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   To associate collection transactions with collection plans:

1. Navigate to the Collection Plan window.

2. Select a Collection Plan.

3. Choose the Transactions button. The Collection Transactions window appears.

4. In the Quality Collection Transactions region, select a collection Transaction. See: Quality Collection Transactions.

5. Check the Mandatory check box to indicate that quality data collection is mandatory when this transaction is entered and all the conditions specified in the collection triggers, if any, are met.

If you do not check the Mandatory check box, you can skip quality result entry for this transaction.

The default is mandatory for Receiving Transactions in Purchasing and non-mandatory for all other transactions.

Attention: Receiving Inspection collection transactions cannot be set to non-mandatory

6. Check the Background check box to indicate that quality data collection occurs in the background. The default is non-background.

Attention: Receiving Inspection collection transactions cannot be set to background.

Background data collection allows you to collect quality results without invoking the Enter Quality Results window. Background data collection is initiated when a you enter a 'background' collection transaction and all the conditions specified in the collection triggers, if any, are met. Quality results are automatically saved as you save the transaction.

7. Check the Enabled check box to indicate that data collection for this collection plan quality data collection is enabled. The default is non-enabled.

When a collection transaction is enabled, the collection plan it is associated with can be selected and used for quality data collection during transactional data entry.

   To define collection triggers for collection transactions:

1. Navigate to the Collection Triggers region.

2. Select the Trigger Name.

The trigger name specifies which context collection element is used to define the trigger. See: Reference Information Collection Elements.

3. Select the Condition that must be met to trigger results entry. See: Query Operators.

The condition entered determines when quality data collection is triggered. For example, for the WIP move transaction you might choose to trigger data collection when assemblies are moved from the To Move intraoperation step of Operation Sequence 20 to the Queue intraoperation step of Operation Sequence 30. Before quality data collection can be invoked, all collection triggers and conditions must be met.

4. Based on the Condition, enter a value, or range of values for the specified trigger.

If the condition requires a single value enter only a From value. If the condition selected requires a range, you must enter both a From and To value.

5. Save your work.

See Also

Entering Quality Results for Move Transactions