| Overview |
The Default/Release Options page provides you with the following options/sections.
| Items/Parts/BOMs Options |
Allows you to set default status and revision as well as auto-release options |
| Change/ECO Options |
Allows you to set default type and priority for Change/ECO as well as auto-release options |
| Quality/CAPA Options |
Allows you to set default type and priority for Quality/CAPA as well as auto-release options |
| Signoff Options |
Allows you to automatically assign comment types to user signoff comments |
| Description Fields |
Allows you to define the Description Wizard fields and settings |
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Items/Parts/BOMs Options |
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The Items/Parts/BOMs Options section contains the following options:
| Default status |
Allows you to specify the status that will be selected when a user creates a new item |
| Default revision |
Allows you to specify the revision label that will be assigned when a user creates a new item |
| Signoff/Release Rules |
| Automatically release after last signoff as |
Checking this option allows the system to automatically release part requests when the last user approves the request.
If the option is enabled/checked, you will be able to specify the user to register as the user who released the item.
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| Upon release, set status to |
If the auto-release option is enabled, this option will allow the system to change/assign the status to the item when it is automatically released.
Note: users will have the option to change the status when releasing items interactively.
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| Upon release, set rev to |
If the auto-release option is enabled, this option will allow the system to change/assign the revision label to the item when it is automatically released.
Note: users will have the option to change the revision when releasing items interactively.
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Once the options have been set/modified, click the Save Settings button.
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Change/ECO Options |
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The Change/ECO Options section contains the following options:
| Default type |
Allows you to specify the Change type that will be selected when a user creates a new Change/ECO |
| Signoff/Release Rules |
| Automatically release after last signoff as |
Checking this option allows the system to automatically release Changes/ECOs when the last user approves the request.
If the option is enabled/checked, you will be able to specify the user to register as the user who released the Change/ECO.
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Once the options have been set/modified, click the Save Settings button.
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Quality/CAPA Options |
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The Quality/CAPA Options section contains the following options:
| Default type |
Allows you to specify the Quality type that will be selected when a user creates a new Quality/CAPA item |
| Signoff/Release Rules |
| Automatically release after last signoff as |
Checking this option allows the system to automatically release Quality/CAPA items when the last user approves the request.
If the option is enabled/checked, you will be able to specify the user to register as the user who released the Quality/CAPA item.
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Once the options have been set/modified, click the Save Settings button.
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Signoff Options |
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The Signoff Options section contains the following options:
| Automatically set approval comment type to |
If this option is checked, the system will automatically assign a comment type to a user's signoff comment when the user approves an item.
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| Automatically set rejection comment type to |
If this option is checked, the system will automatically assign a comment type to a user's signoff comment when the user rejects an item.
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Once the options have been set/modified, click the Save Settings button.
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Description Fields |
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The Description Fields section allows you to set the text, fields, and options for the Description Wizard.
Omnify Desktop provides a Description Wizard feature that allows you to define a default Description field value for Items.
The Description Wizard can be used when creating or updating new items using the New Object Wizard or Item form.
The description can consist of text and data fields.
Data fields are enclosed by square brackets ([Field Name]).
Data fields will be automatically replaced by their values.
For example: the Description Wizard settings specify the following: Capacitors, [Value], [Package].
In this example, the Description Wizard will replace [Value] and [Package] with the assigned values of the Value and Package attributes.
The Item attributes are set to:
When the user assigns the Description field using the Description Wizard:
The system automatically replaces the values for [Value] and [Package] with the assigned attribute values.
Description Wizard settings are assigned at the Item Type and Category levels.
To assign/setup a description, you must first select the type or category.
You can type the pattern in the Description Setting field.
You can also click any of the Field hyperlinks to append to the Description Setting field.
Once the options have been set/modified, click the Save Settings button.
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