Collection plan element values are used to validate data as it is collected. You can define collection plan element values by copying one or all values from a collection element to a collection plan element. You can change and delete the values that you copy, as required. You can also add and define collection plan element values independently.

You can define values and lists of values for all user-defined collection elements as well as predefined attribute collection elements. You cannot define values for reference information collection elements and common collection plan elements. See: Reference Information Collection Elements.

   To define collection plan element values:

1. From the Quality Collection Elements region of the Collections Plan window, select the collection element.

2. Choose the Values button. The Values window appears.

3. In the Values window, enter the Short Code.

   The short code you enter must match the data type of the collection element. For example, if you have defined a Diameter collection element that is numeric, you could enter a short code such as 45.67. Similarly, if you have defined a Nonconformity collection element that is character, you could enter an abbreviated short code such as lead to indicate a broken lead nonconformity. An abbreviation of this sort might be necessary because short code values can only be up to 11 characters long.

4. Enter the Description.

   The Description provides additional information about the short code. In the above example, the short code lead might have a Description of broken lead.

5. Check Display as Poplist on Workbench.

   The Display as Poplist on Workbench check box enables you to view defined collection plan element values in a pull down list when entering results using the Quality Workbench. See: Overview of the Quality Workbench.

6. Check Display as Rating Bar on Workbench.

   The Display as Rating Bar check box enables you to view defined collection element values as a rating bar when entering, and updating results for both single row and multiple rows in the Quality Workbench.

   Note: Collection plan elements must be numeric elements to be displayed as rating bars. The number of stars shown in the rating bar is equal to the number of values defined for that collection plan element.

   Overview of the Quality Workbench

7. Save your work.

   To copy individual collection element values to collection plan elements:

1. Navigate to the Collection Plans window.

2. Select the Collection Plan.

   You can select any collection plan including collection plans that are not currently effective.

3. From the Quality Collection Elements region, select the collection element.

4. Choose the Values button. The Values window appears.

5. In the Values window, select the Short Code for the collection element value.

6. Save your work.

   To copy all collection element values to a collection plan element:

1. From the Quality Collection Elements region of the Collections Plan window, select the collection element.

2. Choose the Values button. The Values window appears.

3. In the Values window, choose the Defaults button. The Copy Values window appears.

4. Choose the Copy button to copy the entire list of values from the collection element.

5. Save your work.

   To delete collection plan element values:

From the Values window, select the value's short code. Choose Delete Record from the Edit Menu.

You can delete collection plan element values even if those values have been used in the data collection process.