Campaign start-up add-in overview

Campaign start-up is a Shift log add-in for plants that produce in campaigns: one product for a planned period, then they stop, and the next campaign has to be started up again. The add-in takes a campaign from the plan to closing it: approving the production plan, the start-up checklist, signing the gates, the phases and the progress in one place, connected to the shift diary.

How a campaign progresses

An approved campaign’s phases: Planned → Start-up → (Ramp-up) → Production → Shutdown → Closed; between two campaigns the plant is Idle. Ramp-up is off by default — where it is needed, it can be switched on in the Campaign settings.

Gates. A phase change needs a signature first: “Ready to start”, “Start approved”, “First good product” (only with Ramp-up) and “Close”. Each gate is a separate permission and is on by default.
Stepping. Some steps can be automatic (e.g. Start-up by default 24 hours before the planned start); every automatic step can be switched separately. Production → Shutdown is a manual step by default; after the planned end the page suggests it.
Policy in one place. Gates, stepping and the phase ↔ operating-mode mapping are set on the Campaign settings page of the Control panel; a site can only make them stricter, and they cannot be overridden per campaign.

What it consists of

Campaign plants. The add-in is switched per plant: it only works on the plants you mark as campaign plants on the Campaign settings page. On a campaign plant the operating mode is written by the phase, not by the manual operating-mode element.
Production plan. Adding a campaign with product, window and quantity; approval; changing an approved plan with an effect preview; a timeline.
Start-up and shutdown checklist. A base checklist per plant, templates, an item library; the campaign’s own checklist is a copy. The shift completes the items (tick, check, measurement, N/A with a reason), and the gate looks at whether the checklist is complete.
Who takes which exam. On a Training item of the checklist you choose the employees and the exam. An exam needs the Training module; without it a manual briefing with attendance confirmation can be chosen.
Diary at start-up. In the start-up phases the diary shows only the selected elements. The phase indicator appears below the diary header and in the header of the shift PDF.
Progress. The campaign plant’s tile and the Plant status block on the home page show the quantity counted from closed diaries and the expected end; a gate waiting for you appears in the My to-dos block.

Who can do what

Defaults (changeable on the Permissions page):

Production manager: plans, approves, configures, edits checklists, assigns who takes which exam; signs the “Start approved” and “Close” gates.
Shift leader: signs the “Ready to start” and “First good product” gates; completes checklist items.
Site manager, board operator and outside operator: see the campaign and complete checklist items.
System administrator: in addition switches the campaign mode of plants (campaign:admin).