FMECA User Defined Report
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- Roxanne McCormick
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3 Table of Contents FMECA User Defined Report... 1 Overview... 1 Overview... 1 Exiting the FMECA User Defined Report... 1 Working with Formats... 1 Adding Formats... 1 Adding Parameters to a Format... 2 Copying Formats... 3 Deleting Formats... 4 Report Generation... 4 Creating a Report... 4 Index... 9 iii
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5 Overview Overview The FMECA User Defined Report generates an Excel Workbook which can have one or two (if Causes or Causing Items are chosen) pages. If there are two pages, the fields common to the failure mode and item will appear on both pages in the order specified by the user. The first page will have the 'Effects' related fields and the second will have the 'Causes' related fields. EXCEL MUST be installed on your computer (either locally or network) for this tool to create a report. Selecting the 'User Defined Report' option from the 'Reports' through the drop down menu opens a title panel with a progress bar as the program and parameters are loaded. When the loading is completed, the status panel disappears and the main window and menu open for the User Defined Report. Reports are created using 'Formats' which are displayed in tree fashion on the left side of the panel. Clicking on the plus box next to 'Format Specs' opens the tree and displays the existing formats. Exiting the FMECA User Defined Report The tool may be exited by either clicking on the 'door' from the main menu. Working with Formats Adding Formats To add a format: button on the toolbar (the only button there) or selecting 'File Exit' 1. Click with the Left Mouse Button on 'Format Specs'. This selects the 'Format Specs' item. 2. Click the Right Mouse Button. A popup menu is presented with one item - 'Add'. 1
6 3. Click with the Left Mouse Button on 'Add'. The format tree is expanded (if it was not previously) and the 'New Format' item is shown at the bottom. The right side of the panel changes to provide a location for the input of the name of the new format. 4. Change the 'New Format' entry in the 'Name' field to the desired name and press the 'Save' Button. The format tree is updated. Adding Parameters to a Format Parameters are added/deleted or their position modified using the 'Parameters' tab on the right side of the panel. To modify/add parameters in a format: 1. Click with the Left Mouse button on the desired format. 2
7 2. 3. Parameters are added to a format by clicking with the left mouse button on an 'Available Field' so that it is selected (has the triangle next to it as shown in the circles above) and pressing the Select (right arrow) Button. The new parameter will be inserted immediately AFTER the highlighted item in the 'Selected Fields' window. A field may only appear once in a format. Once a field is selected, it is removed from the 'Available Fields' list. Parameters are similarly removed from a format by clicking with the left mouse button on a 'Selected Field' so that the field is highlighted (has the triangle next to it) and pressing the Remove (left arrow) Button. The report created by the format will be comprised of columns from left to right in the order shown in the 'Selected Fields' window. The top item will be the first (or leftmost) column. The bottom item will be the last (or rightmost) column. The columns are ordered by selecting a field and using the Ordering Buttons (the up and down arrows) to move the field up or down in the list of selected fields. Copying Formats Formats are copied by saving them with a new name. To copy a format: 1. Left Click with the mouse on the desired format. 2. Click the Right Mouse Button. A pop-up menu is presented with three items. 3
8 3. Select 'Save As'. The 'Name' field on the 'Format' Tab becomes active. 4. Enter the new format name. 5. Press the 'Save' button. The format tree is refreshed with the new format. Deleting Formats To delete a format: 1. Left Click with the mouse on the desired format. 2. Click the Right Mouse Button. A pop-up menu is presented with three items. 3. Select 'Delete'. A confirmation panel is presented. 4. Select 'Ok'. The 'Format Specs' tree is collapsed. Expanding the tree reveals that the format has been deleted. Report Generation Creating a Report 4
9 Reports are created using formats. To create a report: 1. Left Click with the mouse on the desired format. 2. Click the Right Mouse Button. A pop-up menu is presented with three items. 3. Select 'Create Report'. A Status panel is presented. The tool first checks to see if all the data dependencies are intact (e.g. 'Failure Mode Ratio(Alpha)' requires that the Failure Mode is selected). If there are data disconnects, the tool presents a message identifying which fields will be blank in the report and offering you an opportunity to abort the report and correct the problem. 4. The report will always create entries for failure modes and data related to assemblies. If Signals and Parts are also found in the FMECA tree (at or below the selected assembly), a selection panel will be presented giving the option of having report entries made for these items in addition to the data for assemblies. 5. You are also provided the option for the report to contain data on only the selected assembly, or all the assemblies in the selected subtree. Click on the boxes to toggle the checks on and off. Press the 'Ok' button when complete. 6. The report will then check to see if User Defined Fields exist. If the do it will ask you if you want to add them to the report. <Note: All the Formats are available to all the users on the server. Your User defined fields are unique to your project, so you will need to select any User Defined fields each time the report is run. These are not stored with the 5
10 format as the next user of the format will most probably have different user defined fields> 7. If you answer No, the report will continue with the parameters you have selected in the Parameters tab. If you select Yes then a panel is presented with the user defined fields. The fields are all initially selected. You can select or deselect a field by clicking on the field name. The UnSelect All button will toggle the selection of all the fields with a single mouse click. Press OK when you have selected the fields you want added to the report. If you decide you don t want any user defined fields, just press Cancel. The report will be generated with only the parameters specified for the selected format. 8. If you pressed Yes after selecting user defined fields, a panel will be presented to allow you to specify where in the order of columns the user defined fields are to appear. 6
11 Select the parameter you want to move by clicking on the parameter, then move it up or down by clicking on the up or down arrows on the right hand side. Select the next parameter to move by clicking on the parameter. 9. Click the OK button when you have the order you desire. A status panel is presented that identifies the operations taking place. 10. When the report is complete, Excel is brought up with the report. The report may be reviewed or modified and saved. All the Excel functionality (for the version installed on your computer) is provided. 11. Close Excel. The FMECA Manager is again active. 7
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13 Index A Adding Formats... 1 Adding Parameters to a Format... 2 C Copying Formats... 3 Creating a Report... 4 D Deleting Formats... 4 E Exiting the FMECA User Defined Report... 1 U User Defined Report
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