Defining Parent-Child Collection Plans_SPD

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System Process DocumentDefining Parent-Child Collection Plans

Department

Responsibility/Role

File Name 27813771.docRevision

Document Generation Date 19/01/2010 12:21:00

Date Modified 1/19/2010 12:21:00 PM

Last Changed by

Status

Defining Parent-Child Collection Plans

Trigger:

Concept

You can define parent-child collection plans to create logical relationships between collection

plans and the collected quality data within them. Parent-Child collection plans enable you to

collect quality data in an organized, multi-level fashion.

The definition of Parent-Child collection plans involves a five step process:

First, a Plan Relationship is defined, indicating whether the child data entry will beimmediate,automatic, historical, or delayed.

Second, the collection plan's Element Relationships are defined.

Third, the collection plan's required collection criteria is defined.

Fourth, you will review and confirm the relationship you have defined.

Finally, you will save and complete the plan setup.

In this topic, you will define parent-child collection plan.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

Last changed on: 1/19/2010 12:21:00 PM Page 1


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Procedure

Step Action

1. Begin by navigating to Define Parent Child Plan Relationship 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

5. To define parent-child relationship for collection plans, ensure that you have set up

valid collection plans.

You will then select these collection plans you want to define a relationship for in

the Define Parent-Child Collection Plans page.



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Step Action

6. The first step in defining Parent-Child collection is to define the plan relationship

and specify the child data entry.

Begin by selecting the appropriate organization.



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Step Action

9. In the Parent Plan field, select the collection plan that you want to define as the

Parent Plan.



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Step Action

10. Click in the Parent Plan field.

Step Action

11. Enter the desired information into the Parent Plan field. Enter "IC

COLLECTION PLAN".



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Step Action

12. In the Child Plan field, select the collection plan that you want to define as the

Child Plan.



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Step Action

15. Click the Plan Relationship Type list.



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Step Action

16. Click the Parent Child list item.

Step Action

17. In the Child Plan Layout field, you can select:

Single Row Layout, to enter and save one child row of results at a time. Multiple Row Layout, to enter multiple rows of results and then save.



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Step Action

18. Click the Child Plan Layout list.



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Step Action

19. Click the Single Row Layout list item.

Step Action

20. In the Child Data Entry Mode field, you can select:

Automatic, to create child records automatically when the parent record matchesthe setup criteria; results do not need to be entered.

Delayed, to enter child records manually later.

History, to create child records automatically when changes are made to the

parent record.

Immediate, to enter child records immediately after the parent record.



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Step Action

21. Click the Child Data Entry Mode list.



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Step Action

22. Click the Delayed list item.

Step Action

23. Click the Next button.



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Step Action

26. Click the Item list item.

Step Action

27. Click the Relationship Type list.



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Step Action

28. Click the is copied to list item.



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Step Action

29. Click the Child Element list.

Step Action

30. Click the Item list item.



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Step Action

32. Click the Parent Child Key option.

Step Action

33. Click the Parent Element list.



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Step Action

35. Click the Relationship Type list.

Step Action

36. Click the is copied to list item.



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Step Action

37. Click the Child Element list.



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Step Action

38. Click the Quantity list item.

Step Action




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Step Action

40. The second step in defining Parent-Child collection is to, optionally, define the

collection plan's required collection criteria.

Defining specific criteria helps to determine when the relationships are established.

Criteria setup basically establishes when the parent-child relationship is supported.



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Step Action

41. Click the Parent Element list.



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Step Action

44. Click the is entered list item.



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Step Action


Step Action

46. The fourth step in defining Parent-Child collection is to review and confirm the

Parent-Child collection plan relationship you have defined.



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Step Action

47. Click the Submit button.



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Step Action

48. The final step is to complete the definition of the parent-child collection plan by

clicking OK.

Step Action

49. Click the OKbutton.



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Defining Parent-Child Collection Plans_SPD