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Perform Setup#

🔒 Resource.PerformSetup

🔒 Resource.PerformLineSetup

Overview#

This operation is used to perform the required setup for a Material, at a particular Resource.

Info

When the Material is in a Line Flow, the Resource.PerformLineSetup security feature will be used. Also, the Perform Setup action will be done through a Perform Line Setup button.

Setup#

No special set up is required other than to meet the preconditions of the transaction.

Preconditions#

  • The applicable Resource exists, it is active and the Processing Type is Process.
  • The selected Material must exist, must be TopMost, must be active, and the State must be Queued or Dispatched.

Sequence Of Steps#

Step 1: Resource#

This step provides basic information about the selected Material and Resource.

  1. Review the information and select Next to continue.

Perform Setup Step 1

Note

If the Resource has lanes configured and Is Multilane Active set to true, a Resource Lane section will be available, and you will have to select a valid Lane of the Resource.

Step 2: Documents#

Warning

Only available if there are Documents associated with the Resource and State Transition Context.

This step is used to display Documents which are associated to the transaction context. To open a document, you need to select it.

Info

Documents are configured in the Document Material Context.

Perform Setup Step 2

Step 3: Recipe#

Warning

Only available if the Resource on which the Material is being tracked in is configured to enable Recipe Management.

This step is used to visualize the Recipe along with its parameter information.

  1. Review the Recipe and its parameters.

Info

Recipes are configured in the Service Recipe Context.
Additionally, if the Required Service for the Material at the Resource has the property Requires Running Mode set to true, you must specify a valid Running Mode for the Resource. For more information, see Manage Running Modes.

Perform Setup Step 3

Step 4: Durables#

Warning

Only available if there are Durables required for the Material at the Step.

This step provides information about the current existing Durables. The required Durables for the Material at that Step are shown in the Durables step of the wizard.

Info

Durables are configured in the Step Durables Context.

Perform Setup Step 4

Info

A green check mark is shown if the durable is configured correctly.

Step 5: BOM#

Warning

Only available if there is a BOM required for the Material at the Step and only if the Material is TopMost.

This step provides information about the current BOM, if any.

  1. The BOM details are presented to the user, including BinCode. If the AssemblyType is Explicit or ExplicitAdd, the BOM is displayed in read-only mode. If the AssemblyType is AutomaticAtTrackIn AutomaticAtTrackOut, or Packing, you can or consumable Materials from the Resource Consumable Feeds.

    Note

    For the same Consumable Feed, all Materials must have the same Product, Step and Units.

    If the BOM AssemblyType is AutomaticAtTrackIn or AutomaticAtTrackOut, the system will display the Delta (Required versus Current) as the last column.

    Note

    If there is a BOM of scope Materials associated to a Material that has characteristics, the BOM will be displayed with the characteristics of the Material.

    Info

    BOMs are configured in the Step BOM Context.

Perform Setup Step 5

Step 6: Instruments#

The system displays all the Parameters to be measured, showing which ones have at least one available instrument and which ones do not. A list of all attached instruments to the Resource is also displayed.

Step 7: Data Collection#

Warning

Only available if there is a Data Collection associated with the current Material Context.

This step is used to collect data from a pre-defined Data Collection.

  1. The Data Collection is always Immediate in this operation and thus, it must be entirely filled out.

Info

Data Collections are configured in the Step Data Collection Context.

Perform Setup Step 6

Info

A Data Collection may be configured to send data to SPC, in which case one or more SPC Charts will appear at the end of the operation.

Step 8: Checklist#

Warning

Only available if there is a Checklist associated with the current Material Context.

This screen is used to complete a pre-defined Checklist associated with the Perform Setup operation.

  1. The Checklist is Immediate and it must be filled out completely. For more information, see Perform Checklist Instance.

Info

Checklists are configured in the Step Checklist Context.

Perform Setup Step 7