How to: Set Up Data Collection Data Elements

The data collection data elements that are assigned to master records can be set up as codes with an associated data element type. You can then assign a code to a record such as a location or an item, and enter information for that data collection data element according to the corresponding data element type.

To set up data collection data elements

  1. In the Search box, enter Data Collection Data Elements, and then choose the related link.
  2. On the Home tab, in the New group, choose New.
  3. On the new line, fill in the fields.
  4. If the data element's type is set to Lookup, assign subcategories by clicking the Navigate tab, pointing to Data Element, and then clicking Lookups.
  5. Repeat the procedure for each new data collection data element you want to set up. You can set up any number of data elements.

Data collection data elements can also be manually assigned to item lots as lot specifications and assigned to items as quality control tests. Quality control tests are automatically created for every new item lot that is entered into the inventory.