Process Planning

administrator

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 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.

Note

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

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

Category	Sub-category	Description

Category	Sub-category	Description
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. Cascading Process Approvals - 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. 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). Allow Initiate and Signoff on Same Approval - 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.
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. 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.
Process Planning	Checkout Management	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	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 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. 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	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. 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

Related topics
FactoryLogix global options