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Scheduling MES Batch Records

Overview

L7 MES batches are considered process tasks in L7 Scheduling. The batch recipe/process itself is orchestrated in advance in L7|MASTER by a super user.

Unlike administrative tasks that can be created and scheduled directly from L7 Scheduling's Calendar page, batches are created in the L7 MES app, then formally scheduled in L7 Scheduling. As personnel execute the process, L7 Scheduling will track how long each step takes to complete, and will compare the actual to expected turn around times, providing operation insights.

To learn more about how to track turn around times, check out Monitoring Task Duration Time.

Step 1: Create a schedulable batch in L7 MES

In order to formally schedule a process task in L7 Scheduling and assign resources to the task, you must first create the batch record in L7 MES app.

Note

To learn more about how a super user model processes and assign process duration times, see Assigning Process Duration Time.

  1. Go to L7 MES app

  2. Click + New Batch Record

  3. Select a Product

  4. Enter a Batch Name

  5. Select a pinned MBR Version

    Important

    • Only pinned Workflow Chains (MBRs) with defined duration times are Schedulable.

    • MBRs containing Procedures are not supported in L7 Scheduling

  6. Select the Schedule Task checkbox

    mes_newBatchRecord_scheduled_35.png
  7. Enter a Name. By default this field will inherit the Batch Name, but is editable

  8. Assign a Priority level to the task (low, medium, or high)

  9. Assign a Due date

  10. Optionally enter a Description and apply Tags to the task

  11. Duration (hours) is a read only field that is auto computed based on how the process was modeled

  12. Select a Pattern to be used as the background of the scheduled task displayed on L7 Scheduling's Calendar

    Note

    By default, patterns are selected consecutively (top left to bottom right) to help differentiate Workflow Chains from each other, this is useful when you use the same process often.

  13. Click Create

Important

  • Once created, the batch will be found under the Scheduled tab in L7 MES and displayed in L7 Scheduling's Calendar page.

  • The EBR is read-only while a batch is in the "scheduled" state.

  • Sample labels can be printed while a batch is in the "scheduled" state (Sample Plan -> Print Labels).

Step 2: Schedule the batch in L7 Scheduling

After a scheduled MES batch has been created in L7 MES, you can find a record of it in the Unscheduled Tasks panel of L7 Scheduling's Calendar section. From here you can schedule the batch and assign resources to it.

Tip

MES batches (Workflow Chains) will have an arrow that can be expanded to see each Workflow in the process and their estimated duration times.

scheduling_calendar_unscheduledTasks_MES_35.png
  1. Navigate to L7 Scheduling -> Calendar

  2. Review the calendar to determine the day and time you want to schedule the task

  3. Drag the unscheduled task directly onto the calendar's desired day/time

    Note

    Alternatively, you can click the task's vertical ellipsis, then click Edit Task.

    Here you can enter a start and end date/time.

    scheduling_calendar_editTask_MES_35.png
  1. Click the scheduled task

  2. Click Edit Task

  3. Assign resources

  4. Click Save

    scheduling_calendar_assignResource_MES_35.png

Step 3: Initiate the scheduled batch

L7 Scheduling allows you to start L7 MES batches right from the Calendar view, or from L7 MES.

  1. Click the scheduled task

  2. Click Start Batch Process

  3. Click Confirm

    scheduling_calendar_start_MES_35.png

    Tip

    After the batch process has been started, the Start Batch Process button will change to Go to Batch. Click it to open a new browser tab with the L7 MES EBR open and ready for batch processing.

  4. Personnel can now start processing the batch in L7 MES

  1. Go to L7 MES app

  2. Click the Scheduled tab

  3. Click the Batch Name

  4. Click Start Batch Process

    mes_ebr_scheduled_35.png

    Notice

    • The EBR is read-only while a batch is in the "scheduled" state

    • Sample labels can be printed while a batch is in the "scheduled" state (Sample Plan -> Print Labels)

  5. Click Confirm

  6. Personnel can now start processing the batch record in L7 MES

Editing L7 MES batch tasks

At times you may find yourself needing to reschedule batch tasks, reassign resources, or view the status of the master batch record.

From the Calendar, select a process task, then click Edit Task.

The Task Details page is where you can change the priority, due date, time and day (if not already running), and assign resources.

scheduling_calendar_edit_MES_task_35.png

The Availability page is where you can visually see the calendar and available time slots for the selected resources. When resources have schedule conflicts, you can use this page to decide if the task should be rescheduled, or if there are other resources available that can be assigned instead.

See Resolving Schedule Conflicts to learn more.

scheduling_calendar_edit_MES_availability_35.png

The Master Batch Record page is where you can see an overview of the Unit Operations (Workflows and/or Procedures) belonging to the MBR (Workflow Chain).

From here you can,

  • View each Unit Operations status in L7 MES

  • Navigate directly to L7 MES EBR

  • View the expected process duration time

  • Filter displayed Unit Operations by status

scheduling_calendar_edit_MES_MBR_35.png