Automatic assignment
Assign downtime reasons by rule instead of contextualising each downtime by hand.
Detected downtimes need a reason so they are booked correctly in the OEE calculation. Doing that by hand for every downtime is impractical across many machines. Automatic assignment applies rules from the availability plan and machine parameters.
This dashboard is in beta and enabled for selected organisations. Talk to your Customer Success Manager if you would like to use it.
Prerequisites
Downtime detection configured for the machine
A downtime catalogue with default reasons
For availability-plan assignment: a plan set up in the Management tab
The three tabs

Processing
Run the assignment for machines and a time range
Planning
Maintain shifts and availability plans
Management
Create availability plans, assign machines to them, set default reasons
Processing
The table lists the site's machines with their configuration status:
Downtime Detection
Is detection configured for this machine
Machine Parameter
Is machine-parameter assignment configured
Availability plan
Which availability plan applies
Reason (inside)
Default reason for downtimes inside planned time
Reason (outside)
Default reason for downtimes outside planned time
Status
Ready (ready) or Not configured (not configured)
Progress
Progress of the current pass
Only machines showing Ready can be processed. A configured downtime detection is enough for that; machine-parameter assignment is optional and may show a red cross in its column. Select machines in the table, set the Time Range, then select Process Downtimes.
Automatically assigned reasons carry the comment Automatically assigned (shift plan) or Automatically assigned (machine data). That comment is exactly what makes the reason overwritable on a later run. To make an assignment stick, delete the comment on the downtime.
You can process the same range more than once, for example after the availability plan changed.
Assignment by availability plan
The plan splits downtimes into two classes: those inside planned production time, which count as unplanned downtimes, and those outside it, which count as No production planned.
That is not a cosmetic distinction. The No production planned category reduces planned occupancy time, so it is not OEE-relevant. That time does not enter availability. See Availability.
What happens to reasons already assigned
If a downtime already has a reason, its category decides whether the reason survives or is overwritten.
no reason assigned
default reason for unplanned downtimes
default reason for no production planned
category No production planned
changed to unplanned
kept
category planned, unplanned or technical problem
kept
changed to no planned working time
Two rows in that table overwrite an existing manual assignment. If someone contextualised a downtime by hand and the availability plan says otherwise, the plan wins. Check the plan before reprocessing a range.
Assignment by machine parameters
Alongside the availability plan, reasons can be derived from machine parameters, such as a fault number from the controller.
Planning

The Planning tab is where you generate the actual shifts. Under Create Weekly Plan you pick a time period and a Monday-to-Sunday pattern, setting the shifts for each day. Existing entries in that period are replaced.
The Calendar View below shows the result week by week with concrete times, such as 06:00 - 14:00. Individual shifts are edited there.
The former standalone shift planner has been folded into this tab.
Management

The tab has three areas:
Availability Plans: the existing plans with the number of machines assigned. The name field below creates a new one.
Machine Assignment: which machine follows which plan.
Configure Plan: the selected plan's Shift Templates, each with a name, start time and duration in hours. Templates only define how new shifts are created; changes do not affect shifts already created. Beside them sit the Downtime Reasons: one default for inside a shift and one for outside, each showing its category in brackets, for example
[Setup] Setup (PLANNED).
A machine with no plan assigned shows as Not configured in the Processing tab.
Common questions
Related topics
Categories and assignment for the concepts behind the categories.
Defining downtime reasons before you assign automatically.
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