Tool Administration: Types
Types are created and configured on the Tool Management > Tool Administration > Types tab. Types are required to create tools and components. The data of the type is transferred when a tool or component is created. There are two kinds of type: Tool types and component types. The kind of type can no longer be changed.
The Types tab contains two areas: a types display and a detailed view, where general information, positions, counters, properties and the history can be viewed.
The detail view opens when a type is selected in the table.
Displays the types
| Element/icon | Description |
|---|---|
XX |
Number of types displayed |
Search |
Search by type. Type name or part of name. |
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Filter the display by criteria. |
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Hide or show filters. |
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Kind of type |
If the If the image::ROOT:common:components.png[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 type |
Tool type number |
Stored type number of the type |
Detailed view
The detailed view contains the following tabs:
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General
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Positions
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Counters
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Failures
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Properties
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Restrictions
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Links
History
Tool Administration: Types – General
If a type is selected in the Tool Management > Tool Administration > Types tab, the detail view opens. In the detailed view in the General tab, type data such as name, group and sample image can be changed.
| Element/icon | Description |
|---|---|
Name |
Name of the type |
Group |
Displays the assigned group Search and select the group Enter the group name or part of it. |
Tool type number |
Type number of the type |
Naming scheme |
The naming scheme is required to create multiple tools or components. The naming scheme can contain the variables {n} to {nnnnnnnn}. |
Naming scheme example |
Here, the currently entered name is generated in real time from the Naming scheme field. |
Set Pre-Released state on large maintenance |
When the large maintenance has been reached, the tool or component is set to the Pre-Released release status. |
Created |
Date (day/month/year time) when the type was created |
Last modified |
Date (day/month/year time) when the type data was last modified |
Type |
Kind of type |
Show tools/show components |
Display all tools created with this type in the Tool Management > Tool Administration > Tools & Components tab. |
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Display sample image. |
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Select and upload a sample image. |
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Delete the sample image. |
Tool Administration: Types – Positions
If a type is selected in the Tool Management > Tool Administration > Types tab, the detail view opens. The positions of the type are configured in the detailed view in the Positions tab. The position is the connection between types. Types are connected hierarchically to other types. A tool is at the top of the hierarchy. Components can be attached to the tool at the positions.
If types are connected together via positions, the tools and components created with these types can be used in Tool Administration: Hierarchy
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Changes to type positions type are automatically transferred to all created tools or components of this type. Changing positions can change the health status of tools and components. |
Items can be dragged and dropped within the table using the 
icon. The placement of the positions in the table determines the horizontal order of the positions in the hierarchy from left to right. A Positioning image can be added in order to visualize the positions.
Example: For the Cordless screwdriver type, the created positions are Battery holder and Clamp. Both positions are required for the operation of the type Cordless screwdriver. Possible usable types are stored in the type positions. The Battery holder position can have the type Battery pack 12 V 2 Ah or Battery pack 12 V 4 Ah attached to it. The Clamp position can have the type Bit or Clamp attached to it.
| Element/icon | Description |
|---|---|
XX items |
Total number of positions |
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|
|
Change the position in the table. |
Position |
Name of the position |
Category |
Name of the assigned category. Categories are used to group positions in the hierarchy. |
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 at this position. |
Component type(s) |
Displays the types of components that can be attached to this position |
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Create a position with the stored component types of the position. |
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Delete position. |
Positioning map
| Element/icon | Description |
|---|---|
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Displaying the positioning map and placing positions on the positioning map. |
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Select and upload the positioning map. |
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Delete positioning map. |
Tool Administration: Types – Counters
If a type is selected in the Tool Management > Tool Administration > Types tab, the detail view opens. The type counters are configured in the detailed view of the Counters tab. Counters can increase after a certain time or after each use. Warning and blocking limits can be adjusted for each counter. When a tool or component is created, the type counters are transferred to the tool or component. Changes to counters are not transferred to tools or components of the type that have already been created. When a counter type is selected, more information about the counter type appears.
| Element/icon | Description | ||
|---|---|---|---|
XX items |
Number of all counters of the type |
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Search |
Search for counters. Enter the full name of the counter or part of it. |
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Counter name |
Name of the counter |
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Type |
Type of counter |
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Autom. countdown or Autom. count |
Shows whether the automatic count-up or countdown is active. – The automatic count-up or countdown is deactivated. Usages The automatic countdown of usages is activated. Time The automatic countdown of days is activated. Good Parts The automatic count-up of good parts is activated. Bad parts The automatic count-up of bad parts is activated. |
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Warning |
Remaining time, usages, good or bad parts up to the warning limit |
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Block |
Remaining time, usages, good or bad parts up to the blocking limit |
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Unit |
Counter unit: Usages Remaining usages of the tool or component Parts Good or bad parts produced by the tool or component Days Days remaining until the set warning or blocking limit |
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Delete counter. |
Tool Administration: Types – Properties
If a type is selected in the Tool Management > Tool Administration > Types tab, the detail view opens. In the detailed view in the Property tab, created properties are assigned to the type. The value of the property is entered or selected in the tool or component. Properties are created and configured in the Tool Management > Tool Administration > Properties tab.
A default value can be defined for each property. If a default value is defined, this value is assigned to the property when a tool or component is created. If a property is required, a value must be entered or selected in the tool or component for it to be released.
When a tool or component is created, the properties of the selected type are taken over by them. Changes to properties are not transferred to tools or components of the type that have already been created. Changes to properties can be synchronized with type in the detail view of a tool or component of the type with which the tool or component was created.
| Element/icon | Description |
|---|---|
XX items |
Number of all properties of the type |
Search |
Search by property. Enter the full name of the property or part of it. |
|
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Name |
Name of the property |
Default value |
The default value of the property that is entered or selected |
Mandatory field |
Shows whether it is necessary to enter a value in the tool or component in order to release it. |
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Detach property from type. |
Tool Administration: Types - Failures
If a type is selected in the Tool Management > Tool Administration > Types tab, the detail view opens. Failures are assigned to the type in the detailed view in the Failure tab. Failures are created and configured in the Tool Management > Configuration > Failures tab.
| Element/icon | Description |
|---|---|
XX items |
Number of all assigned failures of the type |
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Assign a failure to the type. Add existing failures Assign existing failures to the type. Create new failure Create a new failure and assign it to the type. |
Title |
Name of the failure |
Description |
Description of the failure |
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Display failure in the Tool Management > Configuration > Failures tab. |
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Remove failure from the type. |
Tool Administration: Types - Restrictions
If a type is selected in the Tool Management > Tool Administration > Restrictions tab, the detailed view opens. Setup restrictions can be created for the type in the detailed view in the Restrictions tab. The Restrictions can be used to prohibit or permit the setup of a type in a device or a device type. If a restriction is active, tools or components with the type cannot be mounted in a device type, for example.
| Element/icon | Description |
|---|---|
XX items |
Number of all restrictions |
Device type (X of X) |
Select the device type. Enter the full name of the device type or part of it. |
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Collapse all restrictions. |
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Add a restriction for the type for the selected device type from the Device Type (X of X) list. |
Permitted Device Types |
Device type for which the restriction applies |
Permitted Devices |
Permitted devices of the device type for the restriction |
Non-Permitted Devices |
Non-permitted devices of the device type for the restriction |
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Add selected devices to the list of non-permitted devices. |
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Add all devices to the list of non-permitted devices. |
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Add selected devices to the list of permitted devices. |
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Add all devices to the list of permitted devices. |
Select All |
Select all devices. |
Deselect all |
Deselect all devices. |
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Delete restriction. |
Tool Administration: Types – Links
If a type is selected in the Tool Management > Type tab, the detailed view opens. The links of the type are displayed in the detailed view in the Links tab. The links of the type are inherited by the associated tools or the associated components. Links can be created to link web links or folders. Links can be created to link web pages, emails or folders. For example, web pages or folders can contain additional information about the tool type or component type. Emails can be defined to store the emails of the responsible person or persons.
| Element/icon | Description |
|---|---|
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Create a link for a tool, component, tool type or component type |
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Link containing an email address If you click on the link, a new email opens with the stored email address. |
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Link containing a web page If you click on the link, the included web page opens. |
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Link containing a folder path The link cannot be clicked. Copy the path to the clipboard with |
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Copy the link to the clipboard |
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Delete link. |
Tool Administration: Types – History
If a type is selected in the Tool Management > Tool Administration > Types tab, the detail view opens. All changes to the type 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.
| Element/icon | Description |
|---|---|
XX items |
Number of all history entries |
Group by |
Group entries by selected criterion. Created At Group entries by date. Created By Group entries by creator. Event Type Group entries by event. |
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Filter by history entries. |
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Hide or show filters. |
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Expand or collapse groupings. |
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Date |
Date of the event |
Event |
Description of the event |
Reason/comment |
The reason or comment entered for the event |
Creating Type
Types are required to create tools and components. When you create a type, you define whether the type is a tool type or a component type. The kind of type can no longer be changed.
Prerequisite
Tool Management Expert or Tool Management Admin role
Procedure
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Call up the Tool Management > Tool Administration > Types tab.
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Create type with
. -
Select Create tool type or Create component type.
Example: Create tool type
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Enter Name and Tool type number.
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Select Group, to do so, enter all or part of the group name and select it from the drop-down list.
You can configure your own counters and those you have selected after creating the type in the Tool Management > Tool Administration > Types tab in the detailed view in the Counters tab.
Tool Administration: Tools and components – Counters -
Activate the checkbox if the release status Pre-Released is to be set automatically for the large maintenance.
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To add individual counters, activate the corresponding checkboxes. Alternatively, activate the Select all checkbox to add all counters .
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Enter Comment.
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Create type with Create.
The type is displayed in Tool Management.
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To edit the type, continue with Configuring Type.
Configuring Type
You can change general data of the type, such as the name and group.
Prerequisite
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Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type
Procedure
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Call up the Tool Management > Tool Administration > Types tab.
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Select type.
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Change details in the details view:
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Enter Name and Tool type number or Component type number.
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Assign Naming scheme.
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Select Group by entering all or part of the group name and selecting it from the drop-down list.
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Upload a Sample image.
Or:
Delete a Sample image.
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Confirm details with Save.
The type data has been configured.
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To add positions to the type, continue with Create position for the type.
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To edit type positions, continue with Configure positions of the type.
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To edit positions on the positioning map, continue with Place positions on the positioning map of the type.
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To enter a counter of a type, continue with Configure the counter template limits of the type.
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To edit type properties, continue with Configure properties of the type or the group.
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To add a history entry to the type, continue with Creating a History Entry in the Type History.
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To export the type history, continue with Exporting the Type History.
Create position for the type
The positions are used to connect types to each other. When you create a position, you define which component types can be attached to the position.
Prerequisite
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Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type
Procedure
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Call up the Tool Management > Tool Administration > Types tab.
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Select type.
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In the detail view, open the Positions tab.
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Create position with
.
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Enter the name of the Position.
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If it is necessary to attach a component at the position for operation, activate the Required checkbox.
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To remove a component type, use
to remove the component type. -
To add a component type that can be attached to the position:
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Enter the name of the component type in full or in part in Component types.
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Select a component type.
The categories can be used to group positions for the hierarchy. For example, for more complex tool or component types, assemblies can be grouped into categories to provide a better overview of the hierarchy. Categories already used are displayed in a drop-down list.
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To assign the position to a category, enter or select Category.
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Create the position with Add.
The position is shown in the Tool Management > Tool Administration > Types tab in the detailed view of the type in the Positions tab.
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To edit the position, continue with Configure positions of the type.
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To edit the position on the positioning map, continue with Place positions on the positioning map of the type.
Configure positions of the type
Positions are created for types. The positions are used to connect types to each other. When you create a position, you define which component types can be attached.
Prerequisite
-
Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type -
A position has been created.
Creating Type
Procedure
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Call up the Tool Management > Tool Administration > Types tab.
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Select type.
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In the detail view, open the Positions tab.
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Open position with
.
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Change the name of the Position.
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If it is necessary to attach a component at the position for operation, activate the Required checkbox.
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To remove a component type, use
to remove the component type. -
To add a component type that can be attached to the position:
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Enter the name of the component type in full or in part in Component types.
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Select a component type.
The categories can be used to group positions for the hierarchy. For example, for more complex tool or component types, assemblies can be grouped into categories to provide a better overview of the hierarchy. Categories already used are displayed in a drop-down list.
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To assign the position to a category, enter or select Category.
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Save the position with Edit.
The position is changed.
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To edit the position on the positioning map, continue with Place positions on the positioning map of the type.
Place positions on the positioning map of the type
In the hierarchy, you can attach or release components to the positions of the tool or component in a positioning map. For this purpose, positions must be created in the type and a positioning map must be added. In addition, the positions must be placed on the positioning map.
Prerequisite
-
Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type -
A positioning map is added.
Tool Administration: Types – Positions -
A position has been created.
Create position for the type
Procedure
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Call up the Tool Management > Tool Administration > Types tab.
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Select type.
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In the detail view, open the Positions tab.
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Open Positioning image with
.
Type positions are displayed.
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Place positions on the positioning map using drag-and-drop.
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Confirm the location of the positions with Confirm.
The positions are placed on the positioning map. Tools or components of this type can be attached and detached in the hierarchy in the positioning map.
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To connect or remove tools and components from each other in the positioning image, continue with Attaching and Releasing Tools and Components in the Positioning Map.
Create a counter template for the type
Counter templates can be created for the type. Counters are used when a tool or component of the type is created. The limits of the counters of the tool or component can be adjusted.
Prerequisite
-
Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type
Procedure
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Call up the Tool Management > Tool Administration > Types tab.
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Select type.
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In the detailed view, call up the Counter tab.
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Create counter template with
.
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Select the Counter type.
The fields Name and Autom. countdown/Autom. count can only be edited if the User-defined counter type has been selected.
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To create a user-defined counter template:
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Select counter type User-defined.
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Enter the Name.
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Select Auto down or Auto up.
Good parts/bad parts/usages*:* Automatically count up or down for each usage or each produced part.
No : Do not automatically count up or down.
The Unit field can only be entered or selected when, in the Autom. countdown/autom. count field, - No is selected.
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Enter or select Unit.
The unit is displayed next to the fields Warning limit and Blocking limit.
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Enter Warning limit and Blocking limit.
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Create a counter template with Add.
The counter template is displayed on the Tool Management > Tool Administration > Types tab in the detailed view of the type on the Counters tab.
Configure the counter template limits of the type
The warning and blocking limits of the counter templates can be predefined. The warning and blocking limit is applied when a tool or component is created. Only the warning and blocking limits of a counter can be changed. To configure a counter, it must be deleted and created again.
Prerequisite
-
Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type -
A counter template has been created for the type.
Create a counter template for the type
Procedure
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Call up the Tool Management > Tool Administration > Types tab.
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Select type.
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In the detailed view, call up the Counter tab.
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Open the counter template from the table with
.
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Enter Warning limit and Blocking limit.
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Save warning and blocking limits with Edit.
The warning and blocking limit of the counter template is configured.
Assign failure to a type
Failures can be assigned to a type. Failures are created in the Tool Management > Configuration > Failures tab.
Prerequisite
Tool Management Expert or Tool Management Admin role
Procedure
-
Call up the Tool Management > Tool Administration > Types tab.
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Select type.
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In the detailed view, open the Failures tab.
-
Add failure to the type with
. -
Select Add existing failures.
Or:
Select Create new failure.
After a new failure has been created, the failure is automatically assigned to the type.
Multiple failures can be added at once.
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Select the Failure by entering the name of the failure in full or in part and selecting it from the drop-down list.
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Assign the failure with Add.
The added failures are displayed in the Tool Management > Tool Administration > Types tab in the detailed view of the type. A newly created failure is displayed in the Tool Management > Configuration > Failures tab.
Assign a property to a type or a group
Properties can be assigned to a group or a type. Properties are created on the Tool Management > Tool Administration > Properties tab. The properties are adopted when a tool or a component of the type or the type’s group is created. The value of the property can be entered in the tool or component.
Prerequisite
-
Tool Management ExpertorTool Management Adminrole -
A type or a group has been created.
Creating Type -
A property has been created.
Creating a Property
Procedure
-
Call up the Tool Management > Tool Administration > Types tab.
Or:
Open the Tool Management > Tool Administration > Groups tab.
-
Select type or group.
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In the detailed view, go to the Property tab.
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Add property to the type or group with
.
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Select the Property by entering the name of the property in full or in part and selecting it from the drop-down list.
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If it is necessary to fill in a property before releasing the tool, activate the Mandatory field checkbox.
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To pre-populate a value for the property in the tool or component, enter the Default value.
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Assign the property with Add.
The property is displayed in the Tool Management > Tool Administration > Types or Tool Management > Tool Administration > Group tab in the detailed view of the type or group in the Property tab.
-
To edit the property, continue with Configure properties of the type or the group.
Configure properties of the type or the group
Properties are linked to the type or group. The value of the property is entered or selected in the tool or component. You can define a default value for the property in the type or the group. Entering a value in the property can be marked as required. If the property is required, the tool or component cannot be released if no value is entered for this property.
Properties can be created in the Tool Management > Configuration > Properties tab.
Tool Administration: Properties
Prerequisites
-
Tool Management ExpertorTool Management Adminrole -
A type or a group has been created.
Creating a group
Creating Type -
A property has been created.
Creating a Property -
A property has been assigned to the type or the group.
Assign a property to a type or a group
Procedure
-
Call up the Tool Management > Tool Administration > Types tab.
Or:
Call up the Tool Management > Tool Administration > Groups tab.
-
Select type or group.
-
In the detailed view, call up the Properties tab.
-
To remove a property from the type or the group:
-
Remove property with
. -
Enter Comment.
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Confirm the property removal with Delete.
-
-
To edit a property:
-
Open property with
. -
To set a value for the property in the tool or in the component, enter a Default value.
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If it is necessary to fill in a property before releasing the tool, activate the Mandatory field checkbox.
-
Save the property with Edit.
-
The properties of the type or the group are then configured.
Create New Setup Restriction for a Type
Setup restrictions can be created for a type in order to prohibit tools or components of the type from being mounted for a device or a device type.
Prerequisite
-
Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type
Procedure
-
Call up the Tool Management > Tool Administration > Types tab.
-
Select type.
-
In the detailed view, open the Restriction tab.
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To add a restriction for the type:
-
Enter the name of the device type in Device Type (X of X) in full or in part.
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Select the device type.
-
-
To prohibit devices from being mounted for the type:
-
Select device.
-
Add the device to the list of non-permitted devices using
or via drag and drop. -
Add all devices to the list of non-permitted devices using
.
-
-
To permit devices to be mounted for the type:
-
Select device.
-
Add the device to the list of permitted devices using
or via drag and drop. -
Add all devices to the list of permitted devices using
.
-
-
Confirm the restriction with Save.
The tools or components of the type cannot be mounted in the devices.
Creating a History Entry in the Type History
All changes to the type are saved in the history. History entries can be created manually.
Prerequisite
Tool Management Expert or Tool Management Admin role
Procedure
-
Call up the Tool Management > Tool Administration > Types tab.
-
Select type.
-
In the detailed view, call up the History tab.
-
Create history entry with
.
-
Enter Comment.
-
Create history entry with Create.
-
The history entry is displayed in the Tool Management > Tool Administration > Types tab, in the detailed view of the type in the History tab.
-
Exporting the Type History
The history of a type can be exported to an XLSX file. The filters on the History tab are applied when the history is exported.
Prerequisite
Tool Management Guest or Tool Management User or Tool Management Expert or Tool Management Admin role
Procedure
-
Call up the Tool Management > Tool Administration > Types tab.
-
Select type.
-
In the detailed view, call up the History tab.
-
Export history with
.
The history is saved to an XLSX file based on the set filters.
Deleting a Type
Deleted types are no longer displayed. Deleted types can be displayed using the filter functions in the Tool Management > Tool Administration > Types tab.
Prerequisite
-
Tool Management ExpertorTool Management Adminrole -
A type has been created.
Creating Type
Procedure
-
Call up the Tool Management > Tool Administration > Types tab.
-
Delete type with
.
-
Enter Comment.
-
Remove type with Delete.
The type is no longer displayed in Tool Management. The type can no longer be selected.