These functions provide flexible control over parts, supporting efficient organization, traceability, and secure management of your FMEA data.
- Batch Move Parts: Move Part In / Move Parts Out: Transfer multiple parts between programs in one action, simplifying program management.
- Individually Move Parts: Move a single part to a different program while maintaining its associated FMEAs.
- Duplicate: Quickly copy Program Tree components, selecting specific child elements to carry over.
- Deactivate Parts: Temporarily remove a part from active use. References and traceability are retained, but write access is disabled.
- Permanently Delete Parts (Admin Only): Fully remove a part from the system. Use with caution, as this action is irreversible and only available to administrators.
Tip: Duplicating an existing part revision is the easiest one-click method to create a new part revision while retaining all existing data and structure.
Open a Workbook's Worksheets (PFMEA, Control Plan and More)
Your Control Plan, PFMEA, Process Flow and DFMEA are not separate items in the Program Tree. Each one is a form type of the worksheet inside a workbook.
- Find the Workbook: In the Program Tree, expand the Program, then the Part, then the Part Revision. Workbooks are listed under the revision. Selecting a Part only opens the part's details.
- Open the Workbook: Click the workbook name.
- Open the Worksheet: Select the Worksheets tab.
- Choose the Form Type: Use the form type drop-down in the worksheet toolbar to switch between Core View, Process Flow, PFMEA, Control Plan and DFMEA.
Tip: Core View shows the Process Flow, PFMEA and Control Plan together in one view (see What's Core View?). Use the Program Tree Search to find a part or workbook by name.
Note: In Edit Mode, some form types can't be selected. Save your changes or exit Edit Mode, then switch.
Note: Can't see a workbook? You only see the parts and workbooks you have access to. Deactivated workbooks are hidden while Hide deactivated items is on in General Settings.