Manage Smart Operations Configurations

Use Smart Operations Configurations to configure and manage performance metrics for your workstations and work centers. You can also choose to enforce operator and operation assignments at your workstations.

You can configure settings under the following categories:

• Configuration Parameters: Lets you set the Unit of Measure (UoM) for quantity metrics and performance loss threshold for the performance metrics in your production environment. You can choose to enforce operator and operation assignments at your workstations.
• Metrics: Lets you set benchmark targets for your performance metrics or Key Performance Indicators (KPIs).
• Workstation Reason Codes: Lets you define reason codes for changes in workstation statuses that may also result in performance or availability losses.

To configure and edit Smart Operations settings for your workstations:

1. In the Work Execution work area, click the Tasks menu icon.
2. Click Smart Operations Configurations under Manufacturing Setup.
3. Set the Configuration Parameters for production supervision and workstation execution:
   1. On the Configuration Parameters tab, click the Edit icon against Production Supervision.
   2. Specify a value for Performance Loss Threshold in Minutes.

      Performance Loss Threshold in Minutes specifies the threshold duration in minutes below which all workstation stops without a reason code are counted as minor stops, and therefore a performance loss. A stop duration greater than this threshold value automatically counts as an availability loss if a reason code is not specified.

   3. Select a value for Default UOM for Quantity Metrics.

      The parameter UOM for Quantity Metrics specifies the common unit of measure (UOM) to use when work order products have different UOMs.

   4. Click Update to update the Production Supervision parameters.
   5. To edit the workstation execution parameters, click the Edit icon against Workstation Execution.
   6. Select whether to enforce Operator Assignment at your workstations.

      The parameter Operator Assignment controls operator check-ins at workstations:

      • Not enforced: Any operator can check in to any workstation.
      • Enforced: Only operators assigned to a workstation by the production supervisor can check in to the workstation.
   7. Choose whether to enforce Work Order Operation Assignment for your workstations.
      The parameter Work Order Operation Assignment controls work order operation assignments at workstations:

      • Not enforced: Operators can scan any eligible work order operation.
      • Enforced: Operators can execute only those work order operations that are assigned to the workstation by the production supervisor.
      • Enforced with sequence: Operators can execute only work order operations assigned to the workstation in the sequence specified by the production supervisor.
4. Click the Metrics tab to set targets for your performance metrics or Key Performance Indicators (KPIs).
   The Metrics setup establishes benchmark targets for metrics, such as Plan Adherence, OEE, Availability, Performance, and Quality in the manufacturing plant. The default value is 100%.
   1. Click the Edit icon against the desired metric and specify a Target value.
   2. Click Update to update the metric target.
   3. Edit any other metrics where you need to change the target values.
5. Click the Workstation Reason Codes tab to define new reason codes for change in workstation statuses along with potential performance and availability losses.

   Workstation reason codes help record activities that result in workstation status changes. Each reason code is associated with a workstation status and potential loss, such as availability loss or performance loss. For example, a workstation may be down for preventive maintenance activity leading to an availability loss.

   When an operator selects a workstation reason code, the workstation status is accordingly set. The stop duration is accounted correctly in OEE calculations, as Availability Loss, Performance Loss, Not a Loss, or Break.

   The ability to capture reason codes at a granular level also helps in detailed analyses of where the losses are occurring. Customers can gain insights into focus areas for improving OEE.

   1. Click Create to define a new workstation reason code.
   2. Specify the following:
      • Reason Code: Short reason code for the workstation status change.
      • Name: Name describing the reason for the workstation status change. For example: Preventive Maintenance.
      • Workstation Status: The new workstation status. You can choose between Idle, In Use, or Down.
      • Loss: Specify whether the workstation status change is associated with an availability or performance loss. You can choose between Availability Loss, Performance Loss, Break, or Not a Loss.
      • Set inactive date: You can optionally set a date on which the reason code is deactivated. You may want to set an inactive date for a reason code that is only temporarily required for a project.
   3. Click Save to create the new reason code.
   4. On the Workstation Reason Codes tab, click the Edit icon against any reason code row to edit the reason code details.
      Click Copy against a reason code row if you'd like to duplicate a reason code. You can subsequently edit the duplicate row that is created.
      Note: You can copy or edit the predefined reason codes, but cannot delete them. However, you can delete any reason code that was created manually. The Creation Method column indicates if a reason code is predefined or manually created.