PFD Worksheet Tab

This topic describes how to enter data in the Worksheet tab. For a description of all columns that could be displayed in a PFD worksheet analysis, see PFD Worksheet Columns.

The Worksheet tab provides the structure for documenting each step that a product goes through in a manufacturing or assembly process. There are three types of records in the analysis: operation records, product characteristics records and process characteristics records. The following figure shows an example of a PFD worksheet based on the Standard FMEA profile that is shipped with the software. You can vary the format of the PFD worksheet based on your company's guidelines and standards. If you have the permissions necessary to edit the project properties, you can choose which columns will be enabled for each type of record and what they will be called. This includes user-defined fields and the ability to define the options in the configurable drop-down lists, when applicable.

Example of a PFD worksheet based on the Standard FMEA profile that is shipped with the software.

When using the PFD worksheet, you have the following options:

• To enter or edit data, double-click the cell.

• • For text columns, you can use the HOME, END and arrow keys to move through the text in the cell. For date columns, you can click the column once to open a calendar or twice to type the date. You must use the mm/dd/yy or mm/dd/yyyy format.

  • After entering the desired information, either press ENTER, TAB or click somewhere outside of the cell to save the changes.

• The following options apply to operation, product characteristics and process characteristics records. While the examples given are for operation records, the commands are similar for each record type:

• • To add an operation, choose PFD Worksheet > Operation > Add Operation.

  • To insert an operation above the currently selected one, choose PFD Worksheet > Operation > Insert Operation.

  • To copy, select the operation in the worksheet area and choose Home > Clipboard > Copy. To paste a copied operation, choose Home > Clipboard > Paste.

  • To move a record up or down one place in the list of operations, select the operation in the worksheet area, then right-click the worksheet and choose Up or Down from the shortcut menu or choose Home > Move Record > Up or Home > Move Record > Down.

  • To delete, select the operation in the worksheet area and either choose Home > Edit > Delete or press DELETE. You can undo the last deletion only.

• To import data from an Excel spreadsheet, choose System Hierarchy > Add Items > Import > Import from Excel. To export data from the PFD worksheet to an Excel spreadsheet, choose System Hierarchy > Tools > Reporting > Export to Excel.

• To generate a report of the PFD worksheet data, choose Home > Reporting > Reports. In the Reports window, the PFD worksheet reports are located in the "PFD Spreadsheet" and "PFD Records" sections of the Available Reports list.

• To split the worksheet view so that you can view text at one side of the worksheet without losing sight of text at the other side, right-click a column heading and choose Split. To remove the split bar, right-click a column heading and choose Remove Split. (For example, you could use this to see the Operation Description column while working with the Process Characteristic column.)

• To rearrange the order in which the columns are displayed, select a column heading and drag it to the place in the worksheet area you want it to appear. This updates the interface style for the project. You also can change the column order through the PFD Worksheet > Worksheet Columns page of the Interface Style window.

• To change the descriptive information about each column that displays in tooltip form when you move the pointer over the column headings, open the Interface Style window and change the text in the appropriate PFD worksheet pages.

• To populate the gray areas in the worksheet with the relevant text from a prior row, choose File > Application Setup. On the Settings page select the Repeat data in worksheet views check box.