Create and manage records that are unique to the current worksheet.
It is recommended to use Reusable Records from the Reusable Library whenever possible to maintain consistency across FMEAs. However, if certain data is specific to the current worksheet and intentionally should not be included in the Reusable Library, you can create and manage worksheet-specific entries.
How it Works
Worksheet-specific content can be created and managed in three ways while in Edit Mode.
1. At the Cell-Level
Enter Data Directly
Simply begin editing any cell and enter your data as needed.
Local Worksheet Library
As entries are created, the system automatically builds a local library specific to that worksheet. These entries will only be available within the current worksheet and can be selected in other cells as needed.
Copy & Reuse
Previously entered worksheet-specific values will appear as selectable options. Selecting these values functions as a quick select / copy, allowing users to work quickly and efficiently when adding new records.
Find & Replace
Each list option includes an edit icon. Clicking the icon allows you to modify the entry.
Editing an entry updates all instances of that value across the worksheet, functioning similarly to a find-and-replace operation.
When finalizing the update, a confirmation modal will appear indicating how many instances will be affected. Select Proceed to apply the update. All related data will be updated instantly.
This approach allows you to maintain flexibility for worksheet-specific data while still encouraging standardization through the Reusable Library when appropriate.
2. At the Column-Level
Worksheet owners can predefine worksheet-specific data for colleagues to select when configuring new records.
To do this:
Click the single book icon located in the column header.
A side panel will open.
Locate the desired column.
Add or modify entries as needed.
These predefined values will then become available as selectable options when users create new records.
3. Using the Import
The local worksheet library can also be populated in bulk using the Import feature.
To do this:
Download the import template.
Ensure your data aligns with the system requirements.
It is recommended to use CORE View to retain linkages between form types.
Import the file.
Once the import is complete, the local worksheet library will automatically be populated with the imported data.
You can then continue editing and managing entries using the features described above.
This approach allows teams to maintain flexibility for worksheet-specific content while still encouraging standardization through reusable records whenever possible.