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      Setting Specs
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        Setting Specs

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          Article summary

          Specs can be accessed and managed from the "Specs" page, located on the Home page.
          Screenshot 2022-12-15 at 1.26.36 PM.png

          Adding New Specs and Spec Fields

          1. On the "Specs" page, click the "New Spec" button.
          2. Name the Spec and click "Save".
          3. From this page, you can edit the spec description using the "Edit" button, or add spec fields using the "New Spec Field" button.
          4. Adding a new spec field gives you the option to name the field and identify its type such as number, boolean, etc.
            • "Number" specs are for recording measurements, quantities, or other data that can be stored numerically.
            • "Boolean" specs are stored as either/or inputs. Booleans are good for spec data that asks for these sorts of inputs:
              • Yes / No
              • Pass / Fail
              • True / False
          5. Click "Save" to create the spec field.
          6. Once the spec field is created, click its name to set up parameters for the spec field.
            • For all specs, give the parameter a name, description, and sampling rate.
              • The "Input Required" checkbox will require input for the spec field when moving parts.
              • The "Request Document" checkbox provides a space to upload an external document (picture, file, etc.).
              • The "One at a Time" checkbox can be checked for measurements that will be entered in individually.
            • For "Number" type specs, identify minimum, target, and maximum values for the spec where necessary.
          7. The spec field parameter can be edited with the pencil icon or permanently deleted with the trash can icon.

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          Sampling Rate

          A sampling rate of "1" means that every part is measured. A sampling rate of 0.1 means that 1 in 10, or 0.1 of the parts, are measured. A sampling rate of 10 would indicate that each part is measured 10 times.

          One at a Time

          Some measurements are taken for batches (oven time and temperature for a batch; tank pH; etc.), while some are taken on individual parts (finish thickness, quality inspection, etc.) Choosing "One at a Time" for the spec field can make data entry much easier if you enter data for multiple individual parts all at one time.

          [EDIT SPECS] button available on WOs​

          • This button can be used by those with the "Archive: Spec Measurements" user permission.​
          • Use the [EDIT SPECS] button to review specs, spec fields, and params.
          • NOTE: editing the specs of a part on a work order will change part specs/parameters only for that instance. The changed specs will not apply to the same part number on other work orders.

          Screenshot 2024-06-21 at 10.09.20 AM.png

          Non-Linear Sampling Rate:

          • Users may set non-linear sampling rates for their params
            • These are based on minimum and maximum batch sizes
            • This should allow for more flexibility for sampling
          • How to use this feature
            • Go to the specs page
            • Click the sampling link
            • Add new sample set
            • Go back to specs page
            • Create a spec and apply some number spec fields
            • Apply your desired params and choose the new sample set
            • Apply spec and params to part number or treatment
            • Create sales orders
            • Add parts to a work order
            • Step through to where the param is
            • Notice sampling requirements

          Setting and Editing Params

          Steelhead enables easy editing of spec field params values when setting specs on a quote part:

          1. Add a spec to a part number or click 'Edit Part Number/Add Specs' from a quote line.
          2. Use the UI to edit spec field params min, target, max values.
            • Toggle to use tolerance at the column header.

          Screenshot 2024-08-08 at 10.14.33 AM.png

          1. Lines highlighted blue have changes that are ordered appropriately and can be saved.
          2. Lines highlighted yellow have changes that can’t be saved because the target is not in the min & max.
          3. Click Save Changes on the bottom banner and ensure spec field params are saved.

          Screenshot 2024-03-28 at 11.35.16 AM.png

          This is what you should do to resolve errors like the one shown below:
          image.png

          Viewing Specs on a Process:

          Some options relating to viewing specs on the process they are attached to:

          • Attach a Spec Field to a default process by clicking its slashed circle icon on the Spec page.
            Screenshot 2024-04-01 at 11.14.32 AM.png
          • View spec fields attached to the default process by clicking link icons near the process tree.
          • View process nodes attached to a spec field by clicking the link icon on the Spec page.
          • Add Spec Fields to a Process Node by selecting them directly or using the spec search.
            Screenshot 2024-04-01 at 11.16.25 AM.png
          • On a Process Node with a Spec Field, click the Spec Field row to view more information.
            Screenshot 2024-04-01 at 11.17.22 AM.png

          Non-Required Process Node Param:

          When adding a spec to a part number or changing it, if a new process node (different to what is already assigned) is added, that spec field will apply to that node for all future orders that include that spec/spec field.

          • For example, below is the screen that comes up when you try to add a spec to a part number specifically.
          • When you select the param you also can select the node as well (as seen in the dropdown).
          • If a different node than what the param is already assigned to gets selected, Steelhead will add that param to that process node.
            image.png

          When a param is being added to a recipe node on a work order, if a different process node is selected, a warning will populate to let you know.

          • But also, if you do still add it to a different node, it will only add the param to that recipe node for that specific work order if you are editing the specs/part number from a work order.
            image.png

          Allow For Grouped Spec Inputs on Workboards:

          Users may enter spec measurements for multiple parts on one panel.
          Screenshot 2024-09-19 at 9.08.35 AM.png

          They can also temporarily group parts on a workboard card and enter measurements for all parts that need measurements.

          1. Find/Create a workboard.
          2. Find/Add a card with numerous parts that have spec requirements at this stage.
          3. Select either Group Like Parts or Toggle Multiselect on the card or global filters.
          4. Observe that the parts are now in collapsed dropdowns with one at the top that says: "More Measurements Required".
          5. Click on the "Enter Specs" button.
          6. Enter the spec measurements for the parts When you close the panel, the parts should be moved into other groupings and be ready to move.
          7. Repeat steps 1-4.
          8. Use the multiselect toggle to select multiple parts.
          9. Click on the "Enter Specs" button in the red row at the top of the card.
          10. Repeat steps 6-7.

          Screenshot 2024-09-19 at 9.08.12 AM.png

          Setting Specs videos:

          https://www.loom.com/share/be5e6ba362f341f2ad2c94646f2a7380
          https://www.loom.com/share/d0610b690e264e65ba9283b24494748b
          https://www.loom.com/share/0c8d8d815fa14c53b236496758094a87

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