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When you create a collection plan using a template, all of the following components are automatically copied from the 'source' to the 'destination' collection plan:

• collection plan elements and, if defined, their values

• collection plan element actions, action triggers, action details, and, if defined, output variables for alert actions

When you create collection plans from templates, the transactions associated with the source plan are not copied. Therefore when you create an Inspection collection plan, you must manually associate the appropriate collection transaction with the new plan. You must also enable this collection transaction. When you save your work the system checks to make sure that all required collection plan elements, actions, and values exist. If they do not, you are prompted to fill in the missing fields. You can optionally choose to have the system automatically fill in the missing components.

You can use both pre-seeded and user-defined collection plans as templates. The following table describes the four pre-seeded collection plans that are available, the elements in each plan and the actions associated with each element. (Note: A blank row under Associated Actions indicates that the template does not define actions defined for that particular element):

Template Name	Elements	Associated Actions
PO Inspection	Inspection Result Action	Accept the Shipment Reject the Shipment
PO Inspection	Quantity	Assign a value to a collection element
PO Inspection	UOM Name
PO Inspection	Transaction Date
PO Inspection	Comments
PO Inspection	PO Quality Code
PO Inspection	Inspection Reason Code
PO Inspection	Inspection Supplier Lot Number
PO Inspection	Item
WIP Move	Department
WIP Move	Quantity
WIP Move	Item
WIP Move	UOM
WIP Move	Job
WIP Move	To Op Seq Number
WIP Move	From Op Seq Number
WIP Move	To Intraoperation Step
WIP Move	From Intraoperation Step
WIP Move	Operation Code
WIP Move	Defect Code
WIP Move	Quantity Defective
WIP Move	To Department
WIP Move	To Operation Code
Service Request	Item
Service Request	Customer
Service Request	Resolution Code
Service Request	Problem Code
Service Request	Urgency
Service Request	Severity
Service Request	Owner
Service Request	Expected Resolution Date
Service Request	Actual Resolution Date
PO Receiving	Transaction Date
PO Receiving	Quantity
PO Receiving	Comments
PO Receiving	Item
PO Receiving	Supplier
PO Receiving	PO Number
PO Receiving	Defect Code
PO Receiving	Quantity Defective
PO Receiving	UOM Name
Table 1 - 7. (Page 2 of 2)

You can delete those collection plan elements that are copied but are not required. You can also add user-defined and additional context elements.

See: Inspection Collection Plans

   To create a collection plan from a template:

1. Navigate to the Collection Plans window.

Attention: To assist you as you create collection plans, you can choose the Summary/Detail option from the Go Menu to view existing collection plans in summary format. See: Combination Block and Navigating Within a Combination Block.

2. Enter the Collection Plan name.

Collection plan names can include alphanumeric character and spaces. The only special character that can be included in a collection plan name is the underscore (_).

3. Optionally, enter the from Effective date.

You cannot use the collection plan before this effective date. If you do not enter a from Effective date, the collection plan is effective immediately.

4. Optionally, enter the to Effective date.

You cannot use the collection plan after this date. Once a collection plan expires, you cannot enter quality results using this plan, but you can query records that already use it. If you do not enter a to Effective date, the collection plan is valid indefinitely.

5. Select the collection Plan Type. See: Collection Plan Types.

6. Choose the Copy Elements button. The Copy From Plan list appears.

7. Select the name of the source or template Collection Plan.

You can select any collection plan, even those that are not effective. You can optionally copy collection elements from more than one collection plan.

When you copy collection elements from another collection plan, their sequence numbers, prompts, parameters (mandatory, enabled, displayed), and default values are defaulted from the source. These values can be changed.

Caution: If you copy collection elements that are disabled on the source collection plan, they are copied to the destination collection plan as disabled.

8. Choose OK.

9. Customize the new collection plan as required.

You can delete collection elements that are copied if they are not required. If any of the collection plan elements that from the 'source' collection plan have already been added to the destination collection plan, those on the destination collection plan are not overwritten.