This section outlines the common functions and best practices for effectively managing FMEA worksheets.

Common Functions

• Drag & Drop (Re-sorting Records): Drag a row by the six-dot handle on its left to reorder records without deleting or recreating entries. This is also how you put process steps in the correct order
• Adding New Blank Records in Bulk: Speeds up data entry for large FMEAs or when preparing templates for multiple items.
• Duplicating Records: Saves time when similar records need to be created, minimizing manual data entry errors.
• Undo: Helps correct mistakes quickly without having to redo multiple steps manually.

• Working with Selected Rows: In Edit Mode, Shift-click or Ctrl-click to select several rows. A selection bar shows Selected Rows with the count. From it, click the trash can icon (Delete), the copy icon (Duplicate) or the arrows icon (Move to...), or click Unselect All. Move to... places the selected rows at the row number you enter in Move to position.

Tip: For selecting all rows, filling values down, copying rows to another worksheet or clearing a worksheet, see How do I select all rows, fill down, copy rows or clear a worksheet?

Common Indicators

• Edited Rows: Rows that have been edited will be highlighted in the user’s assigned color. The user’s avatar will appear at the end of the edited row, with a bubble count showing the total number of changes made.
• Updated Cells (Affecting Bubble Counts): Cells affected by updates will appear in a slightly darker shade to indicate that a change has occurred.
  
  

Tip: These updated cells identified with darker shades, along with row labels (mentioned below), contribute to the total bubble count for quick tracking.

• Row Labels (Affecting Bubble Counts): Certain labels are added to rows to indicate specific actions
  • New – Row has been newly added.
  • Duplicate – Row has been copied from another record.
  • Deleted – Row is marked for removal.

Tip: These labels, along with darker shading on edited items (mentioned above), contribute to the bubble count for quick tracking.

• Reusable Records: Reusable records display a diagonal background, indicating content or data that has been pre-defined by administrators. This content is not intended to be updated. If a user modifies it, an icon will appear to indicate that the record is no longer in sync with the source, effectively breaking the linkage. In non-compact mode, a three-book icon also appears to signify that the record originates from the reusable library.