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Control Plan Requests

The management can be found at the path Quality > Item Controls > Control Plans > Procedures > Control Plan Requests

Purpose

This procedure allows for the bulk assignment of Requests to already existing Control Plans or to create new ones.
To utilize the Association/Insertion function, it is necessary:

  • from the Requests tab, choose the lines of Item Controls;
  • from the Control Plans tab, choose the Control Plans;
  • click the New Control Plan or Associate Control Plan button.

Requests

In this tab, it is possible to search for and select the association requests generated by Import Items to be Controlled where it was not possible to associate a Control Plan to the item line.
The session consists of a filter area and a results area. Once all desired filters are set, simply click the Search Requests button to view the results within the results grid.

Specific buttons:

Search Requests

Based on the set filter, results are displayed within the results grid.

Open Item Controls

Enabled if at least one row is selected from the results grid.
Pressing the button executes the management of the selected Item Controls.

Open Control Plans

Enabled if at least one row is selected from the results grid.
Pressing the button executes the management of the selected Control Plans.

New Control Plan

Enabled if at least one row is selected from the results grid of the Requests tab.
Pressing the button creates a new Control Plan containing the Items of the selected Item Controls.
The selected Item Control rows are associated with the newly created Control Plan, and the rows are hidden.
To view them again, it is necessary to act in the filter area indicating the Already Associated filter and press the Search Requests button.

Choose Control Plans

Pressing the button automatically positions you in the Control Plans tab.

Control Plans

In this tab, it is possible to search for and select the Control Plan in which to insert the Items from the selected Item Controls in the Requests tab.
The session consists of a filter area and a results area. Once all desired filters are set, simply click the Search Control Plans button to view the results within the results grid.

Specific buttons:

Search Control Plans

Based on the set filter, results are displayed within the results grid.

Open Control Plans

Enabled if at least one row is selected from the results grid.
Pressing the button executes the management of the selected Control Plans.

New Control Plan

Enabled if at least one row is selected from the results grid of the Requests tab.
Pressing the button creates a new Control Plan containing the Items from the selected Item Controls in the Requests tab.
The selected Item Control rows are associated with the newly created Control Plan, and the rows are hidden.

Associate Control Plan

Enabled if at least one row is selected from the results grid of the Requests tab and only one Control Plan from the results grid of the Control Plans tab.
Pressing the button associates the Items from the selected Item Controls in the results grid of the Requests tab to the selected Control Plan.

Choose Requests

Pressing the button automatically positions you in the Requests tab.

Parameters

In this tab, it is possible to indicate the criteria for creating/associating Items to Control Plans.
The two possible criteria are - Creation/association to a Control Plan:

Standard: allows the creation/association of rows of Item Controls without references to Customer/Supplier accounts to Control Plans without references to Customer/Supplier accounts.
Customer/Supplier: allows the creation/association of rows of Item Controls with references to Customer/Supplier accounts to Control Plans with the same Customer/Supplier account.

For all details not outlined in this document on the common functionality of forms, please refer to the following link Custom features, Buttons, and Fields.