| Overview |
Affected items on Quality forms represent the objects that are affected/impacted by the issue and can be:
- Items – Omnify Items/Parts/BOMs
- Service Objects – Lot Numbers, Serial Numbers, etc.
- Vendor Items – Vendor/Supplier Parts
- Projects – Omnify Projects
There is no limit to the number of Affected Items you can assign to the Quality form.
Unlike Changes/ECOs, the affected items assigned to pending Quality forms will not be blocked from editing.
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Affected Items Page |
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The Affected Items Page contains the following sections:
| Toolbar |
Quick access to common Affected Items functions |
| Affected Items List |
Current listing of Affected Items |
The Affected Items Toolbar contains the following commands:
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Add an Affected item |
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Add items assigned to a BOM |
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Copy checked items |
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Paste session buffer items as affected items |
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Edit properties (Qty, Notes, Custom Fields, Dispositions) of all items (Group Edit) |
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Remove checked items |
Each Affected Item contains action hyperlinks (Action column):
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Edit item properties |
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Remove item |
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Move item up on list |
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Move item down on list |
The Affected Items list will contain an object icon column that will display the object type.
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Custom Fields |
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The Affected Items list contains custom fields as well as Disposition fields.
Custom and Disposition fields are defined in the Administrator and can be open text fields or pick list options.
Each Quality Type can have a different set of custom affected item and disposition fields.
For example, Corrective Action forms can have different fields than Non-Conforming Material forms.
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Opening Affected Items |
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To open any items from the affected item list, click the Number hyperlink.
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Adding Affected Items |
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There are many ways to add items to the affected items list:
- Interactively - Using the Add button from the Toolbar
- Copy & Paste - from the Database Search window or Item Banner
- From a BOM - Using the Add from BOM button from the Toolbar
You can add items interactively using the Add button from the toolbar.
Clicking the Add button will invoke the Object Search form.
From the Object Search form you will be able to select Items/Parts, Projects, Vendor Items, Service Objects and BOM Routings.
You can search on any of the displayed fields by typing a search value and clicking the Search button.
You can select one or more items to add. To add a single item, click the hyperlink.
To select multiple items, check the checkboxes of the desired items and then click the OK button.
You can add specific BOM items as affected item using the Add from BOM toolbar button.
This will invoke the Add BOM Item form.
This form allows you to view a BOM and select specific BOM items to add as affected items.
To select BOM items you must first specific (or browse for) a BOM part number.
Once the BOM part number has been specified, click the Load BOM button to display the BOM items.
To add items, you must first check the items you wish to add.
The Affected Qty, Affected Ref and Item Notes fields will enable edit boxes for you to define the quantity and reference fields.
To add the checked items, click the Add Checked Items button.
You can copy the affected items from another Quality form or Database Search using the Copy and Paste commands on the toolbar.
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Editing Affected Items |
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To edit the properties of an affected item, click the Edit hyperlink in the Actions column.
This will invoke the Edit Affected Item dialog box.
Using the Edit Affected Item dialog box you will be able to define the following fields:
| Revision |
The revision of the affected item |
| Note |
Additional text field to describe specific issue with the item |
| Reference |
Drawing or PCB reference data |
| Quantity |
Quantity of item (affected, returned, etc.) |
The Edit Affected Item contains two tabs (Custom Fields and Material Disposition) to define Custom and Material Disposition fields.
The Affected Items page provides you with a Group Edit function that allows you to set Reference, Qty, Custom, and Disposition fields for all (or specified affected items).
To invoke the Group Edit Dialog box, first check the affected items you wish to modify.
Then click the Edit toolbar icon.
This will display the Group Edit dialog box.
To set/modify a field, first, select the field from the Field drop list.
Once the field is selected, you can then specify the new field value in the Value list.
You can select whether you are updating the checked items or all items.
To modify the field for the specified (checked) items click either the Apply or Update button.
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Removing Affected Items |
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To remove an affected item, click the Remove icon hyperlink in the Actions column.
You will be asked to verify the removal.
To remove multiple affected items, click the action checkbox for the desired items:
Then click the Remove icon from the Affected Items toolbar.
You will be asked to verify the removal.
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Affected Item Ordering |
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By default, the affected items will be listed in alphabetic order (based on Number).
However, you can enable custom ordering for displaying items on the Affected Items list.
To modify the order of the affected items, use the Move Up and Move Down icons in the Actions column.
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Move item up on list |
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Move item down on list |
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