How to record data sheet values

As data collection procedures are completed, record the results of these activities. These results are maintained as historical data for a master record and can also generate alerts.

Steps

1. In the search box, enter Open Data Sheets, and then choose the related link.

2. Open the relevant data sheet.

   When a data sheet is initially generated, its status is set to Pending. You cannot enter information on the data sheet until you start it.

3. On the Actions tab, in the Functions group, choose Change Status. The Data Sheet Status Change page appears.

   In the New Status field, the In Progress option is preselected as a default.

4. Choose Yes.

   : If the data sheet is generated from a production order, you may need to start the individual activities on the Lines FastTab by choosing Start Production Order Line.

5. Record data collection results on the data sheet lines.

   The Actual Date field for each data sheet line is updated automatically when you enter a result. You can manually override this setting if necessary. The Actual Time field is left blank.

6. Fill in the actual time at which data collection activities occurred.

   If a data collection activity is set up to recur regularly, the program automatically adds a new line to the data sheet. The schedule date and time of this line are determined by the data collection line's recurrence settings.

   Once all data collection results are recorded, complete the data sheet.

   : If the data sheet was generated from a source document, that document must be posted before the data sheet can be completed.

7. On the Actions tab, in the Functions group, choose Change Status.

   In the New Status field, the Complete option is preselected as a default.

8. Choose Yes. The data sheet is completed.