---
alias: tutorials-workspaces-view-assigned-equipment
description: "Build an Operator Workspace in MES, process a Material from Resource View, and review upcoming maintenance before setting the Resource to Standby."
---

# 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`.

!!! info
    For the feature concepts and lifecycle, see [[tutorials-workspaces-workgroups-index]].

## Before You Start

Complete [[tutorials-workspaces-workgroups-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.

!!! info
    For help preparing the Reason and Maintenance Plan, see:

    - [[tutorials-howto-createreason|Create a Reason]].
    - [[tutorials-howto-createmaintenanceplan|Create a Maintenance Plan]].
    - [[tutorials-howto-addmaintenanceactivities|Add Maintenance Activities]].

## 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 :material-plus: in **Resources** to add `Baker-01`, `Baker-02`, and `Baker-03`. This **Workgroup** configuration defines the **Resources** that the **Workspace** will display.

    ![Screenshot showing the three Baker Resources in the Create Workgroup wizard.](../images/scenario01_create_workgroup01.png)

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

!!! info
    For a standalone procedure covering Resource, Step, and Area assignments, see [[tutorials-howto-create-workgroup]].

### 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.

    ![Screenshot showing the Create UI Page wizard with Page type and Workspace scope.](../images/scenario01_workspace_uipage01.png)

4. Select **Create**.

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

!!! info
    For more information, see [[user-guide-uipages-create-uipage]] and  [[user-guide-create-change-set]].

### 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 :iot-synchronize-lg: and choose **Resource**.
4. Review the generated settings. Select **Save and Close**.

    ![type:video-tag](../videos/build_resource_grid.mp4)

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.

!!! info
    For more information, see:

    - [[tutorials-howto-create-workspace]].
    - [[user-guide-uipage-widgets-grid#using-templates|Grid Templates]].
    - [[tutorials-howto-seteffectiveaversionedentity]].

### 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 :core-static-manage-lg: **Manage**.

    ![Screenshot showing the Manage option to access the Manage Workspaces wizard.](../images/scenario01_manage_workspaces01.png)

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.

    ![Screenshot showing Production Operations assigned as the default Workspace for the Operator Role.](../images/scenario01_manage_workspaces02.png)

4. Select **Update**.

!!! info
    For more information, see [[tutorials-howto-assign-workspace-to-role]].

### 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.

    ![Screenshot showing the empty Roles section for Baking Operator 01 and the Assign action.](../images/scenario01_assign_role01.png)

3. If the **User** does not already belong to `Operator`, select :mes-static-assign-lg: **Assign**, choose `Operator`, and select **Assign** to complete the operation.

    ![Screenshot showing the Operator Role selected in the Assign Roles to User wizard for Baking Operator 01.](../images/scenario01_assign_role02.png)

4. In the **User** details, open **Workgroups** and select :core-static-manage-lg: **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.

    ![Screenshot showing Baking Lines and the Operator Role configured as the default Workgroup assignment for Baking Operator 01.](../images/scenario01_manage_workgroups01.png)

6. Select **Update**.

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

!!! info
    For more information, see:

    - [[tutorials-howto-give-user-workspace-access]].
    - [[tutorials-howto-manage-user-workgroups]].

### 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`.

    ![Screenshot showing the three Baker Resources in the Production Operations Workspace.](../images/scenario01_resource_grid_view.png)

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

    ![Screenshot showing Baker-01 Resource View with Chocolate Chips queued in the Dispatch List.](../images/scenario01_resource_view.png)

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`.

![type:video-tag](../videos/scenario01_process_material_from_workspace.mp4)

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.

!!! info
    For more information, see:

    - [[resource-page#resource-view-tab|Resource View Tab]].
    - [[user-guide-dispatch-and-track-in-material]].
    - [[user-guide-track-out-material]].
    - [[user-guide-change-resource-state]].

## 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 [[tutorials-workspaces-hold-release-materials]] to connect filters, a **Materials** grid, and customized action buttons for the Quality Control team.