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HxGN SFx | Asset Management

Managing Production Schedules

SFx Asset Management allows you to visually create production schedules by adding customized shifts and holidays in the timetable to plan the production cycle for assets on a weekly basis. With the schedules, SFx Asset Management can accurately acquire the scheduled production time for each asset in any time slot. The scheduled production time is an effective and key metric to evaluate Asset Utilization and OEE for your assets.

Tip

When you set up a shift or a holiday in a schedule, the time settings in the schedule will be equivalently transformed to the local UTC time no matter which time zone the associated asset is located in.

The following section introduces how to create a schedule that contains shifts and holidays.

  1. Log into the SFx Asset Management Portal with your Asset Administrator account.

  2. At the top right of the header, next to the Help icon, click on the Settings (AssetSettings_Icon.PNG) icon above the user profile.

    AssetSettings_Icon_Location.PNG
  3. On the Asset Settings page, click on the second tab to open the Production Schedules page.

    AssetSettings_ProductionSchedulesTab.PNG
  4. On the Production Schedules page, do as follows to add a production schedule:

    1. Click + Add Schedule. An Add Schedule dialog pops up.

    2. Enter a unique and meaningful schedule name.

      Tip

      The schedule name cannot exceed 50 characters.

    3. Add shifts to the schedule.

      1. On the Shifts tab, click on the calendar and select a time block.

      2. In the Add Shift dialog, specify the following information:

        image31.png
        1. Enter a unique and meaningful shift name.

        2. Specify repeat days to apply the shift time.

        3. Specify the start time and end time of the shift.

          Tip

          The duration between the start time and end time is treated as scheduled uptime.

          Note

          You can add multiple shifts to one day. However, the time range of these shifts cannot be overlapped. If a newly created shift is overlapped with an existing one, then the old one will be overwritten and deleted. For example,

          image32.png
        4. Click Apply.

    4. Repeat the above steps to add more shifts to the schedule.

      AssetSettings_ProductionSchedules_AddSchedule.PNG

      Tip

      When moving your cursor to a shift in the timetable, you will see a white arrow appears at the bottom. You can drag the arrow up and down to quickly adjust the duration of the shift.

      image34.png
  5. Add holidays to the schedule.

    1. Select the Holidays tab. All available holidays shared across your organization are populated. See Adding Shared Holidays across Your Organization for details.

    2. Select the holidays that you want to add to the schedule and toggle on the State switch to enable them.

      AssetSettings_ProductionSchedules_AddHoliday.PNG

      Tip

      The duration of a holiday is treated as scheduled downtime.

  6. Click Save to save the schedule.

After a production schedule is created, you can apply it to one or multiple assets as needed. There are two approaches:

  • From the Edit Schedule screen, you can apply a schedule to multiple assets at once.

  • From the Edit this Asset screen, you can apply a schedule to only an asset at a time.

Note

An asset can apply only a production schedule. When the schedule applied to an asset is changed, for instance, changing from Schedule A to Schedule B, the Asset Utilization and OEE metrics of this asset will be re-evaluated accordingly.

From the Edit Schedule screen

Tip

You can apply a schedule to your assets during the schedule creation process or after a schedule is created.

  1. On the Production Schedules page, find the schedule you created from the Schedules list, and click the Edit icon (button_edit.png) to open the Edit Schedule dialog.

  2. Under the Applied to field, click on the down arrow to open the asset list.

    AssetSettings_ProductionSchedules_Appliedto.PNG
  3. Select and mark one or multiple assets from the drop-down list.

  4. Click Save.

From the Edit this Asset screen

Tip

You can apply the schedule to an asset when modifying the properties of the asset. See Modifying Asset Properties for details.

image36.png
  1. On the Production Schedules page, click the Holidays tab.

  2. Click Add Holiday.

  3. Enter the holiday name and specify the start date and end date of the holiday.

    image37.png

    Note

    The holiday name cannot exceed 50 characters.

  4. Click Save.

    AssetSettings_ProductionSchedules_HolidaysTab.PNG

Note

Deleting an existing schedule that has been associated with an asset will change the Asset Utilization and OEE evaluation results of the asset.

  1. Log into the SFx Asset Management Portal with your Asset Administrator account.

  2. At the top right of the header, next to the Help icon, click on the Settings (AssetSettings_Icon.PNG) icon above the user profile.

    AssetSettings_Icon_Location.PNG
  3. On the Asset Settings page, click on the second tab to open the Production Schedules page.

  4. On the Production Schedules page, select the schedule that you want to delete, and click the image20.png icon.

  5. Click Delete to confirm.

Note

All shifts and holidays contained in the schedule are deleted.

Note

Modifying the time settings of shifts and holidays in an existing schedule that has been associated with an asset will change the Asset Utilization and OEE evaluation results of the asset.

  1. Log into the SFx Asset Management Portal with your Asset Administrator account.

  2. At the top right of the header, next to the Help icon, click on the Settings (AssetSettings_Icon.PNG) icon above the user profile.

    AssetSettings_Icon_Location.PNG
  3. On the Asset Settings page, click on the second tab to open the Production Schedules page.

  4. On the Production Schedules page, select the schedule that you want to modify, and click the image27.png icon.

    Tip

    Alternatively, you can also click the X Assets from the Applied to column, and click the asset name from the drop-down list to quickly go to the Asset Detail View. Then you can change the schedule on the Edit this Asset screen.

    AssetSettings_ProductionSchedules_AppliedToColumn.PNG
  5. Modify the shifts or holidays in the schedule, or change the assets that applied the schedule as needed.

    Tip

    • To change the assets that applied the schedule, click the down arrow under the Applied to field, then select or deselect the asset name from the drop-down list.

    • To delete a shift, click it in the calendar and then click the image20.png icon. Click Delete to confirm the deletion.

      image39.png
    • To modify a shift, click it in the calendar and then click the image27.png icon. Modify the time range or recurrence of the shift, and click Apply.

    • To exclude a holiday from the schedule, select the Holidays tab under Schedule Details, and toggle on the State switch.

  6. Click Save.