Identify roles in manufacturing execution
Many roles can be involved in the life cycle of a production order or project. Some of the people in the chain do not directly use manufacturing execution; however, they might affect the data that is viewed and used in manufacturing execution.
The following topics review the primary roles that are involved in the chain. In addition, the ensuing sections review the security roles in finance and operations for each individual role.
Production manager
Production managers work with product development, process engineering, and sales to make production decisions. They also ensure that the necessary resources are in place and the production plan is being carried out properly.
Generally, Production managers do not directly use manufacturing execution but rather enable the manufacturing execution process. These users are typically assigned to the Production manager security role, which provides access for the user to set up and maintain parameters and review the production orders' registration settings in Manufacturing execution.
The Production manager role includes many duties by default. The following list includes some, but not all, the default primary duties that are included in the role that affect Manufacturing execution:
Enable calendar management process
Enable manufacturing execution process
Enable production process
Enable resource management process
Enable time and attendance process
Inquire into manufacturing execution progress
Inquire into production cost calculations
Maintain indirect activities master
Maintain indirect activities cost master
Review time and attendance process performance
Production planner
Production planners manage scheduling and planning of production. They often need to reshuffle existing orders to make room for more urgent orders and consider exceptions to be the rule.
Ordinarily, Production planners do not directly use manufacturing execution except to make corrections and inquiries; however, they enable the production planning and production order process. These users are typically assigned to the Production planner and/or the Production supervisor security role.
The Production planner security role provides access for the user to plan and schedule production orders. The following list includes some, but not all, the primary default duties that are included in the role that affect Manufacturing execution:
Inquire into the manufacturing execution progress
Inquire into production orders
Inquire into resource capacity
Maintain firming of planned orders
Maintain master scheduling
Maintain planned orders
Production supervisor
The Production supervisor role includes many duties by default that enable the production order process. The following list includes some, but not all, the primary default duties that are included in the role that affect Manufacturing execution:
Approve indirect activities
Inquire into the manufacturing execution progress
Inquire into time and attendance progress
Maintain job approvals
Maintain job assignments
Maintain job calculations
Maintain job corrections
Maintain production order completion
Maintain production order preparation
Maintain production orders
Maintain time and attendance profiles
Shop supervisor
Shop supervisors ensure that the machine operators are productive, trained, and motivated. They can perform any job in the shop but might use their time primarily in assisting junior colleagues.
The Shop supervisor is one of the primary user roles in manufacturing execution. These users are typically assigned to the Shop supervisor security role, which provides access for the user to help ensure the daily implementation of orders and/or jobs. Essentially, the Machine operators will know what to work on, and users will know who is available and can respond to most requests from Machine operators.
The following list shows some, but not all, of the default duties that are included in the Shop supervisor role:
Enable the Kanban execution process
Maintain inventory adjustment journal entries
Maintain job corrections in registration pages
Maintain project journals and journal transactions
Maintain time registration
Access the Shop Supervisor role center
Machine operator
The Machine operator is one of the primary user roles in Manufacturing execution. These users are typically assigned to the Machine operator security role, which provides the user with access to work on production orders and make registrations in Manufacturing execution.
The Machine operator role includes the following duties by default:
Maintain inventory adjustment journal entries
Maintain production kanban execution
Maintain production order feedback
Maintain project journals and journal transactions
Maintain time registrations
Project manager
Project managers are responsible for project delivery, and they work to provide adequate resources and staff. They have approval authority for all project-related charges from their team and any other materials charges.
Typically, the Project manager is assigned to the Project manager security role, which provides access to the project forecast/budget events and responds to project forecast/budget inquiries. Additionally, users in this role maintain project accounting master information, respond to project accounting master information inquiries, and authorize project accounting process events.
In addition to the Project manager security role, when Manufacturing execution is used with projects, the user can be assigned to the Shop supervisor role, which provides the access that is required to view and maintain Manufacturing execution entries. For more information, see the Shop supervisor topic in this lesson.
Project team member
Project team members work with other Project team members, as directed by the Project manager, to ensure timely project completion for customers. The Project team member reports the status and submits expenses to the Project manager and is typically assigned to the Project assistant and/or Project timesheet user role.
The Project assistant role provides access to document project accounting process events and responds to project accounting process inquiries.
The Project timesheet user role enables the creation and approval of project timesheets.
In addition to this role, when Manufacturing execution is used with projects, a user can be assigned to the Machine operator role, which provides the access that is required to view and maintain Manufacturing execution entries.