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[en] Production tasks - Required setup, define task template and checklist items and create trigger

[en] Following this setup from A. - D., will result in production tasks being created due to the Task process (TSP) being started when a Production work order (PWO) is confirmed, from Status 1 to Status 2, 3 or 4, based on the user's preferred Retrigger interval and Retrigger level.

[en] Required setup not covered by this document:

  1. [en] Define Production resource (RESCONFIG)

    1. [en] In addition, defining a Production resource category (REC) can also useful, as it can be added to a Production task trigger (PTT)

  2. [en] Define an Operation (OPR) of type Production and that applies to the Resource above.

  3. [en] Include the Operation (OPR) in a Product structure (KITART) and Product (ART), both in Status 4 - Active.

[en] A. Create and define Task process template (PTM)

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[en] A Task process template (PTM) is used to define a process which can be started by a Production task trigger (PTT).

  1. [en] In the Task process templates (PTM) application, click the Create new template button.

    [en] Provide the following information:

    1. [en] Name

    2. [en] Description

    3. [en] Type - Select the Production option.

  2. [en] Click the Create button.

    [en] Result: A Task process template (PTM) in Status 4 - Active is created.

[en] B. Create Task template (PTMD) in the Task process template (PTM) application

  1. [en] From the Task process template (PTM) application, in the Task templates tab, click the Add task to template button.

    [en] Provide the following information:

    1. [en] Title

    2. [en] Assigned to

    3. [en] Description

    4. [en] Deadline offset (days)

    5. [en] Priority

  2. [en] Click the Create button.

    [en] Result: A Task template (PTMD) in Status 4 - Active is created.

[en] C. Create task template checklist items for the Task template (PTMD)

  1. [en] From the Task process template (PTM) application, click the Right arrow icon in the Task templates tab to open the Task templates details (PTMD) application.

  2. [en] In the Task template checklist tab, click the Add item button to start adding checklist items.

    [en] Provide the following information:

    1. [en] Text - What the checklist item should be labeled.

    2. [en] Type - Decide on how the checklist item is cleared by Checkbox or Yes/No option.

    3. [en] Required - Defines if the checklist item is mandatory to be checked.

    [en] Result: Checklist items are now created for the Task template (PTMD).

[en] D. Decide when the task process is started by creating and activating a Production task trigger (PTT)

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[en] A Production task trigger (PTT) is used to define when a Task process template (PTM) is triggered and Task template checklist items (PTMD) are generated for the Production work order (PWO).

[en] Creating a Production task trigger (PTT) can be done in two ways:

[en] Create a Production task trigger (PTT) in the Production task trigger (PTT) application

  1. [en] From the Production task trigger (PTT) application, click the Create new task trigger button.

    [en] Provide the following information:

    1. [en] Name - Provide a unique name. Can not be changed after creation.

    [en] Result: A Production task trigger (PTT) is created in Status 1 - Draft.

  2. [en] In the Production task trigger area, select a Process template created in [en] A. Create and define Task process template (PTM), by clicking the drop-down menu.

  3. [en] Set the optional Retrigger interval days, Retrigger level and/or Check for quality issues.

    1. [en] Retrigger interval days - Used to avoid that new tasks are unnecessarily created for each new Production work order (PWO).

      [en] Set the interval of days to pass, since the previous production, before the Task process template (PTM) will be retriggered.

      [en] The retriggering is based on the selection in the Retrigger level dropdown menu. The trigger will be initiated (checked) by registering (confirming) a new Production work order (PWO) and when activating a new version of the Production work order structure (KITDOC).

    2. [en] Retrigger level - Degree of details. State if the task should be triggered based on only Product (ART) identifier or in addition one or more variables.

      [en] Available variables:

      • [en] Product - A new Production work order (PWO) for a product will create production tasks if the last Production work order (PWO) for the product is from before today – the retrigger interval set at the Production task trigger (PTT).

      • [en] Product, Sales order - A new Production work order (PWO) with the unique combination of product and Sales order (COA) will create production tasks if the last Production work order (PWO) for this product and Sales order (COA) is from before today - the trigger interval set at the Production task trigger (PTT).

      • [en] Product, Revision - A new Production work order (PWO) with the unique combination of product and product revision will create production tasks if the last Production work order (PWO) for this product and revision is from before today - the trigger interval set at the Production task trigger (PTT).

      • [en] Product, Revision, Sales order - A new Production work order (PWO) with the unique combination of product, product revision and Sales order (COA) will create production tasks if the last Production work order (PWO) for this product, revision and Sales order (COA), is from before today - the trigger interval set at the Production task trigger (PTT).

      • [en] Product, Revision, Drawing - A new Production work order (PWO) with the unique combination of product, product revision and drawing will create production tasks if the last Production work order (PWO) for this product, revision and drawing is from before today - the trigger interval set at the Production task trigger (PTT).

      • [en] Product, Revision, Drawing, Sales order - A new Production work order (PWO) with the unique combination of product, product revision, drawing and Sales order (COA) will create production tasks if the last Production work order (PWO) for this product, revision, drawing and Sales order (COA), is from before today - the trigger interval set at the Production task trigger (PTT).

    3. [en] Check for quality issues checkbox - Check for quality issues. If there are quality issue since last time the trigger was executed the Production task trigger (PTT) will be retriggered.

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      [en] Activating this checkbox will overrule the value in the Retrigger interval days, if any Quality issues (QIS) are found for the Product (ART) being produced. 

      [en] It will also overrule product revision and drawing, Quality issue (QIS) refers only to the Product (ART).

  4. [en] Add a Production resource (RESCONFIG) or a Production resource category (REC) to generate Production tasks (TASK) for.

    1. [en] Single production resources - Click the Single production resources tab, and click the Add production resources button and select which Production resource (RESCONFIG) the trigger applies for.

    2. [en] Production resources categories - Click the Production resource categories tab, and click the Add production resource category and select which Production resource categories (REC) the trigger applies for.

  5. [en] Verify that all options are as intended, and click the Activate option in the Context menu to set the Production task trigger (PTT) in Status 4 - Active.

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    [en] Context menu options

[en] Create a Production task trigger (PTT) in the Task process templates (PTM) application

  1. [en] From the Task process templates (PTM) application, click the Production task triggers tab, and click the Create new task trigger button.

    [en] Provide the following information:

    1. [en] Name

    [en] Result: The new Production task trigger (PTT) will be listed in the Production task triggers tab, but in Status 1 - Draft.

  2. [en] To configure and activate, click the Right arrow icon to open the Production task trigger (PTT) application.

  3. [en] Continue as described in the procedure above.

[en] Inspect Task processes (TSP) and active and detached Production work orders (PWO)

[en] The Task processes (TSP) application is useful in inspecting that all triggered production tasks are as they should be, including who has permissions to View, Edit, Delete and Assign tasks.

[en] Most relevant for this procedure is the option to view all active and detached production tasks for Production work orders (PWO).

[en] When are production tasks potentially detached from a Production work order (PWO)?

  • [en] Changes to the Production structure (KITDOC)

  • [en] Production work order (PWO) is cancelled

  • [en] Production work order (PWO) is scrapped

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