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Prerequisites

   Create a collection plan. See: Creating Collection Plans.

   To add and/or define collection plan elements:

1. Navigate to the Collection Plans window.

2. Select the Collection Plan.

3. 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. 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.

Note: Two predefined collection elements (Project Number and Task Number) support Project Manufacturing by allowing you to define projects and tasks.

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.

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 is 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.

Some reference information collection elements are mutually exclusive. For example, you should not add the Job Name and the Production Line collection elements to the same collection plan.

Attention: Adding collection elements does not automatically copy the lists of the values or the actions that are defined for that collection element.

4. 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.

5. 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, prompts the user for the required information. The prompt is also used as column headings for reports you create using the Quality Results ReportWriter.

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.

6. Check the Mandatory check box to indicate that a value must always be entered for this collection plan element.

7. 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.

8. Uncheck the Display check box to suppress being prompted to enter results for the collection plan element.

Display functionality is only applicable when defining collection plan elements that represent context data. Data for these collection plan elements is collected as you transact and collect quality results regardless of whether they are defined as displayed. See: Non-Displayed Collection Plan Elements.

Collection plan elements that defined as non-displayed on collection plans used for direct data collection are not suppressed.

9. Enter the Default Value.

The value you enter appears as the default when you enter quality results. See: Default Value Assignment Rules.

10. Save your work.

See Also

Common Collection Plan Elements