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
- Click “Projects”,
- Click the project number to open the project,
- Click on the burger menu,
- Click “QA Setup”, then “Work Types”,
- To add a new Work Type:
-
- Click “+ NEW WORK TYPE”,
- Enter the 2-character work type identifier code,
- Enter the work type description,
- Click “SAVE”.
-
- To import a Work Type from an existing Project or Repository:
-
- Right-click anywhere in the main page to open the context menu:
-
- Or context click / dual tap the trackpad on a Mac
-
- Click “Import from Repository/ Other Projects”
- Select which source to import from,
- Select which Work Types to import, (the tick box option in the title row allows you to select all)
- Click “SAVE”
- Right-click anywhere in the main page to open the context menu:
-
- To import a Work Type from a CSV file:
-
- 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.
- 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.
- Right-click anywhere in the main page to open the context menu:
- Click “Import from File”
- Click “IMPORT FROM FILE”
- Find, select, and open the appropriate file,
- Click on the “Value1” field, and select “Work Type”,
- Click on the “Value2” field, and select “Description”,
- Click “IMPORT”.
-
- To modify an existing Work Type:
-
- Click on the 2-character Work Type identifier code (blue hyperlink),
- Enact the modifications,
- Click “SAVE”.
-
- To select/deselect Work Type(s):
-
- Click anywhere on the Work Type row (except the 2-character Work Type identifier code (blue hyperlink)),
- One can “Select All” or “Deselect All” from the “Global Action” menu.
-
- There is a Search function near the top right corner of the window.
- Related Items can be viewed and accessed via the “Related Items” menu near the top right corner of the window.
- To delete existing Work Type(s):
-
- Select the Work Type(s),
- Right-click anywhere in the main page to open the context menu:
- Click “Delete Selected” (You may be presented with deletion warnings).
-
Comments
0 comments
Article is closed for comments.