State Editor¶

Using the "State editor", you can adjust the machine states that have already been recorded by Insights Hub OEE from the status time series. This enables a person responsible for the asset to add detailed state information, ensuring that the state reflects the real activity of the machine and that all OEE KPIs are calculated accurately. The state editor enables the following actions on your machine states:

• Select multiple states and overwrite them with a different state
• Merge a range of states into a single state
• Split a state into two states

This includes the potential to change the state to a different Time Model category, for example from downtime to production. In this case, you would be notified that any existing cases or measures that can only apply to downtime states, will be deleted.

To access the "State editor" screen, assign the "State editor" role in the "Settings".

Once the prerequisites are met, click on the icon from the left navigation to the view the "State editor" screen.

User Interface¶

The user interface of "State editor" is as shown below:

① Standard date range picker
② Gantt status bar showing states for the date range
③ Action button panel
④ List of states for the date range
⑤ Preview of the selected state

The date range is not persisted when switching to the Analysis or Manual Inputs pages since the user might need to edit states for a different date range.

The Gantt status bar shows the machine states using colors specified in the Time Model configuration. The tooltip gives the status name, duration, start and end times. These states come directly from the connected time series data and are not the final states used in OEE KPI calculations. The final states displayed in the OEE Overview page are derived from both these "raw" states and the calendar entries. For example, if there is planned downtime scheduled in the calendar, then that will take precedence over a time series state that is recording a runtime. The State editor interface is intended to make corrections to the data coming from the machine only and the calendar entries can be updated separately if required (refer Configuring Calendars).

The action button panel includes Overwrite, Split and Merge buttons. These buttons are initially disabled until the user makes an appropriate selection of states from the list below.

The state list shows all the states in date time order, with the most recent at the top of the list. By selecting any state, you can see a preview box on the right hand side that shows the start and end times, duration and any measures, cases or comments that have been allocated to the state. Also, any comments are indicated by the icon on the list item.

Editing machine states¶

States can be selected using the check boxes next to each entry in the state list. The action buttons are enabled according to the states that are selected:

• To overwrite states, you can select either one or multiple states from anywhere in the list
• To merge states, select the first and last state of all the states that needs to be merged together
• To split a state, select only one state

When selecting two non-consecutive states, the list also shows those states in between with a light blue check mark and the Merge button enabled:

If the user selects "Merge", then all these states including the originally selected and those in the light blue selection range will be included in the merge operation. If the user selects "Overwrite", then only those states that have been explicitly selected will be included in the overwrite operation, but not those in between. This function makes it easy to select a long list of states to merge without having to select each of them individually. If the user selects a third state, then the range selection will be removed and merge will not be possible. Only overwrite is possible with non-consecutive states:

Overwrite states¶

The overwrite operation takes you to the following screen:

The screen provides a stepper wizard to guide the user. The selected states to be overwritten are displayed. Select a new reason from the drop down list, possibly a change to the time model category. These reasons are already defined in the assigned Reason Tree. If required, this can be extended (refer Reason Trees).

In the above example above, one run state is changed into another run state, in addition to two downtime state changes. When overwriting a downtime state with a run state, any measures or cases on the downtime will be deleted. A warning is displayed after the user selects the new state:

It is then possible to add rich text format comments. On clicking "Overwrite", the full list is displayed. An edited symbol is then displayed next to these states. The preview window on the right hand side shows when the state was overwritten and by whom.

Merge states¶

If a consecutive list of states is selected, then they can be merged. Similarly to overwrite, there is also a stepper wizard for merge:

Only the start and end states are displayed. This is useful if there is a very long list of states to be merged. After selecting a new reason text and adding any comments, the preview of the state, the new assignment of measures, cases and comments are displayed. If the new state is a "Run" state, then any measures or cases will be deleted. All the existing comments will be assigned to the new state. If the new state is a "Downtime", then any measures, cases or comments will be assigned to the new state. After clicking "Merge", the user is returned to the list of states and the new merged state is marked as edited.

Split a state¶

If a single state is selected, then it can be split into two. The stepper wizard shows the state being split:

It is first required to select the split point. Select the specific time from the date range picker or by using the slider. An error is displayed if a date outside of the date range is selected for the required state. Then, select the reasons for the two states:

The first state includes the original reason by default, but this can also be changed. The second state needs to be selected from the dropdown list of reasons. It is possible to add comments that are assigned to both the new states.

The next step shows how existing measures, cases and comments are assigned to the two new states. By default, they are assigned to state 1, but they can instead be assigned to state 2 or both states if required by selecting the check box.

Measures and cases can only be assigned to a downtime. The following table explains the state assignment:

A preview of the assigned measures, cases and comments is displayed. If "Split" is selected, then the list of states with the new states indicated with the edited icon is displayed.

Note that for any of the split, merge or edit operations, if "Cancel" is selected, then list of states is displayed and the edits are discarded.

Multiple Split, Merge or Overwrite operations and be performed on the list of states. These edits will be reflected in the OEE KPI calculations after refreshing the browser page.