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Reference documents can be added to give extra information to the operators carrying out inspections. These could be documents such as operator instructions, process sheets, drawings or visual aids. For example, when entering defects, the operator can have visual indications of acceptable/non-acceptable conditions on the selected part and when repairing defects, the operator could access the repair standard procedure for the selected defect. These documents are shown with an image and caption and they can be individually zoomed (in the same way that images can be zoomed when they are attached to defects or repairs).
The files that can be displayed are limited only by the available viewers installed on the client machine. For example, if Adobe Reader is installed, PDF files can be opened.
1. Select the Management tab.
2. Click Reference Documents.
A list of the existing documents is displayed in the left-hand pane together with a preview of the currently selected document (if available) in the right pane.
3. Click the add icon ().
The document creation window opens.
4. Enter a description and code for the document.
5. Click the Change
Path icon (
) in the Document
Path text field to browse for the file.
6. Locate and select the document to be added.
7. If required, enable Store Externally to retrieve the file from the Document Path given rather than copying the file to the database.
If a document is stored in the database a temporary
file is created. If you are adding a lot of documents to the database
you may wish to clean out the directory occasionally. To locate this
directory:
1. Open a command prompt.
2. Type Set and press enter.
3. In the list that appears locate Temp.
This is the folder where the files will be stored.
Store Externally should only be enabled if the document path is available to all inspection stations that require the document.
8. Click OK.
The document is added to the library.
When collecting data a reference document can be displayed relating to the current product being inspected.
1. Select the Management tab.
2. Click Document Relationships.
The window is split into two panes. The right-hand pane contains the available documents. The left-hand pane contains the different items that a document can be associated to:
Item |
Description |
Products |
In both Data Collect and Variable Data Collect the operator can view reference documents related to the product they're currently inspecting. |
Questions |
When the operator is viewing a question in Data Collect they can also refer to Reference Documents that can provide further information to help with selecting the correct answer. |
Characteristics |
In Variable Data Collect the operator can view documents related to the measurement. For example, it can contain guidelines on how measurements should be taken. |
Part/Concern/Repair |
In Data Collect an operator can view documents associated to parts, concerns and repairs. When the operator clicks a component to add a concern the Defect screen will appear, allowing them to enter the defect details. If the Reference Documents control is present they will then be able to view the documents associated with the selected Part by clicking on their images. These will help them to correctly fill in the form. By clicking on a concern the list of documents will be filtered to show only those documents associated to the selected part/concern combination. The same is also possible in the repair screen. |
3. Select the appropriate tab in the left-hand pane.
4. Associate the documents as follows:
o Products, Questions and Characteristics: Drag and drop the required documents from the right-hand pane onto the appropriate items.
o Part/Concern/Repair: Select the part in the left-hand pane. Expand the concern in the middle pane to display any repairs. Drag and drop the required documents from the right-hand pane onto the concerns or repairs or onto the Documents folder in the middle pane to associate them to the part.
The documents are now associated to the items.