MachinesConfigure a Machine

Configure a Machine

Complete or refine a machine setup through the machine configuration tabs.

Goal

Adjust how a machine is identified, monitored, measured, and interpreted by the platform.

Before You Begin

  • Required access: Admin only.
  • Entry points: /machine/config, /machine/:id/config

Begin on the Machine Configuration page.

Preconditions

  • The machine already exists, unless the user is creating one through the new-machine route.

For a Work center, use the kind-switching steps below and skip AVA and sensor-measurement setup.

Steps

Open the machine configuration

For an existing machine, select the Machine Settings gear in its detail header. Only administrators see it. Settings open in the same tab; the browser’s back button returns to the machine.

Review the basic information

Review the Basic Information tab and confirm the machine identity, hall, and shift group.

If the sensor receives power only while the machine is switched on, enable Sensor powered by machine in Basic Info. A missing sensor signal will then appear as machine off instead of unknown. Save the tab before continuing.

Connect AVA devices and set their priority

Open AVA Assignments and select the AVA device to connect to this machine. If several devices are connected, drag them up or down to set their priority.

Correct any invalid or duplicate entries identified before saving, then save the tab.

Configure energy monitoring

Configure energy monitoring if the machine supports it.

Set ratings

Set ratings so dashboards can compare live results against target expectations.

Define timeline ranges and timeline rules

Define timeline ranges and timeline rules so machine states are interpreted consistently.

Adjust machine-specific feature settings

Adjust feature settings where the platform exposes machine-specific analytical thresholds.

Save changes on each tab before leaving it

Save changes on each tab before leaving it.

Set Simultaneous Machine Capacity

  1. As an administrator, open the machine’s basic information and find Planning → Jobs in parallel.
  2. Enter how many assignments it can run together, as a whole number from 1 to 100. Match actual capacity, not the number waiting in the queue.
  3. Save the tab, then review expected times in Assignment Gantt. The Forecaster uses this capacity when planning simultaneous work.

Review Kind, Shift Model, and Warnings

Only admins edit this setup. Confirm whether the entry is a sensor-connected Machine or a sensorless Work center. Converting to Work center unassigns AVAs and stops sensor KPIs.

Use the steps below to change Active shift and review the effect on today's shifts. Check alert-rule notices for rules that do not work with active shifts.

Configure PDA Assist using the warning setup steps below. See Machine Configuration for rules, duration buckets, ratings, and feature fields.

Switch Between Machine and Work Center

Choose the kind

As an administrator, open Basic Info in the configuration and choose Kind → Work center for a workplace without an AVA.

Review the devices being removed

If AVAs are assigned, Switch to work center? lists them. Confirm Unassign and switch only if they should be unassigned and all KPI calculation should stop. Save the change. AVA assignment is unavailable for work centers.

Check work and rules

Open Machines → Work centers to review running and planned orders. Check alert and Automator rules: conditions based on machine or sensor measurements never trigger for this workplace.

Reconnect a sensor if changing back

To collect readings again, select Kind → Machine and save. Then assign an AVA in the AVA tab. Changing the kind alone does not start data collection.

Switch Between Active and Scheduled Shifts

Choose how shifts start

As an administrator, open Shifts in the machine configuration. Enable Active shift to start shifts with idle, production, or preparation. Leave it off to use the assigned shift group's schedule.

Set when active shifts end

Set Minimum shift length, Stop that ends a shift, and Maximum shift length in hours greater than 0. Neither the minimum nor the stop length may exceed the maximum, which is at most 24 hours. Before the minimum is reached, shorter stops stay inside the shift as off time. Afterward, the first stop ends it. At the maximum, a new shift starts even if work continues.

Review the switch and save

Enabling removes scheduled shifts from today onward but keeps shifts already recorded today. The shift group stays assigned and unused. Disabling ends the running active shift immediately and creates scheduled shifts from the assigned group from today. Check that group before switching back. Review the confirmation, select Continue, and save the tab.

Check the machine and its alerts

Check the Active shift badge and the note in the shift planner. Review the machine's alert rules for notices that they will skip machines with active shifts.

Set Up and Copy PDA Assist

Choose the assistance you need

As an administrator, open PDA Assist and tick Interval assist. With no saved options, start and end correction are preselected. Review them before saving. Under Start time and End time, set the production and setup groups separately. For setup, choose the previous order’s end, switch-on, or production stop as appropriate. Select When production started if setup should end at production start. Review gap conditions in Machine Configuration.

Choose when to ask

Under How changes are applied, choose Ask the operator or Pick the best automatically. Set the automatic and asking limits in hours. Older times between those limits always require a choice. Open How are the times chosen?, choose an example, and use Back and Next to check the result against this machine’s limits.

Check automatic ending

If using Auto-end forgotten intervals, set the off or idle condition and waiting time. It affects production only and does not book quantities. To stop automatic ending, turn this option off. Check whether it comes before the off-machine warning.

Set warnings and sound

Tick Warnings. With no saved options, three recommended warnings are preselected. Review each warning’s delay and severity. Enable Alarm sound and the speaker for each warning that should sound. Info stays silent. Set Snooze and test the volume. Open each warning’s information icon. Compare When it appears with What the operator sees before saving; the preview uses your unsaved choices. Check whether automatic ending comes before the warning.

Save or reset

Select Save for this machine. To restore one section, open it, select Reset to defaults, and confirm. Its on/off selection stays unchanged. Select Save to keep the reset.

Copy both sections if needed

Select Copy to other machines… and choose destinations. Review both sections, including unsaved changes: both replace the destination settings. Confirm and check success and failure counts. Save the current machine separately.

Open the machine’s PDA page to check the result. Tap PDA Assist at the right edge to see what is enabled for the operator. Follow Run Data Acquisition for choices and warning actions. For reason selection, follow Create and Manage Downtime Reasons.

Decision Points

  • Which tabs matter for the specific machine.
  • Whether a change is foundational setup or an analytical fine-tuning step.

Expected Result

The machine behaves correctly across monitoring, reporting, alerting, and planning views.

Common Problems and Edge Cases

  • Some tabs stay unavailable until the machine exists.
  • Unsaved tab changes can be lost if the user navigates away too early.
  • If AVA entries cannot be saved, review and correct the flagged invalid or duplicate entries.
  • Enable Sensor powered by machine only when the sensor loses power with the machine; otherwise a missing signal could be mistaken for a shutdown.