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Collection elements are the building blocks of collection plans. You can create collection plan elements by adding individual collection elements to your collection plan. You can also create collection plans by copying one to another. You can define lists of values for each collection plan element that you create.

Note: In addition to the collection elements that you explicitly add to a collection plan, there are a number of common collection plan elements that are added to every collection plan that you create. See: Common Collection Plan Elements.

You can meet your specific data collection needs by:

• associating specification types -- item, customer, or supplier -- with collection plans

• specifying which transactions in other Oracle Manufacturing products invoke a collection plan and thus quality data collection

• defining values and lists of acceptable values for collection plan elements

• defining action rules and when those action rules are to be invoked

• attaching illustrative or explanatory files -- in the form of text, images, word processing documents, spreadsheets, video clips, and so on -- to collection plans

Attention: Collect plan results and import results database views are automatically created and updated when you create or update collection plans. However, if you are importing quality results data for collection plans created prior to the installation of Oracle Quality Release 10.6.0.14SC -- when Collection Import was introduced -- you must create an import results database view before attempting to import results. See: Collection Import, Oracle Manufacturing Open Interfaces Manual, Release 11, Updating and Deleting Collection Plans ,and Collection Plan and Import Results Views.

Attention: If you plan to import updated quality results for collection plans created prior to Release 11 -- when the functionality to update information in the Quality data repository was introduced -- you must re-create database views for these collection plans. See: Collection Import, Oracle Manufacturing Open Interfaces Manual, Release 11, Updating and Deleting Collection Plans ,and Collection Plan and Import Results Views.

Prerequisites

   Define collection elements. See: Defining Collection Elements.

   To create collection plans:

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.

   To copy collection elements and actions from a template plan:

• See: Creating Collection Plans from a Template.

   To define collection plan elements:

• See: Defining Collection Plan Elements.

   To copy collection element values to collection plans:

• See: Defining Collection Plan Element Values.

   To define quality actions for collection plan elements:

• See: Defining Collection Plan Element Actions.

   To associate specification types with collection plans:

• See: Associating Specification Types with Collection Plans.

   To associate collection transactions with collection plans:

• See: Associating Transactions with Collection Plans.

   To attach files to collection plans:

• See: Attaching Files to Collection Plans, Specifications, and Results Lines.