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Resources

Resources manages production equipment and lines, including availability patterns, changeover times, and organisational attributes.

Resources Overview

Overview​

  • List of all production resources (machines, lines, equipment)
  • Resource configuration including type and availability
  • Changeover durations for setup times
  • Display order for scheduling views
  • Bulk upload capability for multiple resources

Top Bar Controls​

Actions​

  • Bulk Upload: Import multiple resources from file
  • Add Resource: Create new resource manually
  • Clear Filters: Reset all applied filters

Resources Table​

Columns​

  • Name: Resource name/identifier
  • Type: Resource type (e.g., MACHINE)
  • Availability: Availability pattern name (e.g., "Mon to Fri")
  • Changeover Duration: Setup/changeover time between work orders
  • Display Order: Numeric order for display in schedules

Sortable Columns​

All columns have sort icons allowing you to order by:

  • Name
  • Type
  • Availability
  • Changeover Duration
  • Display Order

Row Actions​

Each resource row has a detail icon (right side) to view and edit resource details.

Resource Details

Resource Details View​

Click the detail icon to view and edit resource configuration:

Page Header:

  • Title: "Resource Details: [Resource Name]"
  • Back to Resources button: Return to list

Basic Information Section​

Fields:

  • ID: Resource identifier (display only)
  • Name: Resource name (display only)

Configuration Section​

Resource Type:

  • Dropdown selector (e.g., Machine)

Display Order:

  • Numeric value for ordering in schedules

Default Changeover Duration:

  • Time value with unit dropdown (Minutes)
  • Setup time between work orders

Availability:

  • Dropdown selector (e.g., "Mon to Fri")
  • Links to availability pattern

Save Changes button: Apply modifications

Add New Resource​

Click Add Resource to create a new resource:

Page Header:

  • Title: "Add New Resource"
  • Back button: Return to resources list

Fields:

  • Resource ID: Enter unique resource ID
  • Resource Name: Enter resource name
  • Resource Type: Dropdown (e.g., Machine)
  • Display Order: Numeric value (e.g., 0)
  • Default Changeover Duration: Time value with unit dropdown (Minutes)
  • Availability: Dropdown (e.g., "Not Selected")
  • Category: Dropdown (e.g., "No Category")
  • Location: Dropdown (e.g., "No Location")
  • Warehouse: Dropdown (e.g., "No Warehouse")

Save Resource button: Create the resource

Bulk Upload Resources​

Click Bulk Upload to import multiple resources:

4-step wizard:

Step 1: File Upload​

Upload your current Data File

  • Drag and drop area
  • Or click to select a file
  • Next button to proceed

Step 2: Select Data​

Select the data you would like to import

Select Sheet:

  • Dropdown to choose worksheet (e.g., "Resources")

Preview: Table showing imported data:

  • ID: Resource IDs
  • Name: Resource names
  • Type: Resource types (MACHINE)
  • Availability: Availability patterns (Mon to Fri)
  • Changeover: Changeover durations (0 mins, 15 mins, 60 mins)
  • Display Order: Display order values

Buttons:

  • Prev: Go back
  • Next: Continue

Step 3: Map Fields​

Field mapping options

Map Required Fields:

System Fields → Your Data Fields

  • Resource Id: Dropdown to select field
  • Name: Dropdown to select field
  • Type: Dropdown to select field

Buttons:

  • Prev: Go back
  • Next: Continue

Step 4: Preview​

Preview

Table showing resources to be imported:

  • Resource Id: IDs (e.g., RES_001, RES_002, RES_003...)
  • Name: Names (e.g., Fryer, Flavouring Drum 1, Flavouring Drum 2...)
  • Type: Types (MACHINE)

Buttons:

  • Prev: Go back to edit
  • Save Resources: Import the resources

Common Workflows​

Viewing All Resources​

  1. Navigate to Resources
  2. Review table of all production resources
  3. Sort by Name alphabetically
  4. Or sort by Display Order to see schedule order

Editing Resource Configuration​

  1. Click detail icon on resource row
  2. Resource Details page opens
  3. Modify:
    • Resource Type
    • Display Order
    • Default Changeover Duration
    • Availability pattern
  4. Click Save Changes

Adding a Single Resource​

  1. Click Add Resource button
  2. Enter:
    • Resource ID (unique identifier)
    • Resource Name
    • Resource Type
    • Display Order
    • Default Changeover Duration
    • Availability pattern
    • Category, Location, Warehouse (optional)
  3. Click Save Resource

Bulk Uploading Resources​

  1. Prepare file with resource data (ID, Name, Type, Availability, Changeover, Display Order)
  2. Click Bulk Upload button
  3. Step 1: Upload file
  4. Step 2: Select worksheet and preview data
  5. Step 3: Map fields (Resource Id, Name, Type)
  6. Step 4: Preview and click Save Resources

Setting Changeover Times​

  1. Open resource details
  2. Set Default Changeover Duration
  3. Specify time in minutes
  4. System adds this time between work orders on schedule
  5. Useful for:
    • Cleaning time
    • Setup time
    • Tool changes
    • Product changeovers

Assigning Availability Patterns​

  1. Open resource details
  2. Select Availability dropdown
  3. Choose availability pattern (e.g., "Mon to Fri")
  4. Pattern defines when resource is operational
  5. Schedule respects availability constraints

Understanding Resource Configuration​

Resource Type:

  • Categorizes resources (e.g., Machine, Line, Equipment)
  • Used for filtering and reporting

Display Order:

  • Controls order in schedule views
  • Lower numbers appear first
  • Helps organize schedule visually

Changeover Duration:

  • Time required between work orders
  • Added automatically by scheduler
  • Prevents back-to-back scheduling without setup time

Availability:

  • Links to availability pattern
  • Defines operational hours/days
  • System only schedules during available times

Category, Location, Warehouse:

  • Organizational attributes
  • Help categorize and filter resources
  • Optional fields

Tips​

  • Sort by Display Order to see resources in schedule order
  • Set Changeover Duration to realistic setup times
  • Use Availability patterns to model shifts, maintenance windows, and downtime
  • Display Order should reflect logical production flow
  • Bulk Upload is efficient for initial setup or updates
  • Resource Type helps organize and filter resources
  • Category/Location/Warehouse useful for multi-site operations
  • Keep Resource IDs consistent and meaningful
  • Review changeover times periodically to ensure accuracy
  • Schedule: Resources appear as rows in the schedule timeline
  • Processes: Process configurations specify which resources can run which processes
  • Work Orders: Work orders assigned to resources
  • Capacity Report: Resource utilisation calculated based on availability and work orders
  • Availability: Availability patterns define when resources are operational