Nexeed
    • Introduction
    • User manual
      • Release and health state of the tools and components
      • Configure Tool Management
      • Tool Information
      • Tool Administration
        • Tool Administration: Tools and Components
        • Tool Administration: Hierarchy
        • Tool Administration: Types
        • Tool Administration: Groups
      • Tool Actions
      • Configuration
        • Configuration: General
        • Configuration: Predefined Reasons
        • Configuration: Failures
        • Configuration: Properties
        • Configuration: Notifications
      • Tool Widgets
      • Filter Functions in Tool Management
      • Visible columns for tools & components view
    • API documentations
      • Tool Management Public HTTP API
    • Glossary
Tool Management
  • Industrial Application System
  • Core Services
    • Block Management
    • Deviation Processor
    • ID Builder
    • Multitenant Access Control
    • Notification Service
    • Reporting Management
    • Ticket Management
    • Web Portal
  • Shopfloor Management
    • Andon Live
    • Global Production Overview
    • KPI Reporting
    • Operational Routines
    • Shift Book
    • Shopfloor Management Administration
  • Product & Quality
    • Product Setup Management
    • Part Traceability
    • Process Quality
    • Setup Specs
  • Execution
    • Line Control
    • Material Management
    • Order Management
    • Packaging Control
    • Rework Control
  • Intralogistics
    • AGV Control Center
    • Stock Management
    • Transport Management
  • Machine & Equipment
    • Condition Monitoring
    • Device Portal
    • Maintenance Management
    • Tool Management
  • Enterprise & Shopfloor Integration
    • Archiving Bridge
    • Data Publisher
    • Direct Data Link
    • Engineering UI
    • ERP Connectivity
    • Gateway
    • Information Router
    • Master Data Management
    • Orchestrator

Nexeed Learning Portal
  • Tool Management
  • User manual
  • Tool Administration
  • Tool Administration: Tools and Components

Tool Administration: Tools and Components

Tools and components are created and configured on the Tool Administration > Tools & Components tab. Tools and components can be displayed filtered. Tools or components with the release status Scrapped and Deleted are not displayed, but can be displayed and restored using the filter function.

Configure the release status of the tool or component

toma_tool_admin

The Tools & Components tab contains two areas: a tools and components display, and a detailed view, where general information, positions, counters and properties are displayed and can be edited.

The detail view opens when an entry in the table is selected.

Display of tools and components

toma_tool_administration
Element/icon/column Description

XX

Number of tools and components displayed

Search search

Search for a tool or component.

Enter the name or part of the name of the tool or component.

Root Type

Filter by tool or component.

All
Tools and components are displayed.

Tools
Only tools are displayed.

Component
Only components are displayed.

Type (X of X)

Filter by type.

Type name or part of name.

filter Filter

Filter the display by criteria.

Filtering the Tools and Components Table

table Columns

Select visible columns.

Defining visible columns

watch-on Hide/show filters

Hide or show filters.

Kind of type

If the configuration-wrench icon is in the column, the type is a tool type.

If the components icon is in the column, the type is a component type.

A tool type is at the top of the hierarchy.

Name

Name of the tool or component

Approval status

Release status of the tool or component

Release and health state of the tools and components

Health status

Health status of the tool or component

Release and health state of the tools and components

delete

Deleting a Tool or Component

Detailed view

toma_tool_admin_details

The detailed view contains the following tabs:

General

Tool Administration: Tools and Components – General

Positions

Tool Administration: Tools and components – Positions

Counters

Tool Administration: Tools and components – Counters

Properties

Tool Administration: Tools and Components – Properties

Links

Tool Administration: Tools and components – Links

History

Tool Administration: Tools and components – History

Maintenance tasks

If the Maintenance module is integrated in the system, the Maintenance tasks tab is shown.

Tool Administration: Tools and components – Maintenance tasks

Tool Administration: Tools and Components – General

If a tool or component is selected in the Tool Management > Tool Administration > Tools & Components tab, the detail view opens. The data of the tool and the component can be changed in the detailed view on the General tab.

Configure the tool or component

toma_tool_admin_details
Element/icon Description

Name

Name of the tool or component

Serial number

Serial number of the tool or component

Area

Physical location of the tool or component

SAP Equipment ID

SAP equipment ID of the tool or component

The SAP equipment ID must match the SAP equipment ID in SAP to be able to link Tool Management with SAP.

Health status

Health status of the tool or component

Release and health state of the tools and components

Type

Type with which the tool or component was created

Created

Date on which the tool or component was created

Last Modified

Date the tool or component was last modified

Last Small Maintenance

Date of the last small maintenance of the tool or component

Last Large Maintenance

Date of the last large maintenance of the tool or component

Mounted In

Name of the device in which the tool is mounted

Mounted At

Date on which the tool was mounted or unmounted

Approval status mdm_edit_icon

Change release status of the tool or component.

Configure the release status of the tool or component

Facility mdm_edit_icon

Facility is only displayed for tools.

Assigned facility of the tool

The tool can only be mounted in devices of this facility.

To change the facility:

  • mdm_edit_icon.

  • Select the facility using the Facilities field.

  • Enter the Comment.

  • Confirm the facility with Update.

The tool can only be mounted in devices of this facility.

window-resize

View image.

mdm_edit_icon

Select image and upload.

delete

Delete image.

Tool Administration: Tools and components – Positions

If a tool or component is selected in the Tool Management > Tool Administration > Tools & Components tab, the detail view opens. The detailed view on the Positions tab displays the positions of the tool or the component along with their associated health status. The positions can be changed in the type of the tool or component.

Tool Administration: Types – Positions

toma_positions
Element/icon Description

Health status in the form of a colored circle

Health status of the attached component

Gray indicates that no component is attached to the position.

Release and health state of the tools and components

Position name

Name of the position

Component name

Name of the component that is currently attached to this position

Serial number

Serial number

Mandatory field

Shows whether the position is required or not for the operation of the tool or component. If the position is required, a component must be installed in this position.

View in hierarchy

Hierarchy

Display a tool or component in the hierarchy.

Tool Administration: Hierarchy

View in type X

Position definitions

Create positions for the type with which the tool or component was created.

Tool Administration: Types – Positions

Tool Administration: Tools and components – Counters

If a tool or component is selected in the Tool Management > Tool Administration > Tools & Components tab, the detail view opens. The detailed view on the Counters tab displays the counters of the tool or component along with their associated warning and blocking limits. The limits of the counters can be adjusted. The counters are used when the tool or component of the type is created. Selecting a counter displays more information about the counter.

Tool Administration: Types – Counter

toma_counters
Element/icon Description

Counter name

Name of counter

The following types of counters exist:

Lifetime (usages)

Remaining usages until the warning or blocking limit

This counter is automatically assigned to each tool type or component type.

Lifetime (good parts)

Good parts produced until the warning or blocking limit

Lifetime (bad parts)

Bad parts produced until the warning or blocking limit

Small maintenance (usages)

Remaining usages until the next small maintenance

Small maintenance (good parts)

Good parts produced until the next small maintenance

Small maintenance (bad parts)

Bad parts produced until the next small maintenance

Large maintenance (usages)

Remaining usages until the next large maintenance

Large maintenance (good parts)

Good parts produced until the next large maintenance

Large maintenance (bad parts)

Bad parts produced until the next large maintenance

Days since last maintenance

Time remaining in days until the next maintenance. If the counter for small maintenance or large maintenance is reset, the Days since last maintenance counter is also reset.

User-defined counter

Any number of your own counters can be created.

Value

Current value of the counter

For example, the remaining usages of the tool or component, or the elapsed time

Warning

Time remaining to the warning limit

Block

Time remaining to the blocking limit

Unit

Counter unit

Remaining usages, time remaining, or good or bad parts produced until the warning or blocking limit or maintenance

mdm_edit_icon

Configuring Limits for Tool or Component Counters

Actions

Actions that can be performed on the counters:

Increase counter manually

Manually increase the counter of a tool or component

Synchronize with type

The counters of the associated type are not automatically synchronized with the counters of the tool or component. The Synchronize with type action can be used to synchronize the counters of the tool or component with the counters of the associated type.

View in type X

Counter templates

Display the type of tool or component.

Tool Administration: Types – Counter

Tool Administration: Tools and Components – Properties

If a tool or component is selected in the Tool Management > Tool Administration > Tools & Components tab, the detail view opens. The properties of the tool or component, along with the associated values, are displayed in the detailed view on the Properties tab. The properties are adopted when the tool or component of the type is created and automatically synchronized during operation when changes are made to the type.

Tool Administration: Types – Properties

Tool Administration: Properties

toma_properties
Element/icon Description

Name

Name of the property

Type

Data type of the property

Value

Value of the property

Properties with a red exclamation mark are required and must have a value to release the tool or component.

mdm_edit_icon

Enter or select the value of a property in the tool or component

View in type X

Property templates

Create a property for the type with which the tool or component was created.

Tool Administration: Types – Properties

Tool Administration: Tools and components – Links

If a tool or component is selected in the Tool Management > Tool Administration > Tools & Components tab, the detail view opens. The links of the tool and the associated tool type or the component and the associated component type are displayed in the detailed view on the Links tab. Tools or components can be assigned their own links, regardless of the type. Links can be created to link web pages, emails or folders. For example, web pages or folders can contain additional information about the tool, tool type, component or component type. Email addresses can be defined to quickly send emails to responsible personnel.

Tool Administration: Types – Links

toma_links
Element/icon Description

add Add link

Create a link for a tool, component, tool type or component type

mail

Link containing an email address

If you click on the link, a new email opens with the stored email address.

globe

Link containing a web page

If you click on the link, the included web page opens.

folder

Link containing a folder path

The link cannot be clicked. Copy the path to the clipboard with document-copy and paste it into the File Explorer.

document-copy

Copy the link to the clipboard

mdm_edit_icon

Edit link.

Create a link for a tool, component, tool type or component type

delete

Delete link.

Tool Administration: Tools and components – History

If a tool or component is selected in the Tool Management > Tool Administration > Tools & Components tab, the detail view opens. All changes to the tool or component are documented in the detailed view on the History tab. The history can be filtered and exported according to specific criteria. When exporting, the set filters are applied. When a history entry is selected, further information is displayed.

toma_history
Element/icon Description

XX items

Total number of history entries displayed

Group by down

Group entries by selected criterion.

Created At

Group entries by date.

Created By

Group entries by creator.

Event Type

Group entries by event.

filter Filter

Filter by history entries.

Filtering the history of a tool or component

watch-on Hide/show filters

Hide or show filters.

down-double Expand All/

up-double Reduce All

Expand or collapse groupings.

export Export as XLSX

Exporting the Type History

add_border

Creating an entry in the tool or component history

Date

Date of the event

Event

Description of the event

Filtering the history of a tool or component

Reason/comment

The reason or comment entered for the event

Configuration: Predefined Reasons

Tool Administration: Tools and components – Maintenance tasks

If the Maintenance Management module is integrated in the system, the Maintenance tasks tab is displayed.

If a tool or component is selected in the Tool Management > Tool Administration > Tools & Components tab, the detail view opens. The detailed view on the Maintenance tasks tab displays the maintenance tasks for the tool or component with associated status and creation date. The maintenance tasks are created and managed in Maintenance.

Tool Maintenance

Corrective Task

toma_mmtask
Element/icon Description

XX

Total number of maintenance tasks displayed

filter Filter

Filter by status of maintenance tasks.

add_border

  • Create maintenance task with add_border.

  • Select Add corrective task from the drop-down list.

    Add corrective task opens in the Maintenance module.

    Create Corrective Task.

ID

The ID of the maintenance task

Name

Name of the maintenance task

Status

Status of the maintenance task

New

The maintenance task has been newly created and has not yet been processed.

Started

The maintenance task is being processed.

Finished

The maintenance task is resolved and completed.

Created

Date on which the task was created

tom_tool_Action_icon_switch_30

Open the task in the Maintenance module.

Creating a Tool or Component

The type selected when creating a tool or component decides whether a tool or component is created. Once created, the type can no longer be changed.

A tool or a component can only be created if a type has been created.
Creating Type

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A type has been created and configured.
    Creating Type and Configuring Type

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Create a tool or component with add_border.

    Several tools or components can be created at once.
    Importing Tools or Components
    toma_add_tool

    If auto-naming is enabled, the name cannot be changed.
    Configuration

  3. Enter the Name.

  4. Enter the Serial number and Comment.

  5. Enter SAP Equipment ID.

    If a tool type is selected, the Facilities field also appears. The Facilities field can be used to assign the tool to a facility. If a facility is selected, the created tool can only be mounted in devices of this facility. The facility can be changed in the Tool Management > Tool Management > Tools & Components — General tab
    Tool Administration: Tools and Components – General

  6. To select a Type , enter the type name in full or in part and select the type from the drop-down list.

  7. Select Area.

  8. Create a tool or component with Create.

The tool or component is displayed on the tabs Tool Information > Tools & Components and Tool Administration > Tools & Components.

  • To configure the tool or component, continue with Configure the tool or component.

Create multiple tools or components at once

Multiple tools or components can be created at once with the same type. The names of the tools or components are created using the defined naming scheme in the type. If no naming scheme is configured, the tools or components created are numbered consecutively.

Configuring Type

To create multiple tools with different types, continue with Creating a Tool or Component or Importing Tools or Components.

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A type has been created and configured.
    Creating Type and Configuring Type

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Create tools or components with add_border.

  3. Call up the Batch tab in the Create tools/components window.

  4. image::toma_add_several_tools.png[toma_add_several_tools]

  5. To select a Type , enter the type name in full or in part and select the type from the drop-down list.

    If a tool type is selected, the Facilities field also appears. The Facilities field can be used to assign the tool to a facility. If a facility is selected, the created tool can only be mounted in devices of this facility. The facility can be changed in the Tool Management > Tool Management > Tools & Components — General tab
    Tool Administration: Tools and Components – General

  6. Select Area.

  7. Enter the Number of tools or components to be created.

  8. Enter Comment.

  9. Create tools or components with Create.

The tools or components are displayed on the tabs Tool Information > Tools & Components and Tool Administration > Tools & Components.

  • To configure the tools or components, continue with Configure the tool or component.

Create a link for a tool, component, tool type or component type

Links can be created for tools, components, tool types or component types. Links of a type are taken from the tool or component.

Tool Administration: Tools and components – Links

Tool Administration: Types – Links

Prerequisite

Tool Management Expert or Tool Management Admin role

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

    Or:

    Call up the Tool Management > Type tab.

  2. Select tool, tool type, component or component type.

  3. In the detailed view, call up the Links tab.

    toma_type_create_link

  4. Enter the address.

  5. Enter the name of the link in the Link Name field.

  6. Create the link with Add.

The link is displayed in the tool, component, tool type or component type.

Importing Tools or Components

Several tools or components can be created at once in Tool Management.

Tools can only be created if a tool type has been created.
Creating Type

Prerequisite

Tool Management Expert or Tool Management Admin role

  • A type has been created and configured.
    Creating Type and Configuring Type

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Create tools or components with add_border.

  3. In the Create tools/components window, call up the File import tab.

    toma_add_tools

  4. Select Type.

    Multiple tools or components cannot be created with different types. The selected type applies to all tools or components.

  5. Download XLSX template and open template.

    A row in the XLSX file corresponds to a tool or a component.
    Required columns are marked with an asterisk in the header.

  6. In the XLSX file, this concerns names, areas and serial numbers.

  7. Save the XLSX file.

  8. Upload the XLSX file with upload Select file.

  9. Enter the Comment.

  10. Create tools or components with Import.

The tools or components are displayed on the tabs Tool Information > Tools & Components and Tool Administration > Tools & Components.

If the import fails, the associated error message is displayed above the bell in the upper right border.

  • To edit the tools or components, continue with Configure the tool or component.

Configure the tool or component

General data for the tool or component, such as the name and the release status, can be changed.

Release and health state of the tools and components

Tool Administration: Tools and Components – General

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A tool or component has been created.
    Creating a Tool or Component and Importing Tools or Components

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, call up the General tab:

    If auto-naming is enabled, the name cannot be changed.
    Configuration

    • Enter the Name.

    • Select Release status and Area.

    • Enter the Serial number and SAP Equipment ID.

  4. Insert Image.

    Or:

    Delete Image.

  5. Change tool or component with Save.

The tool or component is configured.

  • To adjust the limits of the tool or component counter, continue with Configuring Limits for Tool or Component Counters.

  • To add a history entry to the history of a tool or component, continue with Creating an entry in the tool or component history.

  • To export the history of the tool or component, continue with Exporting the history of the tool or component.

Manually increase the counter of a tool or component

Counters can be increased manually to record unrecorded good or bad parts or usages. Individual counters cannot be increased. Usages, good parts or bad parts are increased in all counters, based on the type of counter. If usages are increased, all counters based on usages increase.

Tool Administration: Tools and components tab – Counters

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A tool or component has been created.
    Creating a Tool or Component and Importing Tools or Components

  • The tool or component has counters assigned by type.
    Tool Administration: Types – Counter

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, open the Counters tab.

  4. Select Action.

  5. In the drop-down list, select Increase counter manually.

    toma_counter_increase

  6. Enter Usages , Good parts or Bad parts.

    The counters of the attached components are also increased.

  7. If only the counters of the selected tool or component are to be increased, activate the Increase counters only for selected tool (without components) checkbox.

  8. Enter the Comment.

  9. Check the entries and activate the checkbox ( Confirmation ).

  10. Confirm the increase with Save.

The counters are increased by the entered usages, good parts or bad parts.

If the increase exceeds the set warning and blocking limit, the health status of the tool or component changes.

Configuring Limits for Tool or Component Counters

By default, the warning and blocking limits of the tool or component counters are automatically taken from the type. The warning and blocking limits of the counters can be set individually for each tool and component. The warning and blocking limits of the counters are used to determine the health status of the tool or component. For example, if the wear of a tool or component is lower than expected, the warning and blocking limits can be increased.

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A tool or component has been created.
    Creating a Tool or Component and Importing Tools or Components

  • The tool or component has counters assigned by type.
    Tool Administration: Types – Counter

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, open the Counters tab.

  4. Open counter with mdm_edit_icon.

    toma_counter_edit

  5. Enter Warning limit and Blocking limit.

  6. Save warning and blocking limits with Edit.

The health status of the tool or component changes when the set warning and blocking limit is exceeded.

Enter or select the value of a property in the tool or component

The value for a property can be entered or selected in the tool or in the component.

Tool Administration: Properties

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A tool or component has been created.
    Creating a Tool or Component and Importing Tools or Components

  • The tool or component has properties assigned by the type.
    Tool Administration: Types – Properties

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, open the Properties tab.

  4. Open properties with mdm_edit_icon.

    toma_property_edit

  5. Enter a Value.

    Or:

    Open the drop down list with down and select a Value.

  6. Save the value of the property with Edit.

The value of the property is entered in the tool or component.

Creating an entry in the tool or component history

All changes to the tool or component are saved in the history. History entries can be created manually.

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A tool or component has been created.
    Creating a Tool or Component and Importing Tools or Components

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, call up the History tab.

  4. Create history entry with add_border.

    toma_tool_history_add

  5. Enter Comment.

  6. Create history entry with Create.

    • The history entry is displayed in the detail view on the History tab of the tool or component.

Exporting the history of the tool or component

The history of a tool or component can be exported to an XLSX file. The filters on the History tab are applied when the history is exported.

Filtering the history of a tool or component

Prerequisite

  • Tool Management Guest or Tool Management User or Tool Management Expert or Tool Management Admin role

  • A tool or component has been created.
    Creating a Tool or Component and Importing Tools or Components

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, call up the History tab.

  4. Export history with export.

  5. Save the XLSX file.

The history is saved to an XLSX file based on the set filters.

Deleting a Tool or Component

Deleted tools or components are no longer displayed. If a tool cannot be deleted, but is no longer permitted to be used, the release status of the tool can be changed.

Configure the release status of the tool or component

Prerequisite

  • Tool Management Expert or Tool Management Admin role

  • A tool or component has been created.
    Creating a Tool or Component and Importing Tools or Components

Procedure

  1. Call up the Tool Management > Tool Administration > Tools & Components tab.

  2. Delete a tool or component with delete.

    toma_delete_window

  3. Enter Comment.

  4. Remove a tool or component with Delete.

The tool or component is no longer displayed in Tool Management. Deleted tools and components can be viewed and restored via a filter.

  • To restore the tool or component, continue with Filtering the Tools and Components Table.

Contents

© Robert Bosch Manufacturing Solutions GmbH 2023-2025, all rights reserved

Changelog Corporate information Legal notice Data protection notice Third party licenses