Creating or Changing a Master Inspection Characteristic 

Prerequisites

If you want to change a master inspection characteristic with history, you must have set the relevant indicator in Customizing.

Procedure

  1. Proceed as follows:

To…

Choose

On the initial screen, enter the following data:

Create a new master inspection characteristic

Logistics ® Quality management ® Quality planning ® Basic data ® Inspection characteristic ® Create

  • Plant
  • Name of the master inspection characteristic (optional)
  • Valid from
  • Name of a class characteristic (optional)
  • Reference data (optional)

Create a new validity period (version) for an existing master inspection characteristic

Logistics ® Quality management ® Quality planning ® Basic data ® Inspection characteristic ® Create version

  • Plant
  • Name of the master inspection characteristic
  • Valid from
  • Reference data (optional)

Change an existing master inspection characteristic

Logistics ® Quality management ® Quality planning ® Basic data ® Inspection characteristic ® Change

  • Plant
  • Name of the master inspection characteristic
  • Key date

Display an existing master inspection characteristic

Logistics ® Quality management ® Quality planning ® Basic data ® Inspection characteristic ® Display

  • Plant
  • Name of the master inspection characteristic
  • Key date
  • Version of the master inspection characteristic to be displayed
  1. Choose Master inspection characteristic.

The general data screen for the master inspection characteristic appears.

  1. When creating a master inspection characteristic, define the characteristic type (quantitative or qualitative characteristic), or in the Preset indicators field, enter a control key that has already been defined in Customizing.

You cannot change the characteristic type if you:

  1. Enter a short text, a long text, if required, and a search field, set the necessary status, and choose the Control indicators.

The system displays different dialog boxes for editing the control indicators for the master inspection characteristic, depending on the characteristic type that you have previously defined.

  1. Edit the control indicators and choose Continue.

The general data screen for the master inspection characteristic reappears.

  1. If necessary, enter the following additional information:

In the screen area Administrative data, the validity of the master inspection characteristic, the creator, creation date, and, if available, the person who made the changes and the change date.

  1. Save your data.

If you change a master inspection characteristic that is referenced in a task list and you have made this change without history, the change is also included in the task list, since the system does not create a new master inspection characteristic version in the change procedure.

However, if you change the master inspection characteristic with history, the system creates a new version with the same validity period. In this case, the changes are not included in the task list, since this contains the old version of the master inspection characteristic.

You can make settings in Customizing at client level, to trigger the replacement function automatically, when a master inspection characteristic is saved.

Additional Functions on the General Data Screen for the Master Inspection Characteristic

Function

Menu Path/ Pushbutton

What You Should Know

Displaying the time line

Time line pushbutton

You can display a list of all valid versions of the master inspection characteristic (in chronological order, according to validity). From the list, you can display the version you require.

Displaying the field history

Field history pushbutton

You can display the change history for a field. If you made changes to a master record without history, the system displays only the current entry in the field. If, however, you made the changes with history, the system lists all changes with the name of the user who changed the field, the date the field was changed, and all the previous values of the field.

Creating/changing the long text

Create/change long text pushbutton

You can create or change a long text for the master inspection characteristic.

Editing other languages

Other languages pushbutton

You can create, change or display the short text for the master inspection characteristic in other languages.

Editing the sample-drawing text

SampDraw text pushbutton

You can create, change or display a sample-drawing text for the master inspection characteristic in several languages.

Editing quantitative data

Quant. data pushbutton

You can create, change or display additional quantitative data.

Editing the classification

Classification pushbutton

You can classify master inspection characteristics, to systematically define, search for and re-use master inspection characteristics.

Assigning inspection methods

Inspection methods pushbutton

You can assign inspection methods to the master inspection characteristic.

Assigning catalogs

Catalogs pushbutton

You can assign code groups or selected sets to the master inspection characteristic

Completion check

List field

If you choose the option Complete copy model or Reference characteristic, the system checks whether the master inspection characteristic has been fully maintained. The data that you must enter depends on the control indicator for the master inspection characteristic.

You can copy or create a reference to a reference characteristic. You can only copy a complete copy model. An incomplete copy model can only be copied into a task list.

For master inspection characteristics that are linked to a class characteristic, the system automatically sets the entry Reference characteristic, which cannot be changed.

Displaying a class characteristic

Environment ® Display class characteristic

You can display the data for a class characteristic that is linked to the master inspection characteristic.

Displaying a material specification

Environment ® Material specification usage

You can display a list of all material specifications that use the master inspection characteristic. From this list, you can display data in individual material specifications.

Displaying certificate profile

Environment ® Certificate profile usage

You can display a list of all certificate profiles that use the master inspection characteristic. From this list, you can display individual certificate profiles.