System Process Document

Defining Collection Plan Element Values

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Responsibility/Role
File Name 27813647.doc
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Document Generation Date 19/01/2010 18:20:00
Date Modified 1/19/2010 06:20:00 PM
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Defining Collection Plan Element Values

Trigger:

Concept

Use collection plan element values to validate data as it is collected. You can define values and
lists of values for all user-defined collection elements as well as predefined attribute collection
elements.
 
You can add and define collection plan element values independently or copy one or all values
from another collection element. Once you copy the values, you can add changes or even delete
some of the values that you do not wish to use. 
 
In this topic, you will define collection plan element values. 

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Defining Collection Plan Element Values

Procedure

Step Action
1. Begin by navigating to the Collection Plans page.

Click the vertical scrollbar.

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Step Action
2. Click the Manufacturing and Distribution Manager link.

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Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Collection Plans link.

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Defining Collection Plan Element Values

Step Action
5. Use the Organizations page to select the appropriate organization.

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Step Action
6. Click the M1 list item.

Step Action
7. Click the OK button.

or Press [Alt+O].

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Defining Collection Plan Element Values

Step Action
8. Use the Collection Plans page to query for the collection plan for which you
want to define collection elements values.

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Step Action
9. Press [F11].

Step Action
10. Click in the Collection Plan field.

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Step Action
11. Enter the desired information into the Collection Plan field. Enter "IND%".

Step Action
12. Press [Ctrl+F11].

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Step Action
13. In the Quality Collection Elements region, select the collection element for
which you want to define a value and click on the Values button.

Note that you cannot define values for reference information collection elements
and common collection plan elements.

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Step Action
14. Click the vertical button.

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Step Action
15. Click in the Name field.

Step Action
16. Click the Values button.

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Step Action
17. Use the Values page to directly enter values for the collection element in the
Short Code field.

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Step Action
18. Click in the Short Code field.

Step Action
19. Enter the desired information into the Short Code field. Enter ".15".

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Step Action
20. Click in the Short Code field.

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Step Action
21. Enter the desired information into the Short Code field. Enter ".20".

Step Action
22. Click in the Short Code field.

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Step Action
23. Enter the desired information into the Short Code field. Enter ".25".

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Step Action
24. Click in the Short Code field.

Step Action
25. Enter the desired information into the Short Code field. Enter ".30".

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Step Action
26. Click in the Short Code field.

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Step Action
27. Enter the desired information into the Short Code field. Enter ".35".

Step Action
28. Click in the Short Code field.

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Step Action
29. Enter the desired information into the Short Code field. Enter ".40".

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Step Action
30. Click the Save button.

Step Action
31. Select the Display as Poplist on Workbench option to view the collection plan
element values that you have defined in a pull down list, when entering results
using the Quality
Workbench.

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Step Action
32. Click the Display as Poplist on Workbench option.

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Step Action
33. Click the Save button.

Step Action
34. Click the Close button.

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Step Action
35. Click the vertical button.

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Step Action
36. Click in the Name field.

Step Action
37. Click the Values button.

or Press [Alt+u].

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Step Action
38. You can also define collection element values by copying the values from
another collection element by using the Defaults button in the Values page.

You can edit and delete the values that you copy.

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Step Action
39. Click the Defaults... button.

or Press [Alt+D].

Step Action
40. Press the left mouse button on the Copy button.

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Step Action
41. Click the Copy button.

or Press [Alt+C].

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Step Action
42. Click in the Short Code field.

Step Action
43. Click the Edit menu.

or Press [Alt+E].

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Step Action
44. Click the Delete menu.

or Press [D].

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Step Action
45. Click the OK button.

or Press [Alt+O].

Step Action
46. Click the Edit menu.

or Press [Alt+E].

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Step Action
47. Click the Delete menu.

or Press [D].

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Step Action
48. Click the OK button.

or Press [Alt+O].

Step Action
49. Click the Edit menu.

or Press [Alt+E].

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Step Action
50. Click the Delete menu.

or Press [D].

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Step Action
51. Click the OK button.

or Press [Alt+O].

Step Action
52. Click in the Short Code field.

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Step Action
53. Click the Edit menu.

or Press [Alt+E].

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Step Action
54. Click the Delete menu.

or Press [D].

Step Action
55. Click the OK button.

or Press [Alt+O].

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Step Action
56. Click the Edit menu.

or Press [Alt+E].

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Step Action
57. Click the Delete menu.

or Press [D].

Step Action
58. Click the OK button.

or Press [Alt+O].

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Step Action
59. Click the Save button.

Step Action

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Step Action
61. Click the Close button.

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Step Action
62. You have completed the Defining Collection Plan Values procedure.
End of Procedure.

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