Nexeed
    • Introduction
    • User manual
      • Release and health state of the tools and components
      • Configure Tool Management
      • Tool Information
      • Tool Administration
        • Tool Administration: Tools & Components
        • Tool Administration: Hierarchy
        • Tool Administration: Types
        • Tool Administration: Groups
      • Tool Actions
      • Configuration
        • Configuration: General
        • Configuration: Predefined reasons
        • Configuration: Failures
        • Configuration: Properties
        • Configuration: Notifications
      • Dashboard
      • Filter functions in Tool Management
      • Adjust table columns
    • API documentations
      • Tool Management Public HTTP API
    • Glossary
Tool Management
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Nexeed Learning Portal
  • Tool Management
  • User manual
  • Tool Administration
  • Tool Administration: Tools & Components

Tool Administration: Tools & 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 Description

XX items

Number of available tools and components.

Search search

Search for a tool or component by entering in full or in part.

Root Type

Filter by tool or component:

 

All
Tools and components are displayed.

Tools
Only tools are displayed.

Components
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-off-disabled-light Hide Filters /

watch-on Show Filters

Hide or show filters.

Click for switching the view.

Kind of type

Indicator for tool or component:

 

configuration-wrench

Name relates to a tool.

components

Name relates to a component.

Name

Name of the tool or component.

Release State

Release status of the tool or component.

Release and health state of the tools and components

Health State

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 & Components - General

Positions

Tool Administration: Tools & Components - Positions

Counters

Tool Administration: Tools & Components - Counters

Properties

Tool Administration: Tools & Components - Properties

Links

Tool Administration: Tools & Components - Links

History

Tool Administration: Tools & Components - History

Maintenance Tasks

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

Tool Administration: Tools & Components - Maintenance tasks

Tool Administration: Tools & 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 in the future.

Health State

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 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.

Release State edit

Change release status of the tool or component.

Configure the release status of the tool or component

Facility edit

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:

  • edit.

  • Select the facility using the Facilities field.

  • Enter the Comment.

  • Confirm the facility with Update.

Assembled In

Assembled In is only displayed for components.

The parent tool or component.

window-resize

View image.

edit

Select image and upload.

delete

Delete image.

View In Tool Information

Tool Information

Navigate to Tool Management > Tool Information > Tools & Components for the selected tool or component.

View In Hierarchy

Hierarchy

Navigate to Tool Management > Tool Administration > Hierarchy for the selected tool or component.

Tool Administration: Tools & 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:

 

Grey 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

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

Navigate to Tool Management > Tool Administration > Hierarchy for the selected tool or component.

Tool Administration: Hierarchy

View In Type X

Position Definitions

View position definitions in Tool Management > Tool Administration > Types for the type of the selected tool or component.

Tool Administration: Types - Positions

Tool Administration: Tools & 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 - Counters

toma_counters
Element / Icon Description

Health status in the form of a colored circle

Health status of counter:

 

Release and health state of the tools and components

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.

Large Maintenance (Usages)

Remaining usages until the next large maintenance.

Large Maintenance (Good Parts)

Good parts produced until the next large.

Large Maintenance (Bad Parts)

Bad parts produced until the next large maintenance.

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.

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.

Custom Counter

Any counter having a custom name.

Value

Current value of the counter.

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

Warning

Warning limit value.

Blocking

Blocking limit value.

Unit

Counter unit.

edit

Configuring limits for tool or component counters

Actions

Actions that can be performed on the counters:

 

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.

The action is disabled in case there is nothing to be synchronized.

Increase Counter Manually

Manually increase the counter of a tool or component

View In Type X

Counter Templates

Display the counter templates in the type of the selected tool or component.

Tool Administration: Types - Counters

Tool Administration: Tools & 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

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.

edit

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

View In Type X

Type Properties

Display the type properties of the selected tool or component.

Tool Administration: Types - Properties

Tool Administration: Tools & 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 or component

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.

Due to security reasons 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.

edit

Edit link.

Create a link for a tool or component

delete

Delete link.

Tool Administration: Tools & 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 available history entries.

Cluster By down

Cluster entries by selected criterion:

 

Created At

Cluster entries by date.

Created By

Cluster entries by creator.

Event Type

Cluster entries by event.

filter Filter

Filter by history entries.

Filtering the history of a tool or component

watch-off-disabled-light Hide Filters /

watch-on Show Filters

Hide or show filters.

Click for switching the view.

down-double Expand All /

up-double Collapse All

Expand or collapse cluster.

export Export As XLSX

Exporting the history of the tool or component

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 & 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 Management module.

Tool Maintenance

Corrective Task

toma_mmtask
Element / Icon Description

XX

Number of available maintenance tasks.

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.

  • Create Corrective Task opens in the Maintenance Management module.

    Create corrective task.

ID

The ID of the maintenance task.

Name

Name of the maintenance task.

State

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.

Resolved

The maintenance task is resolved.

Created

Date on which the task was created.

landscape

Open the task in the Maintenance Management 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 a type

Prerequisite

  • Tool Management Expert or Tool Management Admin role

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

Procedure

  1. Click on 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. 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 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 & Components - General

  5. Enter the Serial Number.

  6. Select Area.

  7. Enter SAP Equipment ID.

  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 pattern is configured, the tools or components created are numbered consecutively.

Configuring a 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 a type

    Configuring a type

Procedure

  1. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Create tools or components with add_border.

  3. Click on the Batch tab in the Create Tools / Components dialog.

  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 & Components - General

  6. Select Area.

  7. Enter the number of tools to be created in Count.

  8. 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.

Importing tools or components

Several tools or components can be created at once.

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

Prerequisite

Tool Management Expert or Tool Management Admin role

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

Procedure

  1. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Create tools or components with add_border.

  3. In the Create Tools / Components dialog, click on 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. Select Download XLSX Zemplate 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. 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.

Create a link for a tool or component

Links can be created for tools and components. Links of a type are also shown at the tool or component.

Tool Administration: Tools & Components - Links

Tool Administration: Types - Links

Prerequisite

Tool Management Expert or Tool Management Admin role

Procedure

  1. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, click on the Links tab.

  4. Click add.

    toma_tool_create_link

  5. Enter Address.

  6. Enter Link Name.

  7. Create the link with Add.

  8. Confirm changes with Save.

The link is displayed in 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 & 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. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, click on the General tab.

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

    • Enter the Name.

    • Enter the Serial Number.

    • Select Area.

    • Enter the SAP Equipment ID.

    • Accept changes with Save.

    • Depending on configuration, enter Comment.

    • Confirm changes with Save.

  4. To change the Release State, continue with Configure the release status of the tool or component.

  5. Insert image by drag and drop onto the image field.

    Or:

    Change image via edit.

    Or:

    Delete image via delete.

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 & Components - 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 - Counters

Procedure

  1. Click on 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 value for Usages, Good Parts or Bad Parts depending on the configured counters.

  7. If only the counters of the selected tool or component are to be increased, activate the Increase Counters Only To Selected Tool (Without Components) checkbox.

  8. Depending on configuration, enter Comment.

  9. Check the entries and activate the Confirmation checkbox.

  10. Confirm increase with Increase.

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

If the increase exceeds the defined 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 - Counters

Procedure

  1. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

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

  4. Edit counter with edit.

    toma_counter_edit

  5. Enter value for Warning Limit and Blocking Limit.

  6. Save warning and blocking limits with Edit.

  7. Accept changes wirh Save.

  8. Depending on configuration, enter Comment.

  9. Confirm changes with Save.

The counter limits are configured.

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.

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. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

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

  4. Edit property with edit.

    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.

  7. Accept the changes with Save.

  8. Depending on configuration, enter Comment.

  9. Confirm changes with Save.

The value of the property is set for 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. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, click on 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 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. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Select a tool or component.

  3. In the detailed view, click on the History tab.

  4. Export history with export Export As XLSX.

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

Filtering the tools and components table

Deleted tools or components remain in the system.

Creating a tool or component will fail in case the same name is used as a deleted tool or component.

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. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Delete a tool or component with delete.

    toma_delete_window

  3. Remove a tool or component with Delete.

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

  • To restore the tool or component, continue with Restoring a tool or component

Restoring a tool or component

Deleted tools or components can be restored.

Filtering the tools and components table

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. Click on the Tool Management > Tool Administration > Tools & Components tab.

  2. Select filter.

    toma_tool_restore_set_filter

    • Set Release State filter to Deleted.

    • Apply filter with Apply-

  3. Select a tool or component.

  4. In the detailed view, click on the General tab.

  5. Select edit for changing the Release State.

    toma_tool_restore

  6. Select release status to Released.

  7. Confirm with Update.

The tool or component is restored.

Contents

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