Super Systems Load Entry 3 Operations Manual

LOAD ENTRY 3
OPERATIONS MANUAL
Super Systems Inc.
7205 Edington Drive
Cincinnati, OH 45249
Fax: 513-772-9466
www.supersystems.com
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Super Systems Inc.
USA Office
Corporate Headquarters:
7205 Edington Drive
Shipping Address:
7245 Edington Drive
Cincinnati, OH 45249
Phone: (513) 772-0060
http://www.supersystems.com
Super Systems Europe
Unit E, Tyburn Trading Estate,
Ashold Farm Road, Birmingham
B24 9QG
UNITED KINGDOM
Phone: +44 (0) 121 306 5180
http://www.supersystemseurope.com
Super Systems México
Sistemas Superiores Integrales S de RL de CV
Acceso IV No. 31 Int. H Parque Industrial
Benito Juarez
C.P. 76120 Queretaro, Qro.
Phone: +52 442 210 2459
http://www.supersystems.com.mx
Super Systems China
No. 369 XianXia Road
Room 703
Shanghai, CHINA
200336
Phone: +86 21 5206 5701/2
http://www.supersystems.cn
Super Systems India Pvt. Ltd.
A-26 Mezzanine Floor, FIEE Complex,
Okhla Indl. Area, Phase – 2
New Delhi, India 110 020
Phone: +91 11 41050097
http://www.supersystemsindia.com
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Table of Contents
Introduction ..................................................................................................................................... 4
Prerequisites................................................................................................................................... 5
SQL Setup ........................................................................................................................................ 7
Installation ...................................................................................................................................... 7
Setup ............................................................................................................................................... 9
Management Window .....................................................................................................................10
User Editor .................................................................................................................................10
Options Editor .............................................................................................................................11
Operations Editor: ......................................................................................................................13
Assets (Furnace) Editor ..............................................................................................................14
Furnace Details Panel ............................................................................................................15
Overview Group Assignments.................................................................................................16
Recipe Editor ..............................................................................................................................16
Recipe Details Panel...............................................................................................................16
Recipe Panel ...........................................................................................................................16
Parts Editor (optional feature) ...................................................................................................17
Details Panel ..........................................................................................................................17
Fields Editor ...............................................................................................................................18
Fields Details Panel ................................................................................................................18
Gap Editor (Optional Feature) .....................................................................................................19
Shift Editor ..................................................................................................................................20
Sequence Editor .........................................................................................................................20
About ..........................................................................................................................................21
Overview Screen ............................................................................................................................21
Load Creation .............................................................................................................................24
Active Screen .................................................................................................................................25
Work Order Editor ......................................................................................................................26
History Screen................................................................................................................................27
Load Tracking Editor ..................................................................................................................29
Bulk Load Reports .........................................................................................................................30
Revision History .............................................................................................................................35
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Introduction
SSi’s Load Entry 3 software is part of the SSi SuperDATA suite of programs. Load Entry assists with recipe management and tracking by providing a single, PC-based interface to control all activities for a heat treat facility. Load Entry is accessible from any computer setup as a SuperDATA workstation, allowing multiple access terminals throughout a facility. Load Entry seamlessly integrates with existing SSi and Honeywell HC900 controllers for creating recipes and starting and stopping recipes. Load Entry works with the SSI Configurator program to import recipes that have already been created.
Load Entry allows you to enter various operations, furnaces, recipes, parts, and users, but also
enables you to “apply” these items to one another as required by your facility. This allows for
easy tracking, management, and information retrieval, saving you time and money.
Put another way, Load Entry manages the often complicated relationships and connections between your facility’s recipes, furnaces, and operations:
With this complex web under control, you are free to more efficiently manage your resources using the other tools included in LE3 software.
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If required, Load Entry allows controllers to extend past the previous limit of 300 recipes since all recipes are stored in a database as part of the system.
Load Entry’s built-in Recipe Management features allow administrators to “lock” specific recipes, preventing operators from making temporary changes, while providing flexibility by allowing other recipes to remain “unlocked. Recipe revisions are tracked, providing complete visibility for actual recipes run in the equipment.
Load Entry also maintains historical data marking the beginning time, end time, and Operator ID for each charged load. This data helps improve load traceability and increase operator accountability. Historical data can be quickly accessed to generate reports and trend charts (using SDRecorder II). Each report can store detailed part information (part number, quantity, material, etc.) as well associate part images for a specific load.
We are constantly improving and updating this software. If you have questions about a feature or functionality not covered in this manual, please contact SSi at 513-772-0060 for technical support.
IMPORTANT!
Standard Load Entry will serve as a recipe manager as well as a load management system. It is intended to replace your existing recipe management software. Attempting to use another recipe manager in addition to Standard Load Entry on the same equipment is likely to result in operational errors and should be avoided.
Prerequisites
.NET Framework 4.6.2+ Standard Load Entry requires Microsoft .NET Framework 4.6.2 or higher.
  Super Systems API
Standard Load Entry requires access to the Super Systems Application Program Interface (API)
running on the server, which communicates to either SDIO or DataCenter (the SuperDATA Communications engines), as well as SQL Server.
The Setup Flowchart below illustrates the recommended steps to follow when setting up and installing Standard Load Entry, especially for the first time. These features will be used after the initial setup as new loads are added, process requirements change, etc.
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Setup Flowchart
6
6 9 10
12
14
16
17
21.
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SQL Setup
Please refer to the
SQL Server Setup Guidelines for SSi Software Installations Reference Guide
found on the Manuals page of the Super Systems website: www.supersystems.com. In addition, prior to installation, the Super Systems API must be installed and set up for SDIO or DataCenter. If you have questions about your specific installation, please consult your IT administrator or contact SSi at (513) 772-0060.
Installation
To install Standard Load Entry, first double­click on the
03_LoadEntry3_Client.msi
file provided with the installation disc or installation files you received. A screen similar to the one at right will be shown.
Click the Install button to proceed.
When the Setup welcome screen appears, click Next when ready to proceed.
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In the next window that appears, enter the name of the folder where Load Entry should be installed. The default will typically be “C:\SSi\Bin\SSi Load Entry\”. If you want to change the default, click the Change button.
When ready to proceed, click Next.
Load Entry will then ask for Server Communication Settings.
If you are unsure of the correct settings and information, please consult your IT professional or contact SSi for assistance.
Click the Install button to proceed.
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The software will install. The remaining screens will confirm the installation.
Setup
When run for the first time, Load Entry users, furnaces, operations, recipes, and parts (if applicable) must be created.
This manual is written with a suggested order of setting up items. SSi suggests this order based on the most logical progression of steps for configuring LE3. The sections below detail setup of the following components, in this order: users, options, operations, furnaces, recipes, and parts.
To start Load Entry, open the LoadEntry.Windows program from the Start Menu. By default, this program shortcut is located in the SuperSystems program group.
When first opened, the Overview screen will be displayed:
This screen will be explained in more detail on Page 21. Once logged in with administrator access (by using the Login button at top right), you may continue with the setup.
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Management Window
Clicking the SSi button will bring up the Management Window which includes the following options:
Operations Furnaces Recipes Sequences Parts Fields Users Gaps Shifts Options About
These options will allow you to input the information that Load Entry will use to control the activity in your facility. Think of this as setting up the background processes that will allow you to manage day-to-day operations elsewhere in the application. This manual is written with a suggested order of setting up items. SSi suggests this order based on the most logical progression of steps for configuring LE3. The sections below detail setup of the following components, in this order: users, options, operations, furnaces, recipes, and parts.
User Editor
The User Editor allows you to add user information and set passwords and “Claims” for each
user. If any users have been created, you can click on the user’s name to view and change their assigned claims. You can also use the “Filter” box to search for specific users.
“Claims” are simply permissions and determine what options the user will be able to access. To change claims for an existing user, simply check or uncheck the desired boxes.
You can also change the User Name, Name, and update the user’s password information.
Click “Apply” to save the changes. To leave without saving changes, click “Cancel.”
To add a new user, click the “New” button. Enter the desired information in the boxes for
“User Name” and “Name” and then select desired Claims. Use the “Update Password” button
to enter password information for this user.
Available Claims are:
Admin Run Loads Manage Work Orders Manage Parts Manage Recipe Manage Furnace
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Manage Users Manage Sequences Override Sequences Override Work Order Manage Options Manage Operations Manage Gaps Approve Work Edit Track Edit Gap Manage Shift Overwrite Gaps Add Historical Loads Check for Updates Delete Load Tracks Force Load Out Add Rework
NOTE: The “Admin” Claim gives a user access to all options.
You will note that your new user appears in
italics
in the user list. This means that the user has
not been saved.
When completed, click “Apply” to save the User information. This user will now be added to your list.
By right-clicking on a user name in the list, you can “Copy” and “Paste” a user (useful in
creating a new user with identical claims to an existing one). You can also “Delete” a user. The
option to set password information is also available via the right-click menu.
Click to close the User Editor.
Options Editor
The Options Editor window allows you to view and edit information about Language, Data Provider, Defaults, Units, Logins, Visual Shop, Work Orders, and other optional features. This will allow you to set up LE3 in the way that best fits the needs of your facility.
LANGUAGE:
Language: Select the language for LE3.
DATAPROVIDER:
DataProvider Hostname : Enter the hostname name of the Data Provider.
DEFAULTS:
Pick List Limit: Defines how far back the Pick List feature will go when creating a load
UNITS:
Temperature: Enter the desired temperature display unit.
Weight: Enter the desired weight display unit.
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