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Configure supply type with revision

Gear icon leading to the Configure input type stage where the requirement settings are performed.
Checkbox icon leading to the define input with revision stage where the necessary inputs are established with a compliance check.
Double checkmark icon leading to the Review input stage where the review of the necessary materials is performed.

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Prerequisite

  • Access the menu Configuration > Supply > Supply type (SU023) .

 

Presentation

Supply types allow you to organize and classify the supplies that will be registered later. They can be arranged hierarchically and parameterized according to the user's needs.

For supplies to have revision control, the supply types need to be configured with revision capabilities.

Next, see how to register and configure an supply type with revision control:

 

Configure type

1. Access the menu Configuration > Supply > Supply type (SU023) .

2. Click the button Add icon. to add a new supply type.

3. On the screen that will open, enter the identifier and the type name .

4. On the General tab , fill in the Higher Supply Type field with the hierarchically superior type.

5. In the Default Responsible Team field , you can specify a default responsible team for supplies that use this type. See the Register Team article to learn how to create teams.

6. In the Default unit of measure field , you can specify a unit of measure for the created supplies. To learn how to register a unit of measure, see the article Configure unit of measure .

7. Select the option "Consider objects of this type as hazardous" so that supplies of this type are considered hazardous.

8. Check the "Use mask for identification" option and select the desired record in the available field. It will also be possible to allow changing the identification mask identifier using the " Allow changing identifier" option . To understand more about identification masks, access the article "What is an identification mask? ".

9. In the Security tab , define the permission profiles associated with the supply type. Refer to the article "Associating permission profiles in security" to learn how to perform this operation.

10. In the Attribute tab , associate the created attributes. Access the article Associating attributes to learn how to perform this operation.

11. In the Review tab , configure the supply review by workflow or ISO9001.

To understand how to set up a workflow review, access the article Set up workflow review .

To understand how to configure an ISO9001 revision, access the article Configuring an ISO9001 revision .

Input type data screen opened on the "Revision" tab, with revision information filled in.

 

Conclusion

In this way, the type that classifies the supply with review was created.


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