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Creating an object

 

Prerequisites

  • Access to the SoftExpert Administration > File > Object type (AD043) menu.
  • Access to the SoftExpert SPC > File > Object (SP020) menu.
  • Access to the SoftExpert FMEA > File > Object (FM003) menu.
  • Access to the SoftExpert Workflow > File > Object (WF009) menu.
  • Previously created object type.

 

Introduction

In SoftExpert Suite, the object generic resource allows for creating a range of essential items to control and improve organizational processes. 

These objects may vary from documents to products and equipment. 

See how to create objects in the system:

 

Creating an object

1. Access the menu in which you wish to create an object – for example, SoftExpert Administration > File > Object (AD043).

2. Click on the button.

3. Define the object type that will be used to classify the object being created and click on the button.

4. Enter an ID # and a name for the object.

5. In the Icon field, select the image that will represent the object.

6. If necessary, enable the field so that it is possible to enter a quantity for the object. This information will be used to specify the object quantity that will be associated with workflow activities and with the structures of objects created in SoftExpert FMEA.

7. Select the measurement unit in which the quantity will be specified. See more details on how to add and associate measurement units by clicking here.

8. The Attribute tab will only be displayed if attributes have been associated with the object type. See more details on how to fill out attributes by clicking here.

9. Enter a description for the object.

10. Click on the button.

11. Once the record is saved, some tabs will be enabled. See further details about each one of them:

Revision

This tab lists all the revisions for the object that is being edited. Note that the first revision is created along with the object. 

Click on the button to view the data of the object revision selected in the list of records.

See more details on object revision by clicking here.

 
 
 

Structure

This tab will only be available if the object is being created from the File > Object (FM003) menu of SoftExpert FMEA. It allows for viewing and associating the objects that compose the structure of the object being edited. 

The Revision field, in the upper part of this tab, displays the ID # of the revision through which the object is going. It allows for selecting the ID # of a revision to which the object has been subjected before and then seeing how the structure of this object was composed in that revision.

The lower part of this tab displays the structure of the object. Use the Search field to find an object more easily, and the button next to this field to expand/collapse the structure. On the side toolbar, the following buttons are available:

Click on this button to associate an object with the structure of the object that is being edited. This button will only be enabled when a level is selected in the object structure. 
Click on this button to edit the data referring to the association of the selected object with the structure.
Click on this button to disassociate the selected object from the structure.

These buttons will only be available if the status of the object is Issue.

 

 

Associating an object

To associate an object, select the structure level on which you wish to perform the associate. Then, click on the side toolbar button. On the screen that will open, the following fields are available:

Object Select the object you wish to associate with the structure. Objects in the Issue step will not be available for selection.
Revision If the object has only gone through one revision, this field will display its ID #. If the object has gone through more than one revision, it will be possible to select the ID # of the revision referring to the object that you wish to associate with the structure.
Quantity Enter the object quantity that will be associated with the structure.
Upper level object Displays the data of the object selected in the structure, which is one level above the object being associated.
 
 

Characteristic

This tab will only be available if the object is being created from the File > Object (FM003) menu of SoftExpert FMEA. It displays the characteristics related to the object. On the side toolbar, the following buttons are available:

Click on the arrow located next to this button and select the desired option:

  • Attribute: allows for adding a characteristic of the attribute type.
  • Variable: allows for adding a characteristic of the variable type. 
Click on this button to associate existing characteristics with the object. On the selection screen that will open, locate and select the desired characteristics and save the selection. Use the CTRL and SHIFT key on the keyboard, or the check mark next to each record, to select more than one characteristic at a time.
Click on this button to edit the data of the characteristic selected in the list of records.
Click on this button to disassociate from the object the characteristic selected in the list of records.

See how to add different characteristic types with an object:

 

Adding an attribute characteristic

1. In the Characteristic tab, click on the side toolbar button.

2. Select the Attribute option. 

3. Enter an ID # and a name for the characteristic.

4. Use the Specifications field to provide the details of the characteristic.

5. Fill in the Comment field if you wish to record important information about the characteristic.

6. In the Image tab, click on the button to associate an image with the characteristic.

7. Click on the button.

 

Adding a variable characteristic

1. In the Characteristic tab, click on the side toolbar button.

2. Select the Variable option. 

3. Enter an ID # and a name for the characteristic.

4. Enter the number of decimal places that will be used for the values involved with the characteristic. The inserted number must be equal to or less than 8.

5. In the Nominal value field, enter a rounded or approximate number for the characteristic.

6. In the Limits field, select the desired option:

Bilateral This option will allow for inserting both the upper and lower tolerances.
Unilateral up This option will allow for inserting the upper tolerance only.
Unilateral down This option will allow for inserting the lower tolerance only.

7. Select the measurement unit that will be used to measure the characteristic.

8. Enter the upper tolerance (or uncertainty) allowed for the characteristic. The USL field presents the upper limit specified in accordance with the upper tolerance that has been defined.

9. Enter the lower tolerance (or uncertainty) allowed for the characteristic. The LSL field presents the lower limit specified in accordance with the lower tolerance that has been defined.

10. Fill in the Comment field if you wish to record important information about the characteristic.

11. In the Image tab, click on the button to associate an image with the characteristic.

12. Click on the button.

 
 

Component

This tab displays the SoftExpert Suite components that use the object. 

If you wish to use the same object in different components, objects from other components can be associated through existing records, which is an option provided with the Add button on the object file screen, or in the Administration component.

 
 

12. Click on the button.

13. Select the object in the third quadrant of the object file menu and click on the side toolbar button to release it.

 

Associating an existing object

SoftExpert Suite allows for reusing objects found in other components of the system. 

To this end, the object must be associated with the component in which it will be reused. See how to perform this operation:

1. Access the File > Object menu in the desired component.

2. Click on the arrow next to the button and select the Associate existing record option.

3. On the screen that will open, use the ID #, Name, or Components field to filter the object that will be reused.

4. Click on the button to search for the objects.

5. Select the desired objects and click on the button.

 

Conclusion

Once duly created, objects can be associated with system records.


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