Data Collect Checklist and Data Collect Plan Dialog Boxes

Data Collect Plan

Name

You can accept the default name provided or create your own. The name includes the name of the work instruction type in this case, Data Collect Plan.

Options

Unlink a Resource from a Data Collect Row

This unlinks the resource from the Data Collect Row.

Link a Resource to a Data Collect Row

Select one or more rows, then Link a Resource to a Data Collect Row. From the Spec tree, 3D Window, or in the Item & Resource or in the Capable Resources panel select the resource.

The linked resource information displays in the Resource Link column in the DCP Panel.

If there are already Capable Resources linked to Rows, then running the Link Resource command replaces the existing linked Resource with the newly selected one.

Note: The Item & Resource panel is visible only if the Review is Active and the App Options has enabled the panel visibility. In other cases, an alternate Capable Resources panel opens to choose among the Preferred Primary Capable Resource and its corresponding Secondary Capable Resources.

The capable resources that are allowed for linking are the Preferred Primary Capable Resource. This includes its corresponding Secondary Capable Resources that are linked to the Header Operation of the Step Operation that is active in the filmstrip.

Note: Only one capable resource can be linked to a DCP Row at a time. A capable resource cannot be linked to a DCP Row of type Computed (a Formula can only be associated with a Computed row.)

Add Computed Data Collect Row

This

Modify Data Collect Row Formula

This displays the pop out editor, Formula Editor, to modify a formula in a row.

Attributes

The Attributes starts the attributes manager for the DCP Reference. This allows for access to the attributes of the reference including custom attributes.

Edit Filters

The filter is enabled once a row is added to the panel. It starts an in-panel widget that allows for filtering of content by a selected column header.

Edit Row Attributes

The Attributes manager becomes enabled once a row is added to the panel. It starts an in-panel widget that allows for the defining of which attributes to display and in what order to display them.

Add Data Collect Row

The Add Row is used to start a dialog for Data Collect row creation.

Remove Data Collect Row

The Remove Row is used to delete the selected Data Collect rows from the list.

Modify Data Collect Row

The Modify Data Collect Row is used to start the pop-out dialog for an update of the selected row. For some attributes such as those containing Rich Text, this is the only way data can modify. This is versus other attributes that can be modified directly within the cell list.

Increases Rank Order

The Increase Rank is used to change the order of the selected row.

Move After

The Move After is used to change the order of the selected row.

Decreases Rank Order

The Decrease Rank is used to change the order of the selected row.

Attached Documents

The Attached Documents only becomes visible when documents have been attached to the DCP. Its behavior is the same as that from the existing Work Instruction Dialogs. Clicking opens the Attached Documents panel.

List of Data Collect Rows

Once one or more Data Collect rows create, the information appears in the list.

A selection of a row allows for manipulation such as Rank change, removal, or Edit using Modify. In addition, you can quickly edit certain rows (Label, Number of Measures, Minimum, Values, and Maximum) by double-clicking directly in a cell.

In the existing Data Collect Plan panel, an alert icon displays to the left of the formula in case it is invalid.