To add and/or define collection plan elements:You can add and define collection plan elements one-by-one. You can also define or redefine collection plan elements that have been copied from another collection plan.
Create a collection plan. See: Creating Collection Plans.
To add and/or define collection plan elements:Navigate to the Collection Plans window.
Select the Collection Plan.
In the Quality Collection Elements region, select Name of the collection element.
If you are adding a collection element, you can select any enabled user-defined or predefined collection element.
Note: You must add at least one enabled and mandatory collection element to a collection plan. You can add up to 100 user-defined collection elements.
When you add collection elements, the prompt, parameters (mandatory and displayed), and default values are defaulted from the source collection element. These values can be changed.
Note: You can add up to five collection elements with a Data Type of Comment to a collection plan.
Some reference information collection elements are dependent on others. If you add them to collection plans before you add the collection elements they are dependent on, a warning message is displayed, but you are allowed to continue. If you create a collection plan that has a dependent collection element, but does not have the collection element that it depends on, the field for the dependent collection element (Lot Number) is disabled and you are prohibited from entering results for it. See: Context Element Dependencies.
Attention: Adding collection elements does not automatically copy the lists of the values or the actions that are defined for that collection element.
Enter the Sequence number.
The sequence number defines the columnar order of collection elements when entering quality results. You can change the sequence number as required.
Enter text for the data entry Prompt.
The Prompt defaults from the collection element but can be overridden. The prompt, which is displayed as you enter quality results, asks the user for required information, and also becomes the column headings for reports that you create using the Quality Results ReportWriter.
Note: Avoid using special characters like (#), (%),and (@) in the collection element prompts.
Attention: If your prompt begins with a hyphen (-), the hyphen and the text that follows it are suppressed as you enter, view, and update quality results.
Optionally, enter the Region Name.
In cases where multiple collection elements are defined for a collection plan, elements can be grouped to appear under specified regions. The Region name allows you to group collection elements in a collection plan into separate regions which will then appear on the workbench while doing a single row data entry. Click in the Region name field to select previously entered region names from the list of values. Alternatively, click cancel to enter a new region name which will be automatically added to the list.
Note: Region names are case sensitive and should not contain spaces. Tab through the Region field upon entering the region name.
Use Region Sequence to order the defined regions.
The region sequence will default either with an incremented value if a new region name is entered, or with the region sequence that was assigned earlier, if an existing region name is chosen from the list of values. The user can change the region sequences to reorder the regions. Changing the region sequence for a region will change it across all the elements assigned to that region.
Check the Mandatory check box if you want to indicate that a value must always be entered for this collection plan element.
Check the Enabled check box to enable the collection plan element.
Collection plan elements must be enabled before you can use them in the data collection process.
Caution: You may need to enable collection plan elements that were copied from a source collection plan.
Check the Read Only check box if you do not want users to change a default value or an Assign a Value action.
When an element is read only, it can be populated by a default value and an Assign a Value action, but cannot be changed. (See: Default Specification Limit Values and Defining Actions that Assign a Value: User-Defined Formulas.)
Remove the check mark from the Displayed check box to suppress prompts requesting that you enter results for the collection plan element.
Check the Information check box to view the collection element data within the Quality Workbench rows of collection plan results (See: Overview of the Quality Workbench).
You can check the Information check box for as many as five collection elements within a plan. You can then view the collection element data of these fields in the Information column of the Quality Workbench - View page. Use the data in this column to find quality results entered, then update or view them.
Check the Device Enabled option, if Manufacturing Execution System (MES) for Discrete Manufacturing is installed and you want to collect data from a device for this collection plan element.
Comment type collection elements cannot be device enabled. Context elements will not exhibit device enabled features in transactions even if they are set up as device enabled. Context elements in transactions can receive their values only from parent transactions.
One collection plan element in a collection plan can receive values through one device only. You can however, connect the same collection element to different devices in different plans.
If you select the Device Enabled checkbox for a collection plan element in the Collection Plans form, the Device field will become mandatory. Use the Device field to add device details. You can choose from the list of values one combination of the Device description, Sensor Alias and the Device name. The devices you setup and enabled in the Device Data Setup page (See, Device Integration Setup) will appear in this list of values.
When you enable a collection plan element for device data collection, you can use the Override Device Data option to override the device data at the plan level. The default value for this check box will be the one defined at the device data setup described earlier. If the override is enabled at the device data setup, then the check box at the plan will be by default checked but can be optionally unchecked. If the override is disabled at the device data setup level then the override check box will be by default unchecked at the plan but can be optionally checked.
Note: If the Read Only check box in the plan definition is checked for a collection element, then the data cannot be overridden irrespective of the override setup. If you check both the Read Only and Override Device Data check boxes, a message will display that device data for read only elements cannot be overwritten. If a collection plan element is defined as not displayed, the device data for this element cannot be captured irrespective of the setup.
Enter the unit of measure (UOM) that you want to use when entering quality results for this organization.
Note: If the collection plan element is device enabled, the device data is generated only in one UOM as defined in the setup of the collection plan element. There is no need for any UOM conversions for the data collected from the device including specifications.
Enter the default Precision if the element is a Number data type.
The value in the Precision field represents the number of decimal places that appear when you view results for the collection element.
Enter the Default Value.
The value you enter appears as the default when you enter quality results. See: Default Specification Limit Values.
Note: In the Quality Workbench, if there is a default value for a collection element, it will not be considered as user entered value when you save the plan. For example, in the multiple row entry mode in the quality workbench for multiple row result entry in parent plans, all the five new rows that are displayed initially will have all the default values populated as per the setup. If you enter values for the first two rows, only these entries will be saved. The other rows with the default values will not be saved and will be considered as blank rows.
Save your work.
