Process Materials from an Operator Workspace#

Overview#

An operator responsible for baking Resources needs a starting point for finding a Resource and opening its operational view. In Critical Manufacturing MES, you can build this interface as a Workspace that receives a Workgroup as context.

In this exercise, you will:

• Create a Workgroup to define the operator's Resource context.
• Build a Workspace using the Resource template of the Grid widget.
• Configure operator access and open Resource View from the Resource list.
• Dispatch, Track-In, and Track-Out a Material from Resource View.
• Review upcoming maintenance and set the Resource to Standby.

Before You Start#

Complete Prerequisites, including the working model and Security Features. Ensure you have:

• Resources and a queued Material ready for processing in your model.
• A loss Reason available if you follow the loss-recording example.
• An upcoming maintenance for the selected Resource and permission to change its state before processing and maintenance.

Sequence of Steps#

1. Create the Workgroup#

1. In Business Data, open Workgroup, and select New.
2. Enter Baking Lines as the Name. Leave the optional sort rule sets unassigned, then select Next.

3. In Workgroup Elements, use in Resources to add Baker-01, Baker-02, and Baker-03. This Workgroup configuration defines the Resources that the Workspace will display.

   

4. Select Create. Verify that the new Workgroup includes all three Resources and that its scope is set to Workspace.

2. Create the Workspace UI Page#

In Administration, open UI Pages and create the interface that will display your baking Resources.

1. Select New.
2. Choose an existing Change Set or create one, then select Next.

3. Enter the following values on General Data:

   • Name: Production Operations.
   • UI Type: Page.
   • Scope: Workspace.
   • Layout: Desktop (1920 x 1080).

   The Workspace scope sets Entity Type to Workgroup by default.

   

4. Select Create.

   The builder opens directly. The UI Page now has the context inputs needed to display information for a Workgroup and User.

3. Build the Resource Grid from a Template#

1. In the UI Page builder opened after creation, drag the Grid widget from the Interaction group in the Widgets panel onto the empty canvas.
2. Open the Grid settings and select the Columns tab.
3. Select and choose Resource.

4. Review the generated settings. Select Save and Close.

5. Select Save for the UI Page from the top action bar.

6. Complete the Change Set approval process and ensure that the UI Page is set to Effective before continuing.

4. Make the Workspace Available to the Role#

1. In the Administration page group, open Security, then Roles.

2. Select Operator, navigate to the Workspaces subsection, and select Manage.

   

3. Add Production Operations and mark it as the default Workspace for this Role. If another entry is already the default, clear its default setting first.

   

4. Select Update.

5. Assign the User to the Workgroup#

1. In the Administration page group, open Security, then Users.

2. Select the Baking Operator 01 User, and open Roles in the Details panel.

   

3. If the User does not already belong to Operator, select Assign, choose Operator, and select Assign to complete the operation.

   

4. In the User details, open Workgroups and select Manage.

5. Add an assignment with Workgroup Baking Lines and Role Operator. Mark this combination as the default. If another combination is already the default, clear its default setting first.

   

6. Select Update.

The User now has the Role that provides access to Production Operations and the Workgroup that supplies its Resource context.

6. Find Resource and Open Resource View#

The Workspace and access configuration are ready. Now take on the Operator role: use the assigned baking Resources to process a Material, then check its upcoming maintenance and prepare it for that work.

1. Sign in as the Baking Operator 01 User and open Production Operations if it is not already displayed.

2. Confirm that the grid displays Baker-01, Baker-02, and Baker-03.

   

3. Select the Resource Baker-01. Confirm that Resource View opens for that Resource.

   

Your next task is to process a Material, queued in the Dispatch List for Baker-01. The Resource also has maintenance scheduled. After processing this Material, you will review the upcoming activity and prepare the Resource by setting it to Standby for this exercise.

1. In Dispatch List, select a Material and choose Dispatch and Track-In. Review the wizard, set the Resource state to Productive, and select Track-In.
2. Open Materials at Resource and confirm that the Material is In Process. To finish this processing cycle, select the Material and choose Track-Out. If Record Loss/Bonus is displayed, record the baking loss, for example, 5 Cookies for Burned, then select Track-Out.
3. Confirm that the Material is now Processed and its quantity reflects the recorded loss.

With this Material processed, continue with the planned maintenance preparation:

1. Select Upcoming Maintenance and review the scheduled activity and its date for Baker-01.
2. For this exercise, prepare the Resource for the upcoming work by selecting Change State, choosing Standby, and confirming Change State. Verify that the Resource header shows Standby.

You have moved from the assigned Resource list in the Workspace into production work, recorded its result, and reviewed upcoming maintenance before setting the Resource to Standby.

What You Learned#

You created a Workgroup, built a Workspace with a Grid template, and made its UI Page Effective through Change Set approval.

You also connected the Workspace to a Role and the User to a Workgroup. As the Operator, you used that context to open Baker-01, process a Material, review upcoming maintenance, and set the Resource to Standby.

Next Scenario#

Continue to Hold and Release Materials from a Quality Workspace to connect filters, a Materials grid, and customized action buttons for the Quality Control team.