My Operations

As a machine operator
I want to see operations sorted by priority and start time
So that I always pick up the most urgent job first

Setup:

1. Open Shop Floor Overview and look at Operation Lines, or search for My Operations.
2. Operations with the lowest Manual Priority are listed first. Within the same priority, operations are sorted by starting date and time.
3. On My Operations, filter on Resource No. or Allocated Resources to see only the operations allocated to you.

Note: My Operations is not filtered automatically. It lists production order operations regardless of status and does not use your Capacity Load Setup filters or the fixed operation filter. Operation Lines does use them.

As a production foreman
I want to see the item, order quantity and customer for each operation
So that I understand what an operation is for without opening the production order

Setup:

1. On Shop Floor Overview, look at Operation Lines.
2. Review Item Number, Item Description, Order Quantity, Promised Delivery Date, Sales Order Number and Customer Name.
3. Use Show Production Order to open the firm planned or released production order.

Note: Sales Order Number and Customer Name are only filled when the production order was created from a sales order. Promised Delivery Date comes from the production order. On My Operations, Sales Order Number, Customer Name, Prod. Order Description and Prod. Order Description 2 are available as hidden columns.

As a machine operator
I want to see the status and output of the previous operation
So that I know whether material is ready for my step

Setup:

1. On Shop Floor Overview, look at Prev. Routing Status and Quantity finished on previous operation in Operation Lines.
2. To list only operations whose previous step is finished, choose Previous Routing Status Filter, select Finished and choose OK.
3. Choose Update Operations.

Note: Quantity finished on previous operation is the output quantity posted on the previous operation of the same order line. It is empty for the first operation of a routing.

As a production foreman
I want to show only operations with certain routing statuses
So that finished operations do not clutter the list

Setup:

1. On Shop Floor Overview, choose Routing Status Filter.
2. Select one or more of Blank, Planned, In progress and Finished, and choose OK.
3. Choose Update Operations.

Note: The resulting filter is shown in the Routing Status Filter field and is saved on your Capacity Load Setup line. Clear all options to remove the filter.

As a production foreman
I want to choose how operations are matched to my From Date and To Date
So that I can see, for example, only the operations that start this week

Setup:

1. On Shop Floor Overview, set From Date and To Date.
2. Set Operation View:
   • Total Operations: operations that start on or before To Date and end on or after From Date.
   • Operation Starts: operations that start within the period.
   • Operation Ends: operations that end within the period.
   • Operation Starts and Ends: operations that both start and end within the period.
3. Choose Update Operations.

Note: Only work center operations are shown unless Show Machine Centers is turned on. With Show Machine Centers on and a Machine Center Filter entered, only operations on those machine centers are shown.

As a production planner
I want to list only the first or only the last operations
So that I can follow when orders enter or leave production

Setup:

1. On Shop Floor Overview, turn on Only first operations or Only last operations.
2. Choose Update Operations.

Note: A first operation is one with no previous operation, and a last operation is one with no next operation. When a fixed operation filter is set on Shop Floor Setup, the first and last operations are instead determined per production order among the operations that match the fixed filter.

As a machine operator
I want to see only the next unfinished operation of each order line
So that I do not start a step before the one before it

Setup:

1. On Shop Floor Overview, turn on Only next operations and confirm that Next Operation should be updated.
2. Choose Update Operations.
3. To recalculate later for selected orders, choose Calculate Next Operations and filter on Prod. Order No. or Item No..

Note: For each firm planned and released order line, the operation with the lowest operation number whose routing status is not Finished is marked as the next operation. The marking is stored, so it does not change by itself when an operation is finished. While Only next operations is on, you are asked to recalculate each time Operation Lines opens.

As a production foreman
I want to allocate an operator to an operation
So that everyone can see who is responsible for it

Setup:

1. In Operation Lines on Shop Floor Overview, or on Prod. Order Routing, enter a Resource No. on an operation of a released production order.
2. The resource is added to Allocated Resources, and No. of Allocated Resources is updated.
3. To replace the operator, enter another Resource No. You are asked whether to delete the resources already allocated. If you answer no, the new resource is added alongside them.
4. To remove all allocations, clear Resource No. and confirm the question.

Note: Resources can only be allocated on released production orders. If Auto-create Collector (Flow) is set on Shop Floor Setup, time collectors are created for the resource when it is allocated.

As a production foreman
I want to allocate more than one operator to an operation
So that team jobs show everyone involved

Setup:

1. In Operation Lines, choose the assist button on Resource No. to open Allocated Resources for that operation.
2. Add a line per operator with Resource No. and, optionally, Description and Time Type.
3. Allocated Resources on the operation lists all allocated resource numbers in brackets, for example [R0010][R0020].

Note: You can also search for Allocated Resources to see all allocations across orders, with the operation's status, setup time and start and end dates and times. Deleting an allocation removes it from the operation, and clears Resource No. if it was that resource.

As a machine operator
I want to start and stop an operation and register time and output from the list
So that my registrations are made against the right operation

Setup:

1. Select an operation of a released order in Operation Lines or My Operations.
2. Choose Start / Stop. On My Operations you can also press Ctrl+F9.
3. In Operation Lines, choose Register Time or Register Output to register time or output quantity.
4. The flow opens with the production order, order line and operation already selected.

Note: Register Time and Register Output are only available on Operation Lines. The actions stop with an error if the order is not released or the matching flow field on Shop Floor Setup is empty.

As a machine operator
I want to open the comments, tools and quality measures for my operation
So that I have the instructions I need at the machine

Setup:

1. Open My Operations and select an operation.
2. Choose Comments, Tools, Personnel or Quality Measures to open the standard information for that operation.
3. Choose Allocated Capacity to see the capacity need of the operation, or Order Tracking to see which demand the production order supplies.

Note: Allocated Capacity is not available for operations on finished orders.

As a production foreman
I want to change the priority of an operation directly in the list
So that I can react to rush orders without opening the production order

Setup:

1. In Operation Lines on Shop Floor Overview, change Manual Priority on an operation.
2. Confirm the question to copy the priority to the production order, its lines and its other operations, or decline to change only this operation.
3. Choose Update Operations to re-sort the list.

Note: A lower number sorts first. New operations start with priority 20. To limit Operation Lines to one process code, use the hidden Process Code column on Capacity Load Setup.