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Resource History (New Design)#

Overview#

The Resource History (New Design) report is an enhanced version of the Resource History, based on data stored in the Operational Data Store (ODS). The report details everything that happened in a Resource during the selected period, organized by each state the Resource went through. It supports troubleshooting, audits, and the analysis of Resource usage.

Warning

Enterprise Data Platform (EDP) does not yet support ODS, so this report will not work properly if you are using EDP. For more information, see EDP Tutorial ⧉.

It can be accessed through the Resource History folder from the Business Intelligence tab.

Resource History report - location

Filters and Report Options#

The following filters are available:

  • Resource
  • Enterprise
  • Site
  • Facility
  • Area
  • Begin Date
  • End Date

You can further refine the report by selecting one or more of the following sections to include:

  • Services
  • Data Collections
  • Material Tracking / Recipes
  • Durables
  • Maintenance Management

Info

Each option enables or disables the execution of a specific section of the report. Enabling only the information you need reduces the overall execution time.

Resource History report - filters

Report Sections#

Firstly, the report header shows the Resource the report pertains to.

After, a ribbon displays the filters and options selected when generating the report.

The report is organized by Resource state, from the most recent to the oldest. Each state has a distinct section, with a header that includes the state name and the period in which the Resource was in that state. For each state, you are provided with:

  • Transition - the state transition that occurred, for example Standby -> Productive.
  • System State
  • Comment
  • Time at State
  • User that performed the transition.

Data Source: [[dataplatform-dataset-resourcehistorybase]]

Resource History report - header and state

Below each state, the report includes the sections selected, detailing what happened in the Resource while it was in that state.

Material Tracking#

This section displays all the Materials that were dispatched and tracked in to the Resource.

For each Material, the report groups the operations by the Service in which they were performed, for example Complex Dispatch And Track In Materials, and includes:

  • User that performed the service with date and time
  • Comment

For each operation, you are provided with:

  • Operation - for example, Dispatch, TrackIn, or AssociateRecipe.
  • Product
  • Step
  • Required Service
  • Primary Quantity
  • Secondary Quantity
  • Sub-Material Count
  • Recipe
  • BOM

If the Recipes option is selected and a Recipe was associated with the Material, the report also displays:

  • Recipe Instance
  • Recipe
  • Parameter
  • Value

Data Source: [[dataplatform-dataset-resourcehistorymaterialtracking]] and [[dataplatform-dataset-resourcehistoryrecipes]]

Resource History report - material tracking section

Data Collection#

This section displays all the Data Collection instances collected for the Resource.

For each Data Collection instance, you are provided with:

  • Instance
  • Data Collection
  • Type - for example, Immediate or LongRunning.
  • Completed On
  • Limit Set

Data Source: [[dataplatform-dataset-resourcehistorydatacollectioninstances]]

Resource History report - data collection instance

Below that, the collected values are grouped by parameter group and sample. For each Parameter, the report lists:

  • Reading
  • Value
  • Instrument

Data Source: [[dataplatform-dataset-resourcehistorydatacollectionreadings]]

Resource History report - data collection readings

Services#

This section displays all the Services executed on the Resource, for example Complex Log Resource Event or Begin Maintenance Activity Orders.

For each Service, you are provided with:

  • User that executed the service with date and time
  • Comment
  • Operation - list of operations performed by the service.
  • Date

Data Source: [[dataplatform-dataset-resourcehistoryservices]]

Resource History report - services section

Durables#

This section displays all the Durables attached to or detached from the Resource.

For each operation, for example Attach Durables, you are provided with:

  • User that performed the operation with date and time
  • Durables Count
  • Resource
  • Durable
  • Position

Data Source: [[dataplatform-dataset-resourcehistorydurables]]

Resource History report - durables section

Maintenance Management#

This section displays all the Maintenance Activity Orders (MAOs) of the Resource. Each MAO is identified by its number and type, for example 3 / Time Based or 5 / Adhoc.

For each operation performed on the MAO, for example BeginMAO, CompleteMAO, or AcceptMAO, you are provided with:

  • Operation
  • Operator
  • Operation Date
  • Begin Date
  • End Date
  • Effective End Date
  • Scheduled Date
  • Execution State
  • Expected Duration
  • Comment

Data Source: [[dataplatform-dataset-resourcehistorymao]] and [[dataplatform-dataset-resourcehistorymaonoparts]]

Resource History report - maintenance activity order operation

Checklist#

If the MAO has a Checklist, the report displays the following details for each Checklist instance:

  • Instance
  • Checklist
  • MAO
  • System / Universal State
  • Date Started
  • Date Ended

For each item of the Checklist instance, there is a different section with the task and its state (example: Item1 (Completed) Manual Task), detailing:

  • User
  • Date of Completion
  • Signatures
  • Parameter
  • Type
  • Value

Data Source: [[dataplatform-dataset-resourcehistorychecklistdetails]] and [[dataplatform-dataset-resourcehistorychecklistitem]]

Resource History report - maintenance checklist

Parts and Other Operations#

If the MAO has Parts, the report displays the following details:

  • Part Name
  • Plan Quantity
  • Actual Quantity

The Other Operations section lists the remaining operations performed on the MAO, for example Associate Maintenance Plan or Accept MAO, with the execution state, the user, and the date and time of each. For each operation, you are provided with:

  • Begin Date
  • End Date
  • Effective End Date
  • Scheduled Date
  • Expected Duration
  • Comment

Data Source: [[dataplatform-dataset-resourcehistoryparts]]

Resource History report - maintenance parts and other operations

Note

To define a default for the Resource History Report Time Frame, use /Cmf/System/Configuration/Reporting/Reports/ResourceHistoryDefaultTimeframe with an integer number in days defaulting to a value of 30.