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Warning: The Special Menu option is enabled even if, based upon the transaction information entered, the collection triggers conditions for this collection plan are not met.

In fact, based upon the service request information entered, quality results entry may be required. See: Mandatory Data Collection.

Background data collection occurs automatically if valid background collection plans are found when you save service requests. The Enter Quality Results window is not displayed during background collection. See: Background Data Collection.

You can update and delete quality results as you enter and view service request information.

Prerequisites

   Enter all service request information. See: Entering Service Requests.

   To enter quality results as you enter service requests:

1. Before saving your work, choose Enter Quality Results from the Special Menu or choose the Quality button. The Find Collection Plans window appears

Attention: If you attempt to save a service request and the system find valid collection plans that are defined as mandatory, you must enter quality results before you can save the transaction. Valid collection plans in this case are those that are associated with the Service Request collection transaction and for which all collection triggers are evaluated as true.

2. Select a collection plan. The Enter Quality Results window appears.

You can select any collection plan that is enabled, that is associated with the service request collection transaction, and for which the transaction's triggers evaluate to TRUE. If the triggers evaluate to FALSE for a particular collection plan, you will not be able to access or select that plan. Of those collection plans for which the triggers evaluate to TRUE, the first one (in alphanumeric order) will default directly into the Enter Quality Results Window.

   To find and assign specifications:

• If the selected collection plan is associated with a supplier or customer specification type, the Find Specifications window automatically appears on top of the Enter Quality Results window.

If the selected collection plan is associated with a item specification type, the item on the service request transaction is used to derive the specification. If no specification for that item can be found, the system searches for a specification based on the item's category. The default category set you defined using the QA:Quality Category Set profile option is used to determine the item category. See: QA:Quality Category Set.

If the collection plan is not associated with a specification type, you can invoke the Find Specifications window using the Find Specs button. See: Finding Specifications During Transactional Data Collection.

The Enter Quality Results window reappears after you select a specification or cancel selection.

   To enter quality results:

1. In the Results region of the Enter Quality Results window, enter one or more results records.

If the collection plan selected requires mandatory data collection, you must first enter quality results and then save the service request. You cannot save the service request until you do so. If the collection plan selected does not require mandatory data collection, you will not be able to navigate to Oracle Quality.

Depending on the collection plan and its elements, you can use several mechanisms to speed data entry.

Default value: Default values, if defined, are automatically displayed. They can be overridden. See: Default Value Assignment Rules.

Lists of Values: You can choose results values from a list of values if defined. See: Defining Collection Plan Element Values and Modifying a List.

Duplication: You can duplicate fields and records. Duplicated records and fields can be changed as required. See: Duplicating Data From a Previous Record.

Attention: The Prompts entered when defining the collection elements are displayed as the column headings.

You must enter results values for mandatory collection plan elements. See: Context Element Dependencies.

2. Save your work. See: Saving Your Work.

   To view collection plan or specification attachments while entering result values:

• See: Viewing Attachments Associated with Quality Results.

See Also

Transactional Data Collection Fundamentals

Entering Quality Results Directly