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Applying the Operations Management Information models

Introduction

The models in ANSI/ISA-95.00.02 clause 6 are used to handle information
exchange for any operational activity categorized in this standard as
Production, Maintenance, Quality Test and Inventory operations:

Operations definition information

Operations schedule information

Operations performance information

Operations capability information and Process segment capability
information

This annex provide some examples on how these models can implement
common information content within and across these different categories.

The examples are based on the Operations Schedule model. Other models
usage can be easily deducted from this one as they are basically subsets
of this most elaborated model. Indications in italic are possible usage
names for the scheduling elements.

Production Operations

The operations schedule applied to Production Operations is a
straightforward generalization of the original production related model
from the initial version of this standard.

The facing example illustrates a detailed production scheduling pattern
based on the ISA88 procedural model: the production order is
hierarchically split into unit procedure, operations and phases.

The ``contributing'' Equipment and Personnel specifications represent
the resource allocation; according to ISA88, they are attached to the
``Unit Procedure'' segment requirement.

The ``being produced'' and ``being consumed'' material specifications
are attached to the ``Phase'' segment requirement.

Quality Operations

3.1 Testing a material

The operations schedule applied to quality operations can address the
testing of the different types of resources.

The facing example illustrates a detailed material testing scheduling
pattern: the QA Test operations is hierarchically split into inspections
directing sampling, sampling to feed tests and testing itself.

Only test segment related resources are illustrated.

The ``contributing'' Equipment and Personnel specification represent the
resources involved in the test realization (analyzers, laboratorians)

The ``being consumed'' material specification corresponds to the
reagents and other substances used for performing the test.

The ``being tested'' material specification should correspond to the
sample taken and identified as a lot at the upper level segment. The
latter holds the properties that will be assessed during the test. If
the results expected from the test do not match directly the properties,
they can be specified (and later collected in an operations performance
report) as segment data. This 4 layered scheduling scheme is a complex
example; practical application will often be simpler.

The facing example shows the possible matching of the standard models to
particular structures of an ERP system.

The consistent, neutral terms in the standard match the solution and
business specific names.

3.2 Testing an equipment

A second example of quality operations is the test of the capabilities
of a piece of equipment.

The operations request corresponds to a test program for a piece of
equipment. It is split into inspections and tests.

The ``contributing'' equipment and personnel specifications represent
the resources involved in the test achievement (testing device and
inspector).

The ``being tested'' equipment specification represents the target for
the test (this could also be a physical asset resource type).

3.3 Testing a person

A last example of quality operations is the assessment of the capability
of a person.

The operations request corresponds to an examination, which is split
into individual tests.

The ``contributing'' personnel specification represents the examinator.

The ``being tested'' personnel specification represents the examinees
who are going to pass the exam.

The properties are the specific skills that will be assessed during the
course of the examination.

Maintenance operations

The operations schedule applied to maintenance operations can be
implemented as shown on the facing figure.

The operations request corresponds to a maintenance request from a user
regarding particular role-based equipment (the user may not know the
machine serial number)

The first level segment is needed to specify the equipment that needs to
be repaired.

From this contextual information about the maintenance work to be
performed, the last level segment holds the maintenance order applying
to the physical asset that is actually concerned (the ``being repaired''
physical asset specification)

The ``contributing'' equipment, personnel, and material specifications
represent the resources (tools, repairmen, lubricant) involved in the
maintenance job.

Inventory operations

The operations schedule applied to inventory operations can address the
many logistics and material handling situation.

The facing example illustrates a detailed transfer schedule pattern: the
transfer order is split into transfer operations that move materials
from one place to another.

The ``contributing'' Equipment and Personnel specifications represent
the resources involved in the transfer realization (pallet truck,
driver)

The ``being moved from'' and ``being moved to'' material specifications
corresponds to the material movement itself. This scheme allows
dispatching material from one place to many, or from many to one place,
including possible losses during the transfer.

Mixed operations

Finally, the operations schedule model can handle mixed types of
operations. The operations schedule, operations request and segment
requirement can be specialized or not:

A ``mixed'' operations schedule can hold mixed or specialized operations
requests

A ``mixed operations request can hold mixed or specialized segment
requirements

A ``mixed'' segment requirement can handle multiple resource
specifications that would normally appear in specialized segment.

In the figure, the segment requirement specifies

the material movements needed to fulfil the corresponding operations
(inventory operations category)

the resources for the production; the material information should
include the dispensed material and other material those transfer would
not need to be specified (liquid substance available from fixed pipes)

the quality related resources that are involved during or at the end of
the production operation

This modelling allows handling the exchange of information between
business and execution systems in a consistent and simple way.

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