Production Events

About Production Events

A Production Event is any event that results in reduced production output, such as:

  • An equipment failure.
  • An intentional reduction in production output as the result of some condition (e.g., lack of demand for the product).
  • User error in operating the piece of equipment.
  • Holidays requiring a facility shutdown.
  • Loss of employees (e.g., due to vacation days or employee termination).

Details

When an event occurs that causes you to produce less output than what you had planned, you can manually add the event to a Production Event and record all the details related to the event. You can link the event to:

  • An Asset
  • A Production Unit. The losses for the Production Unit will be the combined losses of each Equipment and Functional Location that is part of the Production Unit.

This allows you to view the actual cost of unreliability.

Alternatively, you can automate the creation of a Production Event via the Create Production Event node in Policy Designer. Using this node, you can design a policy to create new Production Events whenever certain thresholds or limits are exceeded or met. This enables the creation of Production Events through integration with other systems, including OPC, AMS, and GE.

About the Available Production Events

In the Production Data workspace, for each product, when you access the Losses, the Production Event list displays the Record IDs of all the Production Event records that are returned by the EventList query, which is stored in the Catalog folder \\Public\Meridium\Modules\PLA\Queries.

The EventList query returns the Record ID of all Production Event records whose date range includes the date in the Period column in the selected Production Data record. A Production Event record's date range is determined from the values in its Start Date and End Date fields.

Note: If the Production Event record does not have a start date, its Record ID will appear in the Production Event list for losses that are associated with any day before the end date. Likewise, if the Production Event record does not have an end date, its Record ID will appear in the Production Event list for losses that are associated with any day after the start date.

Capturing Loss outside the Production Event Date Range

Consider a Production Event record with a date range of 1/1/2015 to 1/15/2015. The date range is determined from the values in the Start Date and End Date fields of the Production Event record.

If you were recording a loss for 1/18/2015, you would not be able to associate the loss with this Production Event record because the date range of the production event (1/1 through 1/15) does not include 1/18/2015.

Capturing Loss within the Production Event Date Range

Continuing with the above example, if you were recording a loss for 1/8/2015, you would be able to associate the loss with this Production Event record because the date range of the production event (1/1 through 1/15) does include 1/8/2015.

About Relationships Involving a Production Event Code

When you create a Production Event record, on the datasheet, you can select in the Production Event Code cell to select the Production Event Code record that most accurately represents the type of event that the Production Event record represents. Likewise, when you create a Production Event Template record, you can select in the Production Event Code cell to select the Production Event Code record that most accurately represents the type of events that will be created automatically from that Production Event Template record.

Details

When you save the Production Event or Production Event Template record, it will be linked automatically to:

  • The selected Production Event Code record, using the Has Base Production Event Code relationship.
  • The selected Production Event Code record, using the Has Production Event Code relationship.
  • All Production Event Code records that categorize the selected Production Event Code record, using the Has Production Event Code relationship.

In other words, the new Production Event or Production Event Template record will always be linked to one and only one Production Event Code record through the Has Base Production Event Code relationship and the Has Production Event Code relationship. Depending on how that Production Event Code record is categorized, the new Production Event or Production Event Template record might also be linked to multiple additional Production Event Code records through the Has Production Event Code relationship.

Access a Production Event

About This Task

You can access a Production Event associated with a Production Plan, or access all the Production Events that exist in APM. This topic describes how to access a Production Event associated with a Production Plan.

Procedure

  1. Access the Production Plan for which you want to access a Production Event.
    Tip: To access all the Production Events that exist in APM, in the PLA Overview page, select the Production Events tab.
  2. In the pane, select Production Events.
    The Production Events workspace appears, displaying a table of Production Events associated with the Production Losses for the Production Plan.
  3. In the Event ID column, select the link in the row that contains the Production Event that you want to access.
    The datasheet of the selected Production Event appears.
    Note: As needed, you can modify the values in the available fields, and then select to save your changes. If the Production Event is associated with a Production Loss, you cannot modify the values in the Start Date and End Date fields such that they no longer coincide with the period of the Production Loss.

Access a Root Cause Analysis (RCA) from PLA

About This Task

A Production Event can be associated with only one RCA. After an RCA is linked to a Production Event, you can access the corresponding RCA from the PLA module.

Important: You can view the list of RCAs created from PLA only if the license for Root Cause Analysis is active.

Procedure

  1. Access the Production Plan for which you want to view an associated RCA.
  2. In the left pane, select Production Events.

    The Production Events workspace appears, displaying a list of Production Events associated with the losses in the selected Production Plan.

  3. In the row that contains the Production Event for which you want to view the associated RCA, in the RCA ID column, select the link.

    In a new page, the Analysis Summary workspace appears, displaying the details of the selected RCA.

Access the Reference Documents in a Production Event

Procedure

  1. Access the Production Event for which you want to access the Reference Documents.
  2. In the upper-right corner of the workspace, select , and then select Reference documents.

    A list of Reference Documents associated with the Production Event appears.

    Note: See the Manage Reference Documents section of the documentation for additional options when working with Reference Documents.

Create a Production Event

About This Task

You can create a Production Event using one of the following methods:
  • Create a Production Event via the Production Events section of the PLA Overview page.
  • Create a Production Event via the Production Data workspace.
Note: If the OT Connect feature has been configured correctly, then Production Event records will be created automatically as a result of the integration.
This topic describes how to create a Production Event via the Production Events section of the PLA Overview page.

Procedure

  1. Access the PLA Overview page.
  2. Select the Production Events tab.

    The Production Events section appears, displaying a list of Production Events.

  3. In the upper-left corner of the Production Events section, select .

    The Add New Production Event datasheet appears.

  4. As needed, enter the values in the available fields, and then select .
    Note: The values in the Start Date and End Date fields must represent the time zone of the Production Unit, not your time zone.

    The Production Event is saved.

Create an RCA from PLA

Before You Begin

  • Ensure that the license for the Root Cause Analysis (RCA) module is active.
  • Ensure that you are assigned to one of the following Security Groups:
    • MI PROACT Administrator
    • MI PROACT Team Member
  • Create a Production Loss that is associated with a Production Event.

About This Task

You should associate a Production Event with an RCA if the value in the RCA Needed field in the Production Event is RCA Needed. You can create only one RCA from a Production Event in the Production Events workspace.

Procedure

  1. Access the Production Plan for which you want to create an RCA.
  2. In the pane, select the Production Events tab.

    The Production Events workspace appears, displaying a table of Production Events associated with the Production Losses for the Production Plan.

  3. Select the row that contains the Production Event for which you want to create an RCA.
  4. Select Create RCA.

    The New Analysis window appears, displaying the datasheet of the RCA Analysis record.

    Note:
    The following fields in the RCA Analysis record are automatically populated, depending on the corresponding values in the selected Production Event:
    • Analysis Name
    • Comments
    • Long Description (labelled Analysis Description in the New Analysis window)
    • Start Date
  5. As needed, enter values in the available fields.
    Note: For more information about these available fields, refer to the RCA Analysis Records section of the documentation.
  6. Select .

    The RCA is created.

Results

The Analysis Summary workspace for the linked RCA appears in a new page. In the Linked Assets section, the Causing Asset associated with the Production Event appears in the Record ID column.

In the Production Events workspace of the Production Plan, the Analysis Name appears in the RCA ID column.

Copy a Production Event

About This Task

You can copy a Production Event to create a Production Event for the same Production Unit for which the source Production Event was created. This topic describes how to copy a Production Event.

Procedure

  1. Access a Production Event that you want to copy.
  2. In the Production Events workspace, select .
    The datasheet for the copied Event appears displaying the Event ID with a copied version of the original Event.
  3. Modify the Event ID name and select .
    The copied Event is saved.
    Note: Delete the Copy of text from the copied Event ID name and then rename it.
  4. Close the Event.
    The copied Event is now available in the Events result grid.

Delete a Production Event

Procedure

  1. Access the PLA Overview page.
  2. Select the Production Events tab.
    The Production Events section appears, displaying a list of Production Event records.
  3. Select the row containing the Production Event that you want to delete.
  4. Select .
    The Delete Production Event window appears, asking you to confirm that you want to delete the selected Production Event and its associated links.
  5. Select Yes.
    The selected Production Event is deleted. If the Production Event is associated with losses for a plan, the Production Event will be unlinked from the Production Event column in the Reconcile Losses table.
    Note:
    • You can now select multiple Production Events from the Module Overview Result Grid and delete the selected Events in bulk.
    • If the Events are linked to a Production Plan, a confirmation message is displayed to either unlink the event from the associated record or delete the parent Production Plan.

Submit or Resubmit a Production Event for Review

Before You Begin

  • Ensure that the State Management functionality has been enabled for the Production Event family.
  • Ensure that you belong to at least one of the following Security Roles:
    • Production Loss Accounting User
    • Production Loss Accounting Service
    • Production Loss Accounting Administrator

About This Task

A Production Event that is in the New/Planning state can be submitted or resubmitted for review. The New/Planning state of a Production Event indicates one of the following:
  • It has never been submitted for review.
  • It has been rejected.
  • It has been opened after approval.

This topic describes how to submit or resubmit a Production Event for review.

Procedure

  1. Access the Production Event that you want to submit or resubmit for review.
    Tip: For the Production Event that can be submitted or resubmitted for review, in the PLA Overview page, in the Production Events section, the value in the State column is New/Planning.
    Note: To know which scenario caused the Production Event to move to the New/Planning state, you can access the History section in the State Assignments window. To access this window, select the New/Planning drop-down list box in the Production Event, and then select the Manage State Assignments option.
  2. Select the New/Planning drop-down list box, and then select the Propose option, followed by the Done button.
    The Production Event is submitted or resubmitted for review, and its state is changed to Pending/Approval. You can no longer modify the Production Event.

What To Do Next

Approve or Reject a Production Event

Before You Begin

Procedure

  1. Access the Production Event that you want to approve or reject.
    Tip: For the Production Event that is ready for review, in the PLA Overview page, in the Production Events section, the value in the State column is Pending/Approval.
  2. Select the Pending/Approval drop-down list box, and then select the Approve or Reject option as needed, followed by the Done button.
    • If you selected the Approve option: The Production Event is approved, and its status is changed to Approved. You can no longer modify the Production Event.
    • If you selected the Reject option: The Production Event is rejected, and its status is changed to New/Planning. You can now modify the Production Event.

What To Do Next

Open an Approved Production Event

Before You Begin

Procedure

  1. Access the Production Event that you want to open.
    Tip: For the Production Event that can be opened, in the PLA Overview page, in the Production Events section, the value in the State column is Approved.
  2. Select the Approved drop-down list box, and then select the Edit option, followed by the Done button.
    The Production Event is opened, and its status is changed to New/Planning. You can now modify the Production Event.

What To Do Next