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Global options in FactoryLogix Office affect how users interact with FactoryLogix features and functions and control all aspects of the system. Global option settings combined with

/wiki/spaces/FD/pages/79295657

user roles and permissions allow different types of access to all areas of the system. Administrators access FactoryLogix global options in the Settings area of the FactoryLogix Office client application.

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Note

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Only a member of the Administrator group can configure default values for global options.

In the Process Planning category, you configure the default global option settings for all aspects of processes and process revisions including approval strategies, material assignments, and process revision options.

Tip

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Tip

To search for a global option, select a column header on the right side of the window, then press Ctrl+F. In

the

the Search

box

 box that displays at the top of the window, enter a search string, then press Enter. All categories containing the search string you entered are highlighted in Yellow. (Select the Close button to end the search and redisplay all

settings

options.)

Category

Sub-category

Description

Process PlanningConditions and Actions
Global Exit Defect Check - When enabled, allows you to specify an exit condition that is applied to all operations.
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Global Exit Symptom Check - When enabled, allows you to specify an exit condition that is applied to all operations. 

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  • Use Custom Conditions and Actions Library - When set to True, the Conditions and Actions control uses the user-defined Conditions and Actions Library.
  • Custom Conditions and Actions Directory - Specifies the directory location (file path) where custom conditions and actions assemblies are stored.

    • Process Planning

    Process Approval Strategy

    • Require One or More Assigned Defects Before Just-In-Time Flow Approval - When set to True, the system will require at least one defect at a Just-In-Time operation prior to allowing the release of the JIT operation to production.

    • Require Default Location to Release to Production - Specifies whether a process revision must have a default location specified before it is released to production.

    • Require Approval to Release to Production - When set to True, a process must go through an approval process before it is released to production.

    • Require Approval for Just-In-Time Reroute Flows to Release to Production - When set to True, Just-In-Time reroute flows must go through an approval process before being released to production.

    • Copy Initiator on Approval Notifications - When set to True, copies the original initiator on all emails generated by approvals, including auto-generated emails such as escalations.

    Allow Initiate and Signoff on Same Approval

    • Cascading Process Approvals - When set to

    False, the approvals system prevents the operator who triggered an approval to also sign off on that approval—unless the list of approvers consists of only that operator.Require Approval to Release to Production - When set to True, a process must go through an approval process before it is released to production

    • True, setting a process to Approved will also cascade down the approval list for all points which that user is a member of.

    • Automatic Release to Production - Specifies how the system behaves with respect to releasing to a process to production automatically when all required approvals for the process have been obtained. The process type can be Production, Receiving, or JIT (Just In Time).

    Cascading Process Approvals

    • Allow Initiate and Signoff on Same Approval - When set to

    True, setting a process to Approved will also cascade down the approval list for all points which that user is a member of

    • False, the approvals system prevents the operator who triggered an approval to also sign off on that approval—unless the list of approvers consists of only that operator.

    Process Planning

    Material Assignments

    • Show Entire BOM When Making Part Assignments from Within an Operation - When set to True, the entire BOM is displayed for material assignments.

    • Show a Warning When the Same Reference is Assigned to Multiple Operations - When set to True, displays a warning when material items are assigned to more than one operation.

    • Enforce Quantity on Activity Assignments - When set to Error, the quantity at the activity level cannot exceed the quantity at the operation level. When set to Warning, a warning message appears, but you can ignore the assigned quantity. When set to Ignore, the assigned operation quantity is ignored. 

    • Auto Route Materials - When set to True, materials are assigned to operations automatically.

    • Allow Part Assignments to Multiple Operations - When set to True, part assignments can be assigned to multiple installation type process steps.

  • Show Entire BOM When Making Part Assignments from Within an Operation - When set to True, the entire BOM is displayed for material assignments.
  • Show a Warning When the Same Reference is Assigned to Multiple Operations - When set to True, displays a warning when material items are assigned to more than one operation.

    • Activity Part Assignment Removal Behavior - By default, removing materials at the activity level doesn't affect assigned materials at the operation level.

      • When this option is set to Removing part assignment from activities removes operation assignments, materials at the operation level are removed when they no longer correspond to any materials at the activity level.

      • When this option is set to Removing part assignment from activities doesn't remove operation assignments, materials at the operation level are not removed when they no longer correspond to any materials at the activity level

    .Auto Route Materials - When set to True, materials are assigned to operations automatically

      • .

    Process Planning

    Checkout Management

  • Record Audit Log at Check In - When set to True, prompts users to enter a comment upon check in.


    • Require recording of Process Planning change reason - When set to True, the user is prompted to enter an explanation of the changes made before exiting the Process Editor.

    • Record Audit Log at Check In - When set to True, prompts users to enter a comment upon check in.

    • Prompt for Check In on Self Checked Out - When set to True, prompts a user to check in an item that the user already has checked out when attempting to check out a conflicting item.

    Process Planning

    Operations
  • Retire Barcodes of non-Serialized Units - When set to False, serialized units in a non-serialized or hybrid process will retain their barcodes indefinitely. When set to True, all barcodes in non-serialized processes or the non-serialized part of a hybrid process will be retired after completing a re-route or a just-in-time (JIT) re-route flow.
    • Skip Loading Operation Data When Applying a Reroute Process Pathway Template - This option enables or disables loading operations from a Reroute Process Template when creating a new Reroute process. This option is applied when a user chooses a Reroute process pathway while finishing a unit.New

  • Unit Documentation Package Activity - When set to True, enables unit documentation package activity.

    • Operations

    Allow Scrap by Default - When set to True, allows a user to scrap a product while finishing an operation on the shop floor.


    • Automatically Apply Default Operation Template - When set to True, any new operations created within a production process will have the default operation template applied automatically

    .Process PlanningProject SchedulingEmail Template - Task Assigned - Specifies the name of the email template to use when a task is first assigned to one or more operators

    • .

    By default, no value is identified.

  • Email Template - Task Activated - Specifies the name of the email template to use when a task becomes active (occurs when all tasks of a given sequence number value are completed and a task with the next sequence number exists). By default, no value is identified.

    • Process Planning

    Work Instruction Batch Printing

    • Header - Adds a header to each printed Active Work Instruction using Smart Text. Use the drop-down to the right of this option to select one or more Smart Text tags to be used for the header.

    Select Smart text tags for the header or footerImage Removed


    • Select Smart text tags for the header or footerImage Added



    • Footer - Adds a footer to each printed Active Work Instruction using Smart Text. Use the drop-down to the right of this option to select one or more Smart Text tags to be used for the footer.

    Process Planning

    Document Revisioning

    • Use Document Revisioning - When set to True, enables revisioned document tracking.

    Process Planning

    Revision Options

    Do not include JIT Process Flows during Assembly Revision or Process Revision - When set to True, JIT process flows will not be included during the revisioning of a process.Part Library

    • Lock-down mode - 

      • Process Revision - Lock down profiles can be set at the process revision level using the Post-Release Editing drop-down and settings configuration.

      • User Role - Lock down profiles can be set at the user/user group level by exposing the Process Lock Down tab in the settings for User Information and Group Information. (The Process Lock Down tab allows the creation, deletion, and configuration of lock down profiles and their association to the user or user group.)

    • Limit creation of unreleased process revisions - When set to True, ensures that you cannot create any new process revisions when or more process revisions are in the "not Released to Production" state.

    Process PlanningWonderware Data Historian Activity
    • Server Address - Specifies the IP address or name of the server hosting the Wonderware Data Historian database.
    • Database Name - Specifies the name of the Wonderware Data Historian database on the specified server.
    • User Name - Specifies the name of a user in the Wonderware Data Historian database who can log in and make server calls.
    • Password - Specifies the password for the user defined in the User Name setting.
    Process PlanningSub-Assembly Capture
    • Default Validations - Defines the default settings to be used by all new instances of the Sub-Assembly activity, as well as those to use when replacing a serialized sub-assembly that was recorded without the use of the Sub-Assembly activity.
    Process PlanningShow Routing Details
    • Allow Selection of NCR and JIT Default Templates - When set to True, enables a hidden tab that allows users to specify default routing values for just-in-time (JIT) approval processes and non-conformance report (NCR) pathways.
    Process PlanningSpecification Management - Color Coding
    • Added Color - A characteristic, specification, or document introduced on the current node of the tree will display in the selected color.
    • Inherited Color - A characteristic, specification, or document that is inherited unchanged from the parent node will display in the selected color.
    • Override Color - A characteristic, specification, or document that is inherited from the parent node and then changed will display in the selected color.
    Process PlanningOnly Load Selected Just-in-Time Flow
    • Controls the display of a Just-in-Time (JIT) flow. When set to True, only the selected JIT flow and its associated reroute flows and Out of Route (OOR operations) will be displayed in the tree view along with the main process flow.
    Process Planning

    • Do not include JIT Process Flows during Assembly Revision or Process Revision - When set to True, JIT process flows will not be included during the revisioning of a process.

    Process Planning

    Part Library

    • Unit of Measure for Weight Properties - Identifies the unit of measure for the Weight property for Internal Part Numbers, variant part numbers and box definitions, and the Box Weight value on packout labels.

    • Prompt for Password when modifying Documents of Assemblies with releases Processes - When set to True, activates a password prompt and records an audit log entry when a document is added to or removed from an assembly with a released process in the Part Library.

    • IPN Field Limit Length - Sets the field length limit to a numeric value (the default value is 400). The range of values allowed is 0 to 400. When this value is set to 400, no validation is required. Any value less than 400 enables validation against an Internal Part Number field length.

    Related topics

    FactoryLogix global options

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    /wiki/spaces/FD/pages/79295811