For sorting, grouping, categorizing, and other informational purposes, you must assign a collection plan type to each collection plan that you create. You can define your own collection plan types, or you can use any of these eight predefined collection plan types:

• Corrective Action Requests (Corrective Action Request Plan)

• Counter Readings (Counter Readings Plan)

• Dispositions (Disposition Plan)

• FGI Inspection (inspection plans for finished goods inventory)

• Field Returns (collection plans for field failure details)

• Nonconformances (Nonconformance Plan)

• Receiving Inspection (goods receipt inspection plans)

• WIP Inspection (in-process inspection plans)

Since collection plan types are only informational, they do not affect a collection plan's association with transactions. For example, you can associate a collection plan that has been assigned a WIP Inspection plan type with a Receiving Inspection transaction.

Defining Collection Plan Types

You must define collection plan types before you create collection plans so that they are available on the collection plan type list of values when you set up the plan. You define collection plan types on the Collection Plan Type Quick Codes window where you can define up to 250 unique collection plan types.

   To define collection plan types:

1. Navigate to the Collection Plan Type Quick Codes window.

   The Type, User Name, Application, and Description fields contain default information about the Quick Code window.

2. Enter a unique Code for the collection plan type. Codes can include alphanumeric characters, spaces, and underscores (_).

   The system uses the Code during database searches to find that particular collection plan type.

   Note: You cannot change the values in this field after saving them. To remove an obsolete QuickCode you can either disable it, enter an end date, or change the meaning and description to match a replacement code.

3. Enter the Meaning of the Code.

   The Meaning is the complete name or translation of the Code. For example, you could create a collection plan type Code called "IP-1" whose meaning is "Inspection Plan-1."

4. Enter a Description for the collection plan type. The Description provides additional information about the Code, and is displayed on the list of values for the enabled collection plan types.

5. Optionally, enter the start date that the collection plan type becomes effective in the Effective Dates From field.

   You cannot use the collection plan type before this effective date. If you do not enter a From effective date, the collection plan type is valid immediately.

6. Optionally, enter the date that the collection plan type expires in the Effective Dates To field.

   You cannot use the collection plan type after this date. Once a collection plan type expires, you cannot select this collection element type as you create collection plans, but you can query records that already use it. If you do not enter a To effective date, the collection plan type is valid indefinitely.

7. Check the Enable box to enable the collection plan type.

   If you disable a collection plan type, you cannot select it as you define collection plans, but you can still query records that already use it. You can disable but not delete collection plan types.

8. Save your work.