Configuring Reason Tree¶

Although you only define a single time model in OEE, you can create multiple reason trees. Each reason tree uses the time model as a base so that KPIs are calculated consistently. This means you can create a different reason tree for each line, machine, or specific machine type and confidently compare the results across all of them.

Prerequisite¶

Before configuring a reason tree, ensure that the time model configuration is completed.

To configure the reason tree, it is important to understand its basic concepts.

User interface¶

The user interface of the reason tree configuration page is as shown below:

① Navigates to the "Configuration" tab
② Imports a Reason Tree
③ Adds a new Reason Tree
④ Edits the selected Reason Tree
⑤ Exports the selected Reason Tree
⑥ Deletes the selected Reason Tree
⑦ Navigates to the next step
⑧ Displays the current step
⑨ Navigates to the previous step

Procedure¶

To create a reason tree, proceed as follows:

1. From the navigation tab, click "Configuration" and select "Reason tree".
2. In "Reason tree", click "Add reason tree".

3. Enter "Name" and "Description".

   

   Note

   • The description field is mandatory. It helps the user to distinguish between different reason trees.
     
   • The changes are auto-saved and will directly appear in the application.

4. The reason tree is divided into the time models "Production time", "Planned stop", and "Downtime". Expand the relevant section that you need to view or edit.

5. Click to add the "State" or "Reason Layers" to start building the tree structure.

   Note

   • In "Reason Tree", the mandatory name, description and time categories will be displayed to start building the tree structure.
     
   • Click to delete the "State" or "Reason Layers".
     
   • The time categories in the first column cannot be further modified, for example, renamed or deleted.
     
   • By clicking next to the time category again, you can create another "State" or "Reason Layers" for the time category and this can be repeated multiple times.
     
   • In general, click to create a child element to the existing element. Thereby, it is possible to create the tree structure.

6. With Downtime justification enabled (see Downtimes for more details on Downtime justification) then, only for the Downtimes section, you will see the toggle buttons next to each reason, state, or time category item. If this button is toggled on, it indicates a "weak" downtime reason. A "weak" reason is a reason that must be justified within the Downtime Management page (see Downtime Management) by a "strong" reason. A "strong" reason is typically a more detailed reason that better describes the cause of the downtime. If the button is toggled off, then it is a "strong" reason. There is also a toggle button at the top of each column. This will toggle all of the reasons in the column between "weak" and "strong". When a tree is first created, all the buttons are toggled off so each reason is considered by default to be a "strong" reason.

7. After adding the Reason Tree structure and specifying weak reasons, click the "Back to reason tree overview" button and click "Next step" to proceed with status mapping.

Importing or Exporting a reason tree¶

For more information on the steps to import or export a reason tree with Excel sheets, refer to Excel Import Reason Tree & Status Mapping.