New Release! Better Setup Tracking
📈

New Release! Better Setup Tracking

Features: Linking Setups, Tally Sheets, and Downtime Labeling

Release Date: October 2022

Overview

📢
Setups are one of the top downtime reasons across most plants!

We have integrated setup tracking into your job-to-job workflow and have made the link to auto label any downtime during a setup as “Setup”. This makes tracking setups easier for your operators and gives you better, more consistent data around setup times per part, machine, operator…etc.

Setup Settings

There is a section under Settings that allows users to edit existing setups.

To edit, click the pencil on the right side of the row and then the blue check to save after making your desired changes.
To edit, click the pencil on the right side of the row and then the blue check to save after making your desired changes.

You can edit:

  • the option to automatically label Downtime Periods with a specific Downtime Reason during setup (more details on this below in the Auto Labeling Downtime section)
  • a setup to be linear or non-linear
  • the Target Setup Time
📌
To create Setup Types, you must reach out to your CSE. They will ask you what to name the Setup Type and what steps to include

Running a Setup

1. Start a Setup

All setups are now started from the Tally Sheet home screen. There is a new button that is labeled Start Setup.

You can now start a setup from the Tally Sheet Lobby
You can now start a setup from the Tally Sheet Lobby

After pressing the Start Setup button, the user will select and confirm the desired Setup Type.

Select your Setup Type next. You can create new setup types in the settings - keep reading to learn how.
Select your Setup Type next. You can create new setup types in the settings - keep reading to learn how.
Click “confirm” to start the setup.
Click “confirm” to start the setup.

2. Populate the Setup Fields

The user is then brought to the Setup Fields screen where they are prompted to fill out any relevant fields. You will be unable to proceed starting the setup until all required fields are filled out.

These are the same fields used to populate Tally Sheets and will apply the Required and Hidden attributes in the same way.

Note that in the example above the Operator and Part fields are
Note that in the example above the Operator and Part fields are Red and required, and the Save button in the bottom right corner is disabled. You cannot click “Save”.

Once the appropriate fields are all filled out, the Save button will be enabled and the operator can begin the setup.

Fields are now filled out and the
Fields are now filled out and the Save button is enabled. In addition to the Save button, the bottom left corner has buttons to Clear all of the fields and another to Cancel this setup, returning the user back to the Tally Sheet home screen.

Note that the timer for the setup will not start until you press the blue Save button. Time spent filling out the fields before the setup is started will not be counted in the setup time.

3. In Setup

After pressing Save, the setup will begin.

🗣️
You must still work with your CSE to populate all setup steps!

image

This screen is very similar to the existing setup screen with a few new additions.

Abandon Setup

If a user is no longer going to complete the setup, they have the option to press Abandon Setup and return to the Tally Sheet Lobby without completing the steps. The time accumulated will still be saved and shown in the reports as Abandoned Setup.

Edit Sheet Button

The user has the ability to navigate to the fields page to view the fields that are filled out and change the employee attached to the setup.

More details in the Edit Fields - Mid Setup section below.

4. Edit Operator- Mid Setup

When going back to the fields page during a setup, all fields (except the Operator) are view only. During a setup, the only field that can be edited is the Operator field.

In edit mode, you can only edit the operator.
In edit mode, you can only edit the operator.

5. Setup Goes Through Shift Change - Prompt to Edit Operator

When the shift changes, the user is required to confirm who is still working on the setup. There will be a blinking banner at the top that says “New Sheet Detected, please confirm details” to help make this clear.

Note the red banner asking the operator to confirm the setup details.
Note the red banner asking the operator to confirm the setup details.

Again, the user can only change the Operator field.

⚠️
Note that if the factory has no required fields, you won’t be forced back to this screen as there are no fields to confirm.

After the necessary adjustments have been made, press Return to get back to the screen with the Setup timer.

☝️
When making an operator change, this does not end the sheet and start a new one. It only changes the operator applied to the current sheet.

6. Completing a Setup

After the user completes all the steps and ends the setup, the Tally Sheet associated with the setup will be submitted. The user will then be directed to the Tally Sheet home screen.

Auto Labeling Downtime

If a Setup Flow is configured in the Settings screen with an associated Downtime Reason, then any downtime periods generated during that time will be auto-labeled with that specified Downtime Reason. This is very similar to the way that

works.

Rules to note:

  1. If a user sets up an automatic label when in setup, that will take precedent over any existing downtime label rules that were put in place before this release.
  2. If you have an open downtime period that is currently being labeled by another downtime rule, for example, “lunch”, and a setup starts during that time, then the downtime period will split and the previous period will be auto-labeled as “lunch” and the new period will be labeled it as “setup”.

Setup Dashboard

In the app, under Reports, you will have a new setup dashboard to view all of the setup data.

🚨
Past setups will not show up in the dashboard. Only setups that were started from the Tally Sheet home screen will show up in the dashboard.

The Dashboard will show…

  • Open setup information
  • Setup history
  • Total number of setups paused, opened, completed and abandoned
  • Total Time by Setup Type
  • Setup Performance by Operator

How do I get this feature enabled?

Contact your CSE to turn on this new feature!