Defining Reference Categories and Types

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  1. Create Reference Categories
  2. Create Reference Types and Associate to Category

The operator can link a defect to a single reference during an audit. The defects can then be sorted by reference during a later review. For example, the reviewer may wish to see all defects with the reference "Battery failed".

Reference Types are associated to an Audit Type of a certain revision as the references may change with each audit.

Create Reference Categories

Categories allow the operator to filter a list of references so that only those related to the required area of interest are shown.

Select the Audit tab.

Click Categories/References.

A list of the existing references and reference categories is displayed. Reference categories, and the references they contain, are shown in the left-hand pane. All available references are shown in the right-hand pane.

Click the Add button () below the left-hand pane.

The Reference Category creation window opens.

Enter a description and a unique code for the reference category.

Click OK.

The reference category is added to the list.

Create Reference Types and Associate to Category

Select the Audit tab.

Click Categories/References.

A list of the existing references and reference categories is displayed. Reference categories, and the references they contain, are shown in the left-hand pane. All available references are shown in the right-hand pane.

Click the Add button () below the right-hand pane.

The Reference Type creation window opens.

Enter a description and a unique code for the reference type.

Select a category for the reference type.

Enter any comments that will give information about when the audit reference should be used.

Click OK.

The reference type is added to the list.

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