> ## Documentation Index
> Fetch the complete documentation index at: https://docs.industrialpmr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Downtime Categorization

> Classifying machine stoppages as planned or unplanned, bulk categorization, and how planned downtime changes efficiency and OEE.

Every stoppage can be given a **category**, a **note**, and a **Planned / Unplanned** setting. This is what turns raw off and idle time into actionable downtime reports, and it decides which stops count against efficiency.

***

## Where You Can Categorize

You can categorize downtime in three places. They all write to the same records, so a change in one shows up in the others.

| Location | How |
| :- | :- |
| **Machine page** | The **Downtime** card, below the hourly details. Changes refresh the machine stats. |
| **Production Target page** | The **Downtime** tab. Single or bulk categorization. |
| **Machine report** | The **Downtime** section of a Machine report. Single or bulk categorization. |

> [!NOTE]
>
> Categorizations made on a target are saved to the machine's downtime reasons too, so they also appear in the Machine report and the Factory report. Earlier values are kept in the history.

### Who Can Categorize

Categorizing downtime requires the **account owner**, an **Editor**, or a **master admin**. Anyone else receives **Permission Denied** ("You do not have permission to categorize downtime").

***

## The Categorize Downtime Dialog

![IndustrialPMR Downtime Dialog](https://mintcdn.com/kunji-soft-technologies/Z3lxTECHchNjgmBJ/images/downtime-dialogbox.png?fit=max\&auto=format\&n=Z3lxTECHchNjgmBJ\&q=85\&s=a3039e0268d107d5744788758207de27)

Select a downtime (or tick several) to open **Categorize Downtime**.

1. Choose **Planned** or **Unplanned**.
2. Choose a **reason**.
3. Add a **note** (optional).

The dialog states what your choice means:

* **Planned**: *Excluded from efficiency loss*
* **Unplanned**: *Counts against efficiency*

### Reasons

* uncategorized
* machine problem
* machine maintenance
* material
* mold change
* part change
* other

***

## Bulk Categorization

![IndustrialPMR Bulk Categorization](https://mintcdn.com/kunji-soft-technologies/Z3lxTECHchNjgmBJ/images/bulk-cat.png?fit=max\&auto=format\&n=Z3lxTECHchNjgmBJ\&q=85\&s=81814fed516ac9e6ac7597432430fe59)

Select several stops and apply the **same category, note, and Planned/Unplanned setting** to all of them.

In the **Machine report** downtime table:

* A header checkbox selects every **uncategorized** row.
* While rows are selected, the bar shows the **count**, the **total duration**, **Select all uncategorized (n)**, **Clear**, and **Categorize selected**.
* Rows that are already categorized (the button reads **Edit**) can be updated. In bulk mode, the dialog warns how many selected rows will be **overwritten**.

In the dialog title, **Categorize Downtime** is used for new entries and **Edit Downtime** for ones that already have a category. Saving asks for confirmation first.

***

## Downtime Card and Downtime Sections

The machine page **Downtime** card, the Production Target report downtime section, and the Machine report downtime section share the same layout and behavior.

### Machine Page: Downtime Monitoring Card

![IndustrialPMR Downtime Monitoring Card](https://mintcdn.com/kunji-soft-technologies/Z3lxTECHchNjgmBJ/images/machine-downtime.png?fit=max\&auto=format\&n=Z3lxTECHchNjgmBJ\&q=85\&s=20f0367e8f09d2643d409ecd55695167)

The **Downtime Monitoring** card covers the current production day. Use **Refresh** to reload it.

| Tile | Meaning |
| :- | :- |
| **Total Downtime** | All recorded stoppage time. |
| **Planned Downtime** | Marked **No Loss**: off-shift and scheduled maintenance. Excluded from efficiency loss. |
| **Unplanned Downtime** | Marked **Loss**: penalizes operational efficiency. |
| **Categorized** | How much of the downtime has a category. |

* **Category Distribution** shows each category's share of the total.
* **Hourly Stoppage Chunks & Reasons** lists the stoppages hour by hour. A stoppage that is still going shows a red **ACTIVE** badge.
* If nothing stopped, the card shows **Zero Stoppages Recorded Today**.

### Production Target Report: Downtime Section

![IndustrialPMR Production Target Report](https://mintcdn.com/kunji-soft-technologies/Z3lxTECHchNjgmBJ/images/production-downtime.png?fit=max\&auto=format\&n=Z3lxTECHchNjgmBJ\&q=85\&s=9e1edc931016e61bd2e8220c59fece21)

The same four tiles appear for the target's run. It also shows a **Downtime Reasons Breakdown** and a **Target Downtime Stoppages Log**. A target with no stops shows **Zero Stoppages Recorded**.

### Selecting Several Stops

In the stoppage tables, tick rows to categorize several at once. **Shift + click** selects a range of rows. The header checkbox selects every uncategorized row, and **Clear** deselects all.

### Machine Report Date Range Limit

In a **Machine report**, idle and off time can be categorized for ranges of up to **31 days**. For a longer range the section shows **Date range too long** and lists categorized downtime only. Select 31 days or fewer to categorize more. If there is no idle or off time in the report, it shows **No Downtime Found**.

***

## How Downtime Appears

### Hourly details (machine page and single-day Machine report)

The **Downtime Reason** column follows these rules:

* A row **has downtime** when it has any off time, or at least **60 seconds** of idle time. Rows without downtime show `-`.
* The category is shown in **capitals**, with a **Planned** badge for planned stops and the note underneath (truncated, full text on hover).
* Downtime with no category shows in red as **UNCATEGORIZED**.
* If a row overlaps several categories, all of them are listed.
* The CSV export includes the Downtime Reason column. Rows are labelled **Shift**, **Hour**, or **Detail** according to their level in the tree.

### Target Downtime tab

Lists every stop with **Started**, **Reason**, and **Duration**.

* Stops that began **before the target started** are ignored.
* A stop left open when the machine resumed is **closed automatically**.
* **Duplicate records are merged**.

> [!NOTE]
>
> The categorization prompt appears when the machine is not running, the target has started, **Monitor Downtime** is on, and downtime records exist.

### Machine report downtime section

* A **pie chart** of downtime by category and a table with Time, Type, Duration, Reason, and Action.
* The summary splits downtime into **Planned**, **Unplanned**, and **Uncategorized**.
* Stops from the target Downtime tab appear here, and categorizing them here updates the target's records too.
* Stops after midnight but before the first shift starts are shown under the **following calendar date**.
* A saved entry with no matching live stop appears only if it falls within the report's date range.

***

## Effect on Efficiency and OEE

**Planned downtime is excluded from efficiency loss.** It is applied in these places:

| Where | Rule |
| :- | :- |
| **Machine page efficiency** | Idle and off time categorized as Planned are subtracted before the ratio is calculated. |
| **Factory and Machine reports** | Planned idle and off time are subtracted, limited to the machine's recorded idle and off time and to the selected shifts. |
| **Target hourly efficiency** | Ontime ÷ (ontime + unplanned downtime). |
| **Target OEE** | Ontime ÷ (ontime + downtime − planned downtime) × 100. Planned downtime does not reduce OEE. |

The target Current Stats tab shows a **Planned** badge next to the downtime figure, with the total planned downtime, whenever there is any.


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