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Home Tab

The Home tab contains commands related to using the Clipboard and generating reports, queries and plots.

Clipboard

Paste

- Paste pastes the contents of the Clipboard into the current item or record.

For items in the System panel, the pasted item(s) will be placed into the level below the currently selected item and will include any lower level items and associated analyses. If you want to paste the items to the same level or system level — or if you want to paste the item without associated information — use the Paste Special command.

For records in the FMEA hierarchy view in the Analysis panel, the pasted data will include any dependent records (e.g., if you copied a cause that has associated actions or controls, the actions and controls will be pasted also). If you want to paste the record only, use the Paste Without Dependents command.

- Paste As Top Level pastes the cut/copied record(s) from the System hierarchy as a system.
- Paste Special opens the Paste Special window. (Note that this command is available only when working in the System panel.)
- Paste Without Dependents pastes the selected records in the Analysis panel without any dependent records. (Note that this command is available only when working in the Analysis panel.)

Cut cuts the selected item or record (along with any associated analyses or dependent records) to the Clipboard. You can then paste this information into another location within the same database.

Copy copies the selected item or record (along with any associated analyses or dependent records) to the Clipboard. You can then paste this information into another location within the same database.

Copy Active View copies the currently visible contents of the System panel or Analysis panel to the Clipboard as a graphic that can be pasted into other applications. The entire visible area within the active panel/tab will be copied but any information that is not currently visible will be excluded.

What's Changed? In prior versions this was known as the Copy Current View to Graphic command.

Copy Current Analysis makes a copy of the analysis tab that currently has focus in the Analysis panel.

Paste Analysis pastes the copied analysis to the currently selected item.

IMPORTANT: When copying analyses, you will only be able to paste analyses from projects that use the same FMEA structure as the current project.

Delete Current Analysis deletes the analysis tab that currently has focus in the Analysis panel. There is no undo for delete.

Edit

Delete deletes the selected project, item or record and all associated data. There is no undo for delete.

Note: For secure databases, the ability to delete a project is restricted to users with the "Delete project" or "Manage all projects" permissions.

Spelling allows you to automatically spell check the entire analysis displayed in the table or worksheet that is currently displayed (e.g., FMEA worksheet, DRBFM worksheet, DVP&R worksheet or control plan worksheet). This command is not available for the System panel — where the spell check must be applied separately for each Item Properties tab — or the FMEA hierarchy view — where the spell check can be applied for each separate record properties window (e.g., Function Properties, Failure Properties, etc.).

Find and Replace allows you to find or replace specified text, dates, numbers or drop-down list options within the current project.

Move Record

Promote promotes the selected item to the next higher level in the system hierarchy. When an item is promoted, all associated next level items and analyses also will be moved

Demote demotes the selected item to the next lower level in the system hierarchy. When an item is demoted, all associated next level items and analyses also will be moved. An item can be demoted only if there is another item on the same level and above the selected item that it can be demoted under.

Up moves the selected record up in a branch of the system hierarchy or FMEA hierarchy view.

Down moves the selected record down in a branch of the system hierarchy or FMEA hierarchy view.

Reporting

Reports allows you to generate predefined reports in Microsoft Word or Excel.

Queries allows you to search the project or database for the records that meet your specific query criteria. The results can be exported to Excel and you also have the option to save and re-use queries.

Plots allows you to create graphical charts based on analysis data. First, you will be prompted to select the item(s) from the current project that will be the source of the data. Then you can choose the chart type and make any other required inputs.

Excel

- Send Current View to Excel allows you to send the contents of the System panel or the tab in the Analysis panel that currently has focus to an Excel spreadsheet.
- Import from Excel allows you to import data from an Excel spreadsheet. You can choose an existing template or create a new template that determines how the data will be "mapped" from the Excel file to the data fields supported by Xfmea.
- Export to Excel allows you to export data to an Excel spreadsheet. You can choose an existing template or create a new template that determines how the data will be "mapped" from Xfmea to the Excel file.