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Process

A Process is an operation which a Part undergoes during production. This may be something like

  • Packaging.
  • Labelling.
  • Machining.
  • Welding.

Processes are required for all types of data collection.

Process

Settings

Field Revision-Specific Description
Name No Unique name of the Process.
Description No Notes about the Process. This is displayed on the Process's page.
DMS Real Time Failure Groups No The set of real-time checks to use in Inspections for DMS data.
OEE Real Time Failure Groups No The set of real-time checks to use in Inspections for OEE data.
Locations No The Locations that have access to this Process. If no Locations are selected, the Process will be available to all Locations.
Hide in Lists No Whether the Process appears in lists. Hiding does not affect any previously-stored data.
NCU Cost Yes The cost of one nonconforming unit (defective Part) produced by this Process.
Sample Size Yes The number of physical Parts which will be inspected at once.
Acceptable Defect Percentage Yes The maximum allowable percentage of defective Parts produced by this Process for a given sample. If a DMS Real-Time Failure Group is assigned to this Process which contains Above Acceptable Defect Percent, a real-time alert will be sent if a sample crosses this threshold.
Goal Yield Yes The desired Yield for Parts produced by this Process.
Acceptable Yield Yes The minimum acceptable Yield for each sample entered. If a DMS Real-Time Failure Group is assigned to this Process which contains Below Yield, a real-time alert will be sent if a sample does not meet this Yield threshold.
Acceptable Availability Yes The minimum acceptable Availability for each sample entered. If an OEE Real-Time Failure Group is assigned to this Process which contains Below Acceptable Availability, a real-time alert will be sent if a sample does not meet this Availability threshold.
Acceptable Performance Yes The minimum acceptable performance for each sample entered. If an OEE Real-Time Failure Group is assigned to this Process which contains Below Acceptable Performance, a real-time alert will be sent if a sample does not meet this Performance threshold.
Acceptable Quality Yes The minimum acceptable Quality for each sample entered. If an OEE Real-Time Failure Group is assigned to this Process which contains Below Acceptable Quality, a real-time alert will be sent if a sample does not meet this Quality threshold.
Acceptable Overall Yes The minimum acceptable Overall OEE for each sample entered. If an OEE Real-Time Failure Group is assigned to this Process which contains Below Acceptable OEE, a real-time alert will be sent if a sample does not meet this Overall OEE level.
Goal Availability Yes The desired Availability for each sample entered.
Goal Performance Yes The desired Performance for each sample entered.
Goal Quality Yes The desired Quality for each sample entered.
Goal Overall Yes The desired Overall OEE for each sample entered.
Traceability No The Contextual Traceability for data submitted for this Process.

More information about how Defect Percentage, Yield, Availability, Quality, and Overall OEE are calculated may be found at Statistics.

Revisions

Each Process can have multiple Revisions to manage changes over time, such as updated Goal Yield, Sample Size, or OEE Goals. When a new Process Revision is created, it does not retroactively affect data collected under previous Revisions. This ensures that real-time checks and trends remain accurate even as the Process changes.

When editing a Process, the Save New Revision button is enabled whenever a Revision-specific field is changed. If a Revision-specific field is updated during a CSV import, a new Revision is automatically created.

Save New Revision

Use the dropdown at the top of the page to change which Revision is being viewed. To ensure data integrity, only the most recent Revision can be edited.

Revision Dropdown

When data is entered in an Inspection for a Process, it is always entered under the most recent Revision. If data is retrieved from more than one Revision, each Revision is analyzed separately on its own graph.

Import/Export

Processes can be imported and exported using the following CSV structure.

Column Header Create Update Allows Multiple Description
ID Not Allowed Required No Process's Internal ID
Name Required Optional No String
Hidden Optional Optional No True | False
Description Optional Optional No String
Add RTF Group Optional Optional Yes Real-Time Failure Group's name
Remove RTF Group Not Allowed Optional Yes Real-Time Failure Group's name
Add Location Optional Optional Yes Location's name
Remove Location Not Allowed Optional Yes Location's name
NCU Cost Required Optional No Decimal
Sample Size Required Optional No Integer
Defect Percent Acceptable Optional Optional No Decimal
Yield Goal Optional Optional No Decimal
Yield Acceptable Optional Optional No Decimal
Availability Goal Optional Optional No Decimal
Availability Acceptable Optional Optional No Decimal
OEE Goal Optional Optional No Decimal
OEE Acceptable Optional Optional No Decimal
Performance Goal Optional Optional No Decimal
Performance Acceptable Optional Optional No Decimal
Quality Goal Optional Optional No Decimal
Quality Acceptable Optional Optional No Decimal
Traceability - {Name} Optional Optional Yes, one per Traceability Traceability value

See Also