Manage Requirement Assignments to Operations

You can manage requirement assignments to systems and operations in Process Planning.

  1. From the Authoring section of the action bar, click Browse Requirement .
    The Requirement Browser appears.

    The browser displays the requirement available for the system structure because of the System-Item scope and the Global Specification link that are already set up.

  2. Right-click a requirement and select Attach Requirement, then select the usage type from the submenu: Control, Realize, Control and Realize, or Ignore.
  3. Select the operation to which the requirement is to be attached.
    The usage type is added after the name of the requirement in the browser.
  4. Attach requirements to other operations in the same way.
  5. Select an operation with attached requirements and click Assignments Manager .

    The Assignment Manager panel appears listing assigned and assignable requirements of the selected operation.

    The Assigned Requirement area shows the list of requirements that are already assigned to the selected operation.

    In the Assignable Requirement area:

    • The tab shows the list of requirements that are not assigned, but can be assigned to a selected operation.
    • The tab shows the list of requirements that are already assigned to other operations. These can also be assigned to the selected operation.

  6. You can manage the assignments as follows:
    • Assign a requirement: when a requirement is clicked from the Assignable Requirements list you can assign it by clicking Assign Selected Requirement .
    • Unassign a requirement: when a requirement is clicked from the Assigned Requirements list, you can unassign it by clicking Unassign Selected Requirement .
    • You can search for requirements by clicking .
    • Filter attribute content: click Filter to filter the content of one or several attribute columns. A blank box appears in which you can specify the data to filter. Then, if you select a column header, the entire column is filtered. To deactivate the one or more filters:
      • On one column: click Filter again
      • On all columns: click Clear All Filters.
    • Customization: can customize attribute columns by clicking Attribute Customization .
  7. Optional: In the Tree, select a work instruction under an operation.

    The Assignment Manager panel allows you to manage requirement assignments to the work instruction, in a similar way to assignments for operations.

    You can change the rank of work instructions within assigned requirements using the up, down, and move before commands.

  8. Close the Assignment Manager panel to take into account any modifications made to the requirement to operation assignments.