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| <!-- READ ME BEFORE EDITING
| | #REDIRECT [[:Category:OnTakt User Guide]] |
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| Help links within OnTakt rely on headings on this page, so please don't rename headings or create new headings with duplicate names. Creating new headings and moving content around is not a problem. -->
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| == Getting Started ==
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| # Set an [[OnTakt Global Settings#User management|administrator password]] | |
| # Set the [[OnTakt Global Settings#Time zone|time zone]]
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| # Define the shop's [[OnTakt Global Settings#Defining shift times|shift times]]
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| # Create the first [[OnTakt User Guide#Adding a machine|machine]]
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| == Machines ==
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| After global options, machines are the largest unit of organization, meaning that any other items (programs, parts, events) and their data collected belongs to a machine.
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| === Adding a machine ===
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| See [[OnTakt Machine Setup]].
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| === Colors ===
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| Machine cards on the main machines page have a color indicator that makes it easy to see the status of the shop at a glance. Clicking on a machine card to expand it will show text describing the color's meaning on top of the colored area.
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| [[File:Colors.png]]
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| === Production charts ===
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| Each machine in the list has a chart preview showing an outline of its activity on the current day. To open the full-size chart for a machine, click this preview.
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| ==== Time navigation ====
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| The full-size chart page opens to today's data, but it also allows you to view historical data. To change the day that is displayed, use the previous and next day navigation buttons. You can also click the date that is displayed in the center to open a calendar and choose any date.
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| ==== Chart interactivity ====
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| The chart has two modes: normal mode and compare mode. In '''normal mode''', clicking on an item in the chart will open a menu with more information and actions you can take. In '''compare mode''', clicking on an item will select it for comparison with others.
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| In normal mode, the chart allows you to '''edit the parts and events''' that are displayed.
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| To edit a part:
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| # Click on the part point on the chart
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| # In the menu that opens, click Edit/Manage Part
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| # Make any changes and click Save
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| To edit an event:
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| # Click on the event line on the chart
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| # In the menu that opens, click Edit/Manage Event
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| # Make any changes and click Save
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| In compare mode, clicking parts and events shows the time that passed between them, how many parts were made in that time, and the average time per part. To use compare mode:
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| # Change the mode selector to Compare Mode
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| # Click on the points you want to compare
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| # Selected nodes will be outlined in black
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| # Once multiple points have been selected, lines will be drawn and annotated between them
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| # Click nodes again to remove them from the selection
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| To '''clear''' the chart of all tooltips and selections, right-click on it and then click Clear Annotations.
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| ===== Zoom =====
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| To '''zoom in''', click and drag on an area of the chart while in either mode to make a selection, then right-click on the chart and click Zoom to Selection.
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| To '''zoom out''', right-click on the chart again and click Reset Zoom.
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| Zooming and date navigation will be animated unless your operating system's setting for [[reduced motion]] is enabled.
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| ==== Highlights ====
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| Important information about the currently-displayed day is shown below the chart.
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| Clicking on the links shown will open tables with more information about each type of data.
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| === OEE ===
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| See [[OEE]] for more information.
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| == Processes ==
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| Processes allow you to connect machines and programs to tools and inventory tracking. A process is the combination of a machine, a set of program from that machine, a set of tool assemblies that are used for the process, and settings that define the behavior of OnTakt while that process is running.
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| ==== Creating a process ====
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| * Go to the Processes page
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| * Click Create Process
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| * Enter a name for the new process and click Create.
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| ==== Adding programs to a process ====
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| * Right-click the program in the list and click Edit
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| * Choose the process to add the program to from the Processes menu
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| * Click Save Changes
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| ==== Aggregating data ====
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| To view all the parts produced by a process on any given day, click the group's name in the list of program groups in the Groups section of the Programs page. This chart can then be navigated like an individual machine chart. Note that goals and events are not shown because they can vary between machines.
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| === Part counting ===
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| Some looping programs do not enter a completed state, so they can't increment the part count reported by the control. In these cases, it is possible for OnTakt to read the part count from a common variable (also known as a macro variable) that the program can increment each time it loops, producing an accurate part count in OnTakt.
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| To use this mode, set the part count variable option of the program in OnTakt to the number of the variable on the control that you will be writing to.
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| '''A note about common variables on FANUC controls:''' only variables #500 through #549 are read by OnTakt. Attempting to use a variable outside that range for part counting or value reporting will not work. This is because these are the only common variables that persist across machine restarts on FANUC Series 30i/31i/32i, 0i-D/F, and PMi-A controls.
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| === Variables ===
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| OnTakt can read the values of common variables (also called macro variables) from the machine control when it saves a part and add these values to the part record. You can also set up notifications to be alerted as soon as the machine reports a variable that is above, below, or at a threshold you set.
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| Because the indices of these variable may change between programs, OnTakt allows you to assign names to variable numbers on a per-program basis. This process is called '''variable mapping''':
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| # Go to the Programs page
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| # Right-click on the program you want to assign variables for
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| # Click Edit
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| # To add a variable mapping, click Add Row in the "Variable mapping" section of the program editor
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| # In the text fields that appear, enter the name of the variable and the index that this program uses to store it. When entering the name, all of the names that are already used appear as suggestions. This allows you to click one and use it so that names can be consistent between users and programs.
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| # For notifications, choose a comparison and a threshold. For example, to be notified when a variable is greater than 5, choose ">" for the comparison and enter 5 for the threshold. To turn off notifications, choose "Never" for the comparison (and the threshold will be saved, but ignored).
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| # Add as many mappings as you need. You can remove a mapping by clicking Delete Row in the row of the mapping you want to remove.
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| # When you are done, click Save
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| The next time a cycle running this program completes, the part record will contain the values of these variables under the names you specified. To view this information, you can open the part editor from a machine chart page, or go to the Parts page, right-click on the part, and then click Edit.
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| If a machine does not report a named variable when the part is created, a warning will appear on the dashboard until it shows up for a future part.
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| ==== Serial numbers ====
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| OnTakt has a special mapped variable name for serial numbers. If you enter <code>SERIAL</code> as the data name, OnTakt will treat this variable as containing the serial number of the part. This will appear as a suggested name even if you have not used it before.
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| '''Example use case:''' When running parts from bar stock of a known length, a common variable can count the number of parts made from the current bar. When it is a couple parts away from the number of parts you know you can make from one bar, send a notification to prepare to replace it soon instead of waiting for a machine alarm to reduce downtime.
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| == Programs ==
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| Each machine has a set of programs that it has reported. OnTakt creates a new program item for each filename the machine reports having loaded even if no parts or events are recorded.
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| == Tools ==
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| A tool is a physical tool present in a machine. Tools have a defined number of parts it can produce before requiring replacement, and they track how many parts have been produced between replacements.
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| === Adding tools ===
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| # Open the Tools page.
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| # Click the Add Tool button.
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| # Enter the name of the tool you are adding into the window that opens.
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| # Click Create
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| # The new tool will now be listed in the tools table.
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| === Customizing tools ===
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| To get the most out of tool tracking, it is necessary to configure the life expectancy of each tool.
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| Additionally, setting a warning threshold will provide notification before a tool is fully used.
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| # Open the Tools page.
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| # Click the Edit button next to the tool you want to edit.
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| # The following information is available for editing in the window that opens:
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| #* '''Part Life'''
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| #** '''Total life expectancy''' is the number of parts the tool will make before needing to be replaced.
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| #** The '''warning threshold''' will show an alert on the dashboard, highlight the tool in the table, and send a notification to the Slack channel assigned to the last machine to use the tool when it is expected to need replacement after this many more parts.
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| #** The '''current part count''' shows how many parts the tool has produced since it was last replaced.
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| #* '''Info'''
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| #** '''Name/Description''' determines how the tool will be labeled in the list of tools.
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| #** '''Location/Slot/Pot''' is the location of the tool in the machine and can make it easier to identify which tool needs replacement.
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| #** '''Type''' sets the icon displayed in the tool list and can make identifying tools easier.
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| #* '''Notes''' is a notepad for saving information about tools for future reference.
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| # Click Save
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| # The new tool will now be listed in the tools table.
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| === Replacing tools ===
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| When a tool is replaced in the machine, its part count should be reset in OnTakt.
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| # Open the Tools page.
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| # Click ⇆ Replace next to the tool you want to replace.
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| When a tool is replaced, a history entry is created that stores when the replacement occurred and how many parts had been produced before replacement. To view this data:
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| # Open the Tools page.
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| # Expand the ⇆ Replace dropdown next to the tool you want to view the replacement history of.
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| # Click Replacement History
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| == Tool Assemblies ==
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| A tool assembly is a group of tools that are located in the same tool slot in a machine. This is usually a combination of tool holders, drives, inserts, etc. Tools must be placed into an assembly, and then that assembly must be added to a process, to have their part counts updated when parts are produced.
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| == Inventory ==
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| Inventory items are types of tools that are ordered. For example, a certain type of tool insert may be used for many different tools. This insert would be an inventory item, and each tool using it would be linked so that they subtract from the total stock when the tools are replaced.
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| == Maintenance ==
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| === Maintenance Items ===
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| Maintenance items are regular tasks that are performed for the shop as a whole or on a single machine. They can be scheduled to show up as alerts in OnTakt on an interval measured in hours, days, or weeks, with instructions for completing the maintenance item.
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| ==== Creating maintenance items ====
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| Only administrators and planners can create maintenance items
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| # Navigate to the Maintenance page
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| # At the top right of the Items table, click the "New item" button.
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| # Select a type (task or measurement). The available form fields change based on the type.
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| # Enter an identifiable name for the item.
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| # Machine selection is optional. If no machine is selected, the item is considered to be "shop-wide".
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| # Enter instructions to display when completing the item
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| # To send reminders when regular maintenance items must be completed, switch to the Reminders tab at the top of the editor window and enter an interval. Once an interval is set (zero disables reminders), another option will appear that offers a list of notification channels to send messages to when the reminder comes up. Regardless of this option, an in-app alert will appear in the alerts pane.
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| For '''measurements''', the following additional fields are available in the Info tab:
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| # Enter the measurement unit to guide entry and analysis. For example, "%" or "mm".
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| # Enter the acceptable range of the measured values. One or both ends of the range can be specified. If either or both ends is entered, another option will appear that offers a list of notification channels to send messages to when a measurement exceeds the range. Regardless of this option, an in-app alert will appear in the alerts pane.
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| ==== Completing maintenance items ====
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| # Click the green plus button in the Actions column of an item.
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| # Follow the item's instructions (if shown). For tasks, check whether the task was completed successfully. For measurements, enter the measured value.
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| # Enter any relevant notes
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| This window can also be accessed from the entry viewer (described below) by clicking "New entry" at the top.
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| ==== Viewing collected data ====
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| Click the table row of a measurement item. A new column appears that contains the log of entries.
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| For measurements, a chart will be displayed above the table.
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| ==== Maintenance Tasks ====
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| Maintenance tasks are maintenance items that record the date and time last performed, whether the task was successful, and user-supplied notes.
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| ==== Maintenance Measurements ====
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| Maintenance measurements are numeric measurements that are taken on an interval and can be charted over time. They can define an acceptable range and notify when a value falls outside this range.
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| === Maintenance Issues ===
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| Maintenance issues are occasional maintenance items that can optionally be scheduled.
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| '''One-time''' maintenance issues are instantaneous, for example, machine crashes.
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| '''Ongoing''' maintenance issues define a start and optionally an end date, such as scheduled downtime.
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| ==== Creating maintenance issues ====
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| # Navigate to the Maintenance page
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| # At the top right of the Issues table, click the "New issue" button.
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| # Select a type (one-time or ongoing). The available form fields change based on the type.
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| # Enter an identifiable name for the item. As you type, names of previous issues will be suggested to make it easier to link recurring issues. Most browsers will allow you to press the down arrow on the keyboard from the empty name field to show all previous names.
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| # For one-time issues, the current timestamp will be recorded. For ongoing issues, enter the start and/or end times. If left empty, the start time will be set to the current time, and the end time will stay empty. An issue with an empty end time is considered "unresolved".
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| # Enter a helpful, detailed description.
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| == Reports ==
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| === Report options ===
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| OnTakt can collect a lot of data very quickly, and the report options allow you to pick out the data you need without downloading everything.
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| ==== Machines ====
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| Generating a report requires that you select at least one machine.
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| The parts, programs, or events from selected machines will be included.
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| ==== Date range ====
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| If you frequently export data, you may wish to only include data that was created after the last export. To do this, set the "From" date to the previous export date and the "To" date to the latest day you want to include.
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| Only parts and events created inside this range will be included in their export files.
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| == Options ==
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| See [[OnTakt Global Settings]].
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| [[Category:OnTakt]] | | [[Category:OnTakt]] |
| | [[Category:OnTakt User Guide]] |
| | {{DEFAULTSORT:User_Guide}} |