creating collection plans from seeded templates_spd
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System Process DocumentCreating Collection Plans from Seeded Templates
Department
Responsibility/Role
File Name 27812941.docRevision
Document Generation Date 19/01/2010 12:19:00
Date Modified 1/19/2010 12:19:00 PM
Last Changed by
Status
Creating Collection Plans from Seeded Templates
Trigger:
Concept
You can create collection plans by copying from another plan in two ways:
• Copying a collection plan, including child plans, and creating a new plan, using the Copy
Collection Plans page.
• Copying the components from one plan to a new plan using the Collection Plans page.
To determine which method to use, decide whether you want to copy associated child plans alongwith the parent plan you have chosen to copy.
Creating collections plans by copying pre-seeded collection plans templates provided by Oracle
Quality, enables you to copy all the collection elements as well as the associated child plans.
In this topic, you will create a collection plan from a seeded collection plan template.
Required Field(s) Comments
Output - Result(s) Comments
Additional Information
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System Process DocumentCreating Collection Plans from Seeded Templates
Procedure
Step Action
1. Begin by navigating to the Copy Collections Plan page.
Click the vertical scrollbar.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
2. Click the Manufacturing and Distribution Manager link.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
3. Click the vertical scrollbar.
Step Action
4. Click the Copy Collection Plans link.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
5. Use the Copy Collection Plans page to select the seeded template you want to
copy.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
6. Click in the Collection Plan Name field.
Step Action
7. Enter the desired information into the Collection Plan Name field. Enter
"Template Corrective Action Request".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
8. Click the Source Organization list.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
9. Click the M1 - Seattle Manufacturing list item.
Step Action
10. Click the Search button.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
11. To use the set of template collection plans and related seeded data, you will need to
copy the structure, give unique names to the plans and specify the destination
organization.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
12. Click the Copy button.
Step Action
13. Click in the New Plan Name field.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
14. Enter the desired information into the New Plan Name field. Enter "IC CAR ".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
15. Click in the New Plan Name field.
Step Action
16. Enter the desired information into the New Plan Name field. Enter "IC CAR
IMP".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
17. Click in the New Plan Name field.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
18. Enter the desired information into the New Plan Name field. Enter "IC CAR IMP
HIST".
Step Action
19. Click in the New Plan Name field.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
20. Enter the desired information into the New Plan Name field. Enter "IC ECO
SUB".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
21. Click in the New Plan Name field.
Step Action
22. Enter the desired information into the New Plan Name field. Enter "IC ECO SUB
HIST".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
23. Click in the New Plan Name field.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
24. Enter the desired information into the New Plan Name field. Enter "IC CAR REQ
HIST".
Step Action
25. Click in the New Plan Name field.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
26. Enter the desired information into the New Plan Name field. Enter "IC CAR REQ
REVIEW".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
27. Click in the New Plan Name field.
Step Action
28. Enter the desired information into the New Plan Name field. Enter "IC CAR REQ
REVIEW HIST".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
29. Click in the New Plan Name field.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
30. Enter the desired information into the New Plan Name field. Enter "IC SUP CAR
RESPONSE".
Step Action
31. Click in the New Plan Name field.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
32. Enter the desired information into the New Plan Name field. Enter "IC SUP CAR
RESPONSE HIST".
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
33. Click the Destination Organization list.
Step Action
34. Click the M1 - Seattle Manufacturing list item.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
35. Click the Finish button.
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System Process DocumentCreating Collection Plans from Seeded Templates
Step Action
36. Click the Ok button.
Step Action
37. You have completed the Creating Collection Plans from Seeded Templates
procedure.End of Procedure.