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Process Configurator

Access to this add-on

This add-on is only available after activation. Please contact us for more information.

The process configurator allows you to define multiple configurations of the same production process in space and time. This tool gives you access to five dimensions, which will be further detailed below.

  • Process Units are groupments of equipment involved in the same process.
  • Process Steps are the different parts of a process unit. Each process unit is made of one or several process steps. 
  • Process Setups are spatial configurations of the same production process.
  • Equipment Ghosts are simulations of spatial configurations of a production process across different process setups
  • Process Timeline is the schedule of your whole production process including your units, steps and setups.
  • Process Overview 

How to create Process Units

A process unit is a groupment of equipment that are involved in the same part of a process. This feature allows you to show the process flow between different pieces of equipment.  There are two ways to create process units:   Creating a process unit from scratch

  1. Click on the  icon to access the process configurator add-on
  2. Select “New Process Unit”
  3. Define a name, color and start date for your process unit.
  4. Click on your process unit to enter it and start defining the process steps (see Creating Process Steps below)

Creating a process unit from a multiple selection of equipment

  1. Click on the [Icon] icon to access the process configurator add-on
  2. Select multiple equipment (ctrl +select) in order of their use within the process
  3. Click on “New Process Unit from Selection”
  4. On your process unit box, click on the Pen to edit your process unit details (Name, color, start date)
  5. Click on your process unit to enter it and see the process steps you created with your selection (see Creating Process Steps below)

How to create Process Steps

Process units consist of several process steps, representing the different parts of a process unit. Each process step is made up of one primary piece of equipment and can have several secondary equipment.   There are two ways to create process steps: If you created a process unit from scratch, there will be no process steps in your process unit. You have to define them manually.

  1. Click on the [Icon] icon to access the process configurator add-on
  2. Click on the process unit you would like to configure with steps
  3. Select “New Step”
  4. Define a process step name, duration, operators and description and click “Save”
  5. Select a piece of equipment from your process, and click on “Set as primary” to assign it to the step

Ultimately, to define process steps in a process unit, click on the process unit you would like to configure with steps, select multiple pieces of equipment and click on “Create step from selection”. A new process step will be created by order of the selected equipment. First selected piece of equipment will be automatically set as primary. 

To add secondary equipment that are involved in a process step with the primary one: 

From the primary equipment to the secondary equipment

  1. Select the primary  equipment
  2. Select the secondary equipment by pressing Cntrl and double-clicking on it
  3. Click on “Create flow between equipment” on the process step

From the secondary equipment to the primary equipment

  1. Select the secondary equipment
  2. Select the primary equipment by pressing Cntrl and double-clicking on it
  3. Click on “Create flow between equipment” on the process step

How to create a flow pooling to one central piece of equipment 
A flow pool is created when your process moves from several equipment onto a single one at the same time. Here’s how to represent a flow pool with the process configurator.   You should know that the direction of the flow is defined by order of the selected equipment:

  1. Access the process unit you would like to add these steps in, by clicking on it
  2. Select the first piece of equipment
  3. Select the central piece of equipment by pressing Cntrl and double-clicking on it
  4. Click on “Create flow between equipment”
  5. Repeat the operation with a second piece of equipment and the same central one.
    1. Select the second piece of equipment
    2. Select the central piece of equipment by pressing Cntrl and double-clicking on it
    3. On the same step as the previous one, click on “Create flow between equipment” 

How to Create Process Setups

Process Setups are spatial configurations of the same production process. This feature allows you to take into consideration the different positions of a piece of equipment within the same production process. You may create them when editing the steps of a process unit.   To create a new process setup, click on the “+’ icon next to “Initial Setup”. A new setup will be created. To make changes in that setup, click on the case indicating “1” – meaning the first setup. Once inside the first setup, you can make changes that will only be applicable to this setup.   You can always add and edit more setups by clicking on the “+” icons that appear when you place your cursor on a setup case in the toolbar.    To delete a setup, select a setup in the toolbar and click on the X inside it.

How to Show Equipment Ghosts

When you change the position of a piece of equipment across different setups, you will create ghosts of that piece of equipment. Ghosts represent the position of a piece of equipment in other setups. It allows you to see how certain equipment move along the duration of your production process.   To turn on ghost visualization, toggle on “Show ghosts” in the right menu. This will simulate the changes in configurations of your production process across the different process setups.    Try toggling on the ghost feature and switching from one process setup to another in order to see the differences in configurations and spot equipment ghosts.

How to Access the Timeline

The timeline gives you access to a schedule of all your defined process units, steps and setups.  Follow these steps to access the timeline:

  1. Click on the [Icon] icon to access the process configurator add-on
  2. On the top right of the add-on, click on “Timeline” to access the timeline feature

  You can now access your process timeline and edit some information directly from it: Define setups in time You can define the duration of every setup directly from the timeline by adjusting the length of your setups. Just click on the edge of the setup in the timeline, and drag it until the desired timing.    Adjust process unit start date By sliding process units along the timeline, you will edit their start date and time. After dragging a process unit along the timeline, you will see the start date in the process configurator has been automatically changed.   Linking process units to each other You can link process units together to represent the consecutive aspect of your units.

  1. Place your cursor on the end of a process unit
  2. Long click on the “+” symbol and drag it onto the start of another process unit
  3. Your link will appear from the end of a process to the start of another

Note: You can access a more compact version of the timeline, that will provide a snapshot of your production process (process unit and setup) at that specific point in time. To access it:

  1. Select “Timeline” next to “Setups” in the toolbar on the bottom of your screen.
  2. Drag the timeline to reach a certain point in time 
  3. Click on the timeline
  4. You can now visualize the process unit and the setup that are defined to that specific point in time.

How to Access a Product Agenda 

The Product Agenda gives you the details of when, where a product is used during your process.
Follow these steps to access the agenda : 

  1. Select the product you want then click on the info panel
  2. Click on the agenda icon

You can see the process units and steps it is involved in. To access more details, click on the title of the process unit, or the process steps. The Process Configurator panel will then be opened at the selected part of the process.

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