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You can also copy a collection element's default action rules and related actions to a collection plan element. For example, if you define the action rule and related action when "Severity equals most severe, place the job on hold" for the Severity collection element, you can copy this action rule and related action to any Severity collection plan element. You can update copied action rules and related actions as required.

Prerequisites

   Create a collection plan. See: Creating Collection Plans.

   To copy all action rules and actions from collection elements to collection plan elements:

1. Navigate to the Collection Plans window.

2. Select the Collection Plan.

3. From the Quality Collection Elements region, select a collection element.

4. Choose the Actions button.

5. From the Quality Actions window, choose the Defaults button. The Copy Actions window appears.

6. Choose the Copy button to copy all action rules and actions.

   To define collection plan element action rules:

1. From the Quality Collection Elements region of the Collections Plans window, select the collection element.

You can select any enabled collection element.

2. Choose the Actions button. The Quality Actions window appears.

3. In the Action Rules region of the Quality Actions window, enter the Sequence. See: Action Rule Sequencing.

The Sequence number establishes the order in which action rules are evaluated as data is collected. The sequence number can be from 0 to 99999.

4. Select the Condition that must be met to invoke the action. See: Query Operators.

5. Choose either the Value or Spec Limit to specify the evaluation method.

Value: If you choose Value, as quality data is collected the action rule is evaluated using the results value and the value or values entered here. If you have defined values for the collection plan element, you must choose a value from this list. If you have not defined values for the collection plan element, you can enter any value.

Spec Limit: If you choose Spec Limit, as quality data is collected the action rule is evaluated using the quality results value and either the specification limit target value, the upper or lower user-defined range limits, or the upper or lower specification range limits.

Spec Limit can be used to define action rules that evaluate numeric results.

Attention: You are automatically precluded from collecting data that is not within the user-defined range limits. Therefore these range limits cannot be used to define action rules.

6. If the Condition selected requires a range of values, enter both the From and To value. If the Condition selected requires only a single value, enter only the From value.

Attention: Some conditions (e.g. Is Entered and Is Empty) do not require values.

   To associate actions with action rules:

1. From the Quality Actions window, select an Action Rule in the Action Rules region.

2. Select an Action in the Actions this Rule Invokes region. See: Quality Actions.

You can associate one or more actions with each action rule. However, if the action selected requires action details, you must define action details before selecting another action.

Some dependencies exist between collection plan elements and actions. For example, you can only define the "Assign a shop floor status to the intraoperation step" action, if To Operation Sequence and To Intraoperation Step collection elements have been added to the collection plan . See: Dependencies Between Context Elements and Actions.

   To define action details:

• If the action requires a message, enter the message in the Action Details region. Messages can be up to 256 characters in length. See: Message Actions.

If the action requires a status code, enter it in the Action Details region. See: Application Specific Actions.

If the action is an alert action, see: Defining Collection Plan Element Alert Actions.

If the Assign a Value to a collection element action is selected, see: Defining Actions that Assign a Value: User-Defined Formulas.

3. Save your work.