System Process Document

Updating and Deleting Collection Plans

Department
Responsibility/Role
File Name 27814538.doc
Revision
Document Generation Date 19/01/2010 12:21:00
Date Modified 1/19/2010 12:21:00 PM
Last Changed by
Status

Updating and Deleting Collection Plans

Trigger:

Concept
You can update or delete a collection plan

You can change the description, effective dates, and plan type of a collection plan. You can also
change the type of specification that is associated with a collection plan. You can change and
delete quality actions and values. Finally, you can change and delete quality collection
transactions. You can also update database views, and even delete collection plans for which you
have not collected quality results.

In this topic, you will update and delete a collection plan.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

Last changed on: 1/19/2010 12:21:00 PM Page 1

System Process Document
Updating and Deleting Collection Plans

Procedure

Step Action
1. Begin by navigating to the Collection Plans page.

Click the vertical scrollbar.

Page 2 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
2. Click the Manufacturing and Distribution Manager link.

Last changed on: 1/19/2010 12:21:00 PM Page 3

System Process Document
Updating and Deleting Collection Plans

Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Collection Plans link.

Page 4 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
5. Use the Organizations page to select the appropriate organization.

Last changed on: 1/19/2010 12:21:00 PM Page 5

System Process Document
Updating and Deleting Collection Plans

Step Action
6. Click the M1 list item.

Step Action
7. Click the OK button.

or Press [Alt+O].

Page 6 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
8. Use the Collection Plans page to query for the collection plan which you want to
update or delete.

Last changed on: 1/19/2010 12:21:00 PM Page 7

System Process Document
Updating and Deleting Collection Plans

Step Action
9. Press [F11].

Step Action
10. Click in the Collection Plan field.

Page 8 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
11. Enter the desired information into the Collection Plan field. Enter "MG%".

Step Action
12. Press [Ctrl+F11].

Last changed on: 1/19/2010 12:21:00 PM Page 9

System Process Document
Updating and Deleting Collection Plans

Step Action
13. You can use the Collection Plans page to update a collection plan to change
description, effective dates, plan types and specification types. You can add or
delete collection elements, and add or delete transactions.

Page 10 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
14. Click the Transactions button.

or Press [Alt+r].

Step Action
15. Use the Collection Transactions page to delete an associated transaction.

Last changed on: 1/19/2010 12:21:00 PM Page 11

System Process Document
Updating and Deleting Collection Plans

Step Action
16. Click the Edit menu.

or Press [Alt+E].

Page 12 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
17. Click the Delete menu.

or Press [D].

Step Action
18. Click the OK button.

or Press [Alt+O].

Last changed on: 1/19/2010 12:21:00 PM Page 13

System Process Document
Updating and Deleting Collection Plans

Step Action
19. Click the Save button.

Page 14 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
20. Click the Close button.

Step Action
21. When you add and delete collection plan elements or change some collection plan
element fields, such as the prompt, the database views for the collection plan
automatically updated.

If the view update fails, however, you can manually update your database views.

To update views click the Views button.

Last changed on: 1/19/2010 12:21:00 PM Page 15

System Process Document
Updating and Deleting Collection Plans

Step Action
22. Click the Views... button.

or Press [Alt+i].

Page 16 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
23. To update the database views for the collection plan click on the Create button in
the Database Views page.

Step Action
24. Click the Create button.

or Press [Alt+C].

Last changed on: 1/19/2010 12:21:00 PM Page 17

System Process Document
Updating and Deleting Collection Plans

Step Action
25. Click the OK button.

or Press [Alt+O].

Page 18 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
26. Click the Close button.

Step Action
27. You can delete a collection plan provided you have not collected results for it.

You can, however, disable a collection plan for which you have collected results by
changing its effective dates.

To delete a plan, use the Delete option in the Edit menu

Last changed on: 1/19/2010 12:21:00 PM Page 19

System Process Document
Updating and Deleting Collection Plans

Step Action
28. Click the Edit menu.

or Press [Alt+E].

Page 20 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
29. Click the Delete menu.

or Press [D].

Step Action
30. Click the OK button.

or Press [Alt+O].

Last changed on: 1/19/2010 12:21:00 PM Page 21

System Process Document
Updating and Deleting Collection Plans

Step Action
31. Click the Save button.

Page 22 Last changed on: 1/19/2010 12:21:00 PM

 System Process Document
Updating and Deleting Collection Plans

Step Action
32. Click the Close button.

Step Action
33. You have completed the Updating and Deleting Collection Plans procedure.
End of Procedure.

Last changed on: 1/19/2010 12:21:00 PM Page 23