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Shift Book
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      • shift_book_tab:index.adoc
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        • shift_book_tab:shifts.adoc
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        • shift_book_tab:digital_shift_information.adoc
        • Shift types tab
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  • Shift Book
  • User manual
  • shift_book_tab:index.adoc
  • shift_book_tab:shifts.adoc
✎

Shifts

Shifts are periods in which production is planned. They are required for almost all evaluations of KPI variables. Shifts can be defined as a one-off or created as shift series. All relevant information about the shift is entered in the shift dialog.

Add a shift or shift series

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

Procedure

  1. Click add_border.

    If a time range has been selected in the calendar before add_border is clicked, this time range is automatically applied.

  2. Select the Add Shift option.

    The Add shift dialog opens. Add Shift Dialog.

  3. Enter data.

    The Shift Type and Shift Start/End fields are validated directly upon input. Once any errors have been corrected, the shift or shift series can be created.
    When entering times for shift start/end that do not correspond to the shift type, a dialog is displayed after saving that refers to the standard time of the shift type and asks for confirmation.
    For possible sources of error, see the Add Shift Dialog.

  4. Click Add.

The added shift or added shift series is displayed in the calendar view. A shift series is indicated by the refresh icon.

Add Shift Dialog

Schicht Dialog
Element/icon Description

Shift type*

Choice of early, late, night shift (standard shift types)

Shift start/end*

Shift start and shift end

Shift duration

Shift duration

Shift can be a maximum of 24 hours and must not exceed the start of the working day.

Series

This option adds some input fields to the dialog.

Further information: Add Shift Series Dialog

Planned number of parts

Planned number of parts to be produced

Plan Workers

Optional input for planned labor

Utilization factor

Percentage utilization of a shift (optional, default: 100%)

Number of Direct Workers

Number of direct workers (integer); this affects productivity and, where applicable, the target cycle time (if this is dependent on the number of workers)

Number of Indirect Workers

Number of indirect workers (floating-point value), e.g. if a worker is assigned to a line proportionately. Only affects productivity)

Additional information

Notes

The Shift Book Admin operator can deactivate the entry of planned/additional workers and the utilization factor under Shopfloor > Administration > Configuration using the configuration parameters Enable "Planned workers" and Enable "Additional workers" and "Enable shift utilization" on a global or line-specific basis. In this case, the input fields are not visible.
The following conditions must be complied with:
- Shifts must not overlap.
- A shift type may only be used once on a production day.
- The start of the production day (e.g. 6 o’clock) must not be within a shift.

Add Shift Series Dialog

When the Series option is activated, the Add shift dialog expands to include the following fields:

Schichtserie Dialog
Element/icon Description

Daily

Selection of every x-th day or every x-th working day

Shift can last a maximum of 24 hours.

Weekly

Selection of desired days of the week, repeated every week

Monthly

Selection of every x-th day every y-th month or of every x-th day of the week every y-th month

Changing the number of workers within a shift

It is necessary to enter the number of workers in the following cases:

  • The target cycle time depends on the number of workers (automatic line with variable allocation)

  • For calculating productivity (i.e. part per worker hour)

There are two kinds of workers:

  • (Planned) workers (number is an integer, no decimal values allowed)

    May be used to determine the correct target cycle time (where dependent on the number of workers) and to calculate productivity.

    Can be activated by the Shift Book Admin operator under Shopfloor > Administration > Configuration using the configuration parameters Workers dependent target cycle times (for target cycle times dependent on the number of workers) or Enable "Planned workers" (only for calculating productivity).

    The possible value range (min/max) can be set using the configuration parameters Minimum number of workers or Maximum number of workers.

  • Additional workers (number is a floating-point value)

    Exclusively used to calculate productivity and has no influence over target cycle times dependent on the number of workers. Can be used for indirect workers, for example (milk runners, etc.), who sometimes operate multiple lines simultaneously (therefore floating-point values are possible).

    Can be activated by the Shift Book Admin operator under Shopfloor > Administration > Configuration using the configuration parameter Enable "Additional workers".

The number of workers can be entered as follows:

  • When adding or editing a shift

    Add a shift or shift series , Edit a shift , Edit a shift series

    Enter the planned number of workers (valid until revoked, see next point).

  • During a shift (procedure below)

    Entry/change can be made at any time.

    However, this method must not be used for correction purposes in the event that an individual worker does not attend work and this non-attendance is unplanned (e.g. due to illness). This function is only intended for when individual workers are moved within production (e.g. when changing over to a more complex type or when starting an order within a shift).

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

Procedure

  1. In the calendar, click the corresponding shift and then click on user-add.

    The Manage workers within shift dialog opens.

    This dialog can only be displayed for shifts that began in the past and have not yet been completed.
    Only periods within the corresponding shift can be selected as valid from.
    Additional workers is only displayed if this has been enabled by the Shift Book Admin operator under Shopfloor > Administration > Configuration using the configuration parameter Enable additional workers.
    sb_manage_workers_within_shift_2024_01

    Enter data: * mdm_edit_icon — Selected entry for Edit number of workers.
    * delete — Selected entry for Delete number of workers. * add_border — Add new entry for number of workers.

    + image::sb_manage_workers_within_shift_add_2024_01.png[sb_manage_workers_within_shift_add_2024_01]

    • Valid from [date] * — start of validity. By default, either the current time is entered, or the last minute of the shift for shifts that have already been completed.

    • Direct workers * — New/changed number of direct workers for the selected shift.

    • Indirect workers * — New/changed number of indirect workers for the selected shift.

      The number of direct and indirect workers is taken from the previous row or from the information in the shift settings.

    • Click Save.

Finalizing a shift

Shifts that are in the past can be finalized. The following applies for a finalized shift:

  • The shift and its downtimes can no longer be edited or deleted.

  • Various indicators (KPIs such as OEE, degree of utilization, productivity) are calculated asynchronously in the database, meaning that evaluations over a longer period of time (e.g. multiple years) are also possible. Consolidating Shifts.

The shift should always be finalized when all the necessary data (where applicable, part counts, downtimes, number of workers, etc.) has been entered in the system. This should take place in real time once a shift has ended.

Shifts that have already been finalized can have their "finalized" status rescinded. Unlocking shift finalization.

The color used to represent the shift status of shifts is defined in the Shift types tab. Shift types tab.

Shifts are finalized automatically (if enabled) after the shift ended (configurable timespan after the shift ended). The same mechanism also finalizes shifts after they were manually unlocked by a user. The finalization is done by a job within the database and checks for shifts to finalize every 10 minutes. Even an automatic finalization offset of 1 minute can thus take up to 10 minutes until the shift is finalized (worst case).

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

  • The shift is completely in the past and is not finalized.

Procedure

  1. Click the shift.

  2. Click lock-closed.

    The Edit shift status dialog opens to Finalize shift. * If the immediately preceding shift is already finalized:

    + image::sb_dialog_manage_shift_status_finalize.png[sb_dialog_manage_shift_status_finalize]

    • If at least one previous shift has not been completed (for the Shift Book Admin role only):

      sb_dialog_manage_shift_status_finalize_multiple

  3. Click Finalize shift.

The shift is finalized and is displayed with the color specified for this status.

Finalized and non-finalized shifts cannot be mixed , i.e. non-finalized shifts cannot appear between two finalized shifts and vice-versa.

Copy shift

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

Procedure

  1. Click a shift or a shift as part of a shift series in the calendar and click mdm_copy_icon.

    The Copy shift dialog opens.

  2. In Target date , select the desired date for the shift.

    The Shift Start/End field is validated directly upon input. Once any errors have been corrected, the shift or shift series can be copied. For possible sources of error, see the Add Shift Dialog.

The shift has been copied to the desired day and all planned downtimes have been carried over. Unplanned downtimes, test runs and 4M events have not been taken into account.

Edit a shift

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

Procedure

  1. Click the shift in the calendar and then on mdm_edit_icon.

    The Edit a shift dialog opens. The content corresponds to the Add shift dialog.

    Add Shift Dialog

  2. Make changes.

  3. Click Save.

The shift is changed.

Deleting shifts

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

Procedure

  1. Click on the shift in the calendar and click delete.

  2. In the Delete selected shift? dialog, click Delete shift.

The shift is deleted.

Downtimes contained in the shift to be deleted can be deleted or retained as required.

Consolidating Shifts

Completed shifts are subsequently consolidated by an asynchronous database job. In this process, different variables are calculated:

  • OEE

  • Degree of usage (relative/actual)

  • First production yield (FPY), failed output rate (FOR)

  • Number of OK at the counting station

  • Number of NOK/scrapped/aborted/other for the entire line

  • Number of parts per hour at the counting station

  • Average repair time (MTTR), i.e. average value of all faults

  • Number/duration of station errors

  • Number/duration of downtimes

This makes it possible to do the following:

  • Select a longer time range (e.g. multiple years) in which to perform evaluations.

  • Delete source data, where appropriate, from the database following consolidation in order to limit the size of the database.

Source files from consolidated shifts can be automatically deleted by another asynchronous database job after a configurable time. The configuration is implemented by the Shift Book Admin operator under Shopfloor > Administration > Configuration using the configuration parameters Automatic raw data deletion (activation of deletion) and Deletion offset (time until deletion).

A shift finalization can also be revoked by a role with appropriate permissions. Unlocking shift finalization.

The following diagram illustrates the individual shift statuses and status transitions:

Zustände der Schichten
Status transition Description

[Non-frozen → Frozen]

Finalizing a shift

If auto-finalization is active ( Activate auto-finalization configuration parameter), a shift in the past is also automatically finalized (after a wait time as defined in the Auto-finalization offset configuration parameter).

[Frozen → Aggregated]

Consolidating a shift

Once a shift is finalized, consolidation is triggered asynchronously in a database job (i.e. calculation of the aforementioned parameters).

[Frozen → Unfrozen]

[Aggregated → Unfrozen]

Unlocking shift finalization

The shift can now be edited again. A role with special permissions may be required.

[Unfrozen → Refrozen]

(Re-)finalize shift (see Finalizing a shift )

A re-editable shift is also automatically re-finalized according to the Re-finalization offset configuration parameter.

[Refrozen → Aggregated]

Consolidating a shift (again)

If the source data is still available: Once a shift has been finalized again, consolidation will be triggered again asynchronously in a database job.

The tooltip for a shift in the calendar view only shows whether or not the shift is finalized. The status of (asynchronous) consolidation in the database is not visible.

Edit a shift series

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

Procedure

  1. Click the shift series in the calendar and then on mdm_edit_icon.

    The Open Shift Series dialog opens.

    Schichtserie verwalten Dialog

  2. Select an option.

    • To edit only the current shift of the shift series, select Individual Shift.

    • To edit the entire shift series, select Shift series.

      The Edit a shift series dialog opens. The content corresponds to the Add shift dialog. Add Shift Series Dialog.

  3. Make changes.

  4. Click Save.

The shift or shift series is changed.

Delete a shift series

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

Procedure

  1. Click the shift series in the calendar and then on mdm_edit_icon.

    The Delete Shift dialog opens.

    sb_delete_shift_series

  2. Select an option.

    • To delete only the current shift of the shift series, select Delete Shift.

    • To delete the entire shift series, select Delete Shift Series.

  3. Click Delete shift.

The shift or shift series is deleted.

Unlocking shift finalization

Shifts that have already been finalized can have their "finalized" status rescinded. The shift can be edited.

Prerequisites

  • Shift Book Leader or Shift Book Admin role

  • The Shift book tab is open. Shift book tab.

  • The shift is completely in the past and is finalized.

Procedure

  1. Click the shift.

  2. Click lock-open-black.

    The Edit shift status dialog opens to Unlock shift finalization. * If the immediately following shift is not finalized:

    + image::sb_dialog_manage_shift_status_unlock.png[sb_dialog_manage_shift_status_unlock]

    • If more than one subsequent shift has been completed (for the Shift Book Admin role only):

      sb_dialog_manage_shift_status_unlock_multiple

    • If the deletion of source data ("Automatic Raw Data Deletion") is active in the administration settings and the source data of the relevant shift(s) is no longer available, the various parameters can no longer be recalculated even after changes have been made to the shift:

      sb_dialog_manage_shift_status_unlock_really_2024_01

  3. Click Unlock shift finalization.

The shift finalization is canceled and is displayed with the color specified for this status.

Finalized and non-finalized shifts cannot be mixed , i.e. non-finalized shifts cannot appear between two finalized shifts and vice-versa.

Contents

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