Editing an FMEA family and adding records
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Prerequisites
- Access to the Record > FMEA family (FM042) menu.
- FMEA family previously registered.
- User who is a member of the team responsible or of the responsibility route for the FMEA family.
Presentation
Editing the FMEA family allows you to complement information, assemble the structure, associate documents, and manage the FMEAs linked to the family, ensuring centralized management and data reuse.
See how to perform the operations below:
Editing an FMEA family
1. Access the Record > FMEA family (FM042) menu.
2. Locate and select the desired family from the list of records.
3. Click the
button in the toolbar.
4. On the data screen, edit the available sections:
- General data: basic information of the record.
- Revision: available when the type has revision control.
- Structure: used to set up or edit the FMEA structure.
- FMEA tree: allows you to view the details of the FMEA structure. Navigate through the records to check the information.
- Attachment and Associations: sections intended for including attachments, associating documents, and linking with other components.
5. Click Save after making the changes.
- Only the responsible team can edit the FMEA family data.
- If the type that classifies the FMEA family has revision control, it will only be possible to edit the family data when it is under revision, through the FMEA revision task.
Adding or associating records with the family
There are two ways to include records in an FMEA family: through the family data screen, using the options available in the registration structure itself, or through the third quadrant, which allows you to add records directly through the structure visualization. Both approaches make it possible to associate new FMEAs with the family in a practical way, varying only the access point within the system.
Include records through the family data screen
1. Access the Record > FMEA family (FM042) menu.
2. Locate and select the desired family from the list of records.
3. Click the
button in the toolbar.
4. Access the FMEAs of the family section.

5. Click the
button in the side toolbar.
6. Enter the FMEA No. to be registered.

7. Save the record by clicking the
button to include it in the family.
Include records through the third quadrant
1. Access the Record > FMEA family (FM042) menu.
2. Click the More option and select 3 quadrants.

3. Select the desired FMEA family.
4. In the third quadrant, in the Display field, select the FMEAs of the family option.
5. Click the
button in the side toolbar.

6. Enter the FMEA No. to be associated and click the
button to save the record.
Conclusion
Editing the FMEA family and including records allow you to manage multiple FMEAs in an integrated way, ensuring information consistency, reuse of structures, and greater control over related studies.