Versions Compared

Old Version 2

changes.mady.by.user Nathan Wallis

Saved on

compared with

New Version 3

changes.mady.by.user Nathan Wallis

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Version published after converting to the new editor

A Task List step type is used with multi-part operations to collect multiple pieces of data for each logical part by configuring a list of tasks under a single step in a process definition. (Tasks are essentially FactoryLogix activities.)

...

OptionDescription
Task Definitions


Info
iconfalse
titleImportant

Use the options in the Task Definitions area to specify the settings for each task (the item selected in the Fields drop-down). 


  • Number of Fields - Specifies the number of fields for the task list.
  • Fields - Specifies the starting cell for the selected field (headers), A1, B1, or C1, for example.
    • Header - Specifies the header title to use for the selected field (that is, the value that the field will be named when displayed in Production).
  • Mode - Specifies the mode for each field: 
    • Display Only - The value is not editable (the value supplied by the process flow designer is always used). 
    • Record Data Field - The value can be edited. The process flow designer can provide a default value, but the value can be overridden by the shop floor user).

    • Record Calculated Field - The value is not editable. The process flow designer provides a formula that is evaluated during unit processing in Production and the resulting value is used.

      Note
      iconfalse
      titleNote:

      For Display Only fields, the process flow designer can specify values that will be displayed to Production users when the activity is being completed. Default values can also be specified for fields that enable data capture. Standard formulas can be specified for values that will be calculated based on the contents of other task fields.  The Home, Insert, Formulas, Data, Review and View tabs in the design grid allow for a variety of formatting and additional spreadsheet manipulation.


  • Data Type - Specifies the type of data for each task in the spreadsheet:
    • None - No specific type is required; the value can be any type.
    • True/False - The value can be either True or False.
    • Date/Time - The value must be a validdate/time value.
    • Numeric - The value can be any numeric type.
    • Text - The value must be a character string.

    • Stamp - This is a special data type that captures approvals and does activity tracking.

      Note
      iconfalse
      titleNote:

      Stamp type fields (such as Engineer and Mechanical in the following illustration) represent a signoff by one or more people. When Stamp is selected as the field Data Type, additional settings display, allowing control over who can complete the field and whether or not the person entering the field content must have his or her credentials re-verified. This allows for a different set of individuals to be responsible for signing off on values than those who entered the values in the first place.


      Stamp type field for a Task List step


  • Requirement - Specifies whether the value is required or not required.
    • Not Required -The user can skip this field and the underlying activity can still be marked as complete.
    • Required - The activity cannot be marked complete until a value is provided for this field.
  • Number of Tasks - Specifies the number of tasks (rows) for the selected field.
  • Allow creation of new task(s) - Allows or disallows the creation of additional tasks in Production on an as-needed basis. (While tasks defined in NPI apply to all units being processed through a Task List step, new tasks added in Production will only apply to the individual unit currently being worked on.)
Preview

The Preview area of the Task List Settings tab is a robust spreadsheet control, much like Microsoft Excel. The various tabs and controls allow you to customize the task list data:

  • Home - Adjust font settings, number formats, apply conditional formatting, control sheet rows and columns, sort data, fill adjacent cells with data automatically, and apply simple calculations to data.
  • Insert - Insert tables, pivot tables, pictures, and charts to summarize worksheet data visually using a variety of charts. Charts display data series visually to make data interpretation easier, and show the relationship between different data series. There are also options to insert a hyperlink or symbols for use with your task list data.

  • Formulas - Perform calculations on data in cells using formulas. A formula is a string expression that starts with the equals sign ("="). Formulas can contain constants, math operators, functions, cell references, and so on. You can create and edit formulas directly within cells or in the formula bar.

  • Data - Sort data by text (A to Z or Z to A), numbers (smallest to largest or largest to smallest), dates and times (oldest to newest or newest to oldest) in one column. Use commands on the Data tab Sort & Filter group to activate filtering, reapply a filter, or remove all the filters in a worksheet.
  • Review - Add comments to worksheet cells, show/hide comments, add password protection to a worksheet, and allow users to edit specified ranges of cells in a worksheet.
  • View - Turn the display of gridlines and worksheet headings on/off, zoom the worksheet view in/out, and freeze/unfreeze worksheet panes.

Settings dialog - Option Codes tab

...