1.1. Operation Process Cat. Operation Process Category 1. Execution Management Description Concerns directly the organization, the launch and the follow-up of work execution Specific to MOC or shared by several MOCs Example Scheduling of production Monitoring employee qualifications, follow up of equipment performance, of material obsolescence ...; Concerns activities related to resources, but not Genealogy, equipment and personnel 2. Resources Management performance directly to work orders 3. Global Operation Dashboards, performance indicators not directly Activity reports per shift/day/week/year Management related to work orders Conception of a new product, involving synchronized processing at 4. Definition/Synchronisation of Concerns maintenance of technical data management and execution systems Master Data (Products, resources) level 1/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 1.2. Manufaturing Operation Cat Manufacturing Operation Management Category production Description activities within Level 3 of a manufacturing facility that coordinate, direct, manage, and track the functions that use raw materials, energy, equipment, personnel, and information to produce products, with the required costs, qualities, quantities, safety, and timeliness activities within Level 3 of a manufacturing facility that coordinate, direct, and track the functions that maintain the equipment, tools, and related assets to ensure their availability for manufacturing and ensure scheduling for reactive, periodic, preventive, or proactive maintenance activities within Level 3 of a manufacturing facility that coordinate, direct, and track the functions that measure and report on quality activities within Level 3 of a manufacturing facility that coordinate, direct, manage, and track inventory and material movement within manufacturing operations maintenance quality Inventory 2/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 1.3. Operation Activities Manufacturing Operation Category production Operation Generic Activity Definition Management Resource Management Operation Specific Activity Product definition management Production resource management Description Product definition management shall be defined as the collection of activities that manage all of the Level 3 information about the product required for manufacturing, including the product production rules Production resource management shall be defined as the collection of activities that manage the information about resources required by production operations. The resources include machines, tools, labor (with specific skill sets), materials, and energy, as defined in the Part 1 object models. Direct control of these resources in order to meet production requirements is performed in other activities, such as production dispatching and production execution management. Management of information about segments of production is also an activity in resource management Detailed production scheduling shall be defined as the collection of activities that take the production schedule and determine the optimal use of local resources to meet the production schedule requirements. This may include ordering the requests for minimal equipment setup or cleaning, merging requests for optimal use of equipment, and splitting requests when required because of batch sizes or limited production rates. Detailed production scheduling takes into account local situations and resource availability Production dispatching shall be defined as the collection of activities that manage the flow of production by dispatching production to equipment and personnel Production execution management shall be defined as the collection of activities that direct the performance of work, as specified by the contents of the production dispatch list elements. The production execution management activity includes selecting, starting and moving those units of work (for example lots, sublots, or batches) through the appropriate sequence of operations to physically produce the product. The actual work (manual or automatic) is part of the Level 2 functions Production data collection shall be defined as the collection of activities that gather, compile and manage production data for specific work processes or specific production requests. Manufacturing control systems generally deal with process information such as quantities (weight, units, etc.) and associated properties (rates, temperatures, etc.) and with equipment information such as controller, sensor, and actuator statuses. The managed data may include sensor readings, equipment states, event data, operator-entered data, transaction data, operator actions, messages, calculation results from models, and other data of importance in the making of a product. The data collection is inherently time or event based, with time or event data added to give context to the collected information Detail scheduling Detail Production Scheduling Dispatching Execution Management Production Dispatching Production Execution Management Data Collection Production data collection Tracking Production Tracking Production tracking shall be defined as the collection of activities that prepare the production response for Level 4. This includes summarizing and reporting information about personnel and equipment actually used to produce product, material consumed, material produced, and other relevant production data such as costs and performance analysis results. Production tracking also provides information to detailed production scheduling and Level 4 scheduling activities so schedules can be updated based on current conditions Analysis Production Performance Production performance analysis shall be defined as the collection of activities that analyze and report performance information to business systems. This would include analysis of information of Analysis production unit cycle times, resource utilization, equipment utilization, equipment performance, procedure efficiencies, and production variability Maintenance definition management Maintenance resource management Maintenance definition management shall be defined as the collection of activities that define, manage, and maintain the information and instructions necessary to complete maintenance tasks Maintenance resource management shall be defined as the collection of activities that manage the information about the state of the resources used within the domain of control of maintenance. The managed resources may include maintenance equipment, maintenance tools, personnel (with skill sets), documentation, and material and energy used in maintenance Maintenance Definition Management Resource Management Detail scheduling Dispatching Detailed maintenance scheduling Maintenance dispatching Detailed maintenance scheduling shall be defined as the collection of activities that generate a detailed maintenance schedule Maintenance dispatching shall be defined as the collection of activities that assign and send maintenance work orders to the appropriate maintenance resources as identified by the detailed maintenance schedule and maintenance definitions. Dispatching communicates the task to be performed and the resources to be used and may involve the dispatching of work to employees or contractors to perform the work Maintenance execution management shall be defined as the collection of activities that direct the performance of maintenance work Maintenance data collection shall be defined as the set of activities that summarizes and reports on the information and events related to the disposition of the maintenance work order. Information may include current status, time required, time started, current time, time estimated to completion, actual time, resources used and additional information to present an entire maintenance history for the existing work order and earlier work orders Maintenance tracking shall be defined as the collection of activities that manage the information about the utilization of resources to perform maintenance activities and the relative effectiveness of the results of the maintenance activity Maintenance analysis shall be defined as the collection of activities that examine the personnel, equipment, and material history to identify problem areas or areas for improvement Execution Management Maintenance execution management Data Collection Maintenance data collection Tracking Maintenance tracking Analysis Maintenance Analysis 3/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 1.3. Operation Activities quality Definition Management Resource Management Detail scheduling Dispatching Quality test definitions Management Quality test resource management Detailed quality test scheduling Quality test dispatching Quality test definition management shall be defined as the collection of activities that define and manage personnel qualifications, quality test procedures, and work instructions needed to perform quality tests Quality test resource management shall be defined as the collection of activities that manage the personnel materials and equipment needed to perform quality tests Detailed quality test scheduling shall be defined as the collection of activities that plan and schedule resources for quality tasks. Detailed quality test scheduling takes into account local situations and resource availability as well as possible preparations needed for the tests Quality test dispatching shall be defined as the collection of activities that assign and send quality work orders to the appropriate resources as identified by the schedule and test definition. Dispatching communicates the test to be run and the resources to be used, and may include sending material to the testing resource for testing Quality test execution management shall be defined as the collection of activities that direct the performance of testing. Quality test execution management ensures that the correct resources (equipment, materials, and personnel) are used. It also includes the confirmation that the quality test is performed according to the accepted quality standards and that the product can be released (within specified conditions) Quality test data collection shall be defined as the collection of activities that collect test results and making these results available for other use. The test data may include manually entered data or data coming directly from equipment Quality test tracking shall be defined as the collection of activities that assemble test results into test responses, send the responses, and manage the information about the utilization of resources required to perform tests Quality performance analysis shall be defined as the collection of activities that analyze quality test results and testing performance in order to determine how to improve product quality. Quality performance analysis includes the analysis of quality variability, quality department cycle times, resource utilization, equipment utilization, and procedure efficiencies. Quality performance analysis is often a continuous business process Inventory definition management shall be defined as the collection of activities that define and manage information about transfer criteria for materials, information about locations where materials may be stored, appropriate range of volume of the storage material, and other material inventory operations constraints that are sent to dispatching or detailed scheduling activities Inventory resource management shall be defined as the collection of activities that manage resources used in material storage and movement Detailed inventory scheduling shall be defined as the collection of activities that take inventory requests and generate detailed inventory schedules Inventory dispatching shall be defined as the collection of activities that assign and send inventory work orders to the appropriate inventory resources as identified by the inventory schedule and inventory definitions Inventory execution management shall be defined as the collection of activities that directs the performance of work, as specified by the contents of the inventory dispatch list elements Execution Management Quality test execution management Data Collection Quality test data collection Tracking Quality test tracking Analysis Quality performance analysis Inventory Definition Management Inventory definition Management Resource Management Detail scheduling Dispatching Inventory resource management Detailed inventory scheduling Inventory dispatching Execution Management Inventory execution management Data Collection Inventory data collection Inventory data collection shall be defined as the collection of activities that gather and report data on inventory operations and materials manipulated. Figure 27 illustrates some of the interfaces to inventory data collection Tracking Inventory tracking Inventory tracking shall be defined as the collection of activities that manage information about inventory requests and report on inventory operations. The activities may include reporting on relative transfer efficiencies and utilization of the resources used in inventory. This may include recording the start and end of movements and collecting updates to lot and sublot quantities and locations as they occur Analysis Inventory analysis Inventory analysis shall be defined as the collection of activities that analyze inventory efficiencies and resource usage in order to improve operations. Inventory analysis may provide information on received material quality and time for use in supplier evaluations, may provide information on waste due to improper storage, or may provide information on movement by location, equipment, or shift 4/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 1.4. IT Service Levels IT Service Level 1 IT Service Level 2IT Service Level 3 IT Service Level 4 IT Service Level 5 IT Service Level 6 Name: IT Constraint Type UOM Synchronism Response Time Second Calendar Availability Data Integrity Environment Range Description Sync, Async 12M7D24H, 10M5D8H High, Average, Low High, Average, Low Outdoor/Indoor/Office Value Value Value Value Value Value 5/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 1.5. ProcessingStyles ProcessingStyleID Processin gStyleName RT Real Time TS ST KM AN MD CL WF Description Interaction with the process or the operator which directly impacts the production (normally excluded from the field of BPM) Transactional Involves data requiring a high level of precision and reliability Data Storage Collection, selection, consolidation, validation of information for purposes of later use Knowledge Management Shaping of the collected information to facilitate and improve the operations Analytical Information Analysis to help in decision-making. Can be coupled with manufacturing process or quality assurance Modelling and simulation Asynchronous preparation processes of a principal activity, such as scheduling Collaborative Connects independent activities and responsibilities for obtaining a common objective (non-structured) Workflow Connects activities in a preset and structured manner 6/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 2.1. Operation Processes Class Manufacturing Operation Management Categories Operation Process Category Operation Process Class Description Operation Tasks Class (H) 7/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 2.2. Tasks Class Restrictions Operation Activity (Generic / Specific) IT Service Physical Level Level Equipment Class Personnel Class Material Class Segment Class Manufacturing Operation Management Categories Task Class (H) Description Task Style 8/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx 3.1 Operation Process Equipment Entity (owning equipment) Operation Process PersonResponsible Restriction OperationProcessClass Local comments Work Center Equipment Enterprise Personnel Work Unit 9/9 3_41_ISA8895_Function_OperationsManagement_v3_en_.xlsx.xlsx Segment Material Area Site