MES Operator Workbench 2013

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Oracle Manufacturing

Execution Systems for

Process manufacturing-

Operator Workbench

An Oracle White Paper

December 2013

Disclaimer

The following is intended to outline our general product direction. It is intended for information

purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any

material, code, or functionality, and should not be relied upon in making purchasing decisions. The

development, release, and timing of any features or functionality described for Oracle’s products remainsat the sole discretion of Oracle


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Contents

1. OVERVIEW 4

2. WHAT IS OPERATOR WORKBENCH? 4

3. PREREQUISITES 4

4. NAVIGATIONS IN WORKBENCH 5

4.1 Operator Workbench – Search batches 5

4.2 Lock Step 5

4.3 Execute Instructions 5

4.4Unlock Step (after completion of instructions execution) 5

4.5 Batch Details 5

4.6 Activity details: 5

4.7 Batch Progression / Update / Quality / Dispense 6

5. SETUP –PROCESS INSTRUCTIONS (MANDATORY) 6

6. SETUP- AME RULE AND E-RECORD FOR MATERIAL TRANSACTIONS 15

7. LOCK OPERATIONS. 19

8. EXECUTE PROCESS INSTRUCTIONS 21

8.1: Instruction type – Mandatory (Material Transactions) 21

8.2: Instruction type – Mandatory (Resource Transactions) 23

6.3: Instruction type – Mandatory (Quality) 25

9. UNLOCK STEP OPERATION 30

10. VIEW BATCH DETAILS 31


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11. VIEW CONTROL BATCH RECORD 32

12. SUMMARY 34


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1. Overview

This document explains the capabilities of Operator Workbench provided by Manufacturing Execution

System for Process Manufacturing Product.

This document aims to explain the following in detail:

What is Operator Workbench

Prerequisites

Navigations in Workbench

Lock the operations

Execute Instructions

Unlock Operations

View batch details

View Control batch record

2. What is Operator Workbench?

Operators Workbench is single view of batch details, facilitates to Production Operators to view and act

upon the Instructions for various activities like entry of production data such as the Material

Transactions, temperature and other related parameters entry for Resources, collection of quality samples

for Product and in-process testing etc..

Key functions supported by Operator workbench are

1. Identify the tasks to complete

2.

Lock the Operations / Steps3. View and Acknowledge the Instructions

4. Navigate to transactional tasks in single click

5. View Batch Summary and navigate to different actions in an operation, Activity, Resource

Transaction and Quality etc…

6. View Master Batch Record

3. Prerequisites

Author assumes that the following are in-place to operate the workbench1. Installation of MES

2. Enable Control Batch Record functionality

3. Valid Recipe with Process Instructions for material, Resource Parameters and Quality

4. Valid batch with status and Step Status -WIP

Note: “Device Integration is not covered in this document”


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4. Navigations in Workbench

4.1 Operator Workbench–

Search batches

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench

(Search options would be used to search and view the batches; search can be performed using single and

advanced (More search options)

4.2 Lock Step

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)

> Lock Step (will find this only when the step is applicable for lock)

(Lock Step -to claim the ownership of the Operation and to execute instructions)

4.3 Execute Instructions


> Lock Step (will find this only when the step is applicable for lock)>Click on Step Operation > Execute

Instructions

( to acknowledge the Instructions)

4.4Unlock Step (after completion of instructions execution)


> Lock Step (will find this only when the step is applicable for lock)>Click on Step Operation > Execute

Instructions >Return to Workbench > Unlock Step (additionally batch Operation –execution page alsoavailable)

( To release the batch step owner ship and to proceed for completion of step activities)

4.5 Batch Details


>Click on Step Operation >Batch Details

(Would be used to see material details, Operations details etc..)

4.6 Activity details:MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)

>Click on Step Operation >Select the Operation under select step> View Details - GO

(To know the details of Activity)


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4.7 Batch Progression / Update / Quality / Dispense


>Click on Step Operation >Batch Details> Actions LOV. ( as per the selection details would be displayed)

5. Setup –Process Instructions (Mandatory)

Process Instructions are the instructions for production Operators to follow sequence set of activities and

directions when progressing the batch step

Navigation: Process Engineer > Recipes

1. Navigate the Recipe window

2. Query the required Recipe for which you want to add the instructions

3. Enable the Enhanced Process Instructions check box

4. Navigate to Step Quantity tab

5. Select the Step / Operation, pick the Process Instructions from Actions menu, you will find the

Instruction set: Operation-XX-XXXX windowCreate Instruction set

6. Click on Create, you will find Create Instruction set window

7. Enter the desired Instruction set number, say 10

8. Instruction type as –Process ( Default value, pl leave the default values as-it-is)

9. Optionally, click on SOP to attach the SOP ( Standard Operating Procedure)

10. Enter the Description of the Instruction set

11. Click on Apply

Create Instruction

12. Click on Instruction set number

13. Click Create, you will find the Create Instruction window

14. Enter the desired Instruction number, say 10

15. Enter the desired Instruction Text

16. Material Transaction instruction, no 10

17. Select the Acknowledgement Mandatory from List

18. Search and select the task name “Material Transactions” from list

19. Search and Select the Task Attribute from list, in my case C100002

PS: Recipe, Step-Material association is required to get the required items in list; else you will get

“All Materials “only in list for selection

20. Optionally, enter the task label

PS: If you enter the task label you will get this name as label for acknowledgement, else you will

see the label name as Materials Transactions

21. Optionally, Click on SOP to attach the SOP

PS: This document is not covering the Signers setup. If anyone wants to use add the signer’sname, and after to use this signers create the AME rule.

22. Click Apply and Create Another to create the another instruction (else click apply), you will get

the Confirmation message “Instruction was created successfully”

Create Instruction number 20 / Next Instruction

23. Enter the desired instruction number, say 20

24. Enter the desired Instruction Text, say Resource Transactions for step no 10



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26. Search and Select the Task as Resource Transactions from list

27. Search and Select the Task Attribute from list ( Your Operation Resource name)

28. Optionally, enter the task label

29. Optionally, click on SOP to attach the SOP

30. Click on Apply and Create Another , you will get confirmation message “Instruction was created

successfully” 31. Enter the instruction number 30

32. Enter the desired instruction text


34. Search and Select the Task Quality from list

35. Enter the Task Attribute ( in my case my product code FG00002)

Note: WIP specification and Validity is required for sample analysis.

36. Optionally, enter the Task Label

37. Click Apply , you will get the confirmation message “Instruction was created successfully”,

window come

38. Click on “Return to Instruction Set : Operation –XXXXXXXXXX, you will find the window

Instruction Set :Operation XXXXXXXXXX

39. Click Return40. Click on OK on decision message “The web page you are viewing is trying to close the window.

Do you want to close this window?,

41. Click on OK, decision message “Navigate to HTML Application. Enter the Process Instructions,

and click OK to proceed with the transaction.

42. You will find the note “The Instruction Definition process was successful. Click OK to proceed

with transaction

43. Save the record.

Recipe


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Actions> Process Instructions

Instruction set


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Instruction set confirmation message

Creation of Instruction (Instruction number 10- Material Transactions)


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Instruction number 30 ( Quality)

Confirmation message for instruction no 30


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Return to Instruction set

On Return –you will find the web message

Recipe window


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6. Setup- AME rule and E-record for Material Transactions

Enable the business event subscription

PS: Update privileges are required to perform the below action

Navigation: Workflow Administrator Web Applications > Administrator Workflow>Business Events

1. Navigate the Business Events window

2. Enter the event name “oracle.apps.gme.batch.transact”

3. Click Go

4. Click on Update

5. In the status – change the value from Disabled to Enabled ( if this is already enabled no action

required)

6. Click Apply, you will get the warning message “Are you sure you want to update Event :

oracle.apps.gme.batch.transact?”Click on Yes, you will get the confirmation message “Event

Successfully Updated.

7. Close window, again open the window / Click Cancel also help you to come back to required

window8. Enter the event name “oracle.apps.gme.batch.transact”

9. Click Go

10. Click on Subscription, enable the Subscription for the function ‘EDR_PSIG_RULE.PSIG_RULE” ,

also enable subscription for Function “GMO_CBR_GRP.PROCESS_EVENT” ( this helps you to

record the materials transactions in Control Batch Record (CBR))

11. Close the window

Create AME rule

Navigation: Approvals Management business analyst, Standard >Business Analyst Dashboard

PS: No attributes and conditions used to create the rule, also used the existing Approval Group, if

below said approval group is not available you are advised to create.1. Navigate the Business Analyst Dashboard

2. Search and select the transaction type “GME ERES Batch Transact”

3. Click on Action Types

4. Select use Use Existing Action Type, select the action type “approval-group chain of authority”

5. Click Continue

6. Click Finish

7. Navigate to Approval Groups tab

8. Click Use Existing Approval Group tab

9. Search and Select the “Process MFG Approvals” from list

10. Click Apply, you will get the confirmation message ‘The selected approver groups have been

successfully added to the current transaction type.” 11. Navigate to Rules tab

12. Click Create

13. Enter the name “GME ERES Batch Transact”

14. Click Next

15. Click Next ( No Condition used)

16. Search and select the Action Type “Require approval from Process MFG Approvals”

17. Click Next

18. Click Finish, you will get the confirmation message.

https://rws3260262.us.oracle.com:4443/OA_HTML/OA.jsp?page=/oracle/apps/ame/actions/webui/ActionTypeSearchPG&_ri=800&OAHP=AME_BUS_HOMEPAGE_MENU&OASF=AME_ACTIONS_OVERVIEW&OAPB=AME_BRAND&_ti=1807362773&OAMC=1016154_13_0&menu=Y&oaMenuLevel=2&oapc=65&oas=ENwd2H5STkxeBLEBhQN84A..https://rws3260262.us.oracle.com:4443/OA_HTML/OA.jsp?page=/oracle/apps/ame/actions/webui/ActionTypeSearchPG&_ri=800&OAHP=AME_BUS_HOMEPAGE_MENU&OASF=AME_ACTIONS_OVERVIEW&OAPB=AME_BRAND&_ti=1807362773&OAMC=1016154_13_0&menu=Y&oaMenuLevel=2&oapc=65&oas=ENwd2H5STkxeBLEBhQN84A..https://rws3260262.us.oracle.com:4443/OA_HTML/OA.jsp?page=/oracle/apps/ame/actions/webui/ActionTypeSearchPG&_ri=800&OAHP=AME_BUS_HOMEPAGE_MENU&OASF=AME_ACTIONS_OVERVIEW&OAPB=AME_BRAND&_ti=1807362773&OAMC=1016154_13_0&menu=Y&oaMenuLevel=2&oapc=65&oas=ENwd2H5STkxeBLEBhQN84A..


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19. Close the window

Enable Configuration Variables for e-Record

Navigation: EDR Administrator > Administration Tasks > Setup

1. Navigate the Configuration Variables window

2.

Search and Selectthe Transaction Name “

GME ERES Batch Transact” from list

3. Click Go

4. Click on Update for the Variable name “E-record Required” you will find the window Update

Transaction Variable

Change the value from N to Y

5. Click Apply, you will get the confirmation message “The variable E-record Required has been

successfully updated for transaction GME ERES Batch Transact”

6. Click on Update for the Variable name E-signature Required, you will find the window Update

Transaction Variable

7. Change the Value from N to Y

8. Click Apply, you will get the confirmation message “The variable E-record Required has been

successfully updated for transaction GME ERES Batch Transact

Business Event

AME Rule


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Add condition

Create new Rule Add Actions

AME Rule


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Enable Configuration Variables for e-record


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7. Lock Operations.

Lock operation to claim of ownership of that operation and to process the operation, you cannot lock the

batch step already locked by another user, Lock owner displays the locked by owner name

Process:

1. Navigate the Operator Workbench window

2. Select the Organization

3. Click GO

4. Select the Batch number for which you want to lock / use the search criteria to get the batch

number

5. Select the Operation, Click on Lock ( Now you will see the lock owner name for the operation)

Batch and step status –WIP

Search Batch

Lock Step


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8. Execute Process Instructions

View and act on instructions for acknowledgement

View Instruction

Perform actions associated each instructions

Complete instructions and their associated tasks

8.1: Instruction type – Mandatory (Material Transactions)

PS: Pl follows the above said navigation

1. Click on Task ( This will take you through Batch Details window)

Batch Details window

2. Select the line click on Transact


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3. Acknowledge the information message

4. Enter the Comments on the given box

5. Enable the Instructions Completed check box

6. Click on Continue to continue with next instructions, if no further Instructions are available click

on Finish to complete the Instructions.


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8.2: Instruction type – Mandatory (Resource Transactions)

1. Click on Resource Transactions ( This will take you through Resource transactions window)


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2. Select the line, enter the Actual value

3. Save the Record, close the window

4. Acknowledge the Information message

5. Enter the Comments

6. Enable the Instructions Completed check box


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7. Click on Finish

6.3: Instruction type–

Mandatory (Quality)


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1. Click on Task (This will take you to samples window)

2. Note the sample number and open the Sample in Samples window (Quality Manager)

Note: This is required if the MES responsibility don’t have the access to update the sample.


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3. Change the Disposition from Planned to Pending

4. Save the record

6. Click on Results7. Enter the Results, save the record


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8. Change the Disposition to Accept (Actions> Change Disposition)

9. Close the window


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10. Acknowledge the information message

11. Enter the Comments

12. Enable the Instructions completed check box

13. Click on Finish, you will get confirmation message


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9. Unlock Step Operation

Click on Unlock to release the batch step owner ship, once the step is locked it would not possible to

complete the step without unlock

Lock

Unlock

1. Select the step (s)

2. Click on Unlock ( Lock owner name dispappears)


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10. View batch Details

Using batch details window user can view details like batch number, batch material, WIP Planned

Quantity, Actual Quantity, Operations and its status like Pending, Completed and Activities.

Also users can view the dispense details such as Dispense required, Dispensed quantity etc..


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11. View Control batch Record

Control batch record (CBR) is the record to display all the batch related information.

Using Operator Workbench form batch details tab, Users can select the Batch Progression from Actions

menu to generate the Control batch record

1. Select the Batch Progression form list

2. Click Go

3. Click on View Control batch record ( users can scroll down to view all the pages on control batch

record)


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12. Summary

We recommend you to use this document as a guide to understand the Operator Workbench

functionalities such as

Lock Step,

Acknowledge Process Instructions

Unlock Step

View Batch Details

View Control batch record etc…

Prerequisite setups listed below are also explained

Setting up the Mandatory Process Instruction

AME rule (to acknowledge the e-record at operators Workbench) Enabling configuration variables for e-record

This document covers functional setup and transactional information for functional users / end users who

users the EBS application and given data is as per current design till. December 2013, any changes for the

current design after this date may require changes accordingly in this also and no technical information is

given.


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Operator Workbench

December 2013.

Author: Tummala Ramarao

Contributing Authors: Raghu Peethambaran

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MES Operator Workbench 2013