Systems Implementation Guide

  2. Navigate to the Resources window in Oracle Bills of Material.

  3. Assign the contingent worker to a specific resource.

    See: Defining a Resource, Oracle Bills of Material User's Guide

  4. On the Resources window, select Employees.

  5. On the Employees window select:

    • Number or Name for your contingent worker

    • Type: Contingent

  6. Save your work.

Reviewing and Editing Time Entries

Shop floor time entry captures resource times using Job On and Job Off, Clock In and Clock Out. Employee, contingent worker, machine, and job time is tracked by user login identification and employee badge number, and controlled by the settings of several parameters, see: Shop Floor Time Entry

Shop floor supervisors can search time entries across all job operations and by all employees in the Review Time Entries page. This page enables you to edit and submit the records.

To review operator time entry

  1. Navigate to the Review Time Entries page.

    Work order records appear in the table according to your login and startup parameters.

  2. You can filter the records appearing in the table using the following search criteria:

    • Assembly Serial Number

    • Work Order

    • Assembly

    • Operation Sequence

    • Department

    • Resource

    • Instance

    • Reported Badge number

    • Reported By

    • Start and End Time Within

    • Start Date From and To

    • End Date From and To

    Select Go to display the results of your query appear in the table.

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  3. Enter values in the Start Time and End Time fields. The other fields automatically calculate the correct values. Optionally, you can change the value in the Unit of Measure field.

  4. Select Save to save your work in draft as you are completing a long list of transactions.

  5. Select Apply to save the time entries.

Viewing Time Entries

You can use the View Time Entries page to search and view the history of Job On and Job Off and Clock In and Clock Out information. You can view the duration of an employee, contingent worker, or machine that were engaged for a job. Select and add View Time Entry in the Update Parameter: Global Actions page to ensure that you can select this as an action from the MES Supervisor Workbench and open the View Time Entries page. See: Global Actions Parameter

To view time entries

  1. Navigate to the View Time Entries page. You can default the values for department, resource, and instance fields to appear in the table according to your login and startup parameters.

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  2. You can filter the records appearing in the table using the following search criteria:

    • Assembly Serial Number

    • Work Order

    • Assembly

    • Operation Sequence

    • Department

    • Resource

    • Instance

    • Reported Badge Number

    • Reported By

    • Start Time Within

    • End Time Within

    • Start Date From and To

    • End Date From and To

    • Status

    • Charge

    • The Status can be closed or pending. Pending refers to clock-outs that are pending or are under review.

    • Select Yes in the list of values for Charge to filter your view according to only time entries that are being charged. Otherwise, select No.

  3. Click Go to display the results of your query.

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  4. Click the links in the Op Seq column to view the details of resources engaged in the operation.

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  5. Click the links in the Simultaneous column to see the clock in time entry information for a resource on other jobs and operations in the same time frame. This enables you to view overlapping time entries.

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