Oracle Manufacturing

Execution Systems for

Process manufacturingOperator Workbench
An Oracle White Paper
December 2013

Disclaimer
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described for Oracles products remains
at the sole discretion of Oracle

Contents
1. OVERVIEW

2. WHAT IS OPERATOR WORKBENCH?

3. PREREQUISITES

4. NAVIGATIONS IN WORKBENCH

4.1 Operator Workbench Search batches

4.2 Lock Step

4.3 Execute Instructions

4.4Unlock Step (after completion of instructions execution)

4.5 Batch Details

4.6 Activity details:

4.7 Batch Progression / Update / Quality / Dispense

5. SETUP PROCESS INSTRUCTIONS (MANDATORY)

6. SETUP- AME RULE AND E-RECORD FOR MATERIAL TRANSACTIONS

15

7. LOCK OPERATIONS.

19

8. EXECUTE PROCESS INSTRUCTIONS

21

8.1: Instruction type Mandatory (Material Transactions)

21

8.2: Instruction type Mandatory (Resource Transactions)

23

6.3: Instruction type Mandatory (Quality)

25

9. UNLOCK STEP OPERATION

30

10. VIEW BATCH DETAILS

31

11. VIEW CONTROL BATCH RECORD

32

12. SUMMARY

34

1. Overview
This document explains the capabilities of Operator Workbench provided by Manufacturing Execution
System for Process Manufacturing Product.
This document aims to explain the following in detail:

What is Operator Workbench

Prerequisites
Navigations in Workbench
Lock the operations
Execute Instructions
Unlock Operations
View batch details
View Control batch record

2. What is Operator Workbench?

Operators Workbench is single view of batch details, facilitates to Production Operators to view and act
upon the Instructions for various activities like entry of production data such as the Material
Transactions, temperature and other related parameters entry for Resources, collection of quality samples
for Product and in-process testing etc..
Key functions supported by Operator workbench are
1.
2.
3.
4.
5.
6.

Identify the tasks to complete

Lock the Operations / Steps
View and Acknowledge the Instructions
Navigate to transactional tasks in single click
View Batch Summary and navigate to different actions in an operation, Activity, Resource
Transaction and Quality etc
View Master Batch Record

3. Prerequisites
Author assumes that the following are in-place to operate the workbench
1. Installation of MES
2. Enable Control Batch Record functionality
3. Valid Recipe with Process Instructions for material, Resource Parameters and Quality
4. Valid batch with status and Step Status -WIP
Note: Device Integration is not covered in this document

4. Navigations in Workbench
4.1 Operator Workbench Search batches
MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench
(Search options would be used to search and view the batches; search can be performed using single and
advanced (More search options)

4.2 Lock Step

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)
> Lock Step (will find this only when the step is applicable for lock)
(Lock Step -to claim the ownership of the Operation and to execute instructions)

4.3 Execute Instructions

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)
> Lock Step (will find this only when the step is applicable for lock)>Click on Step Operation > Execute
Instructions
( to acknowledge the Instructions)

4.4Unlock Step (after completion of instructions execution)

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)
> Lock Step (will find this only when the step is applicable for lock)>Click on Step Operation > Execute
Instructions >Return to Workbench > Unlock Step (additionally batch Operation execution page also
available)
( To release the batch step owner ship and to proceed for completion of step activities)

4.5 Batch Details

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)
>Click on Step Operation >Batch Details
(Would be used to see material details, Operations details etc..)

4.6 Activity details:

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)
>Click on Step Operation >Select the Operation under select step> View Details - GO
(To know the details of Activity)

4.7 Batch Progression / Update / Quality / Dispense

MES for Process Manufacturing Administrator > Administrator: Workbench > Workbench (Search Batch)
>Click on Step Operation >Batch Details> Actions LOV. ( as per the selection details would be displayed)

5. Setup Process Instructions (Mandatory)

Process Instructions are the instructions for production Operators to follow sequence set of activities and
directions when progressing the batch step
Navigation: Process Engineer > Recipes
1. Navigate the Recipe window
2. Query the required Recipe for which you want to add the instructions
3. Enable the Enhanced Process Instructions check box
4. Navigate to Step Quantity tab
5. Select the Step / Operation, pick the Process Instructions from Actions menu, you will find the
Instruction set: Operation-XX-XXXX window
Create Instruction set
6. Click on Create, you will find Create Instruction set window
7. Enter the desired Instruction set number, say 10
8. Instruction type as Process ( Default value, pl leave the default values as-it-is)
9. Optionally, click on SOP to attach the SOP ( Standard Operating Procedure)
10. Enter the Description of the Instruction set
11. Click on Apply
Create Instruction
12. Click on Instruction set number
13. Click Create, you will find the Create Instruction window
14. Enter the desired Instruction number, say 10
15. Enter the desired Instruction Text
16. Material Transaction instruction, no 10
17. Select the Acknowledgement Mandatory from List
18. Search and select the task name Material Transactions from list
19. Search and Select the Task Attribute from list, in my case C100002
PS: Recipe, Step-Material association is required to get the required items in list; else you will get
All Materials only in list for selection
20. Optionally, enter the task label
PS: If you enter the task label you will get this name as label for acknowledgement, else you will
see the label name as Materials Transactions
21. Optionally, Click on SOP to attach the SOP
PS: This document is not covering the Signers setup. If anyone wants to use add the signers
name, and after to use this signers create the AME rule.
22. Click Apply and Create Another to create the another instruction (else click apply), you will get
the Confirmation message Instruction was created successfully
Create Instruction number 20 / Next Instruction
23. Enter the desired instruction number, say 20
24. Enter the desired Instruction Text, say Resource Transactions for step no 10
25. Select the Acknowledgement Mandatory from List

26.
27.
28.
29.
30.

Search and Select the Task as Resource Transactions from list

Search and Select the Task Attribute from list ( Your Operation Resource name)
Optionally, enter the task label
Optionally, click on SOP to attach the SOP
Click on Apply and Create Another, you will get confirmation message Instruction was created
successfully
31. Enter the instruction number 30
32. Enter the desired instruction text
33. Select the Acknowledgement Mandatory from List
34. Search and Select the Task Quality from list
35. Enter the Task Attribute ( in my case my product code FG00002)
Note: WIP specification and Validity is required for sample analysis.
36. Optionally, enter the Task Label
37. Click Apply, you will get the confirmation message Instruction was created successfully,

window come
38. Click on Return to Instruction Set : Operation XXXXXXXXXX, you will find the window
Instruction Set :Operation XXXXXXXXXX
39. Click Return
40. Click on OK on decision message The web page you are viewing is trying to close the window.
Do you want to close this window?,
41. Click on OK, decision message Navigate to HTML Application. Enter the Process Instructions,
and click OK to proceed with the transaction.
42. You will find the note The Instruction Definition process was successful. Click OK to proceed
with transaction
43. Save the record.
Recipe

Actions> Process Instructions

Instruction set

Instruction set confirmation message

Creation of Instruction (Instruction number 10- Material Transactions)

Instruction number 20 (Resource Transactions)

Confirmation message for instruction number 20

Instruction number 30 ( Quality)

Confirmation message for instruction no 30

Return to Instruction set

On Return you will find the web message

Recipe window

6. Setup- AME rule and E-record for Material Transactions

Enable the business event subscription
PS: Update privileges are required to perform the below action
Navigation: Workflow Administrator Web Applications > Administrator Workflow>Business Events
1. Navigate the Business Events window
2. Enter the event name oracle.apps.gme.batch.transact
3. Click Go
4. Click on Update
5. In the status change the value from Disabled to Enabled ( if this is already enabled no action
required)
6. Click Apply, you will get the warning message Are you sure you want to update Event :
oracle.apps.gme.batch.transact?Click on Yes, you will get the confirmation message Event
Successfully Updated.
7.

Close window, again open the window / Click Cancel also help you to come back to required
window
8. Enter the event name oracle.apps.gme.batch.transact
9. Click Go
10. Click on Subscription, enable the Subscription for the function EDR_PSIG_RULE.PSIG_RULE,
also enable subscription for Function GMO_CBR_GRP.PROCESS_EVENT ( this helps you to
record the materials transactions in Control Batch Record (CBR))
11. Close the window
Create AME rule
Navigation: Approvals Management business analyst, Standard >Business Analyst Dashboard
PS: No attributes and conditions used to create the rule, also used the existing Approval Group, if
below said approval group is not available you are advised to create.
1. Navigate the Business Analyst Dashboard
2. Search and select the transaction type GME ERES Batch Transact
3. Click on Action Types
4. Select use Use Existing Action Type, select the action type approval-group chain of authority
5. Click Continue
6. Click Finish
7. Navigate to Approval Groups tab
8. Click Use Existing Approval Group tab
9. Search and Select the Process MFG Approvals from list
10. Click Apply, you will get the confirmation message The selected approver groups have been
successfully added to the current transaction type.
11. Navigate to Rules tab
12. Click Create
13. Enter the name GME ERES Batch Transact
14. Click Next
15. Click Next ( No Condition used)
16. Search and select the Action Type Require approval from Process MFG Approvals
17. Click Next
18. Click Finish, you will get the confirmation message.

19. Close the window

Enable Configuration Variables for e-Record
Navigation: EDR Administrator > Administration Tasks > Setup
1. Navigate the Configuration Variables window
2. Search and Select the Transaction Name GME ERES Batch Transact from list
3. Click Go
4. Click on Update for the Variable name E-record Required you will find the window Update
Transaction Variable
Change the value from N to Y
5. Click Apply, you will get the confirmation message The variable E-record Required has been
successfully updated for transaction GME ERES Batch Transact
6. Click on Update for the Variable name E-signature Required, you will find the window Update
Transaction Variable
7. Change the Value from N to Y
8. Click Apply, you will get the confirmation message The variable E-record Required has been
successfully updated for transaction GME ERES Batch Transact
Business Event

AME Rule

Add condition

Create new Rule Add Actions

AME Rule

Enable Configuration Variables for e-record

7. Lock Operations.
Lock operation to claim of ownership of that operation and to process the operation, you cannot lock the
batch step already locked by another user, Lock owner displays the locked by owner name
Process:
1. Navigate the Operator Workbench window
2. Select the Organization
3. Click GO
4. Select the Batch number for which you want to lock / use the search criteria to get the batch
number
5. Select the Operation, Click on Lock ( Now you will see the lock owner name for the operation)
Batch and step status WIP

Search Batch

Lock Step

8. Execute Process Instructions

View and act on instructions for acknowledgement
View Instruction
Perform actions associated each instructions
Complete instructions and their associated tasks

8.1: Instruction type Mandatory (Material Transactions)

PS: Pl follows the above said navigation
1.

Click on Task ( This will take you through Batch Details window)

Batch Details window

2. Select the line click on Transact

3.

Acknowledge the information message

4.
5.
6.

Enter the Comments on the given box

Enable the Instructions Completed check box
Click on Continue to continue with next instructions, if no further Instructions are available click
on Finish to complete the Instructions.

8.2: Instruction type Mandatory (Resource Transactions)

1.

Click on Resource Transactions ( This will take you through Resource transactions window)

2.
3.

Select the line, enter the Actual value

Save the Record, close the window

4.

Acknowledge the Information message

5.
6.

Enter the Comments

Enable the Instructions Completed check box

7.

Click on Finish

6.3: Instruction type Mandatory (Quality)

1. Click on Task (This will take you to samples window)

2. Note the sample number and open the Sample in Samples window (Quality Manager)
Note: This is required if the MES responsibility dont have the access to update the sample.

3. Change the Disposition from Planned to Pending

4. Save the record

6. Click on Results
7. Enter the Results, save the record

8. Change the Disposition to Accept (Actions> Change Disposition)

9. Close the window

10. Acknowledge the information message

11. Enter the Comments

12. Enable the Instructions completed check box
13. Click on Finish, you will get confirmation message

9. Unlock Step Operation

Click on Unlock to release the batch step owner ship, once the step is locked it would not possible to
complete the step without unlock
Lock

Unlock
1. Select the step (s)
2. Click on Unlock ( Lock owner name dispappears)

10. View batch Details

Using batch details window user can view details like batch number, batch material, WIP Planned
Quantity, Actual Quantity, Operations and its status like Pending, Completed and Activities.
Also users can view the dispense details such as Dispense required, Dispensed quantity etc..

11. View Control batch Record

Control batch record (CBR) is the record to display all the batch related information.
Using Operator Workbench form batch details tab, Users can select the Batch Progression from Actions
menu to generate the Control batch record
1.
2.

Select the Batch Progression form list

Click Go

3.

Click on View Control batch record ( users can scroll down to view all the pages on control batch
record)

12. Summary
We recommend you to use this document as a guide to understand the Operator Workbench
functionalities such as
Lock Step,
Acknowledge Process Instructions
Unlock Step
View Batch Details
View Control batch record etc
Prerequisite setups listed below are also explained
Setting up the Mandatory Process Instruction
AME rule (to acknowledge the e-record at operators Workbench)

Enabling configuration variables for e-record

This document covers functional setup and transactional information for functional users / end users who
users the EBS application and given data is as per current design till. December 2013, any changes for the
current design after this date may require changes accordingly in this also and no technical information is
given.

Operator Workbench
December 2013.
Author: Tummala Ramarao
Contributing Authors: Raghu Peethambaran
Oracle Corporation
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