Sync Options for Control Plans

You can start a control plan with a blank worksheet or with data imported from either FMEAs or a PFD worksheet. Automatically importing the data provides you with a starting point for preparing the control plan. You can then make any necessary modifications and additions to data, and if necessary, re-synchronize later to append any new data from the FMEAs or PFD worksheet.

Automatic Transfer

You can choose to transfer data automatically from either FMEAs or PFD worksheets each time you create a new control plan. You can configure the setting via the Control Plan > Sync Options page of the Interface Style window.

If you later make any changes to the FMEAs or PFD worksheet, you can update the control plan with the changes via manual transfer, if desired.

Manual Transfer

You can transfer data from an existing FMEA or PFD worksheet to a control plan any time via manual sync. The following options are available:

Sync with Process FMEA

To sync with an existing process FMEA, choose Control Plan > Sync > Sync with FMEA.

The following settings are available:

• In the Header area, select whether to leave the data in the Header tab of the control plan as-is or replace it with data from the associated FMEA.

• In the Worksheet area, select whether to replace all of the information in the Worksheet tab of the control plan with data from the associated FMEA or append the FMEA data to the end of the existing data in the worksheet.

• In the Map Records for Transfer area, select which data to transfer as process names and cause descriptions in the control plan:
  • In the Part/Process list: If you stored descriptions of the process in the system hierarchy, select the Transfer from Items option; if the descriptions are stored as functions in the FMEA, select the Transfer from Functions option.
    
    Starting in Version 2020, if Transfer from Functions is selected, information will be maintained about the association between the source FMEA records (i.e., the original records) and the descendant records (i.e., the new copies) in the control plan.
  • In the Characteristic list, specify whether the cause records are more likely to be product characteristics or process characteristics. Your selection determines which column the data will be transferred to. If your cause records do not have data that would be a good starting point for defining the characteristics in the control plan, then you could leave the characteristic records blank.

• In the Options for Transferring Controls area, Select the All controls option to transfer all the controls from the FMEA to the control plan. To transfer only the controls that meet the desired requirements, select the Controls where type = option and then select the required control type from the drop-down list.

• The Limiting Criteria area allows you to specify which data to transfer to the control plan by using any of the following criteria:
  • Classification transfers only the cause data with the selected classification. Select All if you want all cause data, no matter the classification, to be transferred. This includes cause data with no classification. Select Any if you want to transfer the record if any classification has been assigned to it. If there is no classification assigned to it, the cause data will not be transferred.
  • Cause RPN (Initial) >= transfers only the data with an initial cause RPN that is greater than or equal to the value that you specify in the input box.
  • Cause RPN (Revised) >= transfers only the data with a revised cause RPN that is greater than or equal to the value that you specify in the input box.
  • Cause SxO (Initial) >= transfers only the data with an initial cause severity x occurrence rating that is greater than or equal to the value that you specify in the input box.
  • Cause SxO (Revised) >= transfers only the data with a revised cause severity x occurrence rating that is greater than or equal to the value that you specify in the input box.

Sync with PFD Worksheet

To sync with an existing PFD worksheet, choose Control Plan > Sync > Sync with PFD Worksheet.

You will be asked to choose whether to overwrite the existing data in the control plan with the data from the PFD worksheet or append the new data. Click OK to complete the process.