Modeling Sections (Workflows)
In this section
This section will help you:
Understand what Workflows are and when they are used in MES
Understand design considerations and best practices for modeling Workflows in MES
Know how to create new Workflows using:
Workflow Details
Protocol Library
Sample Sets
Data Links
Key Terms
Term | Definition |
---|---|
Workflow (Section) | Ordered collection of Protocols. |
Protocol Library | List of all Protocols registered in the system. |
Sample Set | Entities processed in a Protocol. |
Data Link | Pull external and upstream data into a Protocol from the same Workflow or an upstream Workflow in the Workflow Chain. |
What are Workflows and when are they used in MES?
Workflows are an ordered collection of Protocols (Steps and Sub-Steps), and represent the Sections of a Batch Record in MES.
Rules for Workflows in MES:
Only Standard and Sample Protocols are supported
Sample Protocols can only have a 1-to-1 parent-child relationship
Note
Pipelines are executed from Pipeline Button fields.
When to create a new Workflow:
Discrete units of operation
Branching in the business process
Entity hand-offs (interdepartmental)
Design considerations:
Does a Batch Entity Type need to be assigned to this Workflow?
Who should have access to this Workflow?
Are there external data dependencies in any of the Protocols?
How to create a new Workflow
Go to: Builders (L7|Master) → Workflows → + New Workflow
Workflow Details
Use in manufacturing – should be set to “Yes” for Workflows that will be used in MES
Version – each time a Workflow has any of its details changed and saved, a new version of the Workflow is created
Pin – locks the Workflow into a previously saved version (including its Protocols)
Note
Pinning allows you to version control your content.
Instructions – links to Standard Operating Procedures (SOPs) for the Workflow
Note
An HTML guide with links to additional resources can be found here.
Experiment Name Sequence – not supported in MES. Batch names are entered manually during Batch creation.
Entity Types – restricts the Entities, by type, that can be submitted to the Workflow
Note
In MES, the first Workflow in the Workflow Chain must be restricted to the Batch Entity Type for that process. The remaining Workflows in the Workflow Chain do not need this restriction because:
Batches are executed at the level of the Workflow Chain, not its individual Workflows
Workflow Chains can only have one (1) startable node
Workgroups – restricts who has access to the Workflow in L7|Master
Custom Icon – assigns the Workflow an icon in the Workflow Chain builder
Protocol Library
The Protocol Library displays all Protocols registered in the system. Once a Protocol has been added to the Workflow, it will appear grayed out in the Library.
Using the Protocol Library, you can:
Create new Protocols (+ Create New Protocol)
Edit existing Protocols by selecting a Protocol in the Library.
Construct the Workflow by selecting a Protocol from the Library, then drag and drop it into the main viewing window. As additional Protocols are added, you can rearrange their order by dragging them to a new position (an arrow with a green + sign will indicate the new placement).
Drag and drop Protocols back into the Library to remove them from the Workflow.
Note
The same Protocol cannot be used more than once in a Workflow. However, Protocols can be duplicated by expanding the Save menu and selecting Save As in the Protocol builder.
Note
Workflows cannot start with a Sample Protocol. L7|ESP assumes that the Entities submitted or transitioned to an Experiment are the same Entities in the first Protocol of the Workflow.
Sample Sets
Each Protocol in the Workflow is assigned a Sample Set - the Entities processed in that Protocol.
The first Sample Set is the collection of Entities submitted/transitioned to the Workflow. New Sample Sets are introduced with Sample Protocols. This new, or existing Sample Sets in the Workflow, can be assigned to downstream Protocols in the Workflow. This dynamic feature allows the End User to process more than one (1) set of Entities in the same Workflow, streamlining the business process.
In the absence of a Sample Protocol, every Protocol in the Workflow will use the same Sample Set.
Note
In MES, Sample Protocols are used to create an Item from the Batch at the end of production, but all data collected in the Batch Record should be attributed to the Batch.
Data Links
Data links are established at the Workflow level to pull external and upstream data into a Protocol from the same Workflow, or an upstream Workflow in the Workflow Chain. This level of automation prevents the End User from having to enter the same data more than once.
Note
Default values should be used to reference data in the same Protocol.
To create a Data Link: Select the Protocol → + Create under Data Link
Once created, the Data Link column will indicate the field is Linked.
Note
The data link builder in L7|ESP only supports links to upstream Protocols in the same Workflow. However, data links can be established between Workflows using cell and chain_cell.
If the value can come from more than one upstream field, consider tagged_value.
See section 6.2.5 of the User Documentation for more information on these Expressions.
Commonly Used Expressions for Data Links
Expression | Description |
---|---|
| Links a value from a field in an upstream Protocol. |
| Links a value from a tagged field associated with the Batch or an upstream Protocol. |
| Links a value from a field associated with the Batch. |
Note
Additional information about these Expressions and the L7|ESP Expression Language can be found here and in Section 6 of the User Documentation.