Perform Setup#

Resource.PerformSetup

Overview#

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

For more information, see Perform Line Setup and Perform Pre Setup.

Setup#

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

Preconditions#

• The Resource exists, it is Active and it is either:
  • Top-Most with the Processing Type set as Process or Line.
  • A Resource with the Processing Type set as Process for which the Parent Resource is a Top-Most Resource with the Processing Type set as Line and for which the Resource Setup Mode is different from Not Required.
• If the Resource Setup Mode is Not Required, you must provide a Material that exists, is Top-Most, is Active, and the State must be Queued or Dispatched at the Resource.
• If the Resource Setup Mode is different from Not Required and the Setup Begin and Complete Mode is Auto Begin and Complete and In Setup is false:
  • You must provide a Top-Most Material.
• If the Resource Setup Mode is different from Not Required and In Setup is true:
  • You can provide a Material – if provided it must match the Current Setup Material.
  • The Resource Current Setup Type is No Changeover or Changeover.
• If the Resource Setup Mode is different from Not Required:
  • The Setup Begin and Complete Mode is Manual Begin And Complete, and the Resource In Setup must be true.

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.

If the Setup Mode is different from Not Required (see preconditions), the first tab of the Resource is called Information, and will display Setup Information and Material Information:

Step 2: Documents#

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

If the Setup Mode is different from Not Required (see preconditions), the Documents page will include all the documents that have been configured and you can freely move between them:

Step 3: Recipe#

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

1. Review the Recipe and its parameters.

If the Setup Mode is different from Not Required (see preconditions), the Recipe page will provide you with information on the recipe and its parameters, which you can access from this page:

Step 4: Durables#

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

If the Setup Mode is different from Not Required (see preconditions), the Durables page will provide you with all the Durables information you need. The required Durables for the Material at that Step can be selected on this page, and a green check mark is shown if the durable is configured correctly:

Step 5: BOM#

This step provides information about the existing BOMs, displaying details such as Bin Code, Quantity, Consumable Feed, and more. Depending on the Assembly Type, BOM management options may vary, as explained below.

• If the Assembly Type is Explicit or Explicit Add, the BOM is displayed in read-only mode and cannot be modified.

• If the Assembly Type is Automatic At TrackIn, Automatic At Track Out, or Packing, you can or consumable Materials from the Resource Consumable Feeds. For the same Consumable Feed, all Materials must have the same Product, Step and Units.

• If the BOM AssemblyType is Automatic At Track In or Automatic At Track Out, the system will display the Delta (Required versus Current) as the last column.

• If there is a BOM of scope Materials associated to a Material that has characteristics, the system will only display BOM Products that also have the same characteristics defined for the selected Material.

If the Setup Mode is different from Not Required (see preconditions), the BOM page is called Consumables in this context. It will allow you direct access to the BOM, provide information on the Products and Materials being used and their quantities:

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#

This step is used to collect data from a pre-defined Data Collection. The Data Collection is always Immediate in this operation and thus, it must be entirely filled out. 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.

Additionally, if the LinkageStatus with the Setup Checklist is Total, the Data Collection instance can be fully completed within the Checklist context. As a result, the Data Collection tab will no longer appear separately in the cockpit, avoiding redundancy.

If the Setup Mode is different from Not Required (see preconditions), the Data Collection page will allow you to enter Sample readings at your own pace. The Data Collection is always Long Running when the Setup Mode is different from Not Required. This means you can keep the page open and use the Save button on the top ribbon every time you make changes, hence you do not need to enter readings all in one go:

Step 8: Checklist#

This screen is used to complete a pre-defined Checklist associated with the Perform Setup operation. The Checklist is Immediate and it must be filled out completely. For more information, see Perform Checklist Instance.

If the Setup Mode is different from Not Required (see preconditions), the Execution Mode of the Checklist is always Long Running. This allows you to move away from the page and come back to it as you need to. Therefore, you do not need to execute the Checklist all in one go: