Operator Assignment

The Operator Assignment page answers one question: which person is at which machine during this shift?

It is the only place in OpSee where an individual operator is placed on a specific equipment item for a time window. Schedules say which crew is on which shift for a group of equipment; this page is where a supervisor turns that crew into concrete positions on the shop floor.

Open it from Operator > Operator Assignment (URL /production/plant-overview).

The three personnel layers

Layer	Where	Question it answers	Who reads it
Planning	Admin > Personnel > Schedules	Which crew is on which shift, on which group of equipment?	OEE shift and crew attribution, downtime classification
Operator Assignment	Operator > Operator Assignment	Which person is at which machine right now?	The assignment board itself; the basis for per-operator reporting
Qualified operators	Admin > Equipment > Qualified operators	Who is allowed to run this machine?	A warning when someone else is placed on it

Each layer has one job. Planning is deliberately coarse: a single schedule can be linked to many equipment items, and an entry never names a machine or a person. The assignment board is where people meet machines.

Working with the board

1. Pick a Date.
2. Pick the Equipment. The board shows that item and everything below it in the hierarchy, either as a list of lanes or on the plant plan.
3. Pick a moment. You never choose a schedule. The chips above the board list every shift window that occurs on the selected equipment that day, earliest first; click one, or step with the arrows, to move the time cursor. On today's date the cursor starts at the current time.
4. Read each lane's header. Every lane resolves its own entry at the cursor and shows the shift, the crew and the window. Lanes on different schedules therefore show different shifts at the same cursor, which is the point.
5. Drag operators from the palette onto a lane or onto a zone of the plant plan. The placement binds to that lane's entry at the cursor.
6. Click a placement to adjust its start or end time, add a note, or delete it.

Lanes on different schedules

Say Line A runs three shifts (06:00-14:00, 14:00-22:00, 22:00-06:00), Line B runs two (07:00-15:00, 15:00-23:00) and Line C has no planning. The chips show all five distinct windows. With the cursor at 07:00, Line A shows its morning entry, Line B shows its day entry, and Line C shows "no planning". Stepping to the next chip moves only the lanes whose entry actually changed.

The palette

The palette on the left lists every active operator, in two groups:

• On duty — members of the crews planned at the cursor, across the lanes on screen. Each chip shows the crew code.
• Other operators — everyone else. Use this group for stand-ins and cross-line help.

Within each group operators are listed alphabetically.

One operator, several machines

An operator stays in the palette after you place them, with a small chip for each machine they are already on. That is deliberate: running two or three machines in one shift is normal, so drag the same person onto another lane and they are placed there as well. Removing them from one lane leaves the others alone.

The only placement OpSee refuses is the exact same person on the exact same machine for the same shift window.

Qualified operators on the board

The board uses the qualified operator list of each machine to keep the palette relevant.

One rule governs all of it: an empty list means nobody has said anything, not that nobody is allowed. A machine whose list was never filled in has no opinion, so it never hides anyone and never colours anything.

• By default the palette shows operators qualified for at least one machine on screen, plus everyone on duty, plus anyone already placed. Somebody planned on the shift always appears, qualified or not. If no machine on screen keeps a list, there is nothing to go on and the palette shows everyone.
• Show all lifts the filter when you need a name it did not surface. The choice is remembered on this browser.
• Clicking a lane header narrows the palette to that machine's qualified operators plus its crew on duty. A chip names the active filter; click the × or the header again to clear it. Focusing a machine that keeps no list narrows nothing, for the same reason.
• While you drag, a lane outlines green when the operator is on its list and red when they are not. A machine with no list stays neutral.

Red never blocks. Drop anyway and the placement is made, with the "not on the qualified list" warning.

Warnings

A drop always succeeds; OpSee warns instead of blocking, because the supervisor on the floor knows best.

Warning	Meaning
Not on the qualified list	The equipment has a qualified operator list and this operator is not on it. Equipment without a list never triggers this warning.

A lane with no planning

A lane whose schedule does not cover the cursor says so in its header, and names the next window that day if there is one. You can still place someone: the drop asks for a From and To time, and OpSee records that window as an entry in a system schedule called Ad hoc (hidden from the Schedules list, no shift, no crew), so every placement always belongs to exactly one shift window. Ad hoc windows never feed OEE shift or crew attribution; those hours count as unscheduled, which is the truth. The "On duty" group stays empty for such a lane because there is no crew to derive it from.

One placement, one shift window

A placement always belongs to the entry its lane resolved at the cursor when you dropped the operator. That has three consequences:

• The machine must be one that entry's schedule covers. Because the lane resolves its own entry, this is automatic on the board; a placement made through the API against a mismatched entry is rejected with a message, and nothing is saved.
• The placement's start and end lie inside the shift window. Trim them in the edit dialog for a late arrival or an early leave; you cannot extend past the window.
• One operator can be placed on several machines in the same shift. Only the exact same person on the exact same machine twice is refused.

Tips

• Link every production line to a schedule, or link one schedule to the area above them, so the window chips and the "On duty" group are populated. See Schedules.
• Keep the qualified operator list per machine short and current. It is a safety net, not a roster.
• Assignments are time-boxed. Nothing carries over to the next shift automatically; place people again for each shift.
• The chips on a palette card are the quickest way to see who is already spread across several machines.

Related pages

• Schedules — planning of shifts and crews per equipment group
• Crews — the teams that appear in the "On duty" group
• Equipment assignments — the qualified operator list per equipment