How to set up data collection data elements

You can set up the data collection data elements assigned to master records 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.

Steps

  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.

Notes: You can also manually assign data collection data elements to item lots as lot specifications and assign them to items as quality control tests. Quality control tests are automatically created for every new item lot entered into inventory.