Control Plan Header

The Header tab contains information that may be displayed in the header of a report output. The following fields may be found on the Header tab of a Control Plan.

Note: The fields that are enabled in the interface and the options available in configurable drop-down lists will depend on the interface style settings that have been defined for the current project. You can choose Project > Management > Configurable Settings > Interface Style to open the Edit Interface Style (This Project) window and change the settings for the current project.

• Control Plan Type: The type of control plan.
• Control Plan Number: A unique identifier for the control plan document.
• Date (Orig.): The original completion date for the control plan.
• Date (Rev.): The latest revision date for the control plan.
• Part Number: The part number for the item.
• Latest Change Level: The latest change level for the part number.
• Part Name/Description: The name and description for the item.
• Supplier/Plant: The supplier/plant that will be manufacturing the item.
• Supplier Code: An identifying number for the supplier/plant.
• Key Contact: The primary contact for the control plan.
• Key Contact Phone: The phone number for the primary contact.
• Core Team: The primary team involved with preparing the control plan.
• Approval Fields: Up to four approval fields that allow you to identify the representative who approved the control plan.
• Approval Date Fields: Up to four approval data fields that allow you to enter the date when the representative approved the control plan.
• User-Defined Fields: Up to two text fields, one date field, one number field and one drop-down list.
• Last Updated: The date when the control plan header was last updated. This is populated by the software.
• Last Updated By: The user who last updated the control plan header. This is populated by the software.

For text fields, you can click the Select Existing icon inside the field. This will open a window that allows you to reuse text that has already been entered in this type of field.

For date fields, you can click the field once to open a calendar or twice to type the date. You must use the mm/dd/yy or mm/dd/yyyy format.