Text entry area

Use the text entry area to enter instructional text for the activity.

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Formatting tab toolbar

The Formatting tab toolbar allows you to change text characteristics such as font, font size, style, alignment, color, and so on. These tools are similar to those found in popular word processing programs such as Microsoft Word.

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Insert tab toolbar

The Insert tab toolbar allows you to insert Smart Text tags, global text, measurements, tables, pictures, and hyperlinks for the activity.

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Option

Description

Label Printing Mode

Specifies how unit labels will be printed at the time of initialization:

• Use Default - The default label printing mode will be used.

• No Print and Manual Initialization - No label will be printed for the Initialization activity.

• Print and Manual Initialization - A label will be printed for the Initialization activity and initialization will be done manually by the operator by entering or scanning a barcode.

• Print and Auto Initialization - A label will be printed for the Initialization activity and initialization will be done automatically for each unit.

Treat as Panel

(Electronics) Specifies how each unit will be treated: 

• No - Each unit will not be treated as a panelized PCB.

• Yes - Each unit will be treated as a panelized PCB.

• Yes and Allow Temporary Placeholders - The unit will be treated as a panelized PCB and temporary barcode placeholders are permitted.

• Yes and Auto Generate Panel Barcode - The unit will be treated as a panelized PCB and a barcode for the panel is generated automatically.

Initialize Units

Specifies the units that require initialization: 

• Only New Units - Only new units may be initialized.

• Only Existing Units - Only existing units may be initialized. (Select the Change Product Options button (the gear) to display additional options for existing units that may be initialized.)

• New and Existing Units - Both new and existing units may be initialized. (Select the Change Product Options button (the gear) to display additional options for new and existing units that may be initialized.)

• Change Product Options (available if you selected Only Existing Units or New and Existing Units under Initialize Units). 
  
  

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• Enforce Barcode Templates - All unit barcodes must match the predefined barcode template. 

• Change Assembly Revision - Allows the operator to change the assembly revision for units being initialized. 

• Validate Source Assembly - Ensures that each unit barcode is originating from the selected source assembly and revision—only those barcodes are entitled to a product change. (You can select multiple source assemblies and revisions if needed.)
  
  Use the Select Assembly button to display the Assembly Selector dialog where you can search for and select the assembly (or assemblies) that will be used to validate the initialization of each unit.
  
  
  

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• Allow All Revisions of Source Assembly - Allows all revisions of the source assembly to be used for validation.

• Auto-DePanel - Depanelizes panelized assemblies automatically.

• Change Assembly - Allows the operator to change the assembly. This setting outlines the maximum possible degree of barcode change. and allows the operator to switch to a completely different assembly (that is, a different item type and revision). The batch change from Change Existing Barcodes to Batch is to be performed as well.

• Validate Source Assembly Route Completed - Verifies that the route belonging to the barcode’s current assembly is fully completed and each Initialization activity has a positive result.

• Source Assembly - Allows the process designer to select one or more assemblies to be used for the change product activity at the Initialization activity.

Use Carriers

If you select No for the Treat as Panel option, the Use Carriers check box is enabled. Select the Carrier Options Settings button (the gear) to display additional options when using carriers.

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• Allow Initializing New Carriers - Allows new carriers to be initialized.

• Empty Carrier with existing items - Automatically empties any carrier that contains existing items prior to initialization.

• Carrier Type - Checks for the correct carrier type to be used for the Initialization activity.

• Carrier Image - Select the ellipsis (...) to the right of this option, locate and select an image of the carrier to be used for the Initialization activity, then select OK.

• Carrier Position Settings - As soon as you add a carrier image, it displays in a new window where you can either create carrier positions manually using the Create Position button and drag them onto the image or create a position matrix using the Create Matrix button.
  
  
  

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Option

Description

Option Codes

Displays a list of available option codes.

• Use the Apply Option Codes button to move selected option code(s) to the Assigned Option Codes column.

• Use the Remove Option Codes button on the right side of the window to move selected assigned option code(s) back to the Option Codes list.
  
  
  

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Assigned Option Codes

Displays the option codes assigned to this activity.

Use Logical Expression

Select the Use Logical Expressionbutton on the right side of the dialog to define option codes for a step in the form of a logical expression (comprised of available option codes plus the logical operators: AND, OR, and NOT, and brackets to identify precedence).

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Color Assignments by

Specifies how you want parts to be sorted for color coding:

• Part Number - Colors parts automatically by part number.

• Reference - Colors parts automatically by reference.

• Line Item - Colors parts automatically by BOM line item.

Sort By

Specifies the sorting order for the color-coded parts listed for each activity:

• Alphanumeric - Footprint Name - Sorts parts alphabetically by footprint name.

• Alphanumeric - Part Number - Sorts parts alphabetically by part number.

• BOM Line Item - Sorts parts by BOM line items.

• Customer Part Number - Sorts parts by customer part numbers.

• Footprint Size - Sorts parts by the size of the footprint.

• Manual - Allows you to sort parts manually.

• Manufacturer Part Number - Sorts parts by manufacturer part number.

• Polarity - Sorts parts by polarity: positive (+) and negative (−).

• Quantity - Sorts parts by quantity.

• References - Sorts parts by reference designator.

• Socket - Sorts parts by socket type.

• X - Sorts parts by X-axis location.

• XY - Sorts parts by X-axis location, then Y-axis location.

• Y - Sorts parts by Y-axis location.
  
  
  

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• Use the Assign Parts button to select parts for color coding.

• Use the Move Up and Move Down buttons to rearrange color-coded parts.

• Use the ASC (Ascending) and DSC (Descending) buttons under Sorting to select the sort order for the parts listed for each activity. Select More Sort Options (...) to the right of the Sort drop-down to display two additional levels of sorting options. (These options also have ASC and DSC sort order options.)
  
  
  

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