Skip to main content

Machine Groups

What are Machine Groups?​

Machine Groups organize machines into logical categories for filtering, reporting, and downtime categorization.

Access: Settings → Machine Groups

Who Can Manage: Managers, Executives, IT Admins

Purpose of Machine Groups​

Use Cases:

  • Filtering: View specific group on dashboards (e.g., "CNC Mills" only)
  • Reporting: Run reports for specific group
  • Downtime Categorization: Assign different downtime categories to different groups
  • ERP Integration: Map groups to ERP work centers

Example Groups:

  • CNC Mills
  • CNC Lathes
  • Manual Welding
  • Grinders
  • CMMs (Coordinate Measuring Machines)

Creating Machine Groups​

Step-by-Step:

  1. Navigate to Settings → Machine Groups
  2. Click "Add Group" button
  3. Enter Group Name (e.g., "CNC Mills")
  4. (Optional) Select Downtimes: Choose which downtime categories apply to this group
  5. (Optional) Enter ERP ID: If integrating with ERP, enter work center ID
  6. Click "Save"

Downtime Category Assignment: Important: Different groups can have different downtime categories.

Example:

Group: CNC Mills
Downtimes: Tool Change, Setup, Material Unavailable, Maintenance

Group: Manual Welding
Downtimes: Waiting for Welder, Material Unavailable, Electrode Change

Why This Matters: Operators on tablets only see downtime categories relevant to their machine group, reducing clutter and improving categorization accuracy.

Assigning Machines to Groups​

Method 1: During Machine Creation

  • When adding machine, select group from dropdown

Method 2: Edit Existing Machine

  1. Navigate to Assets → Machines → Select Machine
  2. Click "Edit"
  3. Change "Machine Group" field
  4. Click "Save"

Method 3: Bulk Assignment

  • Use CSV import to assign many machines to groups at once

ERP Integration​

ERP ID Field:

  • Maps MachineMetrics group to ERP work center or resource group
  • Used for ERP integrations (IQMS, E2, JobBOSS, etc.)
  • Format depends on ERP system

Example:

MachineMetrics Group: CNC Mills
ERP ID: WC-100

Managing Machine Groups​

Editing Groups:

  1. Click group in list
  2. Modify name, downtimes, or ERP ID
  3. Click "Save"

Deleting Groups:

  • Click "Delete"
  • Machines in group are unassigned (not deleted)
  • Reassign machines to different group before deleting

Machine Groups list and creation form