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• define action rules which determine when an action is invoked

• specify what actions the rule invokes when evaluated as true

• define action details, if required, to carry out the action

• sequence action rules to determine the evaluation sequence

   To define collection element action rules:

1. Navigate to the Collection Elements window.

2. Select the Collection Element.

You can select any enabled collection element.

3. Choose the Actions button. The Quality Actions window appears.

Attention: In the Action Rules region of the Quality Actions window, enter the Sequence number for the action rule. See: Action Rule Sequencing.

The Sequence number establishes the order in which action rules are evaluated as data is collected. The sequence number can be from 0 to 99999.

4. Select the Condition that must be met to invoke the action. See: Query Operators.

5. Choose either the Value or Spec Limit button to specify the evaluation method.

Value: If you choose Value, as quality data is collected the action rule is evaluated using the results value and the value or values entered here. If you have defined values for the collection element, you must choose a value from this list. If you have not defined values for the collection element, you can enter any value.

Spec Limit: If you choose Spec Limit, as quality data is collected the action rule is evaluated using the quality results value and either the specification limit target value, the upper or lower user-defined range limits, or the upper or lower specification range limits.

Spec Limit can be used to define action rules that evaluate numeric results.

Attention: You are automatically precluded from collecting data that is not within the user-defined range limits. Therefore these range limits cannot be used to define action rules.

6. If the Condition selected requires a range of values, enter both the From and To value. If the Condition selected requires only a single value, enter only the From value.

Attention: Some conditions (e.g. Is Entered and Is Empty) do not require values.

If you have chosen the Values, and a list of values has been defined for the collection element, you can only select values from this list. If you have not defined collection element values, you can enter any value. See: Defining Collection Element Values.

   To associate actions with action rules:

1. From the Quality Actions window, select an Action Rule in the Action Rules region.

2. Select an Action in the Actions this Rule Invokes region. See: Quality Actions.

You can associate one or more actions with each action rule. However, if the action selected requires action details, you must define action details before selecting another action.

Some dependencies exist between collection plan elements and actions. For example, you can only define an "Assign a shop floor status to the intraoperation step" action, if you have first created the 'To Operation Sequence' and 'To Intraoperation Step' collection elements. See: Dependencies Between Context Elements and Actions.

   To define action details:

• If the selected action requires a message, enter the message in the Action Details region. Messages can be up to 256 characters in length. See: Message Actions.

If the selected action requires a status code, enter the status code in the Action Details region. See: Application Specific Actions.

If the action selected is an alert action, see: Defining Collection Element Alert Actions.

3. Save your work.