Save time by importing your existing FMEA data. Option lists are then auto-built for future selections and edits.
Benefits
Automatic Application of Preferences: When you import data to an activated family or tag, the system automatically applies your selected settings, eliminating the need to manually assign tags or categories to each record.
Reduce Repetition: By associating records with families or tags, common data elements only need to be entered once, then reused across multiple FMEAs.
Faster Workflow: Activating a set of tags instantly filters the library to only show relevant records, helping you focus on the data you need without scrolling through unrelated entries.
Consistency Across Projects: Standardized tagging ensures that similar records across different products or processes follow the same structure and nomenclature, reducing errors.
Simplified Bulk Updates: When changes are made to reusable records, they automatically propagate to all worksheets where those records are used via alerts. Worksheet owners can then accept or reject the recommended updates at the worksheet level.
How it Works
- Choose the Form Type: Open the Reusable Library or worksheet you are importing into. Select the form type you want to fill, such as Core View, Process Flow, PFMEA or Control Plan, then enter Edit Mode.
- Open the Insert Menu: Click the Add button to open the Insert menu.
- Select Import: Choose the Import option and click Next.
- Download the Import Template: In the Import Data window, click Download Template. You get an Excel (.xlsx) file named after the form type (for example, Control Plan.xlsx). It has one row of column headings that match the form type and template currently selected. To get a template for a different form, switch the form type first.
- Prepare Your Data: Paste your existing data under the matching column headings. You can import up to 1,000 rows at a time.
- Upload Your Spreadsheet: Click Upload and select your completed .xlsx file. If the file has more than one sheet, choose the sheet to import.
- Map Headers: The system auto-maps your spreadsheet headers. Adjust them as needed to match the corresponding fields in the system.
Tip: Streamlining data entry lets you work faster, maintain consistency, and avoid repetitive tasks, so you can focus on analyzing and mitigating risk rather than managing data manually.
Note: The import template contains column headings only. It doesn't include document header details, such as Part Number, Part Name or Part Rev / ECL, and it doesn't include rows already in the worksheet. You set document headers when you export or create a release (see How do I configure my Document Headers?).