Control Plan Header

The Header tab contains information that may be displayed in the header of a report output. The following fields may be found on the Header tab of a Control Plan.

Note: The fields that are enabled in the interface and the options available in configurable drop-down lists will depend on the interface style settings that have been defined for the current project. You can choose Project > Management > Configurable Settings > Interface Style to open the Edit Interface Style (This Project) window and change the settings for the current project.

Control Plan Type: The type of control plan.
Control Plan Number: A unique identifier for the control plan document.
Date (Orig.): The original completion date for the control plan.
Date (Rev.): The latest revision date for the control plan.
Part Number: The part number for the item.
Latest Change Level: The latest change level for the part number.
Part Name/Description: The name and description for the item.
Supplier/Plant: The supplier/plant that will be manufacturing the item.
Supplier Code: An identifying number for the supplier/plant.
Key Contact: The primary contact for the control plan.
Key Contact Phone: The phone number for the primary contact.
Core Team: The primary team involved with preparing the control plan.
Approval Fields: Up to four approval fields that allow you to identify the representative who approved the control plan.
Approval Date Fields: Up to four approval data fields that allow you to enter the date when the representative approved the control plan.
User-Defined Fields: Up to two text fields, one date field, one number field and one drop-down list.
Last Updated: The date when the control plan header was last updated. This is populated by Xfmea.
Last Updated By: The user who last updated the control plan header. This is populated by Xfmea.

For text fields, you can click the Select Existing icon inside the field. This will open a window that allows you to reuse text that has already been entered in this type of field.

For date fields, you can click the field once to open a calendar or twice to type the date. You must use the mm/dd/yy or mm/dd/yyyy format.