Product Engineering - Quality Management

How To : Setup a Measurement Template

With measurement templates you specify how an item is inspected: by setting additional fields captured through a measurement connection, the sample method, the sampling size, and the question set. The measurement template determines how a measurement is created when triggered from an incident. In the incident, the measurement template is retrieved from the item measurement template.

  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type Measurement Templates in the search box.
  3. A template requires the following fields to be completed:

General fast-tab

Field Description
Code Specify the measurement template code.
Description Specify the measurement description.
Table No. Specify the source table for this template. For more information, see How To : Measurement Template Examples.
Inspection Type Select one of four options: Blank = do nothing; Auto Pass = only capture additional data in user defined fields; Paper = complete a check sheet; Inspect = inspect a sample with a check sheet.
Sample Method Select one of five options: Blank = no sample; Fixed = a fixed quantity (sample factor), independent of the received quantity; Percentage = a percentage (sample factor) of the received quantity; AQL = Acceptable Quality Level method, set in the inspection level and quality level fields; Zero Defects = a variation of the AQL method with smaller sample sizes allowing 0 defects.
Sample Factor Editable only when sample method is Fixed or Percentage. Set a fixed quantity or a percentage of the transaction.
Inspection Level (AQL) Editable only when sample method is AQL or Zero Defects. Specify the inspection level. AQL: I, II, III, S1, S2, S3, S4. Zero Defects: I, II, III, S3, S4.
Quality Level (AQL) Editable only when sample method is AQL or Zero Defects. Specify the quality level. AQL: 1; 1,5; 2,5; 4; 6,5. Zero Defects: 1; 1,5; 2,5; 4; 6,5.
Question Set Specify the question set. The question set sets the questions and answers for the check sheet.
Check Sheet Creation Specify how a check sheet is created: Blank = for the complete quantity received; Per Lot/Serial No. = the check sheet is created per lot no. or per serial no., the sample method is also applied per lot; Per Serial No. = one check sheet for all serial numbers is created with the serial number included in the sample number.
First Lot/Serial Approval When checked, after selecting Complete, you are prompted: "Do you want to Apply same test results to remaining Lots/Serials in this shipment?" When confirmed, the results of the current check sheet are copied to the remaining check sheets in the same measurement.
Default Due Date Formula The time allowed to complete a check sheet (overrides the setting in the Quality Management Setup).
Recurring Check Sheet When checked, after selecting Complete, you are prompted: "Do you want to Create next Check Sheet?" When confirmed, a next check sheet (re-test) is created.
Log Interaction An interaction log entry is created with the description "Incident Creation for item ..". A history record is created per customer/vendor contact recording the incident.
Print Check Sheet The check sheet is printed on the default printer.
Status The measurement template has four possible status codes: New = initial status when a new template is created; Under Development = the measurement template is being edited; Certified = the measurement template is in use and locked for editing: when setting the status, several validations check the template setup; Closed = the measurement template is no longer in use.

Conditions

Set an additional condition on the table selected in the template if necessary. For example, on a production order you can select the Status field and specify "3" to filter on released production orders only.

Field Description
Field Select a field in the Field Name column: the Field Caption is retrieved from the table.
Default Value Specify the value for the condition.

User Defined Fields

The incident captures the source fields from the specified table. See User Defined Fields.

Field Description
UDF 1..10 Select the fields to capture in addition to the source fields such as document no., date, and so on.

Rating

Check sheet rating is calculated as a weighted average based on a weight value per question and a score value per answer. See Design Detail : Check Sheet Rating.

Field Description
From Set the From values in the columns Good, Average, or Bad.
To Set the To values in the columns Good, Average, or Bad.

See also

Reference

How To : Measurement Template Examples
Design Detail : Check Sheet Rating
Design Detail : Serial and Lot number blocking
Quality Management