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Admin Module Overview

Creating a New User

Click on the Admin button on the top right-hand side of the menu bar. This action will open the Administration Module.

Slide the cursor over to Left hand edge of the window until side menu appears.
This action will open a side display menu.

Adjusting Baselines (Lesson 9-1)

Baselines are used to signify the expected or designed duration that each motion will experience.  Tolerances are used to denote how much variation from these baselines there can be before the motion is flagged. Motions will be flagged as "Watch" – the cycle duration exceeds the "NTol" value – or they will be flagged as "Warning" – the cycle exceeds the "Tol" value – which will display these motions on the "Hotspots" screen and are also used for reporting purposes.

BASELINES AND TOLERANCES v3.6  

There are 3 generally recommended – but not fully inclusive – methods of baseline and tolerance selection:
Choose a baseline value slightly above the normally expected cycle duration with tighter tolerance values.

  • Useful for setting standard tolerance values for common pieces of tooling.
  • Generally tight variance cycles where a small overage denotes an immediate issue.

Choose a baseline value of an average expected cycle duration with wider tolerance values.

  • A more variable normal cycle duration useful for tracking cycles which exceed normally expected variance.
  • Generally tight variance cycle where a larger overage is allowed.

Choose a baseline value as a hard limit with zero values for tolerances.

  • CycleTime group where an overage constitutes a machine over cycle condition.
  • Operator motions where a maximum time is given and any overage is considered an over cycle condition.
  • An agreed upon maximum limit for a common piece of tooling used to track tooling degradation for predictive maintenance purposed.







Object Classifications

Object Classifications are used to label common types of objects for easier usage for reporting purposes. By creating and assigning classifications to individual Group motions for each Asset, these objects can quickly be sorted and combined for reporting and data analysis.  Commonly used classifications are Operator, Tooling, Robot, and Joining. These classifications are fully user definable, and any group may be assigned multiple classifications.
 

SmartNotes

Notes are used to add descriptions to a given cycle. Note categories and subcategories can be created or modified in the admin area of ENVISION. When a note is created on a given cycle, any previously created note category can be assigned to this note, and these notes can then be sorted and summarized based on their category. Notes are very useful for describing reasons and conditions for abnormal cycles; these notes remain persistent and are available to all users. See Note Categories.

Baseline Values

When the Baseline Values button is selected, the following window pops up.  It is here where the data is entered for baseline (Cycle Time) and tolerances for the models that were created previously. This is the data that the Envision application uses to create the graphical representation of the cycles. For this reason, the MODEL Asset tag is of critical importance.Envision needs a value for the MODEL Asset tag or it will not know how to "draw" the cycle.
 

Every Group of the Asset will have a similar window that pops up when the Group object is highlighted, and the Baseline Values button is clicked. For Groups objects with 2 or more OP's, each OP will need values entered individually as required.
There were additional Asset Tags that appeared when the Show All Tags button was clicked. These tags can be used to display additional information for each cycle.

 

The CYCLENUMBER tag does not need an IoExpression and will be ignored if one is entered. This tag is automatically updated by the Envision PLC driver logic. The tag is displayed for informational purposes only.
The PARTNUMBER tag can be used to store a part tracking value such as a sequence number or rotation number if the process utilizes some sort of part monitoring. This is optional. If no IoExpression is entered, then Envision will display a zero.
The OPTION tag is currently not used by the Envision application for any display or calculation purposes. It is for future use. A value can be entered for the IoExpression but it will be ignored by the application.
The PALLET tag is fairly self-explanatory. It can be used to store part conveyance data such as a conveyor carrier I.D. number or a roller bed pallet I.D. This is optional. If no IoExpression is entered, then Envision will display a zero.
 


To edit model baselines and tolerances, go to any group object, then click the Baseline Values tab at the top of the window. CycleTime baseline values will determine when the Asset starts and stops all other baselines will only affect Groups.
 
Baseline tables will differ from one another in terms of how many models each asset has, and how many OPs each group has.  The values inputted in each cell will depend on how each model tied to the asset is intended to function.

 

 

Tolerances

The Tolerance's are preset in Envision to give a visual representation of the health of the cycle with a glance. In sequence the base of the cycle is the Cycle Length. Cycle Length is represented by a Blue bracket on the graph. In a recorded cycle, it will show the length as compared to the Baseline tolerance. It will show a color based upon the performance of that cycle. Green for Good Cycle Length,  Yellow to Watch, and Orange to give the operator a Warning. Below are the definitions of each in the Sequence and Heartbeat Views.
Cycle Length

Cycle Length baselines are represented by a |-- blue --|bracket in Envision. Ideally, group length will match this bar exactly.

 Minimum Tolerance

Minimum Tolerance is the amount a group or cycle can deviate below the cycle time before becoming an Orange (Warning) record.
 

Minimum Normal Tolerance

Minimum Normal Tolerance is the amount a group or cycle can deviate below the cycle time before becoming a Yellow (Watch) record. The NTol number should always be smaller than the regular Minimum Tolerance (Min Tol).
 

Good Cycle Time

A Good Cycle Time record will be Green (Good) if the amount of deviation above or below ideal cycle time is smaller than any tolerances.
 

Maximum Normal Tolerance

Maximum Normal Tolerance (Max NTol) is the amount a group or cycle can deviated above ideal cycle time before turning Yellow (Watch). The MaxNTol number should always be smaller than the Maximum Tolerance (Max Tol) number.
 

Maximum Tolerance

Maximum Tolerance (Max Tol) is the amount a group or cycle can deviate above the cycle time before becoming an Orange (Warning) record.







All in Heartbeat View







Sequence View

Tolerance Reference  for Heartbeat and Sequence modes

This example shown in Heartbeat (right) and Sequence mode. It will also shows the actual details if you hovered the cursor over the cycle bar.
 

Creating Users (Lesson 9-2)

This section of the Admin module contains the data table of all the created user accounts. To use or make changes to the administration module you will need to be registered in this database.



User (Default) - is mostly for monitoring the basic enVision modules. Some action buttons such as Scheduling, Admin, and certain modules in the User Dashboard and Reporting, will be hidden (Edit Name, Edit Dashboard, Importing, Subscriptions, and Notifications).


Developers - is mostly for the BEET developers, it allows the hidden objects and information to be seen when logged in at that level.
Analyst – Allows the user to fully use/editing of the Dashboard and Reporting Modules. You also need to have an Analyst level to utilize the Conditional Notifications and Links to Subscriptions.
Site Admin – allows the full control of the Admin module and will allow the user to make changes as well as global changes{*}.
Site Leader – privilege for user – has same level as Site Admin{*} except the privilege to create new users.
*NOTICE: Do not add Site Admin and Site Leader at the same time. Selection of both will default to Site Leader



User

Developer

Analyst

Site Leader

Site Admin

Navigation 3.6

Limited Navigation

Limited Access

Limited Access

Limited Access

Full Access

Cycle View Browser 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

Baseline Editor (Auto Learn) 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

Cycle View Evaluation Module 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

Notes in Cycle View 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

Cycle History 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

Production Counts in New Window 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

PM Average Cycle 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

User Dashboard 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

Dashboards 3.6

Limited Access

Limited Access

Limited Access

Limited Access

Full Access

Hotspots 3.6

No Editing

Limited Access

Limited Access

Limited Access

Full Access

enVision Notes 3.6

Limited Access

Full Access

Full Access

Full Access

Full Access

Scheduling 3.6

No Access

Full Access

Full Access

Full Access

Full Access

Production Monitor 3.6

No Editing

Full Access

Full Access

Full Access

Full Access

Reporting 3.6

Limited Access

Full Access

Full Access

Full Access

Full Access

enSight 3.6

Limited Access

Full Access

Full Access

Full Access

Full Access

Conditional Notifications 3.6

Limited Access

Full Access

Full Access

Full Access

Full Access

System Health Monitor 3.6

Full Access

Full Access

Full Access

Full Access

Full Access








User

Developer

Analyst

Site Leader

Site Admin

ADMIN MODULE

No Access

No Access

No Access

Full Access

Full Access

COLLECTOR ENGINE

No Access

No Access

No Access

Full Access

Full Access

PLC

No Access

No Access

No Access

Full Access

Full Access

EDITING ASSET TAGS

No Access

No Access

No Access

Full Access

Full Access

MODELS

No Access

No Access

No Access

Full Access

Full Access

BASELINES AND TOLERANCES

No Access

No Access

No Access

Full Access

Full Access

USER MAINTENANCE

No Access

No Access

No Access

Limited Access *

Full Access

SYSTEM

No Access

No Access

No Access

Limited Access

Full Access

State Display Settings v3.6

No Access

No Access

No Access

Limited Access

Full Access

    Object Classifications v3.6

No Access

No Access

No Access

Limited Access

Full Access

    Note Categories v3.6

No Access

No Access

No Access

Limited Access

Full Access

    Date and Time v3.6

No Access

No Access

No Access

Limited Access

Full Access

    Nomenclature v3.6

No Access

No Access

No Access

Limited Access

Full Access

    EDC Agent Settings v3.6

No Access

No Access

No Access

Limited Access

Full Access

    SMTP Settings v3.6

No Access

No Access

No Access

Limited Access

Full Access

    Others – Subscriptions and Default Dashboard v3.6

No Access

No Access

No Access

Limited Access

Full Access

AUDIT

No Access

No Access

No Access

Full Access

Full Access

APPLICATION LOGS

No Access

No Access

No Access

Full Access

Full Access

SUBSCRIPTIONS AND NOTIFICATIONS

No Access

No Access

No Access

Full Access

Full Access

  • Cannot create a new user.





Create New User 


To add a new user, click the Create New User button in the upper right side of the User Maintenance Table window. Once selected, a Create User window will appear. Input a Username, a Full name, and Email address in the required fields. Below the edit boxes, is the Roles list. Check off the roles you will be performing. These roles will add permissions and allowances for using the Admin Module. If no Roles are selected, then the default User level will be set.  After you are finished, click the save button.

 


The User Maintenance List will now have the new user in the database.
To make any changes, use the buttons to the right side of the User Maintenance window.

Changes and Editing Profile

On occasion, changes to a profile may be required or a profile may need to be removed. The User Management window has the options to make changes by using three different buttons, Edit, Reset Password, and the Deactivate buttons. All buttons are located on the right side of the User Management table. 


Click Edit button and an Update User window will open. Make the changes to Full name, Email address, and check or uncheck additional Roles.
When your changes are completed, click the Save button.

In the event you lose or forget your password, you can have it automatically reset if needed.
Clicking the  Reset Password  button will send you an email with a new password. Ensure that your email is correct. If you don't see it in your inbox, check the spam or junk folder.


Clicking the  Deactivate  button will disable and remove the selected profile from the database.

Object Classifications1 (Lesson 9-3)

Multiple Classification Update v3.6


In the Admin section, you can drill down to the LINE level. At the LINE level, you can update Multiple Classifications by selecting the yellow Multi Classification Update button. From there, a Multiple Tag Edit window will reveal.

In the Multiple Tag Edit window, click on the edit box and start typing the tag name you would like to view. Typing in the word starting "oper" will cause the list below to populate with tags of the similar spelling (example, OPERATOR, OPER LOAD COMP PB).



Once the list is revealed, you select individual names or simply select the check all box above the list to the left of the Name column. NOTE: You may also perform the same multiple function on the Cls (Classification) column as well, if the named tags have several different classifications. Once your selection is completed, click the Select Classes button on top of the list.







After the selection of the Select Classes button, the Classification window will open. From there, you can select the classifications you would like to include with your selection (Operator). For this example, we click on the Operator Classification.




Click on the Apply button, and the Operator Tags will all have the Operator classification next to them. Close the window. 


Editing Objects Classifications   (Lesson 9-4)

The Object Classification tab controls the Classifications on the Edit Select object window under the Objects and Relationships window. Any changes that you make here in this window will display when viewing Group level objects in the Objects and Relationship window.

These Classifications created here are used for Grouping, Sorting and for other purposes used in the reports.

Simply double-click an Object Classification and then edit it to read what you desire.
If a field has a Lock icon, then this Object Classification cannot be changed in this window.
There is an open field to enter a new Object Classification if needed. Simply click on it and enter the Classification.








When you are finished, these Classifications will appear on the Objects and Relationships window, when you have a Group level object selected. The Edit Selected Object tab is selected, as seen here.


Lesson Quiz

 Question 1 - Click to view

Can a User with a User Level Account access the Scheduling Module. Yes or No?

 A) Yes

 B) No

 Question 2 - Click to View

Which Tab in the Admin side menu do you use to access the Baselines??

 A) Collector Engines Tab

 B) Systems Configuration Tab

 C) Objects and Relationships Tab

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