Add Work Types

Introduction

Before a Quality Assurance - Lot can be generated, the following QA Setup is required at a minimum:

• QA Setup - Work Type
• QA Setup - Area Code

Precursor Tasks

• You must Create a new Project before you can complete this task.
• You could Manage Project Settings before completing this task.

Demonstration

                                         Click the symbol above to enter full screen mode  ↑

Instructions

1. Click “Projects”,
2. Click the project number to open the project,
3. Click on the burger menu,
4. Click “QA Setup”, then “Work Types”,
5. To add a new Work Type:
   1. 1. Click “+ NEW WORK TYPE”,
      2. Enter the 2-character work type identifier code,
      3. Enter the work type description,
      4. Click “SAVE”.
6. To import a Work Type from an existing Project or Repository:
   1. 1. Right-click anywhere in the main page to open the context menu:
         • • Or context click / dual tap the trackpad on a Mac
      2. Click “Import from Repository/ Other Projects”
      3. Select which source to import from,
      4. Select which Work Types to import, (the tick box option in the title row allows you to select all)
      5. Click “SAVE”
7. To import a Work Type from a CSV file:
   1. 1. The imported CSV must list the 2-character work type identifier code in the first column, and the work type description in the second column.
      2. Only comma delimited type CSV files can be imported. These types of files can be created by choosing this particular file type during the save as process when using a spreadsheet editor like Excel.
      3. Right-click anywhere in the main page to open the context menu:
      4. Click “Import from File”
      5. Click “IMPORT FROM FILE”
      6. Find, select, and open the appropriate file,
      7. Click on the “Value1” field, and select “Work Type”,
      8. Click on the “Value2” field, and select “Description”,
      9. Click “IMPORT”.
8. To modify an existing Work Type:
   1. 1. Click on the 2-character Work Type identifier code (blue hyperlink),
      2. Enact the modifications,
      3. Click “SAVE”.
9. To select/deselect Work Type(s):
   1. 1. Click anywhere on the Work Type row (except the 2-character Work Type identifier code (blue hyperlink)),
      2. One can “Select All” or “Deselect All” from the “Global Action” menu.
10. There is a Search function near the top right corner of the window.
11. Related Items can be viewed and accessed via the “Related Items” menu near the top right corner of the window.
12. To delete existing Work Type(s):
    1. 1. Select the Work Type(s),
       2. Right-click anywhere in the main page to open the context menu:
       3. Click “Delete Selected” (You may be presented with deletion warnings).

Next Tasks

• QA Setup - Area Codes