System Process Document

Defining Parent-Child Collection Plans

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File Name 27813771.doc
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Document Generation Date 19/01/2010 12:21:00
Date Modified 1/19/2010 12:21:00 PM
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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 be
immediate,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

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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
3. Click the vertical scrollbar.

Step Action
4. Click the Define Parent Child Plan Relationship 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
7. Click the Organization list.

Step Action
8. Click the M1 - Seattle Manufacturing list item.

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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
13. Click in the Child Plan field.

Step Action
14. Enter the desired information into the Child Plan field. Enter "IC DISPOSITION
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 matches
the 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
24. The second step in defining Parent-Child collection, is to define element
relationships.

This will define how the parent collection elements will relate to the child
collection elements.

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Step Action
25. Click the Parent Element list.

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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
31. You can optionally choose to check the Parent Child Key check box to indicate
that the Parent
Element value and the Child Element value are logically linked together.

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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
34. Click the Quantity list item.

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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
39. Click the Next button.

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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
42. Click the Reason Code list item.

Step Action
43. Click the Condition list.

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Step Action
44. Click the is entered list item.

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Step Action
45. Click the Next button.

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 OK button.

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Step Action
50. You have completed the Defining Parent-Child Collection Plans procedure
End of Procedure.

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